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{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4221013874083442","uuid":"4221013874083442","gmtCreate":1757910675042,"gmtModify":1757913890158,"name":"Gregorio","pinyin":"gregorio","introduction":"","introductionEn":null,"signature":"I want be a millionaire","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":82,"tweetSize":0,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":29,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":478744239018704,"gmtCreate":1757912678787,"gmtModify":1757913761146,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"htmlText":"I want be reliable on this business I promise I want be a millionaire thank you","listText":"I want be reliable on this business I promise I want be a millionaire thank you","text":"I want be reliable on this business I promise I want be a millionaire thank you","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/478744239018704","isVote":1,"tweetType":1,"viewCount":1977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526904506738016,"gmtCreate":1769674184849,"gmtModify":1769674255599,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"Help Center - Tiger Brokers","htmlText":"Find out more here:<a href=\"https://tigr.link/s/40DslD4\">Help Center - Tiger Brokers</a>&nbsp;cash out","listText":"Find out more here:<a href=\"https://tigr.link/s/40DslD4\">Help Center - Tiger Brokers</a>&nbsp;cash out","text":"Find out more here:Help Center - Tiger Brokers cash out","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526904506738016","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526411443011928,"gmtCreate":1769553796975,"gmtModify":1769553799348,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AAPL 20260130 250.0 PUT\">$AAPL 20260130 250.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AAPL 20260130 250.0 PUT\">$AAPL 20260130 250.0 PUT$ </a>&nbsp;","text":"$AAPL 20260130 250.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526411443011928","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524978633371712,"gmtCreate":1769194518233,"gmtModify":1769194521745,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524978633371712","repostId":"1132485136","repostType":2,"repost":{"id":"1132485136","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1769000739,"share":"https://ttm.financial/m/news/1132485136?lang=en_US&edition=fundamental","pubTime":"2026-01-21 21:05","market":"other","language":"en","title":"Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132485136","media":"Deep News","summary":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence. According...","content":"<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMemory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-21 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4147":"半导体设备","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","07709":"南方两倍做多海力士","BK4211":"区域性银行","MUD":"1倍做空MU ETF-Direxion","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1548497426.USD":"安联环球人工智能AT Acc","MULL":"2倍做多MU ETF-GraniteShares","07747":"南方两倍做多三星电子","BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4543":"AI","LU0106831901.USD":"贝莱德世界金融基金A2","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK4516":"特朗普概念","BK4535":"淡马锡持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","09347":"南方两倍做空三星电子(美元)","MS":"摩根士丹利","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0971096721.USD":"富达环球金融服务 A","BK4023":"应用软件","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SSNLF":"三星电子","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4585":"ETF&股票定投概念","ASML":"阿斯麦","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","MUU":"2倍做多MU ETF-Direxion","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","SNDK":"闪迪","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","STX":"希捷科技","LU0557290698.USD":"施罗德环球可持续增长基金","WDC":"西部数据","TSM":"台积电","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4551":"寇图资本持仓","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4127":"投资银行业与经纪业","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","03165":"华夏欧优股对冲","BK4528":"SaaS概念","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","MU":"美光科技","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4504":"桥水持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SMSD.UK":"三星电子","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132485136","content_text":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.\nMorgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.\nWinners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.\nBeyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.\nFurthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.\nLosers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.\nSupply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.\nLong-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.","news_type":1,"symbols_score_info":{"000660":1,"TSM":1,"07747":2,"03165":1,"MULL":2,"MS":1,"SMSD.UK":2,"09347":2,"MUD":2,"WDC":2,"MU":2,"SNDK":2,"ASML":1,"005930":1,"SSNLF":2,"07709":2,"MUU":2,"STX":2}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524978038821952,"gmtCreate":1769194490777,"gmtModify":1769194494449,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Please need widraw&nbsp;","listText":"Please need widraw&nbsp;","text":"Please need widraw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524978038821952","repostId":"1132485136","repostType":2,"repost":{"id":"1132485136","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1769000739,"share":"https://ttm.financial/m/news/1132485136?lang=en_US&edition=fundamental","pubTime":"2026-01-21 21:05","market":"other","language":"en","title":"Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132485136","media":"Deep News","summary":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence. According...","content":"<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMemory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-21 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4147":"半导体设备","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","07709":"南方两倍做多海力士","BK4211":"区域性银行","MUD":"1倍做空MU ETF-Direxion","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1548497426.USD":"安联环球人工智能AT Acc","MULL":"2倍做多MU ETF-GraniteShares","07747":"南方两倍做多三星电子","BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4543":"AI","LU0106831901.USD":"贝莱德世界金融基金A2","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK4516":"特朗普概念","BK4535":"淡马锡持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","09347":"南方两倍做空三星电子(美元)","MS":"摩根士丹利","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0971096721.USD":"富达环球金融服务 A","BK4023":"应用软件","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SSNLF":"三星电子","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4585":"ETF&股票定投概念","ASML":"阿斯麦","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","MUU":"2倍做多MU ETF-Direxion","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","SNDK":"闪迪","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","STX":"希捷科技","LU0557290698.USD":"施罗德环球可持续增长基金","WDC":"西部数据","TSM":"台积电","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4551":"寇图资本持仓","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4127":"投资银行业与经纪业","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","03165":"华夏欧优股对冲","BK4528":"SaaS概念","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","MU":"美光科技","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4504":"桥水持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SMSD.UK":"三星电子","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132485136","content_text":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.\nMorgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.\nWinners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.\nBeyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.\nFurthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.\nLosers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.\nSupply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.\nLong-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.","news_type":1,"symbols_score_info":{"000660":1,"TSM":1,"07747":2,"03165":1,"MULL":2,"MS":1,"SMSD.UK":2,"09347":2,"MUD":2,"WDC":2,"MU":2,"SNDK":2,"ASML":1,"005930":1,"SSNLF":2,"07709":2,"MUU":2,"STX":2}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524977883964784,"gmtCreate":1769194368702,"gmtModify":1769194371489,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/U/3576060582803676\">@FFX </a> 0","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/U/3576060582803676\">@FFX </a> 0","text":"$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ @FFX 0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524977883964784","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521933667303576,"gmtCreate":1768460318822,"gmtModify":1768460322366,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521933667303576","repostId":"1181646881","repostType":2,"repost":{"id":"1181646881","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768459262,"share":"https://ttm.financial/m/news/1181646881?lang=en_US&edition=fundamental","pubTime":"2026-01-15 14:41","market":"us","language":"en","title":"24H | Semiconductor Stocks Jump After TSMC Expects 2026 Capex of $52-56 Bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1181646881","media":"Tiger Newspress","summary":"Semiconductor stocks gained in overnight trading, as TSMC said its capital expenditure would be higher over the next three years and forecasts 2026 capex of $52 billion to $56 billion.ASML rose 5%;...","content":"<html><head></head><body><p>Semiconductor stocks gained in overnight trading, as TSMC said its capital expenditure would be higher over the next three years and forecasts 2026 capex of $52 billion to $56 billion.