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TSMC's Sales Beat Estimates in a Boost for AI's Outlook in 2025

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2024-09-18

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That compares with an average estimate of NT$854.7 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>’s U.S.-listed shares rose 3.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/166ae0f0ce340c96dd1e2c6183b30ad3\" title=\"\" tg-width=\"754\" tg-height=\"621\"/></p><p>The strong showing from Taiwan’s largest company bolsters expectations that big tech companies from Alphabet Inc. to Microsoft Corp. will continue to build and upgrade datacenters at a rapid clip to propel AI development. This month, AI server maker Hon Hai Precision Industry Co. reported better-than-expected sales, while Microsoft outlined plans to spend $80 billion this fiscal year on datacenters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a0a88a4592027cb88fda747ca097324\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The world’s largest maker of advanced chips has been one of the biggest beneficiaries of a global race to develop artificial intelligence. Its shares have more than doubled since that boom took off in late 2022 with the debut of OpenAI’s ChatGPT. TSMC’s market capitalization briefly crossed the $1 trillion mark in the US.</p><p>Yet more bearish market observers point to potential over-building, bottlenecks to development such as power shortages, and the persistent absence of a killer AI app or service that will use up all that server capacity.</p><p style=\"text-align: start;\">Beyond Nvidia and the AI arena, the Taiwanese company, which will report full results on Thursday, must grapple with mounting tech market and geopolitical uncertainties in 2025.</p><blockquote><h3 id=\"id_1973629084\">What Bloomberg Intelligence Says</h3><p>The company’s gross margin is likely to expand to a two-year high of 58%, or more. On the upcoming earnings call, four areas merit attention: First, the outlook for CoWoS advanced-packaging capacity build and revenue, which is likely to give insight into the expected strength for AI chip demand in the coming 12-18 months. Second, progress on the US Arizona fab’s ramp-up, which is critical to meeting the onshoring chipmaking needs of Apple, Nvidia and others. Third, potential margin pressure from weaker demand in 7-, 16-nm and larger mature nodes.</p><p>Finally, capital-spending plans for 2025, which will signal TSMC’s confidence in the uptake of its next-generation N2 node.</p><p>- Charles Shum, analyst</p></blockquote><p style=\"text-align: start;\">TSMC remains reliant on Apple’s business, as the main producer of chips for the iPhone. The US company is struggling to galvanize demand for its marquee product in 2025, though many users hope that the gradual addition of AI features will drive the gadget’s next iteration.</p><p style=\"text-align: start;\">The US has also erected a web of restrictions to curtail the flow of Nvidia’s most powerful chips to China, with uncertain longer-term ramifications for TSMC’s key customer.</p><p style=\"text-align: start;\">Morgan Stanley expects TSMC’s first-quarter revenue to decline 5% sequentially due to iPhone seasonality. It expects TSMC to project annual sales growth of low-20% in dollar terms. “TSMC usually guides conservatively at the beginning of the year, and then over-delivers,” analyst Charlie Chan wrote.</p><p style=\"text-align: start;\">Longer-term, TSMC is pursuing a rapid international expansion. It foresees capital expenditure rising in 2025 from roughly $30 billion this year.</p><p style=\"text-align: start;\">It’s planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official. That’s on top of construction underway in Japan, Arizona and Germany.</p></body></html>","source":"lsy1584095487587","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>TSMC's Sales Beat Estimates in a Boost for AI's Outlook in 2025</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\">\nTSMC's Sales Beat Estimates in a Boost for AI's Outlook in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-10/tsmc-s-sales-beat-estimates-in-a-boost-for-ai-s-outlook-in-2025?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia’s main chipmaker is juggling AI and smartphone demandTSMC’s shares have scaled new peaks on AI boom hopesTaiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-10/tsmc-s-sales-beat-estimates-in-a-boost-for-ai-s-outlook-in-2025?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-10/tsmc-s-sales-beat-estimates-in-a-boost-for-ai-s-outlook-in-2025?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130446276","content_text":"Nvidia’s main chipmaker is juggling AI and smartphone demandTSMC’s shares have scaled new peaks on AI boom hopesTaiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.The go-to chipmaker for Nvidia Corp. and Apple Inc. reported a 39% rise in October-December revenue to NT$868.5 billion ($26.3 billion), based on calculations off monthly disclosures. That compares with an average estimate of NT$854.7 billion.TSMC’s U.S.