Technology

Industry insiders: The oversupply of memory will gradually improve in 2023

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In 2023, all major memory factories will deploy DDR5, and its penetration rate will help further improve supply and demand. The three major DRAM factories such as Samsung Electronics, SK Hynix, and Micron have mass-produced DDR5 in 2022, and the initial proportion of production capacity is still not high, and the penetration rate of DDR5 in the standard DRAM field in the fourth quarter of 2022 is about 15%. Industry insiders generally believe that the oversupply of memory in 2023 will gradually improve, the top three original manufacturers will give priority to DRAM prices, conducive to DRAM from the first quarter of 2023 to the bottom, but NAND Flash competition pressure is greater, it is expected that the market demand reversal may be delayed by 1~2 quarters.

Industry insiders: The oversupply of memory will gradually improve in 2023 Read Post »

NVIDIA (NYSE:NVDA) stock price trend forecast and market analysis-2022.12.28

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NVIDIA Corp. (NASDAQ: NVDA) stock price trend forecast and market analysis: 2022.12.28 From the stock chart analysis, the stock price has continued to fall recently, and has fallen below the 60-day moving average. Whether the short-term is a repeated oscillation around the 60-day moving average is more likely, but the medium-term and long-term stock price pressure is obvious, and the probability that the stock price will continue to fall to the previous low of $109 is higher. The short-term recommended buy price is above $135, the stop loss price is $135, the price target is $150, and the expected volatility range is between $135 and $150. Medium and long term holdings are not recommended. From Analysis from financial statements, Q3 2023 achieved revenue of $5.931 billion, expected $5.771 billion, YoY-17%, net income attributable to common shareholders of $680 million, expected $1.029 billion, YoY-72%, EPS $0.27, expected $0.41. Quarterly dividend of

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TrendForce: Cut iPhone 14 series shipments in 2022 to 78.1 million units Luxshare will join the iPhone 15 Pro Max production ranks

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TrendForce released a research report today to reduce iPhone 14 series shipments in 2022 to 78.1 million units; It is estimated that Apple’s full-range iPhone shipments will be revised down to 47 million units in the first quarter of 2023, down 22% from the same period last year. In addition, Foxconn due to the impact of the operating rate, Luxshare Precision joined the iPhone 15 Pro Max assembly supply chain one of the ranks.

TrendForce: Cut iPhone 14 series shipments in 2022 to 78.1 million units Luxshare will join the iPhone 15 Pro Max production ranks Read Post »

JPMorgan Chase: Apple’s iPhone 14 Pro supply shortage has greatly improved

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JPMorgan analyst Samik Chatterjee said in an investment memo that checking Apple (NASDAQ:AAPL) After the distribution channel, it was found that the supply of iPhone 14 Pro models was restored very quickly. Most Apple stores in the United States support in-store pickup, the first such situation since the shortage of supply, indicating that the supply of iPhone 14 Pro models has improved significantly.

JPMorgan Chase: Apple’s iPhone 14 Pro supply shortage has greatly improved Read Post »

Apple (NASDAQ:AAPL) Stock Price Trend Forecast and Market Analysis-2022.12.27

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Apple Inc.(NASDAQ:AAPL) stock price trend forecast and market analysis: 2022.12.27 From the stock chart analysis, the recent stock price fell below $130 again, $0.3  away from the previous lowest point of $128.43. The probability of the stock price choosing the direction of fluctuation is high, and if it falls below $128, it may start a downtrend at the mid-level level, and the downside target price is expected to be between $100 and $105. If it bounces upwards, the short-term target price is $145. Recently, the correlation between stock prices and the NASDAQ index is very high, and the focus is on whether the index breaks downward. Short-term bids are recommended above $130, with a stop price of $128 and a target price between $145 and $152. The mid-line bid price is $130, the stop price is $128, and the target price is between $150 and $155, and the overall trend

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Wedbush analyst Dan Ives: tech stocks 20% rebound next year

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Wedbush analyst Dan Ives expects the tech sector, which fell into a bear market in 2022, to surge 20% in 2023 as companies work to protect earnings and the Federal Reserve winds down its interest rate hikes. “We see growth opportunities in this catastrophe because we believe that despite macroeconomic and Fed policy uncertainties, tech stocks will rise about 20% by 2023 from current levels, with big tech companies, software and semi-tech companies leading the rally,” Ives said. ”

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Strategy Analytics: Qualcomm is expected to have 100% of the Galaxy S and iPhone market share in 2023

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The latest report from Strategy Analytics pointed out that Qualcomm’s dependence on Apple and Samsung Electronics is once again in focus. By 2023, Qualcomm will have 100% of the Galaxy S and iPhone market share, and Qualcomm will benefit from this double monopoly.

