Core Insights - Dell Technologies is set to report earnings on May 29, 2025, with analysts expecting earnings of $1.69 per share and sales of $23.2 billion, an improvement from the previous year's earnings of $1.27 per share and sales of $22.2 billion [2] - Historically, Dell has experienced a negative one-day return following earnings announcements in 53% of cases over the past five years, with a median decline of -4.9% and the largest drop being -17.9% [1][6] Financial Performance - Dell Technologies has a market capitalization of $80 billion and generated $96 billion in revenue over the last twelve months, with operating profits of $6.2 billion and net income of $4.6 billion [3] - The company has recorded 19 earnings data points in the last five years, with 9 positive and 10 negative one-day returns, resulting in positive returns approximately 47% of the time [6] Trading Strategies - Traders may consider pre-earnings positioning based on historical odds and post-earnings positioning by analyzing the relationship between immediate and medium-term returns [5] - A strategy involving the correlation between short-term and medium-term returns can be employed, where a positive 1D return may lead to a long position for the next 5 days if 1D and 5D returns show high correlation [4]

27 May 2025 | 10:48PM HKT Fositek (6805.TW): ASIC AI servers to drive liquid cooling components; high-end foldable phones in 2H25; Buy We reiterate our positive view on Fositek post Computex (report link), where we see rising demand on ASIC AI servers and the growing computing power is driving liquid cooling penetration rate in ASIC AI servers. Fositek is expanding from smartphones to servers, with rail kits and liquid cooling components. Liquid cooling components carry better GM, positive to Fositek's GM e ...

Dell Technologies (NYSE: DELL ) is set to report earnings on May 29, 2025, after the market close. Despite waning expectations by analysts, lowering revenue and earnings forecasts going into the start of FY 2026, investments in building out data center capacity remain strong. I believe DELLMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industri ...

Group 1: Core Views - The merger between Haiguang Information and Zhongke Shuguang marks the first case of a "subsidiary reverse merger with the parent company" in the Sci-Tech Innovation Board, indicating a new phase of deep integration in the domestic computing power industry [1][2] - This merger is expected to enhance resource integration and promote the development of China's information industry, aligning with national strategic needs [2][3] Group 2: Company Performance - In 2024 and Q1 2025, Zhongke Shuguang reported revenues of approximately 13.148 billion and 2.586 billion respectively, with net profits of about 1.911 billion and 186 million [2] - Haiguang Information's revenues for the same periods were approximately 9.162 billion and 2.4 billion, with net profits of around 1.931 billion and 506 million [2] Group 3: Industry Context - The merger is seen as a significant step towards accelerating the domestic chip industry's integration and replacement processes, particularly in sectors like government, communication, finance, and energy [3][5] - The recent revision of the "Major Asset Restructuring Management Measures" on May 16 is expected to boost market confidence and encourage more mergers and acquisitions in the industry [6][7] Group 4: Policy Environment - The Chinese government has been actively promoting mergers and acquisitions, particularly among state-owned enterprises, to strengthen the electronic information industry [5][7] - Since the introduction of the "Merger Six Articles," there has been a notable increase in the number of disclosed asset restructuring plans, indicating a more vibrant market environment [7]

The upcoming report from HP (HPQ) is expected to reveal quarterly earnings of $0.80 per share, indicating a decline of 2.4% compared to the year-ago period. Analysts forecast revenues of $13.43 billion, representing an increase of 4.9% year over year.Over the last 30 days, there has been an upward revision of 8.7% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this tim ...

PLTR Technical AnalysisPalantir also looks like it’s going to drop a bit, but at this point in time, that is probably necessary anyway. We just shot above a major resistance barrier in the form of $125, and a little bit of consolidation and noisy trading probably does wonders for the long-term strength of this market. The 50-day EMA sits right around the $107 level and is rising. And it is worth noting again that Monday is Memorial Day in the United States, so I would not expect a lot of action on Friday, a ...

