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三星电子:非存储芯片业务产能利用率低影响盈利。
news flash· 2025-07-07 22:47
三星电子:非存储芯片业务产能利用率低影响盈利。 ...
TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note
ZACKS· 2025-07-07 22:45
TSMC (TSM) ended the recent trading session at $229.17, demonstrating a -2.4% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 0.79%. Meanwhile, the Dow lost 0.94%, and the Nasdaq, a tech-heavy index, lost 0.92%. Coming into today, shares of the chip company had gained 14.44% in the past month. In that same time, the Computer and Technology sector gained 7.88%, while the S&P 500 gained 5.22%. Analysts and investors alike will be keeping a close e ...
Micron Insiders Sell But Investors Should Buy, Buy, Buy
MarketBeat· 2025-07-07 20:24
Micron Technology TodayMUMicron Technology$119.92 -2.26 (-1.85%) 52-Week Range$61.54▼$136.50Dividend Yield0.38%P/E Ratio21.61Price Target$146.21Add to WatchlistMicron NASDAQ: MU insiders sold in Q2 2025 and continued the trend in Q3, but investors shouldn’t. The insider selling coincides with the onset of a robust rebound in share prices, and share-based compensation is in play. Sellers include numerous directors, the CEO, and several EVPs, all of whom are eligible. The takeaway is that these executives ar ...
Options Bears Cheer Another Tesla Stock Setback
Schaeffers Investment Research· 2025-07-07 18:24
Tesla Inc (NASDAQ:TSLA) is swimming in red ink today, last seen down 7.3% to trade at $292.16. Just when it appeared CEO Elon Musk was returning to focus on his electric vehicle (EV) company, he announced over the weekend intentions to form a new political party. Right on cue, William Blair downgraded TSLA to "market perform," while short sellers collected $1.4 billion in paper profit at last check.Prior to today's gap lower, TSLA had been seeing a surge in options activity. The equity landed on Senior Quan ...
What Makes RF Industries, Ltd. (RFIL) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-07-07 17:05
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
富瀚微: 北京市金杜律师事务所上海分所关于上海富瀚微电子股份有限公司调整2021年、2022年股票期权激励计划股票期权行权价格之法律意见书
Zheng Quan Zhi Xing· 2025-07-07 16:06
关于上海富瀚微电子股份有限公司 调整 2021 年、2022 年股票期权激励计划股票期权行权价格之 法律意见书 致:上海富瀚微电子股份有限公司 北京市金杜律师事务所上海分所 北京市金杜律师事务所上海分所(以下简称本所)接受上海富瀚微电子股份 有限公司(以下简称公司或富瀚微)委托,作为公司 2021 年股票期权激励计划 (以下简称 2021 年激励计划)、2022 年股票期权激励计划(以下简称 2022 年激 励计划)的专项法律顾问。 本所根据《中华人民共和国证券法》 (以下简称《证券法》)、 《中华人民共和 国公司法》(以下简称《公司法》)、中国证券监督管理委员会(以下简称中国证 监会)《上市公司股权激励管理办法(2025 修正)》(以下简称《管理办法》)等 中华人民共和国境内(以下简称中国境内,为本法律意见书之目的,不包括中国 香港特别行政区、中国澳门特别行政区和中国台湾省)现行有效的法律、行政法 规、部门规章、规范性文件和《上海富瀚微电子股份有限公司章程》(以下简称 《公司章程》) 、《上海富瀚微电子股份有限公司 2021 年股票期权激励计划》(以 下简称《2021 年激励计划》)、《上海富瀚微电子股份有 ...
Soitec : Information Relating to the Total Number of Voting Rights and Shares Forming the Share Capital
Globenewswire· 2025-07-07 16:00
Bernin, on July 7, 2025 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of voting rights 06/30/2025 35,727, ...
Could AMD and Nvidia Face New AI Chip Export Restrictions?
The Motley Fool· 2025-07-07 15:46
In today's video, I discuss recent updates affecting Nvidia (NVDA -0.99%) and Advanced Micro Devices (AMD -2.28%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of July 3, 2025. The video was published on July 5, 2025. ...
摩根士丹利:中国云半导体-前景更加光明
摩根· 2025-07-07 15:45
July 6, 2025 08:00 PM GMT Greater China Semiconductors | Asia Pacific Cloud Semis: Brighter Outlook Ahead With more clarity on Rubin architecture and ongoing ASIC growth in 2026, cloud semis could grow further in 2026. The near-term outlook remains positive for non-rack servers. We reiterate OW on Aspeed and Montage, and raise our Aspeed PT to NT$6100. Key Takeaways 2026 GPU server outlook turning more clear: Post our cloud semis upgrade (link), the key pushback has been the 2026 cloud capex outlook. It rem ...
高盛-市场反馈_对人工智能仍持积极态度;先进封装渐获关注;买入台积电(
Goldman Sachs· 2025-07-07 15:45
We met with over 35 investors during our marketing trip in Singapore over the past week. Overall, we continued to observe a resurgence in sentiment particularly around AI while sentiment towards non-AI segments remains subdued. However, we feel that investors' positioning remains on the cautious side despite the recent recovery in sentiment. From a positioning perspective, many investors did not fully participate in the rally over the past few months and are still largely underexposed or waiting on the side ...