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美股掘金 | 热门中概股集体狂飙!腾讯音乐绩后大涨近11%;拟明年推出自研AI芯片,Arm年内累涨近六成

US Stock Nuggets | Popular Chinese securities are booming! Tencent Music's performance surged by nearly 11%; it plans to launch self-developed AI chips next year, and Arm will increase by nearly 60% during the year

Futu News ·  May 14 17:49

Editor's note:“US Stock Nuggets”Keep up with market trends on a daily basis, gain insight into and sort out popular changes and individual stocks with outstanding gains, provide Niuyou with multi-dimensional investment opportunity references, and help Niuyou seize investment opportunities!

Key focus

1. Popular Chinese securities surged overnight!$NASDAQ Golden Dragon China (.HXC.US)$It surged nearly 4%, of which,$Tencent Music (TME.US)$,$Trip.com (TCOM.US)$They rose 10.94% and 2.5%, respectively, to a 52-week high.

Tencent Music's total Q1 revenue was 6.77 billion yuan, down 3.4% year on year, exceeding market expectations of 6.57 billion yuan; adjusted net profit was 1.81 billion yuan, up 23.9% year on year. The number of online music paying users increased 20.2% year over year to 113.5 million, a net increase of 6.8 million month-on-month, the biggest net increase in a single quarter so far. Additionally, Tencent Music will pay an annual dividend for the first time, and is expected to pay an annual cash dividend of approximately US$210 million for the fiscal year 2023 to shareholders registered as of the registration date.

2,$Qualcomm (QCOM.US)$Overnight, the stock price hit a record high, with a cumulative increase of nearly 30% during the year. According to news, the Qualcomm Snapdragon 8 Gen4 chip is being redesigned.

It was revealed that Qualcomm is currently redesigning the Snapdragon 8 Gen 4 processor with a new target frequency of 4.26GHz. This change is mainly to cope with Apple's M4/A18/Pro processors. According to reports, Qualcomm is optimistic about the redesigned processor. They believe that thanks to TSMC's 3nm “N3E” process, the Snapdragon 8 Gen 4 is indeed expected to reach the relevant target frequency.

3.$Arm Holdings (ARM.US)$Overnight, it surged nearly 8%, and has been rising nearly 60% since this year. It is planned to launch self-developed AI chips next year.

According to some sources, Arm plans to develop AI chips and aims to launch the first batch of products in 2025. Arm will establish an AI chip division with the goal of manufacturing prototype products by spring 2025. Large-scale production will be carried out by contract manufacturers and is expected to begin in the fall of 2025. Arm will bear the initial development costs, which are expected to reach hundreds of billions of yen, and SoftBank will also contribute.

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editor/tolk

The translation is provided by third-party software.


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