郭明錤 (Ming-Chi Kuo)Will the Robotaxi event on October 10 boost Tesla’s stock price?I think the $TSLA pullback following Tesla’s 3Q24 delivery announcement is similar to the $NVDA pullback after the last earnings call…6d ago46d ago4
郭明錤 (Ming-Chi Kuo)10月10日的Robotaxi發佈會能推升Tesla股價嗎？我認為$TSLA在Tesla公布3Q交車數後下跌，跟上次Nvidia法說後$NVDA下跌很像，反映關鍵數據沒有明顯好於買方預期 (買方預期交車量460–470k輛 vs. 實際的462,890輛)。6d ago6d ago
郭明錤 (Ming-Chi Kuo)Nvidia halting development of GB200 NVL36*2 (dual-rack 72 GPUs version); long-term AI and Nvidia…Survey update:Oct 1Oct 1
郭明錤 (Ming-Chi Kuo)Nvidia停止GB200 NVL36*2 (72GPU雙櫃版 ) 開發；AI與Nvidia長期趨勢仍正向，但產品規劃頻繁改變恐讓短期交易氣氛降溫調查更新：Oct 1Oct 1
郭明錤 (Ming-Chi Kuo)AI spatial computing to be the main selling point for new M5-powered Vision Pro; new Apple…The new M5-powered Vision Pro is expected to enter mass production in 2H25. The main selling point will be the integration of Apple…Sep 275Sep 275
郭明錤 (Ming-Chi Kuo)AI空間運算為新款M5版本的Vision Pro最大賣點，Apple供應鏈新進者如兆威機電為關注焦點新款M5版本的Vision Pro 2預計在2H25進入量產，關鍵賣點為Apple Intelligence與空間計算整合，硬體變化主要是處理器採用運算能力大幅升級的M5 (目前為M2)，以確保有最好的Apple…Sep 271Sep 271
郭明錤 (Ming-Chi Kuo)My industry survey also indicates that Qualcomm is currently in takeover talks with Intel.Currently, Qualcomm’s most critical focus should be on establishing competitiveness in AI chips: 1. On-device AI smartphone chips: Qualcomm…Sep 22Sep 22
郭明錤 (Ming-Chi Kuo)我的產業調查也顯示，Qualcomm目前正與Intel交涉併購事宜。但此併購若發生，對Qualcomm可能是一場災難Qualcomm當前最關鍵的是建立AI晶片的競爭力 1. 裝置端AI手機晶片：Qualcomm在此領域極具優勢，是Apple最大的競爭對手。 2. 裝置端AI PC晶片：隨WoA (Windows on ARM) 逐漸優化，Qualcomm優勢將逐漸浮現。 3…Sep 22Sep 22
郭明錤 (Ming-Chi Kuo)Survey and analysis of Huawei’s tri-fold phone Mate XT; shipment estimates raised, but whether…My latest supply chain survey shows that the 2024 shipment forecast for Huawei’s tri-fold smartphone, Mate XT, has been revised upward from…Sep 19Sep 19
郭明錤 (Ming-Chi Kuo)華為三折手機Mate XT的調查與分析；出貨預估調升但需求熱度能否延續為關鍵我最新的供應鏈調查指出，華為三折手機Mate XT的2024年出貨量已自50萬部調升100萬部，但須注意開賣後 (9月20日) 的需求熱度能否延續，畢竟過往華為旗艦機型也曾有過發售後需求快速下滑的例子。Sep 19Sep 19
