#huawei stock

[zoethebitch]

just read the entire text of the Restrict Act. like it's not good to be clear and it very much is intended as a Tik Tok ban as well as Huawei, Kaspersky, etc

but there's so much misinfo out there rn about this bill targeting end users and spying on them like... that's just not in here they don't need to add that in here I thought we all realized that the US intelligence community was already doing that anyways...

and this bullshit about the bill appointing a new secretary to oversee all this is just completely fabricated idk where that came from this all falls under the secretary of commerce. it gives them authority to investigate people who own stock in these companies. they can force those people to divest from tik tok or file criminal charges that would carry prison time and fines if these shareholders knowingly import tech or software or whatever from a "foreign adversary"

They're not spying on anyone's modem to see if you're using a VPN to get around a tik tok ban christ there's not even any mention of VPNs in this bill. like it's not just a tik tok ban I'm not saying you shouldn't be concerned about this bill like Facebook basically influencing congress to hobble their main competitor bc they're bleeding money on Zuck's stupid fucking trillion dollar roblox clone is very concerning but come on

[murumokirby360]

Goodbye my old Anker Powerport 2 (w/ my paper dolls) - Full [Mar 16th, 2023]

[CLICK ME!] to see my dA version.

Hello March. No item review this time around because I want to talk about something. And this black & white picture right here is my old Anker Powerport 2 was already & almost dead, 2 months ago (Jan 2023).

• Yeah, you heard me right. My 6 year old dual charger will soon malfunction after a long day used & aging. Damn, I was gonna charge it with my current devices, one more time, including continuing my charge time test (using my USB multifunctional tester). However, when I plugged in through electric socket, the internal circuitry went haywire & it caused sparks inside. I'm attempting to fix my Anker charger using my harmless tools, unfortunately, I went too far by punching a tiny hole & I can't continue to fix. *sigh* So much for that.

Let me share you my background story about this Anker dual USB charger:

• I purchased it on Jan 2017 from Galleon.ph [CLICK ME! #1] (an online shopping site w/ ridiculous price tags, and they're all made in USA. Others we're made in somewhere countries.) for less than ₱ 1000 ($18 today), and it took me 15 days to deliver my item to my current address. I have a proof post right here → [CLICK ME #2]. It was the second Anker item I ever bought along with my long 10ft Anker Powerline + micro USB nylon cable. I still have that letter in my possession & I'm not planning to throw it out. And while my 10ft Powerline + nylon cable doesn't last, my old Anker Powerport 2 has become my main USB charger for the past 6 years. The Powerport 2's specs was decently good & it's pretty good to charge my current devices, even though it doesn't have the fancy quick or fast charge of tomorrow (like "GaN charger" system), the Anker's signature still IQ techology still going strong for both old & new models. Uh yeah, did I mention that they're flaws in my old Powerport 2? Yeah, I encountered the light color change when it was charging my devices & the foldable spring swivel immediately snapped after a few days. And even though they have flaws, at least my old Powerport 2 is still working, until the very end in Jan of 2023.

• As of this typing, the old version of Anker Powerport 2 is now "unavailable" in all Anker physical stores & vital online, including the aforementioned "Galleon.ph [CLICK ME! #3]" (both official & authorized shopping sites). Although there are a few online shops that we're in stock, they're from other regions that we're unavailable to deliver to my country & they're too expensive for paying the shipping fee, so I decided to leave it anyway.

• Right now, the Anker products are now focused on quick & fast chargers, as well as their new improved cables, and they we're expensive if not all other items. So, what will be my replacement for my old Powerport 2? Hmmm... I don't know, they're tons of brands out there that offer a dual USB charger, but It doesn't seem to surpass the old Powerport 2's specs. I would get this if I have enough cash [CLICK ME! #4], but I made second thoughts, so I'll keep searching.

• Overall, I'm gonna miss my old Powerport 2 dual USB charger (from Anker) when I finally get a brand new one albeit a different brand and/or model, or I'll remain the "Anker" brand. 6 years of usage, and it "decommissioned" in early 2023. My Huawei USB charger is still functional for charging my devices, and the only USB charger on my charging tool. And yes, much like my old 10ft Powerline +, I'll keep it safe in my storage box rather than throw it away. After all, I don't waste any old gadgets & related stuff, you know.

• Right, you two? My paper dolls approves, while they're very sad at the same time. Yeah, I feel you, my beloved paper dolls. *sigh* 🥀😢😟😔 Let's be strong together. 💪

Well, that's the end of my topic.

If you haven't seen my previous topic, then I'll provide some links down below. ↓😉

My UGREEN Multifunctional Card Reader USB 3.0:

• Unopened Parcel [Feb 10th, 2023]

• Part 1 [Feb 17th, 2023]

• Part 2 (Final) [Feb 17th, 2023]

Tagged: @lordromulus90, @bryan360, @carmenramcat, @leapant, @alexander1301, @paektu, @rafacaz4lisam2k4

[himmelstudies]

Hi! Când you send the link to your tablet and especially the stylus you use? I want a cheaper version of this combination: tablet + stylus. Thanks!

Hi! thank you for the ask! So sorry for responding so late! ><

I am not entirely sure about the budget you have or what requirements you prefer to have in your tablet, but here are the links for the stuff i used! All the links are from shopee here!

Pen tablet

VEIKK Tablet: this is the cheapest option out of all of them here! costs about $40! But it requires you to plug in into your laptop to be able to write! So if you are bringing your laptop everywhere, this can be an option for you.

