Alibaba invests 380 billion in AI; NVIDIA "books" TSMC | Today's important News review
0224 ｜ Dolphin Research Key Focus:
🐬 Individual Stocks
1、 $Alibaba(BABA.US)$BABA-W(09988.HK)
Alibaba CEO Eddie Wu announced on the 24th that over the next three years, Alibaba will invest more than 380 billion yuan to build cloud and AI hardware infrastructure, exceeding the total amount of the past decade (approximately 300 billion yuan). This investment from Alibaba comes after two significant events: the explosion of the domestic AI industry and convening of a symposium for private enterprises. According to last week's Alibaba Financial Report Interpretation released by Dolphin Research, a major highlight is that Alibaba Cloud's growth rate under the AI wave exceeded expectations, and the revaluation of Alibaba Cloud has driven a significant increase in Alibaba's stock price.
2、 $Taiwan Semiconductor(TSM.US)
Industry news indicates that NVIDIA's latest Blackwell architecture GPU chip is in strong demand and has secured more than 70% of TSMC's advanced CoWoS-L packaging capacity this year. This is mainly due to the rigid demand for NVIDIA's AI infrastructure, especially with the United States vigorously promoting the Stargate program. This has led to sustained high procurement demand for AI servers from major cloud service providers, forcing NVIDIA to secure key capacity to ensure supply chain safety.
3、 $Intel(INTC.US)
Intel has recently launched a dedicated website introducing its high-end chip process 18A, stating that the process is ready and is expected to enter mass production in mid-2025, with the Core Ultra 300 series "Panther Lake" processors debuting, which are expected to be launched in the second half of this year
4、 $BYD COMPANY(01211.HK)
BYD will partner with DJI to hold a launch event for the BYD intelligent vehicle-mounted drone system on March 2 at 19:30 at its global headquarters in Shenzhen.
🐬 Leading Sectors
Shanghai and Shenzhen: Residential construction companies, agricultural machinery, aviation-passenger transport;
Hong Kong Stocks: Film and entertainment, agricultural machinery, aviation-passenger transport;
U.S. Stocks: Shipping ports-operators, brewing industry, packaging.
🐬 Attention for Tomorrow
1、 Trip.com will announce its financial report tomorrow morning, and Dolphin Research will track and provide interpretative analysis.
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