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On 10/13, there were two US pharmaceutical companies in a row. Johnson & Johnson and Eli Lilly successively called card vaccine research and development. Bull market confidence crashed in an instant. Four new coronavirus vaccines in the United States are understood to have entered the phase III clinical trial stage, and two on 10/13 have been discontinued. Eli Lilly’s voice is the strongest. From the development of blood samples from patients with COVID-19, this is considered one of the most promising and successful treatments.
In early September, research and development on the new corona vaccine, jointly developed by the University of Oxford and AstraZeneca, was suspended and is still being delayed; Vaccine research and development have been business cards, the second wave of epidemics has risen, the epidemic in Europe and the United States has expanded, the economy is facing a second recession, and the global stock market will collapse Along with the uncertainty of the US presidential election, the dollar index did not depreciate as the market expected, and the global stock market is about to change its hairball!
If Trump loses the election, it will be MediaTek, Schiphol and Silicon Power, because the benefits of the transfer orders of the integrated circuit design will disappear, the stock price will be largely corrected, and the mainland will buy semiconductor chips from the United States. Biden’s $ 2 trillion green energy plan that won the election includes green energy concepts like wind power, solar power, and electric vehicles. On the contrary, if Biden loses the election, green energy stocks are sure to fall drastically.
Regardless of who is elected, the increase will benefit the second wave of the epidemic. Long-distance work, epidemic prevention, home fitness, home online learning and entertainment, laptops and other related actions will increase dramatically. The epidemic has changed people’s habits and caused a surge in sales of personal computers. Sales growth in the third quarter reached the highest record in the United States in 10 years. Global Chromebook sales increased by 90% and 71.4 million PCs were shipped worldwide in the third quarter. Sales of personal computers in the United States established double-digit growth for the first time in 10 years. Who is the soldier? ! Unlike in the past, the last word that smartphones are king has been reversed!
Apple takes the parity route, which means that high-end mobile phones cannot be sold. Apple wants to use the parity boost. Apple’s supply chain is almost flat. Will you repeat the same mistakes? ! Smartphone specification updates have been relatively limited. This year, except for 5G, there are no innovative features, loss of motivation for innovation, no surprises, Apple’s stock price has fallen, and pressure from supply chain competition from Taiwanese manufacturers is coming. Under pressure from negotiations, Taiwanese manufacturers have lost Huawei’s main customer. The supply chain for Taiwanese manufacturers is not as good as before. The iPhone 12 does not have Easter eggs. Apple’s first 5G iPhone. Foundry Luxshare benefits from Taiwan County’s LCP antenna modules and mPI antennas. He’s a loser, Taiwan County is dead!
Apple’s third announcement in October will use the ARM-based Apple Silicon processor, which will cost less than $ 800. It is the cheapest MacBook ever. Should investors turn their iPhone attention to the MacBook concept stocks? It ships 16 million units per year, with a global market share of 8%, ranking No. 4, using TSMC’s 5-nanometer process, IC substrates are supplied by Xinxing, cooling fans are Jianzhun and Anli , the cooling plates are Qihong, Jingyuan and Kejia keyboards have only Type-C interface. Dongshuo of the docking station will become the focus of the spotlight. Apple’s USB Control IC Genesis will be good for speculation and speculation, but it requires a high degree of technical analysis and operation!
(The author of this article is Zhou Mingcong, General Manager of Jin Yufeng Investment and Gu)
※ Disclaimer: This article is the opinion of the author, it does not represent the position of this website, nor is it any investment advice or reference. Please make your own judgment and assess the risk.
(Zhongshi News Network)
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