ChatGPT 普及化成為運算芯片行業增長的新動力
正如我們在先前的文章提及ChatGPT 及OpenAI 近期備受科技巨頭的青睞 (文章標題:《ChatGPT 的普及性》),科技公司應用更多人工智能無疑是個大趨勢,我們對人工智能應用的普及化及長期增長充滿信心。市場追捧ChatGPT相關概念股,運算芯片的發展潛力成為市場焦點,相關公司亦將受益於此次AI發展的浪潮。...
07 March, 2023正如我們在先前的文章提及ChatGPT 及OpenAI 近期備受科技巨頭的青睞 (文章標題:《ChatGPT 的普及性》),科技公司應用更多人工智能無疑是個大趨勢,我們對人工智能應用的普及化及長期增長充滿信心。市場追捧ChatGPT相關概念股,運算芯片的發展潛力成為市場焦點,相關公司亦將受益於此次AI發展的浪潮。...
07 March, 20232022年急速的加息步伐下,金融世界不同資產回報不理想。公司經營壓力加劇,消費者失去意欲。然而在奢侈品世界中,加息似乎沒有熄滅消費者對奢侈品的追求。以下將會從各奢侈品牌最近的財務報告和大家分享當中的亮點。...
22 February, 20231. 第三代半導體材料的優勝之處在於遇到高溫、高壓、高電流時,不會輕易從絕緣變成導電,特性更穩定,能源轉換也更佳。 2. 因應市場對SiC 需求不斷增加,STMicroelectronics (STM.FP) 及ON Semi (ON.US) 投放更多資源在建造SiC廠及擴大產能,增加供應量。...
07 February, 20231. 中國上月宣布放寬「動態清零」防疫政策,令市場期望中國經濟重拾增長動力,有望刺激作為芯片最大終端市場的電子消費品需求。 2. 考慮到中國的芯片供求,我們認為中國放寬抗疫政策將有助於近期需求疲弱的半導體行業提早觸底。 ...
11 January, 20231. 今年一月,微軟 (MSFT.US) 宣佈有意以700億美元收購遊戲製造商動視暴雪 (ATVI.US) ,成為遊戲行業最大收購活動。 2. 美國聯邦貿易委員會因擔心違反反壟斷法而暫時未能通過,市場上有不同聲音。...
22 December, 20221. 我們預計GLP-1將成為主要2型糖尿病及減肥藥。 2. 我們預期Mounjaro未來在更多國家獲批用於糖尿病及減重將加速Mounjaro的收入增長,並預期2026年Mounjaro 的銷售額將達到49億美元,成為禮來(LLY.US)主要收入來源之一。 ...
07 December, 20221. 我們預計GLP-1將成為主要2型糖尿病及減肥藥。 2. 我們預期Mounjaro未來在更多國家獲批用於糖尿病及減重將加速Mounjaro的收入增長,並預期2026年Mounjaro 的銷售額將達到49億美元,成為禮來(LLY.US)主要收入來源之一。 ...
24 November, 20221. 我們預計GLP-1將成為主要2型糖尿病及減肥藥。 2. 我們預期Mounjaro未來在更多國家獲批用於糖尿病及減重將加速Mounjaro的收入增長,並預期2026年Mounjaro 的銷售額將達到49億美元,成為禮來(LLY.US)主要收入來源之一。 ...
09 November, 20221. 繼8月初推行芯片與科學法案(CHIPS and Science Act),美國政府近期進一步擴大對中國半導體企業的出口限制,以阻止中國開發先進的芯片。 2. 我們預計海外芯片企業很大機會將避過美國對先進製程芯片的出口限制,轉而加大對中國在成熟製程的芯片及設備出口。...
12 October, 2022文章重點: 1. 新冠疫情爆發時,全球各地涉及與疫情相關業務的醫療企業,營業收入及股價受疫情帶動而大增。 2. 但今年開始,新冠檢測產品供應商不再受惠於疫情,反而對整體收入的穩定性及確定性帶來負面影響。...
15 September, 2022文章焦點: 1. 美國總統拜登於8月9日簽署美國芯片法案,為美國的半導體生產和研究提供527億美元的補貼,以提高國內科技及半導體業的競爭力。 2. 美國芯片法案提供為期四年、25%的稅收減免,目的在於鼓勵企業在美國建廠生產芯片,該稅收減免估計價值約為240億美元。 3. 短期而言,我們認為雖然法案的補貼有助吸引半導體企業在美國發展的意願,例如上述企業加強投資,但是法案的長期效用仍是未知之數。...
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