</p><p>ASML rose 5%; Applied Materials and Lam Research rose 4%; <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> and KLA rose 3%; TSMC and Himax rose 2%; Micron, SanDisk, Astera Labs, <a href=\"https://laohu8.com/S/SMH\">VanEck Semiconductor ETF</a>, Marvell Technology, Intel, and Western Digital rose 1%.           </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b87b0e2ca0b53a2b06e7d8d574635e41\" tg-width=\"784\" tg-height=\"899\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H | Semiconductor Stocks Jump After TSMC Expects 2026 Capex of $52-56 Bln</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H | Semiconductor Stocks Jump After TSMC Expects 2026 Capex of $52-56 Bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-15 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks gained in overnight trading, as TSMC said its capital expenditure would be higher over the next three years and forecasts 2026 capex of $52 billion to $56 billion.</p><p>ASML rose 5%; Applied Materials and Lam Research rose 4%; <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> and KLA rose 3%; TSMC and Himax rose 2%; Micron, SanDisk, Astera Labs, <a href=\"https://laohu8.com/S/SMH\">VanEck Semiconductor ETF</a>, Marvell Technology, Intel, and Western Digital rose 1%.           </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b87b0e2ca0b53a2b06e7d8d574635e41\" tg-width=\"784\" tg-height=\"899\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪","SMH":"半导体指数ETF-HOLDRs","HIMX":"奇景光电","ALAB":"Astera Labs, Inc.","KLAC":"科磊","AMAT":"应用材料","ASML":"阿斯麦","INTC":"英特尔","LRCX":"拉姆研究","WDC":"西部数据","SOXL":"三倍做多半导体ETF-Direxion Daily","MRVL":"迈威尔科技","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181646881","content_text":"Semiconductor stocks gained in overnight trading, as TSMC said its capital expenditure would be higher over the next three years and forecasts 2026 capex of $52 billion to $56 billion.ASML rose 5%; Applied Materials and Lam Research rose 4%; Direxion Daily Semiconductors Bull 3x Shares and KLA rose 3%; TSMC and Himax rose 2%; Micron, SanDisk, Astera Labs, VanEck Semiconductor ETF, Marvell Technology, Intel, and Western Digital rose 1%.","news_type":1,"symbols_score_info":{"MU":2,"INTC":2,"MRVL":2,"ALAB":2,"SOXL":2,"KLAC":2,"AMAT":2,"SNDK":2,"LRCX":2,"ASML":2,"SMH":2,"HIMX":2,"WDC":2}},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521766691401992,"gmtCreate":1768419647708,"gmtModify":1768419649938,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 1000,000,000","listText":"<a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 1000,000,000","text":"$Wolfspeed Inc.(WOLF)$ $Tiger Brokers(TIGR)$ 1000,000,000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521766691401992","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520738626793608,"gmtCreate":1768168767353,"gmtModify":1768168770136,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[{"img":"https://community-static.tradeup.com/news/a6946c31964d1d050c815843bed94534"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520738626793608","repostId":"2601293398","repostType":2,"repost":{"id":"2601293398","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1767762039,"share":"https://ttm.financial/m/news/2601293398?lang=en_US&edition=fundamental","pubTime":"2026-01-07 13:00","market":"sg","language":"en","title":"November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2601293398","media":"MT Newswires Live","summary":"The November inflation numbers won't reassure the Reserve Bank of Australia  that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia  and the Australian Associated Press.Australia's consumer price index  rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","content":"<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-01-07 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","RBA":"里奇兄弟拍卖","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","XAO.AU":"标普/澳交所 普通股指数","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","CPI":"IQ Real Return ETF","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","BK7135":"综合性银行","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4137":"综合支持服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601293398","content_text":"The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia (ASX:CBA) and the Australian Associated Press.Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","news_type":1,"symbols_score_info":{"XKO.AU":0.69,"CBA.AU":1.5,"RBA":1,"XJO.AU":0.69,"XAO.AU":0.69,"CPI":1}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":520738694643760,"gmtCreate":1768168719234,"gmtModify":1768168722569,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Yess CBA TRANSACTION LAST NOVEMBER 2025","listText":"Yess CBA TRANSACTION LAST NOVEMBER 2025","text":"Yess CBA TRANSACTION LAST NOVEMBER 2025","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520738694643760","repostId":"2601293398","repostType":2,"repost":{"id":"2601293398","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1767762039,"share":"https://ttm.financial/m/news/2601293398?lang=en_US&edition=fundamental","pubTime":"2026-01-07 13:00","market":"sg","language":"en","title":"November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2601293398","media":"MT Newswires Live","summary":"The November inflation numbers won't reassure the Reserve Bank of Australia  that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia  and the Australian Associated Press.Australia's consumer price index  rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","content":"<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-01-07 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","RBA":"里奇兄弟拍卖","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","XAO.AU":"标普/澳交所 普通股指数","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","CPI":"IQ Real Return ETF","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","BK7135":"综合性银行","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4137":"综合支持服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601293398","content_text":"The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia (ASX:CBA) and the Australian Associated Press.Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","news_type":1,"symbols_score_info":{"XKO.AU":0.69,"CBA.AU":1.5,"RBA":1,"XJO.AU":0.69,"XAO.AU":0.69,"CPI":1}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520685018317960,"gmtCreate":1768168664456,"gmtModify":1768168667022,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a> 20,000&nbsp;","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a> 20,000&nbsp;","text":"$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ 20,000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520685018317960","repostId":"2601293398","repostType":2,"repost":{"id":"2601293398","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1767762039,"share":"https://ttm.financial/m/news/2601293398?lang=en_US&edition=fundamental","pubTime":"2026-01-07 13:00","market":"sg","language":"en","title":"November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2601293398","media":"MT Newswires Live","summary":"The November inflation numbers won't reassure the Reserve Bank of Australia  that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia  and the Australian Associated Press.Australia's consumer price index  rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","content":"<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-01-07 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","RBA":"里奇兄弟拍卖","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","XAO.AU":"标普/澳交所 普通股指数","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","CPI":"IQ Real Return ETF","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","BK7135":"综合性银行","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4137":"综合支持服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601293398","content_text":"The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia (ASX:CBA) and the Australian Associated Press.Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","news_type":1,"symbols_score_info":{"XKO.AU":0.69,"CBA.AU":1.5,"RBA":1,"XJO.AU":0.69,"XAO.AU":0.69,"CPI":1}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520735325655152,"gmtCreate":1768167897406,"gmtModify":1768181912758,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"CBA TRANSACTION DEPOSIT FROM pandatuan.freddie@yahoo.com&nbsp;","listText":"CBA TRANSACTION DEPOSIT FROM pandatuan.freddie@yahoo.com&nbsp;","text":"CBA TRANSACTION DEPOSIT FROM pandatuan.freddie@yahoo.com","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520735325655152","repostId":"2601293398","repostType":2,"repost":{"id":"2601293398","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1767762039,"share":"https://ttm.financial/m/news/2601293398?lang=en_US&edition=fundamental","pubTime":"2026-01-07 13:00","market":"sg","language":"en","title":"November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2601293398","media":"MT Newswires Live","summary":"The November inflation numbers won't reassure the Reserve Bank of Australia  that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia  and the Australian Associated Press.Australia's consumer price index  rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","content":"<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovember Inflation Data Won't Reassure RBA that Price Pressures Are Under Control, CBA Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-01-07 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the <a href=\"https://laohu8.com/S/CBAUF\">Commonwealth Bank of Australia</a> (ASX:CBA) and the Australian Associated Press.