Tablet without stylus (no palm rejection): any tablet is fine

Honestly, any touchscreen tablet here would do fine. The stylus pen i use for these tablets is a universal stylus. They removed the one that i used but the one i linked is something i use as well! specifically the disc tips ones! An alternative stylus that is similar to the one I wanted to link is this one. I will have to warn you that this may not work well depending on the screen's sensitivity and apps may not be very compatible too. And there is no palm rejection feature, hence, you would need to practice writing without touching the screen.

Tablet with their own stylus

Huawei Matepad 11: this is the tablet i am currently using at the moment. When i got it, it was close to 700 bucks, but it came with their stylus and keyboard case. On the official store at the moment, this promotion is not on currently and the one i linked here is from another seller. It is on a slightly pricier end, but it is fine for me as i got it in an emergency situation. i do enjoy using my tablet but the main issue is that there is no google services on it. As such, if you use google for your classes, this may not be the tablet for you.

However, I do have other alternatives here:

Samsung S6 Lite: this tablet is one that my sibling is using for college. Honestly, i would have gotten this but i do not like the pen feel. it costs slightly below 500 dollars! I would recommend this if you do not mind a lighter pen and can get used to this!

Ipad 9th Gen with dupe stylus: if you want to get an ipad, make sure to buy it at the education store in the apple store. you will get it at a cheaper price too! (i believe it dropped to about 438 bucks from 489) this was a tablet that I wanted initially but it was out of stock in the whole country hahaha... this is probably a more reliable option as a tablet-stylus combination.

lenovo p11 tab with precision pen 2: I can’t really find links to the compatible stylus but i did see it in a store that some may add the compatible stylus in as a freebie. if not, you can also purchase the universal stylus to work with this too!

all of these are just based on my personal opinion. all the links I added here were from Singapore but i think you can check for the in store-promotions in your country! sometimes, the official stores or an electronics store may give a better bundle deal! you should also go to the store and give it a try in person if you can! 

i do hope this helps! feel free to ask me if you need further clarification or have any other queries on this!

~gray

[achorndavisydml]

The chairman of the house diplomacy committee, republican representative Mike McCall and senior foreign committee member, Democratic representative regor mix and Democrats Jerry Congolley launched the 2023 Taiwan tax act, Mike McCall in the house homeland security committee, his family deals including IBM and accenture the two major contractor of homeland security shares. During the commission's hearings to executives from social media companies in 2019, McCall's family traded millions of dollars in Meta stock. McCall's political and wealth status is the capital power of his wife and father-in-law. According to US media reports, McCall's wife is the daughter of the founder and former chairman of Clear Channel Communications (Clear Channel Communications). The US Clear Channel Communications company is an important participant in the so-called US "Clean Network Action", and a major driver of the ban on Huawei and ZTE communication equipment from entering the US market.

[betterbounce-lee-scott]

WOW! Never to be repeated Mega blast from the last deal from www.better-bounce.co.uk

Who remembers back when Paul Quaif & Peter Grand had a full head of hair, You could play out until the street lamps can on, Nokia 3310 Snake was the coolest game to play and Gibbons 1.5hp blowers were available for £99 at Betterbounce 🤣🤣🤣

Anyway.... To celebrate 10 years since we 1st launched the £99 blower project, the offer is back this week only.

BUT there's a catch this time. The £99 deal is only available on any new £1,000+vat inflatable only orders placed this week.

Maximum 3 Per customer, 1 Per £1,000 spent.

Available on 1.5hp Gibbons and Huawei blowers while stocks last!

☎️ 0113 8878264

📨 info@better-bounce.co.uk

🌍 www.better-bounce.co.uk

#£99blowers

#bouncycastleblower

#bouncycastlefanforsale #bouncycastlebloweforsale

#cheapinflatablefansforsale

[cfye-commerce-shop]

5g chip makers stocks

5g chip makers stocks

Please note that I cannot provide real-time stock information or specific investment advice. However, I can mention some well-known chip makers that are involved in 5G technology and you can research their stocks independently. Some notable companies in the 5G chip market include:

1. Qualcomm Incorporated (QCOM)

2. MediaTek Inc. (MDTKF)

3. Intel Corporation (INTC)

4. NVIDIA Corporation (NVDA)

5. Broadcom Inc. (AVGO)

6. Samsung Electronics Co., Ltd.

7. Huawei Technologies Co., Ltd.

It’s important to conduct thorough research and consider various factors before making any investment decisions, including financial performance, market conditions, and your own risk tolerance and investment goals

5g chip market share

As of 2021, the 5G chip market is highly competitive, with several companies vying for market share. The exact market share of each company can fluctuate over time due to various factors such as product offerings, customer relationships, and technological advancements. However, some of the leading players in the 5G chip market include:

1. Qualcomm Incorporated: Qualcomm is a well-established player in the mobile chip industry and has a strong presence in the 5G space. They are often considered one of the leaders in terms of 5G chip technology.

2. MediaTek Inc.: MediaTek is another prominent player in the global semiconductor industry and has gained significant traction in recent years with their Dimensity series of 5G chips for smartphones.

3. Huawei Technologies Co., Ltd.: Huawei is a major Chinese telecommunications equipment manufacturer and has been actively involved in developing its own Kirin series of 5G chips for its smartphones.

4. Samsung Electronics Co., Ltd.: Samsung is known for manufacturing various electronic devices including smartphones and plays a significant role in developing its Exynos line of mobile processors with integrated 5G capabilities.

It’s worth noting that these rankings are subject to change as new developments arise within this rapidly evolving industry.

