Broadcom: Our company and Apple are in a commitment of cooperation for several years.The Central Meteorological Observatory continued to issue the gale blue warning at 06: 00 on December 13th. It is estimated that there will be 5 winds and gusts of 6-8 in parts of central and eastern Inner Mongolia, northwestern Shanxi, northern Hebei, central Henan and southwestern Shandong from 08: 00 on December 13th to 08: 00 on December 14th. Most of the Yellow Sea, most of the East China Sea, Taiwan Province Strait, east of Taiwan Province, bashi channel, northern and central South China Sea, and Beibu Gulf will have strong winds of 7-8 grades and gusts of 9 grades.The first fiscal quarter EPS of the market opener/Costco was $4.04, and analysts expected $3.81.
The earnings per share of the opening customers in the first fiscal quarter exceeded the forecast. The earnings per share of the opening customers in the first fiscal quarter were $4.04, compared with $3.58 in the same period of last year, and the forecast was $3.81. Same-store sales in the United States increased by 5.2%, and it is estimated to increase by 5.03%. The total revenue was $62.15 billion, up 7.5% year-on-year, and it was estimated to be $61.98 billion. The net sales amounted to US$ 60.99 billion, up 7.5% year-on-year, and it is estimated to be US$ 60.85 billion.Broadcom's profit was higher than expected. Artificial intelligence promoted sales growth. Broadcom, a chip supplier of Apple and other large technology companies, announced that its fourth-quarter profit was better than expected, and the demand for artificial intelligence boosted growth. The company said in a statement on Thursday that earnings per share excluding some items were $1.42. Revenue rose to nearly $14.1 billion. According to data compiled by Bloomberg, the average forecast of analysts was $1.39 per share and $14.1 billion in revenue. Broadcom expects sales to reach $14.6 billion in the first fiscal quarter ending January, in line with analysts' expectations. Broadcom's financial report shows that the demand for artificial intelligence computing is hedging the slowdown in other fields. Broadcom, like NVIDIA, has positioned itself as the main beneficiary of artificial intelligence expenditure. After the announcement of the financial report, Broadcom's share price once rose more than 6% after hours. As of Thursday's close, the stock has increased by 62% since 2024.According to the medical report, Brazilian President Lula removed the drainage tube from his head at night and is still in the intensive care unit. Lula is still conscious and speaks normally.
Goldman Sachs: Given that the moderate oversupply of 400,000 barrels per day and the current normalization of low valuation almost offset each other, the basic expectation is that the average price of Brent crude oil in 2025 will be $76 per barrel.A number of data show that: the distribution of rights and interests of public offerings, near the end of the year, Public Offering of Fund is increasing the distribution of rights and interests. The data shows that the new funds established in the past three months (from September 12 to December 12) have raised a total of 289.803 billion yuan, and the stock funds have raised more than half. Among the above-mentioned sub-IPO funds, 145 funds have earned more than 1% since their establishment, accounting for more than half, and most of them are opening positions quickly. As of December 11th, the revenue of 27 products exceeded 5% (the different shares were calculated separately), and the revenue of the best-performing products reached 51%. More new funds are "queuing for admission". According to the data, before the end of the year, more than 20 funds will be launched for sale, and 80% of them are equity funds. Huaxia, Fuguo, Boss and Jing Shun Great Wall all have products waiting to be issued. At the same time, the fund's self-purchase efforts have been increasing. As of December 12, this year, the net subscription amount of equity funds purchased by fund companies has reached 2.894 billion yuan, an increase of 28% over last year. (SSE)The transformation and upgrading of the Internet platform has entered a critical period. Looking back on the Internet platform in 2024, organizational restructuring and executive rotation have become the common choices for enterprises to face challenges. In addition to a number of former CFO or financial background executives who went to the front desk, more post-80s and even post-80s became the backbone. How to keep up and develop at the same time has become a necessary question for the Internet to "create a generation". Whether it is "e-commerce business +AI technology" or "retail+technology", the new trend of platform economy is mapped behind the strategic adjustment. Zhu Keli, executive director of China Information Association and founding dean of the National Research Institute of New Economics, said that the Internet platform will build a competitive advantage led by science and technology, empower business through technological innovation, open up new growth points and achieve high-quality development. (SSE)
Strategy guide 12-13
Strategy guide