</p><p>Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.</p><p>New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.</p><p>The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","RBA":"里奇兄弟拍卖","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","XAO.AU":"标普/澳交所 普通股指数","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","CPI":"IQ Real Return ETF","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","BK7135":"综合性银行","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4137":"综合支持服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601293398","content_text":"The November inflation numbers won't reassure the Reserve Bank of Australia (RBA) that price pressures are back under control, and the central bank will pay closer attention to \"stickier items\" such as new dwelling costs and market services, according to a Wednesday statement by the Commonwealth Bank of Australia (ASX:CBA) and the Australian Associated Press.Australia's consumer price index (CPI) rose 3.4% in the 12 months to November 2025, easing from a 3.8% increase in the year to October 2025, according to the Australian Bureau of Statistics. Trimmed mean inflation was 3.2% in the 12 months to November 2025.New dwelling prices came in at 2.8% in the 12 months to November 2025, up from a 1.7% rise to October 2025, while rents decelerated from 4.2% to 4%.The headline figure was forecast to fall to 3.6%, per consensus, the bank noted. The RBA is expected to wait until the December quarter inflation figures, expected later in January, before forming a decision on monetary policy.","news_type":1,"symbols_score_info":{"XKO.AU":0.69,"CBA.AU":1.5,"RBA":1,"XJO.AU":0.69,"XAO.AU":0.69,"CPI":1}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520425624462440,"gmtCreate":1768105316082,"gmtModify":1768105319847,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221013874083442","authorIdStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BSL.SI\">$Raffles Medical(BSL.SI)$&nbsp;</a> aud transfer my bank account&nbsp; <a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a> 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help","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516626249556448","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":478744239018704,"gmtCreate":1757912678787,"gmtModify":1757913761146,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"htmlText":"I want be reliable on this business I promise I want be a millionaire thank you","listText":"I want be reliable on this business I promise I want be a millionaire thank you","text":"I want be reliable on this business I promise I want be a millionaire thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/478744239018704","isVote":1,"tweetType":1,"viewCount":1977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507128931967272,"gmtCreate":1764832466333,"gmtModify":1764832470002,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Us was nice","listText":"Us was nice","text":"Us was nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/507128931967272","repostId":"1174391094","repostType":2,"repost":{"id":"1174391094","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762266600,"share":"https://ttm.financial/m/news/1174391094?lang=en_US&edition=fundamental","pubTime":"2025-11-04 22:30","market":"us","language":"en","title":"U.S. Stocks Open Lower; Palantir Shares Sink 7% Despite Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1174391094","media":"Tiger Newspress","summary":"US stocks fell Tuesday, pressured by declines in artificial intelligence-related names like Palantir as investors grow increasingly concerned about valuations in the bull market-leading...","content":"<html><head></head><body><p style=\"text-align: start;\">US stocks fell Tuesday, pressured by declines in artificial intelligence-related names like Palantir as investors grow increasingly concerned about valuations in the bull market-leading shares.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average lost 419 points, or 0.9%. The S&amp;P 500 dipped 1.2%, while the Nasdaq Composite lost 1.6%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> shares shed 7% in morning trading even as the software company beat Wall Street’s estimates for the third quarter and gave strong guidance, fueled by growth in its artificial intelligence business. Palantir sees $1.33 billion in revenue for the current period, higher than the $1.19 billion expected by analysts, according to LSEG. Revenue in the prior quarter jumped 63%.</p><p style=\"text-align: start;\">“Their results were good but markets were disappointed at the lack of company visibility for the whole of 2026,” wrote Deutsche Bank strategist Jim Reid. He also alluded to valuation concerns around Palantir.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Lower; Palantir Shares Sink 7% Despite Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Lower; Palantir Shares Sink 7% Despite Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-04 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">US stocks fell Tuesday, pressured by declines in artificial intelligence-related names like Palantir as investors grow increasingly concerned about valuations in the bull market-leading shares.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average lost 419 points, or 0.9%. The S&amp;P 500 dipped 1.2%, while the Nasdaq Composite lost 1.6%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> shares shed 7% in morning trading even as the software company beat Wall Street’s estimates for the third quarter and gave strong guidance, fueled by growth in its artificial intelligence business. Palantir sees $1.33 billion in revenue for the current period, higher than the $1.19 billion expected by analysts, according to LSEG. Revenue in the prior quarter jumped 63%.</p><p style=\"text-align: start;\">“Their results were good but markets were disappointed at the lack of company visibility for the whole of 2026,” wrote Deutsche Bank strategist Jim Reid. He also alluded to valuation concerns around Palantir.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174391094","content_text":"US stocks fell Tuesday, pressured by declines in artificial intelligence-related names like Palantir as investors grow increasingly concerned about valuations in the bull market-leading shares.The Dow Jones Industrial Average lost 419 points, or 0.9%. The S&P 500 dipped 1.2%, while the Nasdaq Composite lost 1.6%.Palantir shares shed 7% in morning trading even as the software company beat Wall Street’s estimates for the third quarter and gave strong guidance, fueled by growth in its artificial intelligence business. Palantir sees $1.33 billion in revenue for the current period, higher than the $1.19 billion expected by analysts, according to LSEG. Revenue in the prior quarter jumped 63%.“Their results were good but markets were disappointed at the lack of company visibility for the whole of 2026,” wrote Deutsche Bank strategist Jim Reid. He also alluded to valuation concerns around Palantir.","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,"PLTR":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"content":"3⁴ 4 4 4 rrural3 ŕ $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$","text":"3⁴ 4 4 4 rrural3 ŕ $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$","html":"3⁴ 4 4 4 rrural3 ŕ $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496493591245712,"gmtCreate":1762236774294,"gmtModify":1762236777902,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Hi why drop NASDAQ&nbsp;","listText":"Hi why drop NASDAQ&nbsp;","text":"Hi why drop NASDAQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/496493591245712","repostId":"1134881354","repostType":2,"repost":{"id":"1134881354","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762236230,"share":"https://ttm.financial/m/news/1134881354?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:03","market":"us","language":"en","title":"24H｜Big Tech Stocks Drop; Nasdaq Futures down 1%; Palantir down 6%; Micron down 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC down 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134881354","media":"Tiger Newspress","summary":"US stocks extended losses. Nasdaq futures fell 1.1%, S&P 500 fell 0.8% and Dow fell 0.5%.Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.","content":"<html><head></head><body><p>US stocks extended losses. Nasdaq futures fell 1.1%, S&amp;P 500 fell 0.8% and Dow fell 0.