中期选举最终结果还需要漫长的等待,对市场而言,共和党压倒性的控制国会山的“the red wave”没有出现,即便共和党能获得1票到2票的优势控制议院,也不会出现政策大幅度转弯的可能性。起码在2024总统选举前,华盛顿政策不确定性对市场的影响可以放下。 对美联储,我们依然坚持“听其言、观其行”。美联储在过去,具有严重...
for instance, has been accelerating the introduction of its custom TPU into AI servers since 2H23, with an annual growth rate exceeding 70%. AWS intends to adopt more of its custom ASICs in 2024, and shipment volume is expected to double. Others, like Microsoft...
the rocket soars into the night sky. People at the scene can feel an immense wave of heat washing over them, and their eyes are captivated by the brilliant flames. At that moment, it feels as if the world falls silent, with all sound fading away, but a warm surge ...
[Barcelona, Spain, March 6, 2024] At MWC Barcelona 2024, Huawei held the 5G Industry Evolution Summit themed "Building High-Quality 5G Networks for the 5.5G Era", where leading operators, industry partners, and opinion leaders, gathered to discuss the future of the 5G industry. Ritchie Peng,...
CSPs increase AI investment, driving a 38% growth in AI server shipments by 2024 Major CSPs such as Microsoft, Google, and AWS are ramping up their investments in AI in light of the growing popularity of ChatBOTs, generative AI, and other applications, b
Episode 13 | Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment Strategist at GQG Partners, shares insight into what impact, if any, the outcome could have on portfolios. ...
30 May 2024 Episode 13| Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment Strategist at GQG Partners, shares insight into what impact, if any, the outcome could ha...
What can we expect from the industry? Get the latest forecasts and expert analysis from 2024 November. Explore latest findings In the coming years, the next wave of mobile will reshape enterprises, unlock new network value and unleash innovation across sectors. Our industry has a once-in-a-lif...
and for homes. Huawei has already started helping a number of operators around the world begin commercial verification of 5.5G. The 5.5G industry will continue growing quickly as the first release of 5.5G standards is expected to be frozen in the first half of 2024 and related technologies hav...
The Best Male R&B Singers Of 2024 Rappers Who Died In 2023 2024 Grammy Predictions: Best New Artist 2023 Grammy Predictions: Song of the Year Musicians Who Died In 2023 The Best Christian Songs Of 2023 The Best New K-pop Groups Of 2023 ...