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China IT 2023-11-30T11:50 財經茄呢啡 中概互聯網 ETF跟蹤中證海外中國互聯網 30 指數,該指數從香港及其他海外交易所選取 30 只中國互聯網公司證券作為指數樣本,以反映境外上市的中國互聯網公司證券的整體表現,指數前十大權重股包括阿里巴巴、騰訊控股、百度集團、美團等。
China IT 2023-11-28T11:53 財經茄呢啡 久未公開露面的聯發科董事長蔡明介,上星期接受媒體采訪時透露:AI手機需求大好,滲透率會直線上揚,生成式AI手機將成為殺手級應用,並睇好明年手機市場重返成長!謝金河相信,蔡明介日前的說法跟外資圈的看法不謀而合,其中,花旗環球證券就睇好具備AI功能的PC和智慧手機,預期明年的滲透率將急速拉升到20%、甚至30%以上,將台積電的推測合理價調升到720元,同一時間也保持對聯發科股價破千的預期。
China IT 2023-11-28T11:53 財經茄呢啡 港股午後跌幅顯著收窄,新世界一系跌勢加劇,內房跌幅收斂,晶片及手機設備股強,內房及電動車股跌勢收斂。
China IT 2023-11-28T11:53 財經茄呢啡 手機設備股跑出,瑞聲飆升5%,報20.55元;舜宇收揚2.7%,報71.65元;高偉電子升2.3%,收報20.05元;丘鈦科技漲2%,收報4.59元。
China IT 2023-11-28T11:53 財經茄呢啡 WIFI 7需要多達10顆PA,目前WIFI 6要4顆,PA需求放大,連目前火紅的AI PIN也需要PA。另外,配合AI手機也要提升PA效能,台股過半電子股營收與PC手機相關,曾在疫情期間受惠遠距商機,股價創高點。
China IT 2023-11-28T11:53 財經茄呢啡 從法人進出上可得知,投信擴大賣超為14.12億元並連五賣,反應短線急漲後的獲利入袋,外資也終止連二買轉賣超18.15億元、自營商賣超58.23億元,同顯獲利入袋現象,可留意選舉政策受惠股、因大陸多病原疫情升溫受惠的生技股,及手機/PC產業庫存去化,搭AI熱潮的IC設計族群,具轉機題材有望加入輪動行列的手機族群。
China IT 2023-11-28T11:52 財經茄呢啡 輝達並非唯一9月表現變差的晶片股。持有35檔晶片制造商股票的ISHARE半導體ETF,9月回落7.6%。
China IT 2023-11-26T09:55 財經茄呢啡 OpenAI是非牟利「公共慈善機構」,由董事局控制;而這家「公共慈善機構」持有牟利的OpenAI Global(下稱子公司),微軟據報持有這家牟利公司49%股份。
China IT 2023-11-23T11:54 財經茄呢啡 依據IFIND類似數據,重倉該股的基金共有9只,其中持倉數量最多的基金為大成中證360互聯網+大數據100指數A,該基金最新(2023-09-30)披露規模為4.59億元,11月21日淨值報收2.2100,較上一交易日跌0.32%,近一月漲11.22%,近十二個月漲27.6%。
China IT 2023-11-23T11:49 財經茄呢啡 大摩預期,即使宏觀經濟疲弱,百度第四季核心廣告收入按年升8%,AI提高商家效率及改善廣告平台提高轉換率;由AI驅動的雲收入貢獻將有所上升。百度對AI的投資增加,及考慮到農曆新年表現將疲軟,將百度目標價由170美元下調至150美元。
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