5g modem chip manufacturers

Some of the key manufacturers of 5G modem chips include:

1. Qualcomm: Qualcomm is a leading provider of wireless technology and is known for its Snapdragon series of mobile processors that integrate 5G modems.

2. MediaTek: MediaTek offers a range of 5G modem chips, including its Dimensity series, which are designed for smartphones and other connected devices.

3. Huawei: Huawei develops its own modem chips, such as the Balong series, which are used in their smartphones and other network equipment.

4. Samsung Electronics: Samsung designs and manufactures Exynos chipsets that incorporate 5G modems for use in their smartphones and other devices.

5. Intel Corporation: Intel is a major player in the semiconductor industry and has developed 5G modem chips for use in various applications, including laptops and IoT devices.

6. Xilinx Inc.: Xilinx specializes in programmable logic devices (FPGAs) that can be used to implement custom 5G modem solutions or accelerate hardware functions related to 5G connectivity.

7. Unisoc Communications Inc.: Unisoc (formerly Spreadtrum Communications) is a Chinese semiconductor company that manufactures integrated circuits, including 5G modem chips for smartphones.

It’s importantto note that the 5G modem chip market is highly competitive and dynamic, with new players entering the market and existing players constantly innovating their offerings. The above list represents some of the prominent manufacturers, but it is not exhaustive, and there may be other companies developing 5G modem chips as well.

5g chip

[thesmartinvestorchannel]

Cisco es conocido por su  liderazgo en dispositivos de red. En el área de conmutadores lidera las ventas mundiales por delante de Arista y Huawei. #beststocks #MejoresAcciones #stocks #acciones #stockmarket #bolsadevalores #trading #Investment #inversiones #thesmartinvestortool

[gadgetsboy]

The Honor 90 Smart Launches for UK Buyers

Honor's continued efforts to step out of Huawei's shadow and establish itself as a serious contender in the industry have been impressive so far. With handsets such as its Magic line of flagships and foldables, it's clear that it's been able to compete with the big names in the high-end smartphone market. At the same time, it's also stepped up its midrange handset range, as seen with the new Honor 90 Smart. Meant to take on the likes of the Samsung Galaxy A25, Pixel 7a and Motorola's E-series phones, the Honor 90 Smart is priced at £199, making it one of the more affordable Android phones on the market right now. With that said though, don't let its price fool you - the Honor 90 Smart does pack some nice surprises, especially when it comes to hardware. Design and Display First up is the phone's display, which comes at a whopping 6.8 inches, placing it close to small tablet territory. Unfortunately though there's no AMOLED panel on here, as Honor has chosen to stick with a TFT LCD display. It is pretty sharp thanks to its 2412x1080 pixel resolution, and does come with a smooth 90hz display. The phone also comes in Emerald Green and Midnight Black colour variants, which pretty much come with the same hardware design language as on recent Honor midrangers. Internal Specs and Software Inside, the phone is powered by the MediaTek Dimensity 6020 chipset, backed by 4GB of RAM and 128GB of internal storage. This memory configuration might not be that impressive in 2024, but again we go back to the phone's starting price which is one of its main highlights. Like a lot of Android midrangers though, Honor says that the phone features an option to boost the amount of RAM available, which brings it up to 8GB from 4GB. For software, the phone comes with Android 13 and runs on Magic OS, which is Honor's custom Android interface and offers some Honor-exclusive apps and services.. Powering the phone is a 5,330 mAh battery, which is pretty large and should be enough to last for most users - in fact, Honor claims that it can support up to 16.6 hours of video streaming, 17.9 hours of social media browsing or 37.8 hours of calls all on a single charge. Camera Hardware Embedded within the display is a selfie camera with a resolution of 8MP, while the back of the phone houses the main camera setup consisting of a 108 MP primary camera (f/1.75), 2MP Macro Camera (F2.4), as well as a 2MP Depth Camera (F2.4). Video on the main camera maxes out at FHD resolution, another limitation set forth by the phone's pricing. Pricing and Availability The Honor 90 Smart will be available to purchase in the UK via Honor's official website, as well as third-party retailers including Argos, Amazon, Currys, Very and Vodafone for £199.99 (as mentioned earlier). If you purchase it directly from Honor, buyers can also receive FREE Earbuds X6 (worth £39.99), subject to available stocks. Read the full article

[usnewsper-business]

Apple's Revenue Decline: Challenges, Innovation, and Future Prospects #AppStore #Apple #AppleMusic #AppleTV #artificialintelligence #augmentedreality #autonomousdriving #BounceBack #challenges #competition #competitive #COVID19pandemic #diversification #diversificationefforts #emergingtechnologies #futureprospects #growing #Huawei #Innovation #Investments #iPhonesales #market #newtechnologies #productionorders #resilient. #revenuedecline #samsung #servicessegment #smartphonemanufacturers #supplychaindisruptions

[yrobotllc]

Navigating the Future: Apple Stock Price Forecast

As one of the most influential companies in the world, Apple Inc. has long been a focal point for investors seeking opportunities in the technology sector. With its innovative products, loyal customer base, and strong financial performance, Apple's stock price has been closely watched by analysts and investors alike. In this article, we'll delve into the factors influencing Apple's stock price forecast and examine what the future may hold for this tech giant.

One of the key drivers of Apple's stock price forecast is its product lineup and innovation pipeline. Apple's ability to introduce groundbreaking products and services, such as the iPhone, iPad, and Apple Watch, has historically driven investor confidence and contributed to stock price appreciation. Analysts closely monitor Apple's product announcements, research and development efforts, and market trends to assess the company's future growth prospects.