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f89770eb876cb3a78586cbcc7142057\" tg-width=\"383\" tg-height=\"342\"/></p><p>Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93012f5827b6c801b0433e66d727ffa6\" tg-width=\"429\" tg-height=\"450\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜Big Tech Stocks Drop; Nasdaq Futures down 1%; Palantir down 6%; Micron down 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC down 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H｜Big Tech Stocks Drop; Nasdaq Futures down 1%; Palantir down 6%; Micron down 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC down 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-04 14:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks extended losses. Nasdaq futures fell 1.1%, S&amp;P 500 fell 0.8% and Dow fell 0.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f89770eb876cb3a78586cbcc7142057\" tg-width=\"383\" tg-height=\"342\"/></p><p>Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93012f5827b6c801b0433e66d727ffa6\" tg-width=\"429\" tg-height=\"450\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","MSFT":"微软","GOOG":"谷歌",".IXIC":"NASDAQ Composite","TSM":"台积电","AMZN":"亚马逊","NVDA":"英伟达","META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134881354","content_text":"US stocks extended losses. Nasdaq futures fell 1.1%, S&P 500 fell 0.8% and Dow fell 0.5%.Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.","news_type":1,"symbols_score_info":{"GOOGL":1.1,"META":1.1,".IXIC":1.1,"MSFT":1.1,"TSM":1.1,"AMZN":1.1,"NVDA":1.1,"GOOG":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506881126638248,"gmtCreate":1764772087688,"gmtModify":1764772091817,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp; CBA&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp; CBA&nbsp;","text":"$Alphabet(GOOG)$ CBA","images":[{"img":"https://community-static.tradeup.com/news/bb6304dad1e8a82860e11a8d65c2513e","width":"1080","height":"2113"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/506881126638248","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"content":"hi please can help to make widraw my account please","text":"hi please can help to make widraw my account please","html":"hi please can help to make widraw my account please"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479553002881176,"gmtCreate":1758102528788,"gmtModify":1758102532331,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"htmlText":"I want buy how can pay","listText":"I want buy how can pay","text":"I want buy how can pay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/479553002881176","repostId":"2567905484","repostType":2,"repost":{"id":"2567905484","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1757698020,"share":"https://ttm.financial/m/news/2567905484?lang=en_US&edition=fundamental","pubTime":"2025-09-13 01:27","market":"fut","language":"en","title":"Wall Street Rushes to Boost S&P 500 Targets. The Runaway AI Train Keeps Rolling Along. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2567905484","media":"Dow Jones","summary":"Liberation Day and tariff fears are a distant memory for traders.Wall Street is once again exceedingly optimistic, giddy about the potential for artificial intelligence to boost Nvidia, Broadcom, Meta, Alphabet, Amazon and other tech stocks further and help lift earnings for a broader set of companies that may benefit from more efficiencies and higher profits thanks to AI.The Magnificent Seven plus Broadcom and Oracle (the Fine Nine?) account for more than 40% of the S&P 500's market value according to Dow Jones Market Data. So they have a huge sway on the broader market.Add in the enthusiasm about expected interest rate cuts from the Federal Reserve as well as fiscal stimulus from Washington, and it's easy to see why several strategists are lifting their targets for the S&P 500. To quote the band Rage Against the Machine -- which band members would probably hate in a story about stocks -- it is a case of bulls on parade.\"It feels like the U.S. continues to defy the odds,\" said Ray Var","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Paul R. La Monica \n</p>\n<p>\n  Liberation Day and tariff fears are a distant memory for traders. \n</p>\n<p>\n     Wall Street is once again exceedingly optimistic, giddy about the potential for artificial intelligence to boost <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Broadcom, <a href=\"https://laohu8.com/S/META\">Meta</a>, Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and other tech stocks further and help lift earnings for a broader set of companies that may benefit from more efficiencies and higher profits thanks to AI. \n</p>\n<p>\n     The Magnificent Seven plus Broadcom and Oracle (the Fine Nine? Cloud Nine?) account for more than 40% of the S&amp;P 500's market value according to Dow Jones Market Data. So they have a huge sway on the broader market. \n</p>\n<p>\n     Add in the enthusiasm about expected interest rate cuts from the Federal Reserve as well as fiscal stimulus from Washington, and it's easy to see why several strategists are lifting their targets for the S&amp;P 500. To quote the band Rage Against the Machine -- which band members would probably hate in a story about stocks -- it is a case of bulls on parade. \n</p>\n<p>\n     According to FactSet, the consensus target for the S&amp;P 500 over the next 12 months is a shade below 7245. That's up from a target of about 6600 in May and 10% higher than current levels. Much of the enthusiasm is driven by AI. \n</p>\n<p>\n     \"Yes, there is froth, but as long as AI capex remains intact, the bull market should continue,\" said strategists at <a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> Securities in a report Tuesday, adding that \"the AI investment cycle could be as big as the internet cycle, if not bigger, requiring much more compute power than past cycles of innovation.\" \n</p>\n<p>\n     To that end, the Wells Fargo strategists think the S&amp;P 500 could hit 7200 by the end of 2026. \n</p>\n<p>\n     And it's all about earnings and the concentration of the tech sector/AI trade. Jonathan Golub and Patrick Palfrey, strategists at Seaport Securities, noted in a report Wednesday that tech sector profits are expected to grow 24% this year and another 17% in 2026. So they think the market's returns are \"driven by superior earnings, not animal spirits.\" \n</p>\n<p>\n     Strategists at Goldman Sachs are bullish too. They're not using the B-word to describe the current market environment, pointing out in a report that even though the valuations of the largest tech stocks are \"modestly above\" historical averages, they \"remain well below the levels reached in the Tech Bubble.\" \n</p>\n<p>\n     Along those lines, the Nasdaq-100 is currently trading at about 31 times forward earnings estimates, compared to a P/E of 60 back in February 2000. \n</p>\n<p>\n     Betting on AI to power the market even higher is an increasingly popular view for U.S. and global investors too. Despite concerns earlier this year that the U.S. economy might lose steam due to the effects of inflation and higher interest rates, AI and Big Tech continue to prop up the market. \n</p>\n<p>\n     \"It feels like the U.S. continues to defy the odds,\" said Ray Vars, a partner with Harding Loevner, a global money manager, in an interview with Barron's. \"But a lot of it is one area. Anything AI-related is powering this growth. We continue to see demand. More broadly, we're not seeing that same evidence of strength beyond tech.\" \n</p>\n<p>\n     Vars said his firm is playing the tech/AI trend internationally, with investments in Taiwan Semiconductor, Dutch chip equipment supplier <a href=\"https://laohu8.com/S/ASML\">ASML</a> Holding and Japanese tech firms Disco and Daifuku. \n</p>\n<p>\n     Still, some are concerned that the market rally has come too far too fast. Expectations are high. Companies will have a lot to live up to. \n</p>\n<p>\n     \"Much of the margin-boosting hope from AI needs to come to fruition to justify current valuations,\" said analysts at Ned Davis Research in a recent report. \n</p>\n<p>\n     That may be true. But as long as the market remains so heavily concentrated in just two handfuls of stocks, investors may be just fine even if the long-awaited broadening of the rally doesn't materialize. \n</p>\n<p>\n     \"Tech may not collapse but just move sideways,\" said Mark Hackett, chief market strategist with Nationwide, in an interview with Barron's. \"We're not seeing everyone all-in yet. Sentiment is still not that frothy.\" \n</p>\n<p>\n     In other words, it looks like the AI-induced market boom has a little more room to run. \n</p>\n<p>\n     Write to Paul R. La Monica at paul.lamonica@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 12, 2025 13:27 ET (17:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Rushes to Boost S&P 500 Targets. The Runaway AI Train Keeps Rolling Along. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Rushes to Boost S&P 500 Targets. The Runaway AI Train Keeps Rolling Along. