帽子哥聊财经A
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4月中国内地样本企业中电池排产达151.1GWh，环比+3.8%，带动中游材料环节走高：正极排产19.5万吨（环比+1.1%）；负极17.6万吨（环比+6.7%）；隔膜21.1亿平（环比+0.7%）；电解液11.5万吨（环比+8.0%）。
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#a股##股票# 周二(4月14日)存储芯片概念股走强，截至午间收盘，协创数据20CM涨停，佰维存储、京仪装备等涨超10%。
早段时间存储大跌，什么华强北存储也大跌，好多鬼故事，只有你帽哥直播坚定告诉你们存储还没完，还告诉你们韩国三星5月份还要罢工呢，当时大跌多好的机会呀，天龙那小子听话照做，赚爽了，哈哈，你们呢，有吃到的吗？
早段时间存储大跌，什么华强北存储也大跌，好多鬼故事，只有你帽哥直播坚定告诉你们存储还没完，还告诉你们韩国三星5月份还要罢工呢，当时大跌多好的机会呀，天龙那小子听话照做，赚爽了，哈哈，你们呢，有吃到的吗？
The price of propylene oxide has increased by more than 60% month-on-month
Since the beginning of March, the price of propylene oxide has entered a rapid rising channel. As of April 10, the mainstream transaction price in Shandong is 13,300 yuan/ton in cash ex-factory, an increase of 66.56% from 7,985 yuan/ton at the beginning of March. The price difference between raw materials and products exceeds 4,000 yuan/ton, providing a considerable profit margin for the products.
Since the beginning of March, the price of propylene oxide has entered a rapid rising channel. As of April 10, the mainstream transaction price in Shandong is 13,300 yuan/ton in cash ex-factory, an increase of 66.56% from 7,985 yuan/ton at the beginning of March. The price difference between raw materials and products exceeds 4,000 yuan/ton, providing a considerable profit margin for the products.
Google TPU v7 power consumption surged, 100% using liquid cooling solution
Google's new generation TPU v7 single chip power consumption reaches 980W, requiring 100% use of liquid cooling heat dissipation solution.
Google's new generation TPU v7 single chip power consumption reaches 980W, requiring 100% use of liquid cooling heat dissipation solution.
#A-shares# #stocks# The ChiNext Index rose over 2%, the Shenzhen Composite Index rose 1.3%, and the Shanghai Composite Index rose 0.53%. More than 2800 stocks in the entire market are in the green, with the memory chip sector leading the gains.
If you choose the wrong direction, you won't make money. In fact, only 2800 stocks are in the green, and nearly half are in the red. You should all be in the green, right? Haha
If you choose the wrong direction, you won't make money. In fact, only 2800 stocks are in the green, and nearly half are in the red. You should all be in the green, right? Haha
AI server PCB/electronic fabric demand explosion, industry price increase
NVIDIA's new architecture release drives PCB usage growth by 2-3 times and value increase by 4-5 times, while high multilayer backplanes lead to an explosion in demand for low dielectric, low expansion special electronic fabrics. Panasonic electromechanical circuit board price increase notice, copper-clad laminate +30%, glass fabric resin laminate +15%.
NVIDIA's new architecture release drives PCB usage growth by 2-3 times and value increase by 4-5 times, while high multilayer backplanes lead to an explosion in demand for low dielectric, low expansion special electronic fabrics. Panasonic electromechanical circuit board price increase notice, copper-clad laminate +30%, glass fabric resin laminate +15%.
Customs data: In the first quarter, China's electric vehicle and lithium battery exports increased by 77.5% and 50.4% respectively.
Trump doesn't need to sleep, busy all night, still working at four in the morning, truly a diligent 'Jesus'.
Onshore RMB against the US dollar broke through the 6.82 mark, reaching a new high since March 2023.