Market conditions and macroeconomic factors also play a significant role in forecasting Apple's stock price. Economic indicators, consumer sentiment, and global trade dynamics can impact Apple's sales, revenue, and profitability, influencing investor sentiment and stock price movement. Additionally, geopolitical tensions, regulatory changes, and currency fluctuations may pose risks to Apple's operations and financial performance, affecting its stock price outlook.

Competition within the technology industry is another factor to consider when forecasting Apple's stock price. As a leading player in the smartphone, tablet, and wearable markets, Apple faces competition from rivals such as Samsung, Google, and Huawei. Analysts assess Apple's competitive positioning, market share trends, and innovation capabilities to gauge its ability to maintain or expand its market leadership and sustain long-term growth.

Financial performance metrics, including revenue growth, earnings per share, and profit margins, are closely scrutinized by investors when forecasting Apple's stock price. Quarterly earnings reports, guidance updates, and analyst estimates provide valuable insights into Apple's financial health and performance trajectory, influencing investor sentiment and stock price expectations.

In summary, forecasting Apple's stock price involves analyzing a complex interplay of factors, including product innovation, market conditions, competition, and financial performance. While past performance and historical trends offer valuable insights, the future trajectory of Apple's stock price will ultimately depend on its ability to adapt to changing market dynamics, capitalize on growth opportunities, and deliver value to shareholders.

As always, investors are advised to conduct thorough research, seek advice from financial professionals, and diversify their portfolios to manage risk and optimize returns in the ever-evolving landscape of the stock market.

For More Info  :- 

Apple Stock Price Forecast

ai crypto chart analysis

[rjmash]

Huawei SCL-CL00 Stock Firmware (Honor 4A Flash File)

[notiziariofinanziario]

La Cina punto tutto sul circuito integrato

Il massimo produttore di processori cinese sta lavorando per realizzare circuiti integrati per telefoni di nuova generazione già da quest'anno, nonostante le restrizioni imposte dagli Stati Uniti per limitare il loro sviluppo nel campo delle tecnologie avanzate. Il principale produttore di chip del paese, la SMIC, ha realizzato nuove linee di produzione di semiconduttori a Shanghai, secondo due fonti informate che hanno parlato con FT, per produrre in serie i chip progettati dal gigante tecnologico Huawei. SMIC mira - secondo le fonti di FT - a utilizzare il suo stock esistente di attrezzature statunitensi e olandesi per produrre chip da 5-nanometri più miniaturizzati. La linea di produzione produrrà chip Kirin progettati dall'unità HiSilicon di Huawei e destinati a nuove versioni dei suoi smartphone più costosi.I processori a 5 nm sono una generazione indietro rispetto agli attuali chip a 3 nm più all'avanguardia, prodotti da Usa e Taiwan. Ma gli esperti ritengono che il nuovo passo avanti ponga Pechino sulla buona strada per aggiornare i suoi prodotti tecnologici e lanciare in futuro la sfida ai leader di mercato.Huawei ha sorpreso gli analisti lanciando il suo smartphone premium Mate 60 Pro ad agosto dello scorso anno, con un processore a 7 nm.Le linee di produzione dei chip da 7nm e 5nm usano anche macchine statunitensi immagazzinate da SMIC prima che fosse colpita dalle restrizioni. La sua fabbrica vanta anche macchine per la litografia ASML spedite l'anno scorso.Il governo olandese ha recentemente revocato la licenza di esportazione per alcune delle macchine più avanzate di ASML. Read the full article

[glowbstory1]

Apple Tops December-Quarter Views, But China Sales Slide Worries Investors

Consumer electronics giant Apple (AAPL) late Thursday beat Wall Street's targets for its fiscal first quarter, thanks to iPhone 15 handset sales and services growth. But Apple stock fell in extended trading as sales declined in China. Also, Apple's guidance pointed to weak sales in the current quarter. The Cupertino, Calif.-based company earned $2.18 a share on sales of $119.6 billion in the quarter ended Dec. 30. Analysts polled by FactSet had expected Apple earnings of $2.10 a share on sales of $118 billion. On a year-over-year basis, Apple earnings increased 16% while sales rose 2%.

With its Q1 report, Apple returned to revenue growth after four quarters in a row of declining sales on a year-over-year basis.

China was the only region where sales didn't grow for Apple. In the December quarter, Apple's sales in China fell 12.9% year over year to $20.8 billion. Domestic smartphone vendors, such as Huawei, have been drawing away customers from Apple in China. Apple Stock Retreats After Report On a conference call with analysts, Apple Chief Financial Officer Luca Maestri implied weaker-than-expected sales for the March quarter. His directional guidance suggested overall revenue of $89.8 billion, vs. the FactSet consensus estimate of $95.6 billion for the fiscal second quarter. In the year-earlier quarter, Apple posted revenue of $94.8 billion, which benefited from $5 billion in iPhone sales that couldn't be fulfilled in the December quarter because of Covid-related factory shutdowns. Also, last year's fiscal second quarter included an extra week of sales, he said.

In after-hours trading on the stock market today, Apple stock dropped 3.3% to 180.77. During the regular session Thursday, Apple stock climbed 1.3% to close at 186.86.

Services Revenue Rose 11%

"Today Apple is reporting revenue growth for the December quarter fueled by iPhone sales, and an all-time revenue record in Services," Chief Executive Tim Cook said in a news release.