-listed shares rose 3.8% in overnight trading.The strong showing from Taiwan’s largest company bolsters expectations that big tech companies from Alphabet Inc. to Microsoft Corp. will continue to build and upgrade datacenters at a rapid clip to propel AI development. This month, AI server maker Hon Hai Precision Industry Co. reported better-than-expected sales, while Microsoft outlined plans to spend $80 billion this fiscal year on datacenters.The world’s largest maker of advanced chips has been one of the biggest beneficiaries of a global race to develop artificial intelligence. Its shares have more than doubled since that boom took off in late 2022 with the debut of OpenAI’s ChatGPT. TSMC’s market capitalization briefly crossed the $1 trillion mark in the US.Yet more bearish market observers point to potential over-building, bottlenecks to development such as power shortages, and the persistent absence of a killer AI app or service that will use up all that server capacity.Beyond Nvidia and the AI arena, the Taiwanese company, which will report full results on Thursday, must grapple with mounting tech market and geopolitical uncertainties in 2025.What Bloomberg Intelligence SaysThe company’s gross margin is likely to expand to a two-year high of 58%, or more. On the upcoming earnings call, four areas merit attention: First, the outlook for CoWoS advanced-packaging capacity build and revenue, which is likely to give insight into the expected strength for AI chip demand in the coming 12-18 months. Second, progress on the US Arizona fab’s ramp-up, which is critical to meeting the onshoring chipmaking needs of Apple, Nvidia and others. Third, potential margin pressure from weaker demand in 7-, 16-nm and larger mature nodes.Finally, capital-spending plans for 2025, which will signal TSMC’s confidence in the uptake of its next-generation N2 node.- Charles Shum, analystTSMC remains reliant on Apple’s business, as the main producer of chips for the iPhone. The US company is struggling to galvanize demand for its marquee product in 2025, though many users hope that the gradual addition of AI features will drive the gadget’s next iteration.The US has also erected a web of restrictions to curtail the flow of Nvidia’s most powerful chips to China, with uncertain longer-term ramifications for TSMC’s key customer.Morgan Stanley expects TSMC’s first-quarter revenue to decline 5% sequentially due to iPhone seasonality. It expects TSMC to project annual sales growth of low-20% in dollar terms. “TSMC usually guides conservatively at the beginning of the year, and then over-delivers,” analyst Charlie Chan wrote.Longer-term, TSMC is pursuing a rapid international expansion. It foresees capital expenditure rising in 2025 from roughly $30 billion this year.It’s planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official. That’s on top of construction underway in Japan, Arizona and Germany.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350739613794304,"gmtCreate":1726634926834,"gmtModify":1726636203536,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350739613794304","repostId":"2468982143","repostType":2,"repost":{"id":"2468982143","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":1726630317,"share":"https://ttm.financial/m/news/2468982143?lang=&edition=fundamental","pubTime":"2024-09-18 11:31","market":"us","language":"en","title":"Super Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2468982143","media":"Dow Jones","summary":"Mizuho initiates Super Micro's stock at a neutral rating amid market-share losses, says AI investors should buy Dell shares instead. Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a \"dominant share,\" according to Mizuho Securities - but that doesn't mean investors should buy the stock.\"AI servers comprise the infrastructure of the AI revolution,\" Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers  in the server sector leading the way.Super Micro  is the \"consensus AI leader,\" Rakesh said, while Dell Technologies Inc.  is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's.\"We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long t","content":"<html><head></head><body><p>Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a &#34;dominant share,&#34; according to Mizuho Securities - but that doesn&#39;t mean investors should buy the stock.</p><p>&#34;AI servers comprise the infrastructure of the AI revolution,&#34; Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.</p><p>Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> is the &#34;consensus AI leader,&#34; Rakesh said, while Dell Technologies Inc. <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> is in second place.</p><p>But Rakesh said investors should buy Dell&#39;s stock, and not Super Micro&#39;s.</p><p>Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.</p><p>Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro&#39;s stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell&#39;s stock has gained 5.5%.</p><p>Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.</p><p>The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company&#39;s regulatory issues, given the uncertainty surrounding filing requirements.</p><p>Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.</p><p>&#34;While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,&#34; Rakesh wrote.</p><p>That&#39;s allowing those in the in conventional server market, like Dell, to gain market share.</p><p>Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro&#39;s profit margins.</p><p>He also initiated Dell&#39;s stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.</p><p>Dell is the leader in the overall server market, with about 13% market share in 2023. But with a &#34;robust&#34; supply chain, Rakesh said the company is growing its piece of the AI server market.