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-13 01:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Paul R. La Monica \n</p>\n<p>\n  Liberation Day and tariff fears are a distant memory for traders. \n</p>\n<p>\n     Wall Street is once again exceedingly optimistic, giddy about the potential for artificial intelligence to boost <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Broadcom, <a href=\"https://laohu8.com/S/META\">Meta</a>, Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and other tech stocks further and help lift earnings for a broader set of companies that may benefit from more efficiencies and higher profits thanks to AI. \n</p>\n<p>\n     The Magnificent Seven plus Broadcom and Oracle (the Fine Nine? Cloud Nine?) account for more than 40% of the S&amp;P 500's market value according to Dow Jones Market Data. So they have a huge sway on the broader market. \n</p>\n<p>\n     Add in the enthusiasm about expected interest rate cuts from the Federal Reserve as well as fiscal stimulus from Washington, and it's easy to see why several strategists are lifting their targets for the S&amp;P 500. To quote the band Rage Against the Machine -- which band members would probably hate in a story about stocks -- it is a case of bulls on parade. \n</p>\n<p>\n     According to FactSet, the consensus target for the S&amp;P 500 over the next 12 months is a shade below 7245. That's up from a target of about 6600 in May and 10% higher than current levels. Much of the enthusiasm is driven by AI. \n</p>\n<p>\n     \"Yes, there is froth, but as long as AI capex remains intact, the bull market should continue,\" said strategists at <a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> Securities in a report Tuesday, adding that \"the AI investment cycle could be as big as the internet cycle, if not bigger, requiring much more compute power than past cycles of innovation.\" \n</p>\n<p>\n     To that end, the Wells Fargo strategists think the S&amp;P 500 could hit 7200 by the end of 2026. \n</p>\n<p>\n     And it's all about earnings and the concentration of the tech sector/AI trade. Jonathan Golub and Patrick Palfrey, strategists at Seaport Securities, noted in a report Wednesday that tech sector profits are expected to grow 24% this year and another 17% in 2026. So they think the market's returns are \"driven by superior earnings, not animal spirits.\" \n</p>\n<p>\n     Strategists at Goldman Sachs are bullish too. They're not using the B-word to describe the current market environment, pointing out in a report that even though the valuations of the largest tech stocks are \"modestly above\" historical averages, they \"remain well below the levels reached in the Tech Bubble.\" \n</p>\n<p>\n     Along those lines, the Nasdaq-100 is currently trading at about 31 times forward earnings estimates, compared to a P/E of 60 back in February 2000. \n</p>\n<p>\n     Betting on AI to power the market even higher is an increasingly popular view for U.S. and global investors too. Despite concerns earlier this year that the U.S. economy might lose steam due to the effects of inflation and higher interest rates, AI and Big Tech continue to prop up the market. \n</p>\n<p>\n     \"It feels like the U.S. continues to defy the odds,\" said Ray Vars, a partner with Harding Loevner, a global money manager, in an interview with Barron's. \"But a lot of it is one area. Anything AI-related is powering this growth. We continue to see demand. More broadly, we're not seeing that same evidence of strength beyond tech.\" \n</p>\n<p>\n     Vars said his firm is playing the tech/AI trend internationally, with investments in Taiwan Semiconductor, Dutch chip equipment supplier <a href=\"https://laohu8.com/S/ASML\">ASML</a> Holding and Japanese tech firms Disco and Daifuku. \n</p>\n<p>\n     Still, some are concerned that the market rally has come too far too fast. Expectations are high. Companies will have a lot to live up to. \n</p>\n<p>\n     \"Much of the margin-boosting hope from AI needs to come to fruition to justify current valuations,\" said analysts at Ned Davis Research in a recent report. \n</p>\n<p>\n     That may be true. But as long as the market remains so heavily concentrated in just two handfuls of stocks, investors may be just fine even if the long-awaited broadening of the rally doesn't materialize. \n</p>\n<p>\n     \"Tech may not collapse but just move sideways,\" said Mark Hackett, chief market strategist with Nationwide, in an interview with Barron's. \"We're not seeing everyone all-in yet. Sentiment is still not that frothy.\" \n</p>\n<p>\n     In other words, it looks like the AI-induced market boom has a little more room to run. \n</p>\n<p>\n     Write to Paul R. La Monica at paul.lamonica@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 12, 2025 13:27 ET (17:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567905484","content_text":"By Paul R. La Monica \n\n\n  Liberation Day and tariff fears are a distant memory for traders. \n\n\n     Wall Street is once again exceedingly optimistic, giddy about the potential for artificial intelligence to boost Nvidia, Broadcom, Meta, Alphabet, Amazon and other tech stocks further and help lift earnings for a broader set of companies that may benefit from more efficiencies and higher profits thanks to AI. \n\n\n     The Magnificent Seven plus Broadcom and Oracle (the Fine Nine? Cloud Nine?) account for more than 40% of the S&P 500's market value according to Dow Jones Market Data. So they have a huge sway on the broader market. \n\n\n     Add in the enthusiasm about expected interest rate cuts from the Federal Reserve as well as fiscal stimulus from Washington, and it's easy to see why several strategists are lifting their targets for the S&P 500. To quote the band Rage Against the Machine -- which band members would probably hate in a story about stocks -- it is a case of bulls on parade. \n\n\n     According to FactSet, the consensus target for the S&P 500 over the next 12 months is a shade below 7245. That's up from a target of about 6600 in May and 10% higher than current levels. Much of the enthusiasm is driven by AI. \n\n\n     \"Yes, there is froth, but as long as AI capex remains intact, the bull market should continue,\" said strategists at Wells Fargo Securities in a report Tuesday, adding that \"the AI investment cycle could be as big as the internet cycle, if not bigger, requiring much more compute power than past cycles of innovation.\" \n\n\n     To that end, the Wells Fargo strategists think the S&P 500 could hit 7200 by the end of 2026. \n\n\n     And it's all about earnings and the concentration of the tech sector/AI trade. Jonathan Golub and Patrick Palfrey, strategists at Seaport Securities, noted in a report Wednesday that tech sector profits are expected to grow 24% this year and another 17% in 2026. So they think the market's returns are \"driven by superior earnings, not animal spirits.\" \n\n\n     Strategists at Goldman Sachs are bullish too. They're not using the B-word to describe the current market environment, pointing out in a report that even though the valuations of the largest tech stocks are \"modestly above\" historical averages, they \"remain well below the levels reached in the Tech Bubble.\" \n\n\n     Along those lines, the Nasdaq-100 is currently trading at about 31 times forward earnings estimates, compared to a P/E of 60 back in February 2000. \n\n\n     Betting on AI to power the market even higher is an increasingly popular view for U.S. and global investors too. Despite concerns earlier this year that the U.S. economy might lose steam due to the effects of inflation and higher interest rates, AI and Big Tech continue to prop up the market. \n\n\n     \"It feels like the U.S. continues to defy the odds,\" said Ray Vars, a partner with Harding Loevner, a global money manager, in an interview with Barron's. \"But a lot of it is one area. Anything AI-related is powering this growth. We continue to see demand. More broadly, we're not seeing that same evidence of strength beyond tech.\" \n\n\n     Vars said his firm is playing the tech/AI trend internationally, with investments in Taiwan Semiconductor, Dutch chip equipment supplier ASML Holding and Japanese tech firms Disco and Daifuku. \n\n\n     Still, some are concerned that the market rally has come too far too fast. Expectations are high. Companies will have a lot to live up to. \n\n\n     \"Much of the margin-boosting hope from AI needs to come to fruition to justify current valuations,\" said analysts at Ned Davis Research in a recent report. \n\n\n     That may be true. But as long as the market remains so heavily concentrated in just two handfuls of stocks, investors may be just fine even if the long-awaited broadening of the rally doesn't materialize. \n\n\n     \"Tech may not collapse but just move sideways,\" said Mark Hackett, chief market strategist with Nationwide, in an interview with Barron's. \"We're not seeing everyone all-in yet. Sentiment is still not that frothy.\" \n\n\n     In other words, it looks like the AI-induced market boom has a little more room to run. \n\n\n     Write to Paul R. La Monica at paul.lamonica@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 12, 2025 13:27 ET (17:27 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{".SPX":1,"SPY":1,"VOO":1}},"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503641617330848,"gmtCreate":1763982680480,"gmtModify":1763982684033,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> top of the world massive tigers business&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> top of the world massive tigers business&nbsp;","text":"$Tiger Brokers(TIGR)$ top of the world massive tigers business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503641617330848","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":517105856598024,"gmtCreate":1767269443633,"gmtModify":1767270783965,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"Health Screening Packages By Raffles Medical | Raffles Health Singapore","htmlText":"Find out more here:<a href=\"https://www.raffleshealth.com/health-screening.html?