X @外汇交易员

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]