B[Synopsys and Amazon have reached a multi-year strategic IP agreement for custom chips, and the cooperation between the two parties has further expanded into cloud and AI-driven engineering fields] On October 10, Synopsys recently announced that it has reached a strategic agreement with Amazon to further promote Amazon’s innovation in the field of custom chips and promote the development of increasingly complex AI-driven products and cloud infrastructure. The multi-year agreement marks Synopsys' further expansion of its silicon IP business to meet growing demand for application-optimized IP, with Amazon becoming a major customer. In addition, the two parties plan to collaborate to apply AI to engineering workflows from chips to systems, including deploying Synopsys' AI-driven EDA, physical simulation, and agent AI solutions, and developing customized agent AI capabilities to help Amazon engineering teams design, analyze, optimize, and verify complex chips and systems more efficiently. B[The concept of glass substrates fluctuated and weakened, and Vogel Optoelectronics approached the lower limit] On October 8th, the concept of glass substrates fluctuated and weakened, Vogel Optoelectronics approached the lower limit, Dier Laser and Medicay fell more than 10%, and Gobiga, Delong Laser, Caihong Shares, Lens Technology, Linuo Medicine Kit, and Triumph Technology all fell more than 5%. B[DBS: NVIDIA's valuation is still low and AI stocks are far from a bubble] On October 5, Hou Wey Fook, chief investment officer of DBS Group, said that NVIDIA's price-to-earnings ratio and its expected 70% earnings growth next year indicate that technology stocks driven by artificial intelligence are still far away from a bubble. Aggregated data shows that Nvidia's current 12-month price-to-earnings ratio is 17 times. Hou compared that to Cisco Systems' valuation of about 100 times before the dot-com bubble burst. He said in a TV interview: "If the representative company in the field of artificial intelligence is defined as Nvidia, and its current price-to-earnings ratio is only more than ten times, how can we say it is a bubble?" He added that there are still "tailwind factors" for semiconductor and artificial intelligence investments. However, Hou recommends using a "barbell strategy" to "control the overall volatility of the portfolio", that is, allocating technology stocks on the growth side, while matching investment-grade fixed income assets to provide stable returns, and using hedge funds and gold as intermediate risk diversification tools. A[Apple releases first folding screen, Lens Technology and other 6 A-share listed companies respond to supply situation] September 10th, Apple released its first folding screen iPhone Duo today. According to incomplete statistics, as of press time, six companies including Zhuhai Guanyu, Lens Technology, Rongqi Technology, Qiangrui Technology, Lingyi Intelligent Manufacturing and Hongfuhan responded to the supply situation of Apple’s folding screen mobile phone in interactive platforms or institutional surveys. Among them, Lens Technology participates in the supply of UTG glass, PET film, glass brackets, 3D glass covers, etc. for Apple’s foldable phones, and Rongqi Technology participates in the testing of VC heat dissipation in Apple’s folding screen mobile phones. B[Hang Seng Technology Index closed down 1.61% and application software stocks fell sharply] On September 8, Hong Kong stocks closed down, with the Hang Seng Index falling 0.38% and the Hang Seng Technology Index falling 1.61%. Application software stocks fell sharply, with Haiqing Zhiyuan falling by more than 11%, Zhipu falling by more than 10%, Weimob Group falling by more than 6%, and MiniMax falling by more than 5%. Optical communication stocks fell collectively, with Xizhi Technology-P falling by more than 7%, Lens Technology falling by more than 4%, Sunny Optical Technology and Zhongji Innolight falling by more than 3%. Haiguangxin is rising by more than 31%. According to the news, Haiguangxin is being included in the Hong Kong Stock Connect list starting from September 7.
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