_gl=1*17aaspu*_gcl_au*NzczNjMzNzUxLjE3NjcyNjkxOTg.*_ga*NjI0NzM0MjAxLjE3NjcyNjkxOTg.*_ga_Q3FGRET2CK*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_S381439GF7*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_E77RYL4N2H*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw&amp;utm_medium=tiger_community&amp;_ga=2.129548229.855884283.1767269198-624734201.1767269198&amp;shareID=c2b3f65e1ebee0128c2efa7c401dea24&amp;invite=CWK02Y&amp;lang=en_AU&amp;platform=android\">Health Screening Packages By Raffles Medical | Raffles Health Singapore</a>","listText":"Find out more here:<a href=\"https://www.raffleshealth.com/health-screening.html?_gl=1*17aaspu*_gcl_au*NzczNjMzNzUxLjE3NjcyNjkxOTg.*_ga*NjI0NzM0MjAxLjE3NjcyNjkxOTg.*_ga_Q3FGRET2CK*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_S381439GF7*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_E77RYL4N2H*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw&amp;utm_medium=tiger_community&amp;_ga=2.129548229.855884283.1767269198-624734201.1767269198&amp;shareID=c2b3f65e1ebee0128c2efa7c401dea24&amp;invite=CWK02Y&amp;lang=en_AU&amp;platform=android\">Health Screening Packages By Raffles Medical | Raffles Health Singapore</a>","text":"Find out more here:Health Screening Packages By Raffles Medical | Raffles Health Singapore","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/517105856598024","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":517106112418096,"gmtCreate":1767269523892,"gmtModify":1767270786864,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"Health Screening Packages By Raffles Medical | Raffles Health Singapore","htmlText":"Find out more here:<a href=\"https://www.raffleshealth.com/health-screening.html?_gl=1*17aaspu*_gcl_au*NzczNjMzNzUxLjE3NjcyNjkxOTg.*_ga*NjI0NzM0MjAxLjE3NjcyNjkxOTg.*_ga_Q3FGRET2CK*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_S381439GF7*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_E77RYL4N2H*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw&amp;utm_medium=tiger_community&amp;_ga=2.129548229.855884283.1767269198-624734201.1767269198&amp;shareID=fe62fdd6cd441b3855c842c9e97d2bfd&amp;invite=CWK02Y&amp;lang=en_AU&amp;platform=android\">Health Screening Packages By Raffles Medical | Raffles Health Singapore</a>","listText":"Find out more here:<a href=\"https://www.raffleshealth.com/health-screening.html?_gl=1*17aaspu*_gcl_au*NzczNjMzNzUxLjE3NjcyNjkxOTg.*_ga*NjI0NzM0MjAxLjE3NjcyNjkxOTg.*_ga_Q3FGRET2CK*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_S381439GF7*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw*_ga_E77RYL4N2H*czE3NjcyNjkxOTgkbzEkZzAkdDE3NjcyNjkyMjIkajM2JGwwJGgw&amp;utm_medium=tiger_community&amp;_ga=2.129548229.855884283.1767269198-624734201.1767269198&amp;shareID=fe62fdd6cd441b3855c842c9e97d2bfd&amp;invite=CWK02Y&amp;lang=en_AU&amp;platform=android\">Health Screening Packages By Raffles Medical | Raffles Health Singapore</a>","text":"Find out more here:Health Screening Packages By Raffles Medical | Raffles Health Singapore","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/517106112418096","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520425624462440,"gmtCreate":1768105316082,"gmtModify":1768105319847,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BSL.SI\">$Raffles Medical(BSL.SI)$&nbsp;</a> aud transfer my bank account&nbsp; <a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a> 500 Barrow money please 🙏&nbsp;","listText":"<a href=\"https://ttm.financial/S/BSL.SI\">$Raffles Medical(BSL.SI)$&nbsp;</a> aud transfer my bank account&nbsp; <a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a> 500 Barrow money please 🙏&nbsp;","text":"$Raffles Medical(BSL.SI)$ aud transfer my bank account $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ 500 Barrow money please 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520425624462440","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503617780741112,"gmtCreate":1763976792261,"gmtModify":1763976795998,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Hi How's going on","listText":"Hi How's going on","text":"Hi How's going on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503617780741112","repostId":"1152085135","repostType":2,"repost":{"id":"1152085135","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763995680,"share":"https://ttm.financial/m/news/1152085135?lang=en_US&edition=fundamental","pubTime":"2025-11-24 22:48","market":"us","language":"en","title":"Big Tech Stocks Gain; Nasdaq up 1.4%; Broadcom up 7%; Alphabet, Micron up 6%; Tesla up 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152085135","media":"Tiger Newspress","summary":"Big tech stocks gained in premarket trading on Monday. Alphabet, Micron rose 3%; Tesla, Broadcom, Palantir up 2%; Nvidia, AMD, Meta, Oracle up 1%.Crypto shares gained in premarket trading. Hut 8 up...","content":"<html><head></head><body><p>US stocks extended gains. Nasdaq up 1.4%, S&amp;P 500 up 0.6%.</p><p>Big tech stocks gained in Monday trading. Broadcom up 7%; Alphabet, Micron up 6%; Tesla up 4%; AMD up 3%; Palantir, Amazon, Meta up 2%; Apple up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b845e84b0982b24505dbd575df04fa0\" tg-width=\"476\" tg-height=\"449\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Stocks Gain; Nasdaq up 1.4%; Broadcom up 7%; Alphabet, Micron up 6%; Tesla up 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Stocks Gain; Nasdaq up 1.4%; Broadcom up 7%; Alphabet, Micron up 6%; Tesla up 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-24 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks extended gains. Nasdaq up 1.4%, S&amp;P 500 up 0.6%.</p><p>Big tech stocks gained in Monday trading. Broadcom up 7%; Alphabet, Micron up 6%; Tesla up 4%; AMD up 3%; Palantir, Amazon, Meta up 2%; Apple up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b845e84b0982b24505dbd575df04fa0\" tg-width=\"476\" tg-height=\"449\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AVGO":"博通","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152085135","content_text":"US stocks extended gains. Nasdaq up 1.4%, S&P 500 up 0.6%.Big tech stocks gained in Monday trading. Broadcom up 7%; Alphabet, Micron up 6%; Tesla up 4%; AMD up 3%; Palantir, Amazon, Meta up 2%; Apple up 1%.","news_type":1,"symbols_score_info":{"AVGO":2,"TSLA":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520477970940552,"gmtCreate":1768105002957,"gmtModify":1768105006499,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> barrow money&nbsp; please&nbsp;","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> barrow money&nbsp; please&nbsp;","text":"$Intel(INTC)$ barrow money please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/520477970940552","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109167805316160","authorId":"4109167805316160","name":"Lord Tan","avatar":"https://community-static.tradeup.com/news/ebfae2e0b36cb1355364c5cb23866d87","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4109167805316160","idStr":"4109167805316160"},"content":"I sold my house and car all in Intel at $45.50 tomorrow market open.","text":"I sold my house and car all in Intel at $45.50 tomorrow market open.","html":"I sold my house and car all in Intel at $45.50 tomorrow market open."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496213060448656,"gmtCreate":1762168188831,"gmtModify":1762168192365,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Hi Mr millionaire how are you","listText":"Hi Mr millionaire how are you","text":"Hi Mr millionaire how are you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/496213060448656","repostId":"478744239018704","repostType":1,"repost":{"id":478744239018704,"gmtCreate":1757912678787,"gmtModify":1757913761146,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"htmlText":"I want be reliable on this business I promise I want be a millionaire thank you","listText":"I want be reliable on this business I promise I want be a millionaire thank you","text":"I want be reliable on this business I promise I want be a millionaire thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478744239018704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520478733091128,"gmtCreate":1768105160848,"gmtModify":1768105164654,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Transfer money please&nbsp;","listText":"Transfer money please&nbsp;","text":"Transfer money please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520478733091128","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507127355486528,"gmtCreate":1764832081931,"gmtModify":1764832085389,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> vaccan i widraw some my money please&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> vaccan i widraw some my money please&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ vaccan i widraw some my money please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/507127355486528","repostId":"1134881354","repostType":2,"repost":{"id":"1134881354","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762236230,"share":"https://ttm.financial/m/news/1134881354?