News summary
[CITIC Securities: Continue to be optimistic about medium-term investment opportunities in memory chips (HBM) and other aspects] Securities Times e Company News, CITIC Securities Research believes that NVIDIA's first-quarter results and guidance exceeded market expectations, and its good performance reflects the global commitment to AI computing power.lottojackpottodayresultContinued strong demand for U.S. stocks is expected to have a strong impact on U.S. stockslottojackpottodayresult.lottojackpottodayresult..
Newsletter text
[CITIC Securities: Continue to be optimistic about medium-term investment opportunities in memory chips (HBM) and other aspects] Securities Times e Company News, CITIC Securities Research believes that NVIDIA's first-quarter results and guidance exceeded market expectations, and its good performance reflects the global commitment to AI computing power.lottojackpottodayresultThe continued strong demand for U.S. hardware and semiconductor-related companies is expected to continue to provide strong support for the short and medium term performance of U.S. stock hardware and semiconductor-related companies. However, as the downstream customer structure of AI computing power continues to spread.(From cloud manufacturers to enterprises, sovereign country customers, etc.), as well as the continuous optimization of Nvidia's own product strategies, product forms, market competition structures, and industrial investment logic from AI chips to hardware & complete machines, network equipment, etc. are also changing rapidly. Focusing on Nvidia's technical route and industrial chain, we continue to be optimistic about wafer foundry (advanced process), memory chips (HBM), and IT equipment Medium-term investment opportunities in (AI servers, high-density flash memory), digital equipment (Ethernet) and other aspects.