</p><p>&#34;We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell&#39;s ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,&#34; Rakesh wrote.</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>Super Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst 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\">\nSuper Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says\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\">2024-09-18 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a &#34;dominant share,&#34; according to Mizuho Securities - but that doesn&#39;t mean investors should buy the stock.</p><p>&#34;AI servers comprise the infrastructure of the AI revolution,&#34; Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.</p><p>Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> is the &#34;consensus AI leader,&#34; Rakesh said, while Dell Technologies Inc. <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> is in second place.</p><p>But Rakesh said investors should buy Dell&#39;s stock, and not Super Micro&#39;s.</p><p>Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.</p><p>Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro&#39;s stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell&#39;s stock has gained 5.5%.</p><p>Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.</p><p>The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company&#39;s regulatory issues, given the uncertainty surrounding filing requirements.</p><p>Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.</p><p>&#34;While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,&#34; Rakesh wrote.</p><p>That&#39;s allowing those in the in conventional server market, like Dell, to gain market share.</p><p>Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro&#39;s profit margins.</p><p>He also initiated Dell&#39;s stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.</p><p>Dell is the leader in the overall server market, with about 13% market share in 2023. But with a &#34;robust&#34; supply chain, Rakesh said the company is growing its piece of the AI server market.</p><p>&#34;We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell&#39;s ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,&#34; Rakesh wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4535":"淡马锡持仓","SMCI":"超微电脑","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4170":"电脑硬件、储存设备及电脑周边","BK4585":"ETF&股票定投概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4588":"碎股","BK4515":"5G概念","DELL":"戴尔"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468982143","content_text":"Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a \"dominant share,\" according to Mizuho Securities - but that doesn't mean investors should buy the stock.\"AI servers comprise the infrastructure of the AI revolution,\" Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.Super Micro $(SMCI)$ is the \"consensus AI leader,\" Rakesh said, while Dell Technologies Inc. $(DELL)$ is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's.Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro's stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell's stock has gained 5.5%.Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company's regulatory issues, given the uncertainty surrounding filing requirements.Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.\"While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,\" Rakesh wrote.That's allowing those in the in conventional server market, like Dell, to gain market share.Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro's profit margins.He also initiated Dell's stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.Dell is the leader in the overall server market, with about 13% market share in 2023. But with a \"robust\" supply chain, Rakesh said the company is growing its piece of the AI server market.\"We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,\" Rakesh wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296988684472600,"gmtCreate":1713535782498,"gmtModify":1713535836243,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","text":"$Harmony Gold Mining(HMY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296988684472600","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294548081840272,"gmtCreate":1712929579880,"gmtModify":1712932107349,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294548081840272","repostId":"1143098795","repostType":2,"repost":{"id":"1143098795","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1712926202,"share":"https://ttm.financial/m/news/1143098795?lang=&edition=fundamental","pubTime":"2024-04-12 20:50","market":"us","language":"en","title":"Wedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1143098795","media":"Benzinga","summary":"Wedbush's Dan Ives believes that $Apple Inc.$'s installed user base of over 2 billion is the \"best\" in the world as far asits AI opportunityis concerned.What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference  in June will be a \"key moment\" for Cupertino.Ives thinks Apple will unveil a \"key part\" of its AI strategy at WWDC.\"I believe [it] ultimately goes to an AI App Store…developers, they're going to build apps,\" Ives said in an interview with Hankyung Global Market, adding ","content":"<html><head></head><body><p>Wedbush&#39;s Dan Ives believes that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s installed user base of over 2 billion is the &#34;best&#34; in the world as far asits AI opportunityis concerned.