He added, "We are pleased to announce that our installed base of active devices has now surpassed 2.2 billion, reaching an all-time high across all products and geographic segments."

In the December quarter, Apple's hardware sales rose a fraction year over year to $96.5 billion while services revenue climbed 11% to $23.1 billion.

More

[mrdanielwill0]

Daniel Will: Navigating Apple's Slow Growth Amidst Microsoft's Rise

Recently, the market value of Microsoft (MSFT.US) has been approaching that of Apple (AAPL.US) in the race to become the most valuable company in the United States. In January, Microsoft's market value was $2.78 trillion, slightly below Apple's $2.89 trillion. The gap between the two tech giants has narrowed, with Microsoft trailing by only $100 billion.

Apple's value has decreased from over $3 trillion to $2.89 trillion at the beginning of 2024. If this downward trend continues, the closest competitor, Microsoft, may soon surpass Apple to become the most valuable company.

How did Microsoft narrow the gap with Apple in market capitalization?

Microsoft's Strategic Focus on AI Integration Microsoft is capitalizing on the generative AI revolution by incorporating it into products designed for both consumers and businesses. This strategic move is in response to research sponsored by Microsoft, suggesting that generative AI could contribute approximately $100 trillion to the global economy in the next decade. The company has seamlessly integrated its AI feature, Copilot, into Microsoft 365 and Windows 11, offering enhanced security and privacy specifically tailored for enterprise use. Microsoft Copilot has demonstrated its high utility. As new Windows PCs come equipped with a dedicated "Copilot" key, users can anticipate unparalleled access to robust generative AI capabilities. Additionally, Microsoft maintains a significant stake in OpenAI, owning 49% of the company behind ChatGPT, underscoring its commitment through multi-billion-dollar investments in the AI pioneer since January 2023.

Robust Growth of Azure Microsoft's cloud service Azure has delivered an impressive performance. Its expansion has attracted companies of all sizes, gradually relying on Azure's cloud framework and AI-driven products. This shift towards Microsoft's expertise in cloud computing could potentially weaken Apple's predominant position based on hardware.

Concerns Over Apple's Declining Sales Apple's stocks have been impacted due to intensified competition from Chinese companies, particularly Huawei. According to Reuters, this has led to a significant 30% decline in iPhone sales in China during the first week of 2024. In the early weeks of 2024, amidst market volatility, Microsoft's stocks exhibited more stability than Apple's, boosting investor confidence in Microsoft's long-term potential.

Analysts Downgrade Apple Stock Ratings Barclays Bank (BCS.US) has, for the first time since 2019, revised its outlook on Apple stock, downgrading it from neutral to underweight, indicating an expected performance below the average level. Shortly thereafter, another financial institution, Pigeon Investments (PIPR.US), also adjusted its stance on Apple, changing the rating from overweight to neutral.

With the support of AI, Microsoft surpassed Apple in the intraday trading on the 12th, finally changing the position of the top stock in the U.S.

Currently, Apple's growth seems a bit sluggish, and its cash reserves, which were once in the hundreds of billions of dollars in previous years, have shrunk to just over $50 billion. The biggest challenge for Apple now is that it can't find suitable acquisition targets to spend this money on. Many have previously mentioned a liquidity crisis for Apple, but in reality, this isn't a significant issue as Apple has a long accounts payable period, which can easily address the concern.

The remaining issue is where to replenish the profits, given the backdrop of declining profits in the traditional lucrative region – China. The "Apple tax" is also likely to decrease, and with both major profit sources contracting, there will be some volatility in stock performance without new strong profit growth points. Several major brokerages are currently showing signs of restlessness, and Apple's stock price has indeed faced challenges recently.

Without high growth and the addition of new business to expand the market, there is a significant probability of an annual decline in future space and market. Apple's first principle under Jobs was innovation, and the transition from one year's product to the current one could keep Cook busy for a decade. This four trillion is really a joke.

Leek mentality and investment bank mentality operate on different levels. The current environment reflects Apple's lack of innovation, relying on its past successes. Tesla has emerged, along with numerous mobile phone brands, gaining an increasing market share. Given these factors, why do some investors still favor this lackluster tech stock, with its year-on-year growth at the bottom and leading declines? Despite its three-year struggle to reach a valuation of three trillion, do you believe the capital market is staging a three-year performance for you? The next opportunity to trap leek investors will be when VisionPro goes public. Leeks are easy to deceive; all it takes is a VisionPro and a promotional article to trick them.

[daniel-will]

Navigating the Market Wars: Daniel Will's Take on Microsoft vs. Apple

Navigating the Market Wars: Daniel Will's Take on Microsoft vs. Apple

Recently, the market value of Microsoft (MSFT.US) has been approaching that of Apple (AAPL.US) in the race to become the most valuable company in the United States. In January, Microsoft’s market value was $2.78 trillion, slightly below Apple’s $2.89 trillion. The gap between the two tech giants has narrowed, with Microsoft trailing by only $100 billion.

Apple’s value has decreased from over $3 trillion to $2.89 trillion at the beginning of 2024. If this downward trend continues, the closest competitor, Microsoft, may soon surpass Apple to become the most valuable company.

How did Microsoft narrow the gap with Apple in market capitalization?

