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外汇交易员· 2025-11-28 03:53
Stock Performance - MediaTek's stock has risen for 5 consecutive days, with a weekly gain exceeding 20%, poised to achieve its largest weekly increase since 2002 [1] - Investor enthusiasm is driven by Google's latest Gemini model and AI chip deals [1] AI Chip Collaboration - MediaTek has partnered with Google to design TPUs, positioned as competitors to NVIDIA's AI chips [1] - Google is significantly intensifying its competition with NVIDIA in the AI chip race, with Meta emerging as a potential multi-billion dollar customer [1] - For years, Google has restricted its custom TPUs for internal use within its cloud data centers, offering computing power for rent [1] Market Analysis - Morgan Stanley anticipates significant challenges for MediaTek in the Chinese mobile phone market next year [1] - The potential of Google's TPUs is expected to offset the adverse effects on the mobile phone business in the long term [1] - Morgan Stanley upgraded Google's rating from Equal Weight to Overweight on Thursday [1]
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外汇交易员· 2025-11-28 03:25
Market Dynamics - Huawei and ZTE have won contracts to supply 5G equipment to Vietnam, despite US government's efforts to exclude Chinese contractors from digital infrastructure projects [1] - The US government has been urging Vietnam to exclude Chinese contractors, including those involved in submarine cable projects, as a condition for advanced technology support [1] Contract Details - A consortium including Huawei secured a $23 million (23 million 美元) contract for 5G equipment [1] - ZTE won at least two contracts, including one worth over $20 million (20 million 美元) last week, for producing 5G antennas [1] Geopolitical Context - The US announced tariffs on Vietnamese goods in April [1]