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ives thinks Apple&#39;s upcoming Worldwide Developers Conference (WWDC) in June will be a &#34;key moment&#34; for Cupertino.</p><p style=\"text-align: start;\">Ives thinks Apple will unveil a &#34;key part&#34; of its AI strategy at WWDC.</p><p style=\"text-align: start;\">&#34;I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they&#39;re going to build apps,&#34; Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a &#34;huge opportunity&#34; for Apple.</p><p>Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.&#39;s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.</p><p>&#34;They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.&#34;</p><p>&#34;Developers are the lifeblood of Apple. You&#39;re going to see Apple really focus on the services side, on AI… I think that&#39;s going to be a big focus at WWDC.&#34;</p><p><strong>Why It Matters:</strong> Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI&#39;s GPT-4.</p><p>This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.</p><p>In the interim, it could license Google&#39;s Gemini AI and rebrand it to something of its own as a stop-gap solution.</p><p>Deepwater Asset Management&#39;s Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p><p><strong>Deepwater Asset Management&#39;s Gene Munster</strong> thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</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>Wedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future</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; 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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\">\nWedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-12 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush&#39;s Dan Ives believes that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s installed user base of over 2 billion is the &#34;best&#34; in the world as far asits AI opportunityis concerned.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ives thinks Apple&#39;s upcoming Worldwide Developers Conference (WWDC) in June will be a &#34;key moment&#34; for Cupertino.</p><p style=\"text-align: start;\">Ives thinks Apple will unveil a &#34;key part&#34; of its AI strategy at WWDC.</p><p style=\"text-align: start;\">&#34;I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they&#39;re going to build apps,&#34; Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a &#34;huge opportunity&#34; for Apple.</p><p>Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.&#39;s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.</p><p>&#34;They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.&#34;</p><p>&#34;Developers are the lifeblood of Apple. You&#39;re going to see Apple really focus on the services side, on AI… I think that&#39;s going to be a big focus at WWDC.&#34;</p><p><strong>Why It Matters:</strong> Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI&#39;s GPT-4.</p><p>This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.</p><p>In the interim, it could license Google&#39;s Gemini AI and rebrand it to something of its own as a stop-gap solution.</p><p>Deepwater Asset Management&#39;s Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p><p><strong>Deepwater Asset Management&#39;s Gene Munster</strong> thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143098795","content_text":"Wedbush's Dan Ives believes that Apple Inc.'s installed user base of over 2 billion is the \"best\" in the world as far asits AI opportunityis concerned.What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference (WWDC) in June will be a \"key moment\" for Cupertino.Ives thinks Apple will unveil a \"key part\" of its AI strategy at WWDC.\"I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they're going to build apps,\" Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a \"huge opportunity\" for Apple.Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.'s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.\"They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.\"\"Developers are the lifeblood of Apple. You're going to see Apple really focus on the services side, on AI… I think that's going to be a big focus at WWDC.\"Why It Matters: Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI's GPT-4.This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.In the interim, it could license Google's Gemini AI and rebrand it to something of its own as a stop-gap solution.Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281727396532224,"gmtCreate":1709809612792,"gmtModify":1709817415447,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281727396532224","repostId":"1112475258","repostType":2,"repost":{"id":"1112475258","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":1709803037,"share":"https://ttm.financial/m/news/1112475258?lang=&edition=fundamental","pubTime":"2024-03-07 17:17","market":"us","language":"en","title":"Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1112475258","media":"Tiger Newspress","summary":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares o","content":"<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. &#34;We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,&#34; he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm&#39;s FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: &#34;We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.