帽子哥聊财经A
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环氧丙烷价格一个月环比涨超六成
从3月初至今，环氧丙烷价格进入快速上涨通道，至4月10日，山东主流商谈价13300元/吨现汇出厂，较3月初7985元/吨上涨66.56%。原材料和产品的价差超过4000元/吨，产品利润空间可观。
从3月初至今，环氧丙烷价格进入快速上涨通道，至4月10日，山东主流商谈价13300元/吨现汇出厂，较3月初7985元/吨上涨66.56%。原材料和产品的价差超过4000元/吨，产品利润空间可观。
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谷歌TPU v7功耗激增，100%采用液冷方案
谷歌新一代TPU v7单芯片功耗高达980W，要求100%采用液冷散热方案。
谷歌新一代TPU v7单芯片功耗高达980W，要求100%采用液冷散热方案。
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#a股# #股票# 创业板指涨超2%，深证成指涨1.3%，沪指涨0.53%，全市场超2800只个股飘红，存储芯片板块领涨。
选不对方向，也是赚不到钱的，其实只有2800只红的哦，还有近1半是绿的，你们应该都是红的吧？哈哈
选不对方向，也是赚不到钱的，其实只有2800只红的哦，还有近1半是绿的，你们应该都是红的吧？哈哈
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.
Those who don't know might think I went hiking during spring break, but who would know this is my home? I've lived here for several years without properly appreciating it. It turns out spring is so wonderful; looking up is a sea of flowers, and in the distance is prosperity. Living in the mountains in Shenzhen is also beautiful...
No wonder I'm so reclusive and don't like to go out!
No wonder I'm so reclusive and don't like to go out!
The main board risk warning stock price fluctuation limit ratio has been adjusted from 5% to 10%.\nThis means that the daily fluctuation limits for stocks marked with *ST and ST have been relaxed from the original ±5% to ±10%, aligning with the fluctuation limits for ordinary stocks on the main board.\nApplause with both hands [鼓掌][鼓掌][鼓掌][鼓掌][鼓掌] in favor, these restrictions will gradually be loosened in the future, no need to be overly protective, being too protective has made it foolish; if you like speculation, let it go, the sooner you die the sooner you will be reborn.
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