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GF Securities
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GF Securities Liu Chenming's team: The semiconductor cycle remains in a boom driven by AI, and a significant slowdown in the industry is the watershed for tech stock bull and bear markets.
GF Securities' Liu Chenming team's report points out that while US Treasury yields and the Nasdaq Composite have both hit new highs, the tech stock rally has become "desensitized" to interest rates. T
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GF Securities Forecast: Google TPU Shipments May Increase to 8.84 Million Units by 2027, More Than Double the 2024 Figure
GF Securities Brokerage's latest forecast indicates that Google's Tensor Processing Unit (TPU) shipments are expected to increase from 2.76 million units in 2024 to 8.84 million units in 2027, a growt
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GF Securities Liu Chenming's team: The semiconductor cycle remains in a boom driven by AI, and a significant slowdown in the industry is the watershed for tech stock bull and bear markets.
GF Securities' Liu Chenming team's report points out that while US Treasury yields and the Nasdaq Composite have both hit new highs, the tech stock rally has become "desensitized" to interest rates. T
-
GF Securities Forecast: Google TPU Shipments May Increase to 8.84 Million Units by 2027, More Than Double the 2024 Figure
GF Securities Brokerage's latest forecast indicates that Google's Tensor Processing Unit (TPU) shipments are expected to increase from 2.76 million units in 2024 to 8.84 million units in 2027, a growt
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GF Securities
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The DXY recorded its longest winning streak since early 2025, rising nearly 3% this week.
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OpenAI's annualized revenue is projected to exceed $70 billion, easing concerns about AI returns; gold prices break above $4,200 as U.S. Treasury yields decline.
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According to Bloomberg Markets: Large asset managers are deleveraging in the U.S. Treasury futures market, triggered by forced selling as cash yields approach multi-year highs.
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