&#34;</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>Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play</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\">\nTesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play\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\">2024-03-07 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. &#34;We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,&#34; he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm&#39;s FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: &#34;We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112475258","content_text":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares of Tesla fell 1.06% in premarket trading on Thursday.Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. \"We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,\" he updated.While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm's FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.TSLA breakdown: \"We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":294548081840272,"gmtCreate":1712929579880,"gmtModify":1712932107349,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294548081840272","repostId":"1143098795","repostType":2,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281727396532224,"gmtCreate":1709809612792,"gmtModify":1709817415447,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281727396532224","repostId":"1112475258","repostType":2,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391094772428920,"gmtCreate":1736487889028,"gmtModify":1736487892733,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391094772428920","repostId":"1130446276","repostType":2,"repost":{"id":"1130446276","kind":"news","pubTimestamp":1736487275,"share":"https://ttm.financial/m/news/1130446276?lang=&edition=fundamental","pubTime":"2025-01-10 13:34","market":"us","language":"en","title":"TSMC's Sales Beat Estimates in a Boost for AI's Outlook in 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1130446276","media":"Bloomberg","summary":"Nvidia’s main chipmaker is juggling AI and smartphone demandTSMC’s shares have scaled new peaks on AI boom hopes$Taiwan Semiconductor Manufacturing Co.(TSM)$’s quarterly sales topped estimates, reinfo","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia’s main chipmaker is juggling AI and smartphone demand</p></li><li><p>TSMC’s shares have scaled new peaks on AI boom hopes</p></li></ul><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.</p><p style=\"text-align: start;\">The go-to chipmaker for Nvidia Corp. and Apple Inc. reported a 39% rise in October-December revenue to NT$868.5 billion ($26.3 billion), based on calculations off monthly disclosures. That compares with an average estimate of NT$854.7 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>’s U.S.-listed shares rose 3.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/166ae0f0ce340c96dd1e2c6183b30ad3\" title=\"\" tg-width=\"754\" tg-height=\"621\"/></p><p>The strong showing from Taiwan’s largest company bolsters expectations that big tech companies from Alphabet Inc. to Microsoft Corp. will continue to build and upgrade datacenters at a rapid clip to propel AI development. This month, AI server maker Hon Hai Precision Industry Co. reported better-than-expected sales, while Microsoft outlined plans to spend $80 billion this fiscal year on datacenters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a0a88a4592027cb88fda747ca097324\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The world’s largest maker of advanced chips has been one of the biggest beneficiaries of a global race to develop artificial intelligence. Its shares have more than doubled since that boom took off in late 2022 with the debut of OpenAI’s ChatGPT. TSMC’s market capitalization briefly crossed the $1 trillion mark in the US.</p><p>Yet more bearish market observers point to potential over-building, bottlenecks to development such as power shortages, and the persistent absence of a killer AI app or service that will use up all that server capacity.</p><p style=\"text-align: start;\">Beyond Nvidia and the AI arena, the Taiwanese company, which will report full results on Thursday, must grapple with mounting tech market and geopolitical uncertainties in 2025.</p><blockquote><h3 id=\"id_1973629084\">What Bloomberg Intelligence Says</h3><p>The company’s gross margin is likely to expand to a two-year high of 58%, or more. On the upcoming earnings call, four areas merit attention: First, the outlook for CoWoS advanced-packaging capacity build and revenue, which is likely to give insight into the expected strength for AI chip demand in the coming 12-18 months. Second, progress on the US Arizona fab’s ramp-up, which is critical to meeting the onshoring chipmaking needs of Apple, Nvidia and others. Third, potential margin pressure from weaker demand in 7-, 16-nm and larger mature nodes.</p><p>Finally, capital-spending plans for 2025, which will signal TSMC’s confidence in the uptake of its next-generation N2 node.</p><p>- Charles Shum, analyst</p></blockquote><p style=\"text-align: start;\">TSMC remains reliant on Apple’s business, as the main producer of chips for the iPhone. The US company is struggling to galvanize demand for its marquee product in 2025, though many users hope that the gradual addition of AI features will drive the gadget’s next iteration.</p><p style=\"text-align: start;\">The US has also erected a web of restrictions to curtail the flow of Nvidia’s most powerful chips to China, with uncertain longer-term ramifications for TSMC’s key customer.