The “ AI Revolution” : A Cautionary Tale and Its Investment Consequences
The re-emergence of AI as a topic of hype, caution and investment contains, in equal parts, the re-discovery of a pre-existing technology, but now...
China TMT Update-1810. HK/NIO/LKNCY- NIO Phone's Core Specs/Luckin Sold 7.39mn Cups/Apple’s Earnings
1810. HK: Takeaways for Xiaomi from Apple’s F3Q23 earnings;NIO: local benchmarking platform revealed NIO phone's core specs;Luckin Coffee sold...
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Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
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SoftBank Plans to Complete IPO of Arm in September on NASDAQ
On 8 August, Nikkei Asia reported that Arm plans to complete its IPO on NASDAQ in September in a deal expected to be worth more US$60 billion or more.
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The Weekly Market Monitor (31) – Bye, Bye, Triple-A
The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...
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