I wondered where he gets the d

2023-06-28

I wondered where he gets the data that "AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says" from? AEM said that excitement in generative AI is looking promising to the coy. Also, INTC is ramping up chip production n GPU n quantum computing chips like crazy. Dont anyone think this will b extremely beneficial to AEM. I think this analyst has not get new update from AEM. Your thoughts?

AEM's Share-Price Rally Looks Overdone, UOB Kay Hian Says -- Market Talk

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Comments

SG 88
2023-06-28
SG 88
haven't though of that [Doubt]
Stevenwml
2023-06-28
Stevenwml
P
ginpati
2023-06-28
ginpati
ok
NewbieLeo
2023-06-28
NewbieLeo
thanks
Hosay_hosay
2023-06-28
Hosay_hosay
[Miser][Miser][Miser]
Huatchin
2023-06-28
Huatchin
ok

Leave a comment

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Your thoughts?</p></body></html>","text":"I wondered where he gets the data that \"AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says\" from? AEM said that excitement in generative AI is looking promising to the coy. Also, INTC is ramping up chip production n GPU n quantum computing chips like crazy. Dont anyone think this will b extremely beneficial to AEM. I think this analyst has not get new update from AEM. Your thoughts?","highlighted":2,"essential":2,"paper":1,"likeSize":14,"commentSize":11,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/768228521721952","repostId":2345789794,"repostType":2,"repost":{"id":"2345789794","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":1687399500,"share":"https://www.laohu8.com/m/news/2345789794?lang=&edition=full","pubTime":"2023-06-22 10:05","market":"hk","language":"en","title":"AEM's Share-Price Rally Looks Overdone, UOB Kay Hian Says -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2345789794","media":"Dow Jones","summary":"0205 GMT - AEM Holdings' recent share-price rally, driven by increased interest in artificial-intelligence-related stocks, looks overdone, UOB Kay Hian analyst John Cheong says in a research report. 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AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says. BCA Research's June review of major semiconductor-consuming sectors gives a subdued picture of global semiconductor demand, the analyst notes. Also, consensus 2023 and 2024 earnings forecasts for the company seem too optimistic, says the brokerage, which downgrades the stock to sell from hold, with an unchanged target price of S$2.87. Shares are 3.5% lower at S$3.56. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) <a href=\"https://laohu8.com/S/DJS\">Dow Jones</a> Newswires\n</p>\n<p>\n  June 21, 2023 22:05 ET (02:05 GMT)\n</p>\n<p>\n  Copyright (c) 2023 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>AEM's Share-Price Rally Looks Overdone, UOB Kay Hian Says -- Market Talk</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\">\nAEM's Share-Price Rally Looks Overdone, UOB Kay Hian Says -- Market Talk\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\">2023-06-22 10:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0205 GMT - AEM Holdings' recent share-price rally, driven by increased interest in artificial-intelligence-related stocks, looks overdone, UOB Kay Hian analyst John Cheong says in a research report. AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says. BCA Research's June review of major semiconductor-consuming sectors gives a subdued picture of global semiconductor demand, the analyst notes. Also, consensus 2023 and 2024 earnings forecasts for the company seem too optimistic, says the brokerage, which downgrades the stock to sell from hold, with an unchanged target price of S$2.87. Shares are 3.5% lower at S$3.56. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) <a href=\"https://laohu8.com/S/DJS\">Dow Jones</a> Newswires\n</p>\n<p>\n  June 21, 2023 22:05 ET (02:05 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6063":"半导体设备","AEM":"伊格尔矿业","SG9999001143.SGD":"United Gold and General A Acc SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","U11.SI":"大华银行","BK6515":"技术设备股","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4017":"黄金","AWX.SI":"永科"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345789794","content_text":"0205 GMT - AEM Holdings' recent share-price rally, driven by increased interest in artificial-intelligence-related stocks, looks overdone, UOB Kay Hian analyst John Cheong says in a research report. AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says. BCA Research's June review of major semiconductor-consuming sectors gives a subdued picture of global semiconductor demand, the analyst notes. Also, consensus 2023 and 2024 earnings forecasts for the company seem too optimistic, says the brokerage, which downgrades the stock to sell from hold, with an unchanged target price of S$2.87. Shares are 3.5% lower at S$3.56. 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[Doubt]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":106452824,"commentId":"106452824","gmtCreate":1687942206644,"gmtModify":1687942212786,"authorId":4100316437044830,"author":{"id":4100316437044830,"idStr":"4100316437044830","authorId":4100316437044830,"name":"Stevenwml","avatar":"https://community-static.tradeup.com/news/6c709b93db815fb5a0c95b5f3ecd2c56","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":768228521721952,"objectIdStr":"768228521721952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>P</u>","text":"<u>P</u>","html":"<u>P</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":106452792,"commentId":"106452792","gmtCreate":1687937521941,"gmtModify":1687937528578,"authorId":4110789497741692,"author":{"id":4110789497741692,"idStr":"4110789497741692","authorId":4110789497741692,"name":"ginpati","avatar":"https://community-static.tradeup.com/news/f8aaf92d6e763c68f72f51457eb47277","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":768228521721952,"objectIdStr":"768228521721952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"ok","text":"ok","html":"ok","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":106452774,"commentId":"106452774","gmtCreate":1687936009691,"gmtModify":1687936015947,"authorId":3582883416532133,"author":{"id":3582883416532133,"idStr":"3582883416532133","authorId":3582883416532133,"name":"NewbieLeo","avatar":"https://static.tigerbbs.com/1d67674084088d7a0f8f4d8152ba870e","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":768228521721952,"objectIdStr":"768228521721952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>thanks</u>","text":"<u>thanks</u>","html":"<u>thanks</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":106452759,"commentId":"106452759","gmtCreate":1687935015413,"gmtModify":1687935021853,"authorId":4109909455489530,"author":{"id":4109909455489530,"idStr":"4109909455489530","authorId":4109909455489530,"name":"Hosay_hosay","avatar":"https://community-static.tradeup.com/news/b228fbc5c071c4bc7e948619f9ff7028","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary 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