Strategy Analytics: Qualcomm is expected to have 100% of the Galaxy S and iPhone market share in 2023 Read Post »

Intel (NASDAQ:INTC) : revenue of $15.338b in fiscal year 2022 Q3, YoY-20.08%

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Intel Corp. (NASDAQ:INTC) stock forecast and trading strategy: 2022.12.23 From the stock chart analysis, the recent stock price fell again below the previous $28-$30 range, the stock price fell below $26 short-term, but the probability of another downward test is low, the probability of stock price fluctuations between $26-$30 has risen sharply, it is recommended to sell high or hold between $26-$30 in the short term, and $26 in the middle line is a better buying point. The target price is between $38 and $40. The worst for companies may be over. The long-term price target is between $45 and $50. From a fundamental point of view, Q3 of fiscal 2022 achieved operating income of $15.338 billion, market expectations of $15.316 billion, YoY-20.08%, net profit attributable to common shareholders of $1.019 billion, YoY-85.07%, EPS $0.25, YoY-85.03%, and market expectations of $1.75. R&D expenses were US$4.302 billion, YoY+13.12%. Quarterly dividend of

Intel (NASDAQ:INTC) : revenue of $15.338b in fiscal year 2022 Q3, YoY-20.08% Read Post »

Microsoft (NASDAQ:MSFT) Stock Price Trend Forecast and Trading Strategy – 2022.12.23

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Microsoft Corp. (NASDAQ:MSFT) stock trading strategy: 2022.12.23 From the stock chart analysis, the probability of the recent stock price continuing to maintain a range of $230-$260 is extremely high, short-term can be buy above $230, the target price of $250-$255. The midline buys $230 with a target price of $260. The recommended stop price is $230, and the stock price stops falling and recovers and closes above $230 to cover the position. If it falls below $230, the probability of the stock price testing $215 downwards rises sharply. The stock price as a whole maintains a large range of fluctuations, and long-term profit space is limited. Recommended positions up to 10%. From a fundamental point of view, Q4 2022 achieved operating income of US$51.865 billion, YoY+12.38%, net profit attributable to common shareholders of US$16.74 billion, YoY +1.71%, and EPS US$2.23. Quarterly dividend of $0.67 per share. Announced an increase in

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Apple China launches “instant discount campaign”: You can save up to 1,000 yuan on shopping from December 30

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Apple China is now launching the “Instant Discount Campaign” on its official website, and you can save up to RMB1,000 by purchasing eligible products with designated payment methods from December 30, 2022 to January 2, 2023.

Apple China launches “instant discount campaign”: You can save up to 1,000 yuan on shopping from December 30 Read Post »

Graphics card destocking began to show results Nvidia and AMD Some products rebounded in December

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According to statistics, in December, NVIDIA RTX30 high-end products have no inventory, the low-end version has an average increase of 3%, AMD RX6000 series graphics card prices have also rebounded by an average of 5%, coupled with NVIDIA RTX40, AMD RX7000 series new products have been released one after another, motherboard manufacturers are expected to gradually get rid of the bottom of operation.

Graphics card destocking began to show results Nvidia and AMD Some products rebounded in December Read Post »

Morgan Stanley: There is still room for the future of the panel

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Morgan Stanley pointed out that the improvement of the supply side is expected to support the price of panel stocks, and the rebound pattern has not changed, and there is still room for the panel to improve in the future. The prices of 76, 65, 55, 43, and 32-inch TV panels did not significantly correct in late December, making the price flat for the whole month. Damo believes that although the order momentum is slowing due to seasonal factors, the panel price level should be maintained for several months, and it is expected that panel suppliers will continue to regulate capacity utilization and shipment schedule, because TV panel prices are still below cash costs.

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