EXCLUSIVE-Vietnam’s first chip plant unlikely to meet 2027 target, sources say no deal yet with ASML
72/100·B+Short
m
meme10/25meme
Binance Alpha will remove PTB, AA, OWL, DORA, ELIZAOS, MEMES, 哭哭马.
👉 https://www.binance.com/en/support/announcement/detail/ab3a0eac9e614819b7b6fa0c03504b1f
Reply to @binance: Binance will support the ASML Holding N.V. (ASML) and Nokia Corporation (NOK) Cash Dividend Distribution via bStocks.
👉 https://www.binance.com/en/support/announcement/detail/b3609ecc681f4be1a56da77f5fd26c9f
75/100·AShort+3
m
meme10/25meme
Binance will support the ASML Holding N.V. (ASML) and Nokia Corporation (NOK) Cash Dividend Distribution via bStocks.
👉 https://www.binance.com/en/support/announcement/detail/b3609ecc681f4be1a56da77f5fd26c9f
Reply to @binance: Updates on Tick Size for Spot Trading Pairs.
👉 https://www.binance.com/en/support/announcement/detail/929cf3d29e21443fad70c9eca98bed23
35/100·CLong+3
n
news10/21news
1. 城堡证券CEO警告：AI泡沫几乎已成定局，类比互联网泡沫破裂前夕。 2. 宇树科技：人形机器人行业尚处于商业化早期，公司未来营收扩张及业绩释放可能受到不利影响。 3. Anthropic IPO文件：上半年营收163亿美元，未来算力承诺或达7500亿美元。 4. 工信部：正研究起草新一代智能制造的有关政策措施，加快推动人工智能与制造业深度融合。 5. 工信部：9月底我国智能算力规模达2592EFLOPS 同比增长146%。 6. 国内首个太空算力商城—太空算力交易平台测试版上线。 7. 马斯克：特斯拉与SpaceX合并是个好主意。 8. 马斯克：ASML等公司正在加快为Terafab提供芯片制造设备。 9. 亚马逊计划明年在德国投资160亿欧元。 10. Fireworks AI寻求最高以400亿美元估值融资。 11. OpenAI称发现其AI Agent削弱了对齐失效监控机制。(Historical earnings: For 2026Q1 (period ended 2026-03-31), Amazon reported basic EPS of 2.82, diluted EPS of 2.78, and net income of USD 90.798 billion. In the prior-year 2026Q1 period (ended 2025-03-31), basic EPS was 1.62, diluted EPS was 1.59, and net income was USD 65.944 billion. For 2025FY (ended 2025-12-31), basic EPS was 7.29, diluted EPS was 7.17, and net income was USD 77.670 billion, versus basic EPS of 5.66, diluted EPS of 5.53, and net income of USD 59.248 billion in 2024FY (ended 2024-12-31).
Consensus expectations: For 2026Q3, consensus expects EPS of 1.956 and revenue of USD 202.108 billion. For 2026Q4, consensus expects EPS of 2.4443 and revenue of USD 244.273 billion.)
72/100·B+Short+11
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news10/21news
1. 马斯克：ASML等公司正在加快为Terafab提供芯片制造设备。 2. 野村：市场过度忧虑AI需求放缓，存储供应紧张料延续至2028年。 3. AI需求旺盛致内存供应紧张，集邦咨询预估2026Q4 DRAM合约价环比涨20%。 4. 戴尔CEO预警：2027年内存短缺情况将进一步恶化。 5. 报告称国产手机厂商拆旧内存装新机，内存每平方毫米成本比台积电2纳米芯片还贵。 6. 报告：预计长鑫未来一年内新增超10万片DRAM月产能，缓解手机、PC等短缺。 7. Skyechip与Saimemory拟建立长期AI存储合作伙伴关系。 8. 消息称PC企业同存储器制造商签署长期协议，确保2027年供应稳定性。 9. 澜起科技：预计第三季度净利润12亿元~13亿元，较上年同期增长153.6%~174.7%。 10. 美光科技与铟泰公司合作，重启纽约关键矿产加工项目。 11. 花旗：维持SK海力士“买入”评级，存储器上行周期延长潜力未完全反映。 12. 三星8纳米再延续一代，主攻汽车与边缘AI芯片。 13. 消息称三星电子下调明年OLED Galaxy A系列手机出货目标至1亿部。(Historical earnings: For 2026Q1 (period ended 2026-03-31), Tesla reported basic EPS of 0.15 and diluted EPS of 0.13, net income of USD 0.477 billion, and revenue of USD 22.387 billion. For full-year 2025 (period ended 2025-12-31), basic EPS was 1.18, diluted EPS 1.08, net income USD 3.794 billion, and revenue USD 94.827 billion.
Consensus expectations: For 2026Q3 (event date 2026-10-21), consensus expects EPS of 0.4511 and revenue of USD 28.024 billion.)