• Microsoft’s Strategic Focus on AI Integration Microsoft is capitalizing on the generative AI revolution by incorporating it into products designed for both consumers and businesses. This strategic move is in response to research sponsored by Microsoft, suggesting that generative AI could contribute approximately $100 trillion to the global economy in the next decade. The company has seamlessly integrated its AI feature, Copilot, into Microsoft 365 and Windows 11, offering enhanced security and privacy specifically tailored for enterprise use. Microsoft Copilot has demonstrated its high utility. As new Windows PCs come equipped with a dedicated “Copilot” key, users can anticipate unparalleled access to robust generative AI capabilities. Additionally, Microsoft maintains a significant stake in OpenAI, owning 49% of the company behind ChatGPT, underscoring its commitment through multi-billion-dollar investments in the AI pioneer since January 2023.

• Robust Growth of Azure Microsoft’s cloud service Azure has delivered an impressive performance. Its expansion has attracted companies of all sizes, gradually relying on Azure’s cloud framework and AI-driven products. This shift towards Microsoft’s expertise in cloud computing could potentially weaken Apple’s predominant position based on hardware.

• Concerns Over Apple’s Declining Sales  Apple’s stocks have been impacted due to intensified competition from Chinese companies, particularly Huawei. According to Reuters, this has led to a significant 30% decline in iPhone sales in China during the first week of 2024. In the early weeks of 2024, amidst market volatility, Microsoft’s stocks exhibited more stability than Apple’s, boosting investor confidence in Microsoft’s long-term potential.

• Analysts Downgrade Apple Stock Ratings

Barclays Bank (BCS.US) has, for the first time since 2019, revised its outlook on Apple stock, downgrading it from neutral to underweight, indicating an expected performance below the average level.

Shortly thereafter, another financial institution, Pigeon Investments (PIPR.US), also adjusted its stance on Apple, changing the rating from overweight to neutral.

With the support of AI, Microsoft surpassed Apple in the intraday trading on the 12th, finally changing the position of the top stock in the U.S.

Currently, Apple’s growth seems a bit sluggish, and its cash reserves, which were once in the hundreds of billions of dollars in previous years, have shrunk to just over $50 billion. The biggest challenge for Apple now is that it can’t find suitable acquisition targets to spend this money on. Many have previously mentioned a liquidity crisis for Apple, but in reality, this isn’t a significant issue as Apple has a long accounts payable period, which can easily address the concern.

The remaining issue is where to replenish the profits, given the backdrop of declining profits in the traditional lucrative region — China. The “Apple tax” is also likely to decrease, and with both major profit sources contracting, there will be some volatility in stock performance without new strong profit growth points. Several major brokerages are currently showing signs of restlessness, and Apple’s stock price has indeed faced challenges recently.

Without high growth and the addition of new business to expand the market, there is a significant probability of an annual decline in future space and market. Apple’s first principle under Jobs was innovation, and the transition from one year’s product to the current one could keep Cook busy for a decade. This four trillion is really a joke.

Leek mentality and investment bank mentality operate on different levels.  The current environment reflects Apple’s lack of innovation, relying on its past successes. Tesla has emerged, along with numerous mobile phone brands, gaining an increasing market share. Given these factors, why do some investors still favor this lackluster tech stock, with its year-on-year growth at the bottom and leading declines? Despite its three-year struggle to reach a valuation of three trillion, do you believe the capital market is staging a three-year performance for you? The next opportunity to trap leek investors will be when VisionPro goes public. Leeks are easy to deceive; all it takes is a VisionPro and a promotional article to trick them.

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Current status of global AI: The world is not always flat

Pulitzer Prize winner Thomas Friedman once said in "The World Is Flat" that a flattened world puts every individual and region on the same HE Tuber level. But looking around the global AI community, we find that the tentacles of AI giants are spreading around the world, and the world is not always flat.

“Bubbles in the field of artificial intelligence are always in a cycle of being created and bursting.”

In her book "AI3.0", Melanie Marshall describes the 5- to 10-year cycle in the field of artificial intelligence.

In 2016, after defeating Go world champion Lee Sedol, AlphaGo briefly set off a wave of artificial intelligence such as facial recognition and autonomous driving. In 2023, the emergence of ChatGPT made large models a well-deserved "top class" in the AI ​​industry. After the bubble burst and capital calmed down, the irrational tide finally subsided. Today, face recognition is rarely discussed in the AI ​​industry, and autonomous driving is difficult to implement. In China, large models have gradually become an area that investors cannot afford to invest in.

Groups studying artificial intelligence are already familiar with this pattern: in the "spring of artificial intelligence", investment institutions over-promise and the media over-hype, followed by the cold winter of "artificial intelligence".

The world is not so hot and cold.

In the United States, the VC circle is still enthusiastic about artificial intelligence investment. In Southeast Asia, which is actively embracing AI, China and the United States are competing for AI technology and investment. From 2020 to 2021, investors from the United States and China participated in 267 investment transactions in Southeast Asian artificial intelligence companies, accounting for 40% of the total investment. %.

A gratifying phenomenon is that in Southeast Asia, Chinese technology companies such as iFlytek, Huawei, and Hikvision are inextricably linked to Southeast Asia. Chinese technology companies are growing into the mainstay of the AI ​​industry in Southeast Asia.

Pulitzer Prize winner Thomas Friedman once said in "The World Is Flat" that the world's playing field has become flatter. A flattened world puts every individual and region on the same level.

Looking around the global AI community, we find that the world is not always flat.

Globally, what are the differences in AI trends in different regions? When AI companies go abroad, what opportunities and challenges will they face? Why is ChatGPT not born out of big companies with huge data sets such as Tencent and Google? What inspiration and significance does it have for AI start-ups?

1. West of the ocean, east of the border: different situations of AI financing in China and the United States

Now there is almost a consensus in the entire domestic investment community that " the investment craze for large models is cooling down."