AI-driven demand for storage chips, SanDisk's stock price continues to reach new highs
Storage chip giant SanDisk has risen over 11%, continuing to set historical highs. Driven by the investment boom in AI infrastructure, the demand for fast and efficient storage chips is continuously growing across various fields. Since the beginning of this year, SanDisk's stock price has accumulated a nearly 260% increase.
Storage chip giant SanDisk has risen over 11%, continuing to set historical highs. Driven by the investment boom in AI infrastructure, the demand for fast and efficient storage chips is continuously growing across various fields. Since the beginning of this year, SanDisk's stock price has accumulated a nearly 260% increase.
NVIDIA GPU spot rental prices have surged significantly
Data from New York data provider Ornn shows that in recent months, the spot rental prices for NVIDIA's full series of GPUs in cloud data centers have risen sharply. The hourly rental fee for NVIDIA's most advanced Blackwell series chips has reached $4.08, up 48% from $2.75 two months ago.
Data from New York data provider Ornn shows that in recent months, the spot rental prices for NVIDIA's full series of GPUs in cloud data centers have risen sharply. The hourly rental fee for NVIDIA's most advanced Blackwell series chips has reached $4.08, up 48% from $2.75 two months ago.
#A-shares##stocks# Hong Kong stocks opened, the Hang Seng Index rose by 1.05%, the Tech Index rose by 1.37%, tech stocks and the non-ferrous metals sector opened high.
#A-shares##Stocks# The three major stock indexes opened higher, with the Shanghai Index rising by 0.46%, the Shenzhen Component Index rising by 0.74%, and the ChiNext Index rising by 0.88%.
Brother Chuan might have come to Hat Brother's live stream last night, the Pope is still somewhat wary of him.
Former U.S. Secretary of State Blinken: The issue of the Strait of Hormuz was created by Trump, and now the arsonist has gone to put out the fire himself.
Now that it’s clear we can't put out the fire, he simply adds more fuel to it. Iran has blocked the Strait of Hormuz and is not opening it, right? Then I will also block it, let’s all block it together, we can't just block it alone.
Now that it’s clear we can't put out the fire, he simply adds more fuel to it. Iran has blocked the Strait of Hormuz and is not opening it, right? Then I will also block it, let’s all block it together, we can't just block it alone.
Is Chuan University Emperor writing a lengthy article to criticize the Pope? Impressive, impressive, truly courageous and fearless already.
This matter between the US and Iran, can only be said to be dragged on, the longer it drags on, the more everyone becomes desensitized, and when real inflation happens, we are currently in deflation, let's see who ultimately suffers the backlash.
#A-shares##stocks# The three major A-share indices collectively rose today. As of the close, the Shanghai Composite Index rose by 0.06%, the Shenzhen Component Index rose by 0.69%, the ChiNext Index rose by 0.8%, and the Beijing Stock Exchange 50 rose by 0.04%. In terms of sectors, energy metals, oil and gas extraction and services, pork, batteries, photovoltaics, CPO, electricity, PCB concepts, silicon energy, military equipment, and complete automobiles saw the largest gains; while gaming, traditional Chinese medicine, insurance, education, precious metals, and airport and shipping sectors saw the largest declines.
The total market turnover was 21,631 billion yuan, a decrease of 1,745 billion yuan compared to the previous day's turnover, with over 2,300 individual stocks rising in the entire market.
The total market turnover was 21,631 billion yuan, a decrease of 1,745 billion yuan compared to the previous day's turnover, with over 2,300 individual stocks rising in the entire market.
Today is good, quite strong, you dead ghost!
Trump: Will Begin Blockading the Strait of Hormuz
U.S. President Trump: (U.S.-Iran) talks are going well, most issues have reached a consensus, but the only truly important nuclear issue has not been resolved. Starting immediately, the U.S. Navy will begin to blockade any ships attempting to enter or exit the Strait of Hormuz.
U.S. President Trump: (U.S.-Iran) talks are going well, most issues have reached a consensus, but the only truly important nuclear issue has not been resolved. Starting immediately, the U.S. Navy will begin to blockade any ships attempting to enter or exit the Strait of Hormuz.
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