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:03","market":"us","language":"en","title":"24H｜Big Tech Stocks Drop; Nasdaq Futures down 1%; Palantir down 6%; Micron down 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC down 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134881354","media":"Tiger Newspress","summary":"US stocks extended losses. Nasdaq futures fell 1.1%, S&P 500 fell 0.8% and Dow fell 0.5%.Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.","content":"<html><head></head><body><p>US stocks extended losses. Nasdaq futures fell 1.1%, S&amp;P 500 fell 0.8% and Dow fell 0.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f89770eb876cb3a78586cbcc7142057\" tg-width=\"383\" tg-height=\"342\"/></p><p>Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93012f5827b6c801b0433e66d727ffa6\" tg-width=\"429\" tg-height=\"450\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜Big Tech Stocks Drop; Nasdaq Futures down 1%; Palantir down 6%; Micron down 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC down 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H｜Big Tech Stocks Drop; Nasdaq Futures down 1%; Palantir down 6%; Micron down 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC down 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-04 14:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks extended losses. Nasdaq futures fell 1.1%, S&amp;P 500 fell 0.8% and Dow fell 0.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f89770eb876cb3a78586cbcc7142057\" tg-width=\"383\" tg-height=\"342\"/></p><p>Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93012f5827b6c801b0433e66d727ffa6\" tg-width=\"429\" tg-height=\"450\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","MSFT":"微软","GOOG":"谷歌",".IXIC":"NASDAQ Composite","TSM":"台积电","AMZN":"亚马逊","NVDA":"英伟达","META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134881354","content_text":"US stocks extended losses. Nasdaq futures fell 1.1%, S&P 500 fell 0.8% and Dow fell 0.5%.Big tech stocks fell in overnight trading. Palantir fell 6%; Micron fell 4%; Nvidia, Tesla, AMD, Amazon, Oracle, TSMC fell 2%; Meta, Apple fell 1%.","news_type":1,"symbols_score_info":{"GOOGL":1.1,"META":1.1,".IXIC":1.1,"MSFT":1.1,"TSM":1.1,"AMZN":1.1,"NVDA":1.1,"GOOG":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503643019727608,"gmtCreate":1763982920675,"gmtModify":1763982924153,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> claim how to proceed&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> claim how to proceed&nbsp;","text":"$Tiger Brokers(TIGR)$ claim how to proceed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503643019727608","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526904506738016,"gmtCreate":1769674184849,"gmtModify":1769674255599,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"Help Center - Tiger Brokers","htmlText":"Find out more here:<a href=\"https://tigr.link/s/40DslD4\">Help Center - Tiger Brokers</a>&nbsp;cash out","listText":"Find out more here:<a href=\"https://tigr.link/s/40DslD4\">Help Center - Tiger Brokers</a>&nbsp;cash out","text":"Find out more here:Help Center - Tiger Brokers cash out","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526904506738016","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526411443011928,"gmtCreate":1769553796975,"gmtModify":1769553799348,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AAPL 20260130 250.0 PUT\">$AAPL 20260130 250.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AAPL 20260130 250.0 PUT\">$AAPL 20260130 250.0 PUT$ </a>&nbsp;","text":"$AAPL 20260130 250.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526411443011928","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524978633371712,"gmtCreate":1769194518233,"gmtModify":1769194521745,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524978633371712","repostId":"1132485136","repostType":2,"repost":{"id":"1132485136","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1769000739,"share":"https://ttm.financial/m/news/1132485136?lang=en_US&edition=fundamental","pubTime":"2026-01-21 21:05","market":"other","language":"en","title":"Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132485136","media":"Deep News","summary":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence. According...","content":"<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMemory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-21 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4147":"半导体设备","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","07709":"南方两倍做多海力士","BK4211":"区域性银行","MUD":"1倍做空MU ETF-Direxion","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1548497426.USD":"安联环球人工智能AT Acc","MULL":"2倍做多MU ETF-GraniteShares","07747":"南方两倍做多三星电子","BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4543":"AI","LU0106831901.USD":"贝莱德世界金融基金A2","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK4516":"特朗普概念","BK4535":"淡马锡持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","09347":"南方两倍做空三星电子(美元)","MS":"摩根士丹利","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0971096721.USD":"富达环球金融服务 A","BK4023":"应用软件","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SSNLF":"三星电子","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4585":"ETF&股票定投概念","ASML":"阿斯麦","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","MUU":"2倍做多MU ETF-Direxion","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","SNDK":"闪迪","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","STX":"希捷科技","LU0557290698.USD":"施罗德环球可持续增长基金","WDC":"西部数据","TSM":"台积电","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4551":"寇图资本持仓","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4127":"投资银行业与经纪业","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","03165":"华夏欧优股对冲","BK4528":"SaaS概念","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","MU":"美光科技","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4504":"桥水持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SMSD.UK":"三星电子","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132485136","content_text":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.\nMorgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.\nWinners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.\nBeyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.\nFurthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.\nLosers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.\nSupply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.\nLong-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.","news_type":1,"symbols_score_info":{"000660":1,"TSM":1,"07747":2,"03165":1,"MULL":2,"MS":1,"SMSD.UK":2,"09347":2,"MUD":2,"WDC":2,"MU":2,"SNDK":2,"ASML":1,"005930":1,"SSNLF":2,"07709":2,"MUU":2,"STX":2}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524978038821952,"gmtCreate":1769194490777,"gmtModify":1769194494449,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"Please need widraw&nbsp;","listText":"Please need widraw&nbsp;","text":"Please need widraw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524978038821952","repostId":"1132485136","repostType":2,"repost":{"id":"1132485136","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1769000739,"share":"https://ttm.financial/m/news/1132485136?lang=en_US&edition=fundamental","pubTime":"2026-01-21 21:05","market":"other","language":"en","title":"Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132485136","media":"Deep News","summary":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence. According...","content":"<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMemory Chip \"Wealth Gap\" Widens: How to Pick Winners and Losers?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-21 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.</p>\n<p>Morgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.</p>\n<p>Winners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.</p>\n<p>Beyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.</p>\n<p>Furthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.</p>\n<p>Losers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.</p>\n<p>Supply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.