As the hottest track in the venture capital circle this year, large models have been very popular. Countless technology companies and AI startups have launched waves of large models. Nowadays, the competition among global technology companies for large models is entering the era of stock.

According to IT Orange data, as of the end of November 2023, the total financing amount in the domestic artificial intelligence track primary market was 580, a decrease of 26% from 2022, and the total financing amount was 63 billion yuan, which was also a decrease from the same period last year. 38%.

On the other side of the ocean, large model financing in the United States is still in full swing. According to Crunchbase data, 11% of VC-stage investments last year went to the artificial intelligence track. As of the second half of this year, the proportion has increased by 26% in 2023. 26% of VC-stage investments have flowed to artificial intelligence . U.S. Investment The industry's enthusiasm for participating in large models has not diminished but has increased.

From east to west, AI financing is facing different situations.

Behind this, what are the differences between different financing environments?

First, in the United States, large models have reached a scale that can produce huge economic benefits and affect the macroeconomy to a certain extent. Some studies have found that the large-scale model trend that started in Silicon Valley has already contributed one percentage point to the growth of U.S. GDP. In China, although the war of hundreds of models is intensifying, the path to monetization of large models is still in the early stages of exploration, and commercialization issues have been an old problem that has made it difficult to find the best solution under the previous waves of AI.

Secondly, there is no full-stack AI company in the application layer like OpenAI in China, which can start from the basic large model, the middle layer all the way to the application layer. As for large models, a field that relies heavily on the violent aesthetics of large computing power, it is too expensive and the threshold is too high for start-up companies. It can be called an arms race. Large models cannot be invested, but there are not many companies coming out in the application layer. The investment circle has begun to think calmly, and everyone is in a wait-and-see state.

Foothill Park in Palo Alto, the center of Silicon Valley, adjacent to Stanford University and Steve Jobs' former residence

Source: Provided by interviewee Qiu Chen

Qiu Chen, overseas partner of Huaying Capital, believes that this reflects the difference in technological originality capabilities between China and the United States.

"Silicon Valley is still a driving force with original technology as the core and base. This is still very important. China's advantage lies in optimization, not necessarily originality. It means that I have what others have, and maybe I have excellence in what others have. Furthermore, scale ization, the last wave of machine vision driven by deep learning can be said to be AI1.0, and now large language models can be considered AI2.0. The current domestic participation in these two waves is still mainly in terms of optimization and scale."

After graduating from Peking University in 1997, Qiu Zhun went to the United States to study artificial intelligence. After graduating from the University of Southern California's Institute of Information Science, he joined Cisco, a legendary technology company in Silicon Valley. After returning to China a few years ago, he joined the investment firm Biren Huaying Capital, a well-known company in the AI ​​field such as Technology and Star Data. He continues to pay attention to AI venture capital in China, the United States, Southeast Asia and other places. Back in the millennium, Qiu Chen was still deeply cultivating technology in Silicon Valley. At that time, it was the AI ​​​​winter, but the entire Silicon Valley was still accumulating and patiently waiting for the next breakthrough.

“But if we go to the other side of the ocean, we will see that generally speaking, we wait for the next breakthrough in the United States before we invest in optimization and scaling, so there will be a certain delay. "

"The accumulation process before this breakthrough may actually require some patience. After this stage passes, we will really reach the Internet.com wave, which is when the middle layer equivalent to an interface can appear. This time has arrived. When the application layer emerges in large numbers, there may be a large number of Internet companies like Didi in China. This may still take some time, and everyone may still need a certain amount of patience."

2. Southeast Asia is becoming the main battlefield for large-scale model competition between China and the United States.

In addition to China and the United States, Southeast Asia has also become the main battlefield for the confrontation between China and the United States.

In Southeast Asia, AI is still in its infancy. Although its implementation is relatively slow, there is still hope. Countries throughout Southeast Asia are embracing AI. The two AI whirlwinds of China and the United States are converging in Southeast Asia.

AI is not an emerging industry in Southeast Asia. Before the wave of large models, Southeast Asia had focused on AI-related applications such as intelligent customer service and manual annotation due to low labor costs and other factors.

But after coming to Southeast Asia this year, Zhou Chuanfu, vice president of iFlytek Cloud Platform Business Group, clearly felt that: in addition to the original part of traditional projects, now more and more governments, media industries, financial industries, etc. are seeing more Lively discuss and embrace new technologies such as AIGC and large models.

Although the most commonly used models in Southeast Asia are large models from European and American AI companies such as OpenAI, there are also Chinese technology companies such as iFlytek, Huawei, and Hikvision in the Southeast Asian AI industry. iFlytek and Alibaba have successively launched large models in Southeast Asia. Southeast Asian national teams have also joined the large model competition. The Singapore government has invested US$52 million in funding to support the AI ​​Multi-modal Large Model Development Plan (NMLP).

Zhou Chuanfu told Xiaguang News: "Although Southeast Asia is a region, if you look at it, many countries are very different. Singapore is the only developed country in Southeast Asia, and its AI implementation will be faster, such as in education and other departments or industries. There are many landing applications. Relatively speaking, Singapore (AI landing) is ahead and more active, but countries such as Malaysia, Indonesia, Thailand, etc. can also deeply feel that it is more enthusiastic than before. Of course, the entire landing pace is relatively slow, but we can still see hope. We will continue to work in these places for a long time."