Group 1 - Harmony OS made its debut on computers, marking a significant breakthrough for domestic operating systems in the personal computer sector, enhancing Huawei's ecosystem [1] - Alibaba's Qwen3 model achieved multiple new highs in performance during global large model benchmark tests, showcasing advancements in AI technology [1] Group 2 - The launch of the Loongson 3C6000/D dual-server with 100% domestic component rate meets the computing needs of data centers and cloud computing [2] - Dameng Data's new generation distributed database has been put into use, achieving revenue and profit growth in Q1, emphasizing the importance of core technology development [2] Group 3 - SUTENG's laser radar technology has been pivotal in the smart driving industry, with multiple partnerships established this year [3] - China's new energy vehicle exports reached 642,000 units in the first four months, a year-on-year increase of 52.6%, highlighting the sector's growth [3] Group 4 - The introduction of advanced knitting technology by Xintai is expected to enhance customer loyalty and open new design possibilities [4] - Yushi Technology reported a 45% year-on-year increase in autonomous driving mileage, expanding its international projects [4] Group 5 - The introduction of a 1000-qubit coherent optical quantum computer at the Beijing Science and Technology Expo signifies a leap towards commercial viability in quantum computing [6] - The development of high-altitude wind energy systems and PHA production lines indicates significant advancements in renewable energy technologies [7] Group 6 - Blue Arrow Aerospace is rapidly producing new liquid oxygen-methane rocket engines, filling domestic technological gaps in this field [8] - The use of AI algorithms in drones has improved traffic flow and fire detection accuracy, serving over 100 cities globally [8] Group 7 - The establishment of major scientific research facilities in Shenzhen allows private enterprises to access cutting-edge research tools, enhancing innovation capabilities [9] - Financial support for private enterprises has increased, with improved access to funding and tailored financial products [14] Group 8 - The implementation of the Private Economy Promotion Law provides legal and policy support for private enterprises, encouraging innovation as a key development strategy [15]

以下文章来源于暗涌Waves ，作者暗涌 暗涌Waves . 钱的流向，人的沉浮。36氪旗下投资报道账号。 同时光帆创始团队属于典型的"高P团队"，团队汇集了来自小米、华为、字节、阿里、腾讯等企业的资深专家，具有深厚的人工智 能软硬件及应用开发能力。近年来，高管创业屡见不鲜，据IT桔子数据，2024年共有13位前大厂高管选择创业，其中11位的创业 方向与AI硬件或AIGC相关。并且创始人背景已不再局限于传统的BAT，从新一代大厂如小米、理想，甚至AI六小龙出走的高管 也非常受市场和资本的关注，这不免让人回忆起移动互联网时代早期的创业潮，"水大鱼大、诸神混战"的时代场景再一次来临。 当下的AI硬件创业天下三分，有昂贵的具身智能公司，有入局收购成熟硬件团队以布局自有可穿戴入口的大厂，也有一众依赖敏 捷创新快速占领细分市场的初创公司。 诸神混战的时代又回来了。 文 ｜ 徐牧心 来源｜ 暗涌Waves（ID：waves36kr） 封面来源 ｜ IC Photo "暗涌Waves"独家获悉，小米早期初创团队成员、89号员工董红光离职创办的光帆科技，在三个月内迅速完成两轮累计1.3亿元人 民币融资，投后估值超5亿元。 投 ...

Core Insights - ASUS and AMD have launched the ASUS Expert P-series Copilot+ PCs, emphasizing their leadership in the commercial AI PC market [2][4] - The new devices are designed for fast AI computing, productivity, and security, featuring a sustainable design [3] Product Overview - The ExpertBook P3 series is the fastest ASUS ExpertBook AI PC, available in 14-inch and 16-inch variants, powered by AMD Ryzen™ AI PRO 7 processors, offering up to 66 TOPS of AI performance [5] - The ExpertCenter P600 series is the first all-in-one Copilot+ PC from ASUS, available in 24-inch and 27-inch sizes, delivering up to 50 TOPS of dedicated NPU power [7] - The ExpertCenter P700 series is the first desktop Copilot+ PC, available in mini tower and small-form factor options, also providing up to 50 TOPS of AI compute power [8] - The ExpertCenter PN54 Mini PC offers Copilot+ capabilities in a compact form factor, suitable for space-constrained environments [10] AI Tools and Security Features - All models in the ExpertBook and ExpertCenter P-series come with ASUS AI ExpertMeet and ASUS ExpertGuardian for enhanced collaboration and security [11] - AI ExpertMeet provides AI-powered translation and meeting summaries, while ExpertGuardian offers comprehensive protection across hardware, software, and firmware [12] Availability and Pricing - The ASUS ExpertBook P3 is expected to be available in Canada starting from late Q3 2025, while the ExpertCenter P series is anticipated to launch in early Q1 2026 [14]

谷歌母公司Alphabet首席执行官： Google Beam将与惠普合作，并将于今年晚些时候上市。 ...