</p>\n<p>Long-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4147":"半导体设备","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","07709":"南方两倍做多海力士","BK4211":"区域性银行","MUD":"1倍做空MU ETF-Direxion","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1548497426.USD":"安联环球人工智能AT Acc","MULL":"2倍做多MU ETF-GraniteShares","07747":"南方两倍做多三星电子","BK4581":"高盛持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4543":"AI","LU0106831901.USD":"贝莱德世界金融基金A2","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK4516":"特朗普概念","BK4535":"淡马锡持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","09347":"南方两倍做空三星电子(美元)","MS":"摩根士丹利","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0971096721.USD":"富达环球金融服务 A","BK4023":"应用软件","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SSNLF":"三星电子","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4585":"ETF&股票定投概念","ASML":"阿斯麦","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","MUU":"2倍做多MU ETF-Direxion","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","SNDK":"闪迪","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","STX":"希捷科技","LU0557290698.USD":"施罗德环球可持续增长基金","WDC":"西部数据","TSM":"台积电","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4551":"寇图资本持仓","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4127":"投资银行业与经纪业","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","03165":"华夏欧优股对冲","BK4528":"SaaS概念","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","MU":"美光科技","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4504":"桥水持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SMSD.UK":"三星电子","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132485136","content_text":"The artificial intelligence wave is reshaping the valuation logic of the semiconductor industry, as AI-driven demand explodes, the memory chip market is undergoing a significant divergence.\nAccording to analysis, a research report released by Morgan Stanley on January 20 indicates that DRAM (Dynamic Random Access Memory) prices will continue to rise year-on-year in the first half of 2026, but this is not a feast where everyone benefits equally. The market is rapidly splitting into two distinct camps: the \"winners\" benefiting from AI inference and high-performance computing demand, and the \"losers\" constrained by macroeconomic headwinds and cost inflation.\nMorgan Stanley analysis suggests that the technological inflation brought by AI is intensifying cost pressures across the supply chain, leading to a widening \"wealth gap\" between memory chip manufacturers and traditional hardware makers. Analysts point out that AI is not only driving robust demand for HBM (High Bandwidth Memory) and enterprise-grade SSDs, but is even causing persistent shortages in traditional memory products like DDR4. However, this rise in upstream memory costs is becoming a serious drag on profits for downstream PC and smartphone OEM manufacturers.\nIn this \"K-shaped\" recovery, investors should pay close attention to companies positioned at the core of the AI supply chain. Morgan Stanley explicitly lists SK Hynix, Samsung, and Western Digital as \"most favored\" picks, citing their direct benefit from the AI-driven commodity cycle and the NAND super-cycle. Conversely, the market outlook remains pressured for traditional PC peripheral and OEM manufacturers unable to pass on rising memory costs to consumers, such as Acer and Logitech.\nThe core logic behind this trend lies in the \"crowding-out effect\" of AI. As foundries and supply chains prioritize production for AI-related chips, capacity for non-AI sectors is being squeezed, leading to widespread supply tightness from high-end HBM to traditional DDR4. For investors, understanding this supply-demand mismatch is key to positioning in the 2026 semiconductor market.\nWinners: Core Assets in the AI Wave\nWithin the memory chip sector, AI is undoubtedly the most powerful catalyst currently. Morgan Stanley's report notes that suppliers with advanced memory technology and production capacity are experiencing a valuation re-rating, benefiting from the surge in demand for AI servers and inference.\nSK Hynix and Samsung are listed as top picks, with estimated upside potential of 13% and 14% respectively. This assessment is based on their dominant positions in the HBM market and improvements in the overall commodity cycle. Simultaneously, the NAND market is also entering a \"super-cycle\" supported by AI inference demand. Western Digital and Kioxia are viewed favorably due to their potential in the enterprise SSD segment. Analysis shows that AI storage demand is causing NAND shortages, and even NOR Flash supply constraints may persist into 2026.\nBeyond direct memory chip manufacturers, semiconductor equipment (SPE) vendors are also beneficiaries of this boom. ASML Holding NV benefits from the increase in EUV layers, with a target price raised to 1,400 euros, implying 25% upside. Japanese equipment makers like Advantest and DISCO are also seen as high-growth stocks because their products are indispensable in the HBM manufacturing process.\nFurthermore, among Greater China tech firms, Taiwan Semiconductor Manufacturing (TSMC) remains the undisputed core player. As the dominant foundry for AI logic chips, TSMC is not only planning aggressive expansion of its advanced packaging (CoWoS) capacity, but its 2026 capital expenditure and structural margin improvements are also robust. Morgan Stanley expects that with the volume production of Nvidia's Rubin chip in 2026 and the adoption of the N2 process for the Apple A20 processor, TSMC will maintain its dominance in advanced node technology.\nLosers: Those Hampered by Cost Inflation\nIn stark contrast to the exuberance of upstream memory suppliers, downstream hardware OEM manufacturers are facing severe challenges. Morgan Stanley analysts warn that memory cost inflation is seen as an industry-wide challenge, especially for consumer electronics brands lacking pricing power.\nAcer is listed as one of the \"least favored\" stocks, with a target price of just 20 New Taiwan Dollars, implying a potential 25% downside. The core reason is that rising prices for memory components cannot be fully passed on to end consumers, which will directly erode OEMs' profit margins. Similarly, HP and Dell face comparable headwinds; although they are attempting to enter the AI PC space, the near-term rise in memory costs remains a primary negative factor.\nThis pressure also extends to the peripheral and radio frequency (RF) sectors. Logitech SA is expected to be impacted by memory inflation; these costs are not being offset by macroeconomic headwinds but are instead exacerbating operational pressures. RF giants Qorvo and Skyworks Solutions are also viewed less favorably due to concerns that high costs may suppress downstream hardware demand, which analysts believe will lead to further demand weakness.\nSupply-Demand Mismatch: Not Just a Shortage of High-End Chips\nIt is noteworthy that the impact of AI is not limited to high-end chips; it is creating a ripple effect across the entire memory supply chain. Morgan Stanley's research highlights a key phenomenon: the DDR4 shortage is expected to persist until the second half of 2026.\nThis shortage is not due to a surge in demand for DDR4 itself, but rather because supply chain capacity is being crowded out by AI-related high-margin products like HBM and DDR5. As foundries prioritize production of high-profit AI chips, capacity allocation for traditional DDR4 and DDR3 is being reduced, leading to tight supply and consequent price increases. This benefits niche memory manufacturers like Taiwan's Winbond Electronics and Nanya Technology, as they possess stronger pricing power.\nAdditionally, AI storage demand is also driving up spot prices for NAND wafers and module prices. With cloud service providers' (CSPs) capital expenditure projected to reach $632 billion in 2026 for data center construction dedicated to AI training and inference, vast storage resources will be consumed. This not only pushes up enterprise storage prices but also supports a recovery in consumer-grade NAND pricing, benefiting controller manufacturers like Taiwan's Phison Electronics Corp and Silicon Motion.\nLong-Term Logic: The Rise of a Trillion-Dollar Market\nLooking ahead, Morgan Stanley reaffirms its long-term optimism for the AI semiconductor market. Nvidia's CEO has predicted global cloud capital expenditure will reach $1 trillion by 2028, and Morgan Stanley's data supports this trend, suggesting the global semiconductor market could hit the $1 trillion mark by 2030.\nWithin this grand narrative, technological inflation, AI's self-cannibalization, and technology diffusion will be the three dominant market drivers. Although emerging AI models like DeepSeek demonstrate lower-cost inference capabilities, this does not alter the industry's fundamental reliance on high-performance computing and massive storage.\nFor investors, the current strategy is clear: embrace upstream suppliers with core technologies whose capacity is being filled by AI demand, and avoid downstream hardware assemblers hampered by rising costs and a lack of ability to pass them on. Memory chip prices are not just a barometer of the industry cycle; they are the watershed distinguishing the market's winners from its losers.","news_type":1,"symbols_score_info":{"000660":1,"TSM":1,"07747":2,"03165":1,"MULL":2,"MS":1,"SMSD.UK":2,"09347":2,"MUD":2,"WDC":2,"MU":2,"SNDK":2,"ASML":1,"005930":1,"SSNLF":2,"07709":2,"MUU":2,"STX":2}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524977883964784,"gmtCreate":1769194368702,"gmtModify":1769194371489,"author":{"id":"4221013874083442","authorId":"4221013874083442","name":"Gregorio","avatar":"https://community-static.tradeup.com/news/24379c1b3dc41b262de3f7d10ed41b79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4221013874083442","idStr":"4221013874083442"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/U/3576060582803676\">@FFX </a> 0","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/U/3576060582803676\">@FFX </a> 0","text":"$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ @FFX 0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524977883964784","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}