芯片订单
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英特尔涨超7%,郭明錤预计苹果可能会发货苹果芯片
Hua Er Jie Jian Wen· 2025-11-28 16:23
Core Viewpoint - The company is expected to start shipping Apple's low-cost M chips, with deliveries anticipated as early as 2027, which could lead to more orders from Apple and other primary customers, positively impacting Intel's long-term outlook [1] Group 1 - Analyst Ming-Chi Kuo from Tianfeng International predicts that Intel will begin shipping Apple's low-cost M chips, with the earliest delivery expected in 2027 [1] - There is potential for Intel to receive more orders from Apple for the 14A node and subsequent versions, as well as increased orders from other primary customers [1] - Following this news, Intel's stock price rose by 7.5%, marking a continuous increase over five trading days, with a total rise of 18% during this period [1]
源杰科技签订6302.06万元日常经营重大订单
Zhi Tong Cai Jing· 2025-10-20 08:36
Core Viewpoint - The company, Yuanjie Technology (688498.SH), has received a procurement order for high-power laser chip products from Client A, amounting to 63.0206 million RMB (including tax), which is expected to positively impact the company's operating performance if successfully implemented [1] Group 1 - The total order value is 63.0206 million RMB, indicating a significant business transaction for the company [1] - This transaction is categorized as a routine sales order within the company's daily operations [1] - Successful execution of this order is anticipated to have a beneficial effect on the company's financial results [1]
整理:每日美股市场要闻速递(4月22日,周二)
news flash· 2025-04-22 13:06
Key Points - Trump is considering lowering U.S. drug prices to international levels [2] - Verizon reported Q1 2025 revenue of $33.5 billion, exceeding market expectations of $33.23 billion and last year's $33 billion. However, Verizon lost 289,000 monthly phone users, surpassing analysts' average estimate of 185,500 [3] - Amazon is rumored to be slowing down its data center expansion [4] - Trump Media & Technology Group, Crypto.com, and Yorkville America Digital have finalized an ETF issuance agreement [4] - Chevron's CEO stated that responses to trade issues have led to market expectations of reduced oil demand [4] - 3M reported Q1 2025 revenue of $6 billion, above market expectations of $5.76 billion but slightly below last year's $6.016 billion [4] - TSMC has reportedly received orders for 2nm chips from Intel [4] - General Electric is cutting costs to maintain performance guidance [4] - Private equity giant Thoma Bravo plans to acquire Boeing's Jeppesen for nearly $9 billion [4]