Amazon intends to sell the vacant space on the cargo plane

/ / Consumer Discretionary /

According to Bloomberg, Amazon is considering selling idle cargo space on cargo planes in response to slowing growth in e-commerce sales. It is reported that Amazon has about 100 freighters in Europe and the United States, and the company has hired a director with experience in marketing air cargo space in recent months. Possible options include loading cargo such as pineapples and salmon on cargo planes returning from Hawaii and Alaska, the sources said.

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Tesla Tao Lin: China has completed the full coverage of Tesla’s charging network

/ / Consumer Discretionary /

Tesla Vice President Tao Lin pointed out that at present, all provinces, autonomous regions and municipalities directly under the central government in China have completed the full coverage of Tesla’s charging network, and have established a widely radiated and criss-crossing charging network in about 300 prefecture-level cities, and built a “15-minute charging life circle” in Beijing, Shanghai, Shenzhen and other highlands with new energy vehicle ownership.

Tesla Tao Lin: China has completed the full coverage of Tesla’s charging network Read Post »

The market cap lost about 70% from its high point, Tesla’s stock price was set to record its worst annual performance

/ / Consumer Discretionary /

Tesla shares are poised for their worst annual performance ever due to investor anger over Musk’s acquisition of Twitter, falling demand for Tesla’s electric vehicle, and a decline in the stock market as a whole amid rising interest rates. Tesla’s share price slide marks a sharp reversal in the share price of the world’s most valuable car company. Since the stock price hit an all-time high in November 2021, Tesla’s market cap has lost about 70%. Uncertainty in the global economy is deepening, consumers are increasingly available with other electric vehicle options, and investors are concerned that Tesla may need to sacrifice its profitability levels to maintain its growth rate. Tesla’s stock has fallen more than the broader market this year and outpaced many of its rivals.

The market cap lost about 70% from its high point, Tesla’s stock price was set to record its worst annual performance Read Post »

Graphics card destocking began to show results Nvidia and AMD Some products rebounded in December

/ / Technology / ,

According to statistics, in December, NVIDIA RTX30 high-end products have no inventory, the low-end version has an average increase of 3%, AMD RX6000 series graphics card prices have also rebounded by an average of 5%, coupled with NVIDIA RTX40, AMD RX7000 series new products have been released one after another, motherboard manufacturers are expected to gradually get rid of the bottom of operation.

Graphics card destocking began to show results Nvidia and AMD Some products rebounded in December Read Post »

Morgan Stanley: There is still room for the future of the panel

/ / Technology /

Morgan Stanley pointed out that the improvement of the supply side is expected to support the price of panel stocks, and the rebound pattern has not changed, and there is still room for the panel to improve in the future. The prices of 76, 65, 55, 43, and 32-inch TV panels did not significantly correct in late December, making the price flat for the whole month. Damo believes that although the order momentum is slowing due to seasonal factors, the panel price level should be maintained for several months, and it is expected that panel suppliers will continue to regulate capacity utilization and shipment schedule, because TV panel prices are still below cash costs.

Morgan Stanley: There is still room for the future of the panel Read Post »

Visible Alpha:Apple’s (AAPL.O) net profit in the fourth quarter of this year may fall by more than 8%.

/ / Technology /

Data from data analytics platform Visible Alpha shows that Apple’s (AAPL.O) net profit will fall more than 8% in the fourth quarter of this year, the first time in 14 quarters that it has not achieved growth. According to the platform, Apple’s revenue during this period will be lower than the record $123.9 billion in the same period last year.

Visible Alpha:Apple’s (AAPL.O) net profit in the fourth quarter of this year may fall by more than 8%. Read Post »

Semiconductor demand continues to be weak The industry expects demand to pick up after 2-3 quarters

/ / Technology

Recently, the market has reported that the demand for mobile phone SoC design manufacturers has slowed down, and the strategy of back-end packaging and testing foundries such as ASE and Jingyuan Electric to assist customers in stacking unfinished packaging wafers and not conducting finished product testing (FT) continues. The senior management of the unnamed IC channel vendor said that the current demand for mobile application processors in the non-Apple camp, as well as previously relatively robust network chips such as Wi-Fi SoCs, continues to be weak. The senior management of another large IC channel vendor revealed that September 2022 is the most severe time for the inventory of the channel side, but IC designers have recently slowed down the upstream chip volume, and the system-side chip inventory has gradually deteriorated, although it is relatively slow, it is estimated that after 2~3 quarters, it is expected that demand can gradually warm

Semiconductor demand continues to be weak The industry expects demand to pick up after 2-3 quarters Read Post »

Not afraid of the “doomsday” atmosphere? Amazon: Even if the U.S. recession is in the U.S., the company won’t be too painful

/ / Consumer Discretionary /

In a monthly survey, 70% of economists believe that there will be a recession in the United States in the first half of 2023. But Amazon doesn’t expect a recession. The firm’s economists put the probability of a U.S. recession in the next six months at just 30 percent. In addition, Amazon’s economists believe that if a recession does occur, the company will not suffer much, because 60% of the company’s revenue comes from high-income consumer groups, which are less affected by high unemployment and other consequences of the recession.

Not afraid of the “doomsday” atmosphere? Amazon: Even if the U.S. recession is in the U.S., the company won’t be too painful Read Post »

The winter storm has led to a significant reduction in U.S. energy supplies

/ / Energy

Due to snowstorms and sharp temperature drops, some local power generation facilities failed, resulting in a sharp increase in electricity demand. The U.S. Department of Energy declared an energy emergency in Texas. In addition to electricity, U.S. natural gas supplies are also stretched. The snowstorm caused the natural gas pipeline to freeze, and many natural gas wells were forced to stop production. According to Bloomberg, the current decline in U.S. natural gas production is at an all-time high. Meanwhile, domestic demand for natural gas in the United States reached its highest level in nearly four years.

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UBI Research:The overall mobile OLED parts market is expected to be worth $13.91 billion in 2023

/ / Technology /

According to UBI Research, the overall mobile OLED parts material market is expected to be $13.91 billion in 2023 and is expected to grow to $16.73 billion by 2027, with an average annual growth rate of 4.6%. In addition, from 2025, flexible OLED (including folding OLED) will account for ninety percent of the overall mobile OLED market.

UBI Research:The overall mobile OLED parts market is expected to be worth $13.91 billion in 2023 Read Post »

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