海外研报
筛选
NVDA Thermal Issues?
I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain
海外研报
2024年07月17日
LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE
Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted
海外研报
2024年07月17日
CitiFX Techs - US yields: Close to a break
Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2
海外研报
2024年07月17日