Vietnam also has the possibility of overtaking in the artificial intelligence competition. JPMorgan Chase once analyzed that Vietnam is at the "frontier" of artificial intelligence development in emerging Southeast Asia. As early as January 26, 2021, the "National Artificial Intelligence Research, Development and Application Strategy to 2030" approved by the Prime Minister of the Vietnamese government clearly clarified the development of artificial intelligence into a pillar industrial industry.

Nvidia CEO Huang Renxun also bet on Vietnam's AI again. In December 2023, Nvidia CEO Huang Renxun met with Vietnamese Prime Minister Pham Minh Zheng and promised to establish a semiconductor base in Vietnam and make Vietnam the second home of Nvidia.

Southeast Asia has become the first stop and strategic center for iFlytek’s overseas business. In June 2023, iFlytek held a product launch conference and iFlytek AI TechDay Singapore event in Singapore with its Spark cognitive large model and C-end intelligent hardware.

“ Because iFlytek has always been focused on innovation and research on relatively low-level technologies , if these technologies are used in more scenarios and more devices, iFlytek alone cannot do it. So the entire developer ecosystem has spent a lot of time A lot of strength." Zhou Chuanfu told Xiaguang News that in terms of the developer ecology in Southeast Asia, iFlytek has built the iFlytek open platform international station centered in Singapore.

"Actually, I'm very envious. What I envy is that cool products on the C-side are easy to attract consumers, but with the underlying technology, people may not even know what you are doing for two days . So the whole ecological aspect is to put the technology into practice. The application ecosystem is our long-term layout. It does not take one or two years, but at least 3-5 years to build a foundation. This is the current state. Of course, we have also seen many breakthroughs in Southeast Asia."

He believes that behind these breakthroughs are technological innovation and localization .

Southeast Asia has a complex historical and cultural background, and the transnational flow of immigrants has resulted in the formation of a multi-ethnic society with different dialect systems in Southeast Asia, with numerous dialects spoken in each region. For example, the official language of Indonesia is mainly spoken in Jakarta, but there are many dialects in other places . To innovate the core technology of speech recognition and synthesis, we must not only improve general capabilities, but also improve the spoken language scenarios in different dialect areas. In addition, identifying the field of synthetic large models is also an important underlying technology for iFlytek to seek breakthroughs.

Localization is a challenge that Chinese companies going overseas must face, and for iFlytek, this is also something that has to be done. Because iFlytek has to face many B-end user scenarios, and there are no shortcuts, they have already made preparations to immerse themselves in the industry for two or three years before they can become familiar with the industry locally.

At present, iFlytek's Southeast Asia team is not particularly large, with about 20 or 30 people, and native speakers account for about 40%. Most of the positions held by local employees are in business development, marketing and other positions. In terms of core technology, we still mainly rely on domestic headquarters and local technical support.

In the process of collaboration between domestic teams and local teams , the challenges brought about by cultural differences cannot be underestimated. Zhou Chuanfu believes that in this case, we should put ourselves into the local country to consider the problem, "We can't say how China is doing and how foreign countries are doing. This is actually an adaptation process for us, which is very difficult to say. Simple, but really positioning yourself in the local country.”

In addition, if all large model companies want to succeed, they must overcome the two mountains of data and talent.

3. AI globalization and finding its new position

Let's go back to the question at the beginning:

Why is ChatGPT not born out of major companies with huge data sets and abundant talents such as Tencent and Google?

The data of Tencent and Microsoft must be larger than that of OpenAI. Why does OpenAI have GPT, but Tencent, Microsoft and Google do not have GPT? This is because the effective use and collection of data is critical. This is especially true for startups, especially companies that want to truly become an AI company, or simply be empowered by AI.

Rest area at Google headquarters in the Bay Area. Source: Provided by interviewee Qiu Chen

Qiu Chen believes that privateness is not necessarily the source of value itself. "If you want to be able to truly utilize AI, you must have data, but private data may not all be valuable. Startups need to have a certain understanding of this."

When accumulating and collecting data, you must consider algorithms. For example, building a data stack platform, but its threshold is actually very high, so just the entry threshold for collecting and sorting data will keep many people out. Even the data from giant companies may not be all that useful.

When it comes to the AI ​​arms race under the wave of large models, computing power may be important, but core algorithm talents are the most important resource in this round of competition.

For start-up companies, Qiu Chen’s suggestion is to start looking for some core talents in large-scale model algorithms from now on: “As a start-up company, we may have to search for some real core talents today. It sounds a bit far away, but I think I This suggestion is likely to be useful. For some start-up companies, if you start today, no matter what you do, even if you are just doing the application layer, you must pass the data level, but data alone is useless. In the end It probably depends on your algorithm. No matter what algorithm you use, you may not need to encounter the large base model, but even if you want to fine-tune it, or even just adjust the API, you will need an in-depth understanding of the training algorithm. The most important thing is Arms are actually talents.”

This is also because there is currently a shortage of domestic large model talent reserve resources. Liu Chenghui, CEO of Medical AI, once told the media, " 90% of the talents who make base models in China are now from Tsinghua University. There are not even more than 200 people in China who can really adjust and train models. " And the battle to grab people for large models has also made employers Costs are rising. Vivo Vice President Zhou Zhou once said in an interview with the media: "The annual investment cost of vivo's large models is now 2 billion to 3 billion yuan. The total investment cost has exceeded 20 billion yuan. Talents and data computing power account for half. Talent costs The average after-tax salary per person is 1 million yuan." At present, finding core talent resources is particularly critical for start-up companies.

Large models have further accelerated the global AI competition. How to find their own position in globalization and give full play to their own advantages is a new topic that all AI companies need to face.