</p><p style=\"text-align: start;\">Morgan Stanley expects TSMC’s first-quarter revenue to decline 5% sequentially due to iPhone seasonality. It expects TSMC to project annual sales growth of low-20% in dollar terms. “TSMC usually guides conservatively at the beginning of the year, and then over-delivers,” analyst Charlie Chan wrote.</p><p style=\"text-align: start;\">Longer-term, TSMC is pursuing a rapid international expansion. It foresees capital expenditure rising in 2025 from roughly $30 billion this year.</p><p style=\"text-align: start;\">It’s planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official. That’s on top of construction underway in Japan, Arizona and Germany.</p></body></html>","source":"lsy1584095487587","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>TSMC's Sales Beat Estimates in a Boost for AI's Outlook in 2025</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\">\nTSMC's Sales Beat Estimates in a Boost for AI's Outlook in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-10/tsmc-s-sales-beat-estimates-in-a-boost-for-ai-s-outlook-in-2025?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia’s main chipmaker is juggling AI and smartphone demandTSMC’s shares have scaled new peaks on AI boom hopesTaiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-10/tsmc-s-sales-beat-estimates-in-a-boost-for-ai-s-outlook-in-2025?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-10/tsmc-s-sales-beat-estimates-in-a-boost-for-ai-s-outlook-in-2025?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130446276","content_text":"Nvidia’s main chipmaker is juggling AI and smartphone demandTSMC’s shares have scaled new peaks on AI boom hopesTaiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.The go-to chipmaker for Nvidia Corp. and Apple Inc. reported a 39% rise in October-December revenue to NT$868.5 billion ($26.3 billion), based on calculations off monthly disclosures. That compares with an average estimate of NT$854.7 billion.TSMC’s U.S.-listed shares rose 3.8% in overnight trading.The strong showing from Taiwan’s largest company bolsters expectations that big tech companies from Alphabet Inc. to Microsoft Corp. will continue to build and upgrade datacenters at a rapid clip to propel AI development. This month, AI server maker Hon Hai Precision Industry Co. reported better-than-expected sales, while Microsoft outlined plans to spend $80 billion this fiscal year on datacenters.The world’s largest maker of advanced chips has been one of the biggest beneficiaries of a global race to develop artificial intelligence. Its shares have more than doubled since that boom took off in late 2022 with the debut of OpenAI’s ChatGPT. TSMC’s market capitalization briefly crossed the $1 trillion mark in the US.Yet more bearish market observers point to potential over-building, bottlenecks to development such as power shortages, and the persistent absence of a killer AI app or service that will use up all that server capacity.Beyond Nvidia and the AI arena, the Taiwanese company, which will report full results on Thursday, must grapple with mounting tech market and geopolitical uncertainties in 2025.What Bloomberg Intelligence SaysThe company’s gross margin is likely to expand to a two-year high of 58%, or more. On the upcoming earnings call, four areas merit attention: First, the outlook for CoWoS advanced-packaging capacity build and revenue, which is likely to give insight into the expected strength for AI chip demand in the coming 12-18 months. Second, progress on the US Arizona fab’s ramp-up, which is critical to meeting the onshoring chipmaking needs of Apple, Nvidia and others. Third, potential margin pressure from weaker demand in 7-, 16-nm and larger mature nodes.Finally, capital-spending plans for 2025, which will signal TSMC’s confidence in the uptake of its next-generation N2 node.- Charles Shum, analystTSMC remains reliant on Apple’s business, as the main producer of chips for the iPhone. The US company is struggling to galvanize demand for its marquee product in 2025, though many users hope that the gradual addition of AI features will drive the gadget’s next iteration.The US has also erected a web of restrictions to curtail the flow of Nvidia’s most powerful chips to China, with uncertain longer-term ramifications for TSMC’s key customer.Morgan Stanley expects TSMC’s first-quarter revenue to decline 5% sequentially due to iPhone seasonality. It expects TSMC to project annual sales growth of low-20% in dollar terms. “TSMC usually guides conservatively at the beginning of the year, and then over-delivers,” analyst Charlie Chan wrote.Longer-term, TSMC is pursuing a rapid international expansion. It foresees capital expenditure rising in 2025 from roughly $30 billion this year.It’s planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official. That’s on top of construction underway in Japan, Arizona and Germany.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350739613794304,"gmtCreate":1726634926834,"gmtModify":1726636203536,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350739613794304","repostId":"2468982143","repostType":2,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296988684472600,"gmtCreate":1713535782498,"gmtModify":1713535836243,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","text":"$Harmony Gold Mining(HMY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296988684472600","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}