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On the inference chip front, things clearly split yesterday. $MRVL surged 4.8% in a single day to 240 dollars, pulling away from the other two tiers; $AVGO reported 356 dollars, a slight dip of 0.6%, and has been sliding from the year-to-date high of 495 dollars—now it’s already at about 72% of that level; $MCHP is down nearly 1% to 73.5 dollars, continuing to grind near 52-week lows.
The driver is very clear: this company has continuously won ultra-large-scale data center customers along the line of custom inference accelerator, and the market is betting that tonight, when it releases its Q2 earnings after the close and it again comes in above expectations, the entire custom chip supply chain will follow and take in more orders. The other two tiers didn’t catch this rhythm—one is stuck in the downward cycle of networking chips, and the other is still circling around the clearing of inventory in traditional chips for the industrial and automotive segments. It has beaten both earnings and guidance expectations for 13 straight quarters; tonight is whether it gets pushed to the next quarter or adds some pullback pressure—half an hour before the results are released is the real variable.
On the crypto side, Bitcoin pulled back yesterday to 788,000 dollars, down 1.2%. The sentiment index retreated from the nearly one-year high of 73 to 65, while the US Dollar Index and the 10-year Treasury yield are both basically flat. The fate of the three chip stocks over the next 24 hours is pinned on tonight’s earnings report.
#AI芯片分化 #英伟达财报前夕 #US stocks
On the inference chip front, things clearly split yesterday. $MRVL surged 4.8% in a single day to 240 dollars, pulling away from the other two tiers; $AVGO reported 356 dollars, a slight dip of 0.6%, and has been sliding from the year-to-date high of 495 dollars—now it’s already at about 72% of that level; $MCHP is down nearly 1% to 73.5 dollars, continuing to grind near 52-week lows.
The driver is very clear: this company has continuously won ultra-large-scale data center customers along the line of custom inference accelerator, and the market is betting that tonight, when it releases its Q2 earnings after the close and it again comes in above expectations, the entire custom chip supply chain will follow and take in more orders. The other two tiers didn’t catch this rhythm—one is stuck in the downward cycle of networking chips, and the other is still circling around the clearing of inventory in traditional chips for the industrial and automotive segments. It has beaten both earnings and guidance expectations for 13 straight quarters; tonight is whether it gets pushed to the next quarter or adds some pullback pressure—half an hour before the results are released is the real variable.
On the crypto side, Bitcoin pulled back yesterday to 788,000 dollars, down 1.2%. The sentiment index retreated from the nearly one-year high of 73 to 65, while the US Dollar Index and the 10-year Treasury yield are both basically flat. The fate of the three chip stocks over the next 24 hours is pinned on tonight’s earnings report.
#AI芯片分化 #英伟达财报前夕 #US stocks
