Qualcomm

2025.06.18

16:26

Zhou Xiaochuan, former governor of the People's Bank of China: US dollar stablecoins may assist dollarization. The impact of dollarization on the economy is controversial.

Zhou Xiaochuan, former governor of the People's Bank of China, said at the 2025 Lujiazui Forum that the most talked-about stablecoin now is the US dollar stablecoin. Although other places want to issue stablecoins in their own currencies, it is "hard to say" what role they can play in the world, while the US dollar stablecoin may have a global impact. Zhou Xiaochuan believes that the US dollar stablecoin may assist dollarization. The impact of dollarization on the economy is controversial. Unless faced with high inflation, high debt and other unavoidable situations, dollarization may bring many side effects. He suggested that when talking about the role that stablecoins may play in the future, we need to "have a string" in our minds and think about whether to engage in dollarization and the economic impact of dollarization on specific countries.

12:14

ByteDance Seed team and BYD Lithium Battery will jointly build an AI+ high-throughput joint laboratory

On June 11, the Volcano Engine Force Conference announced that ByteDance Seed and Volcano Engine will deepen cooperation with BYD Lithium Battery, and jointly explore AI for Science combined with high-throughput experiments through joint laboratories and other forms to accelerate the development of lithium batteries. In the future, the ByteDance Seed team and BYD Lithium Battery will jointly build an "AI+High-throughput Joint Laboratory" to tackle issues such as fast charging, life and safety of power batteries. At the same time, both parties will also explore more scenarios for AI technology in battery development to accelerate the discovery of new materials and new formulas.

2025.06.17

20:39

Bank of America Global Research: Lowered Qualcomm's target price from $245 to $200.

20:24

BofA Global Research lowers Qualcomm price target to $200 from $245

Bank of America Global Research: Lowered Qualcomm's price target from $245 to $200.

18:03

With a budget of 12 million yuan, Henan University announces its intention to purchase robotic automatic synthesis systems and other products

On June 16, Henan University released its government procurement intention for June to July 2025, with a budget of 12 million yuan. The project name is "Henan University Robotic Automatic Synthesis System and High-throughput Rapid Evaluation System (Phase I) Project". The procurement needs mainly meet the needs of AI synthesis R&D platform and catalyst performance evaluation, including automatic synthesis system and high-throughput rapid evaluation system. The automatic synthesis system includes a solid dispenser, a fully automatic pipetting workstation, an autonomous mobile collaborative robot, etc.; the high-throughput rapid evaluation system mainly includes a multi-channel electrochemical workstation, a catalyst micro-reaction evaluation device, etc. The equipment must meet the various parameter indicators in the material preparation and evaluation process, and the estimated procurement time is July 2025.

2025.06.16

18:59

RBC Capital Markets says US stocks could fall 20% under high inflation scenario

The S&P 500 faces the risk of a 20% drop if higher oil prices lead to a surge in inflation, RBC Capital Markets strategists said in a report laying out three possible correction scenarios. Strategists including Lori Calvasina said U.S. stocks are vulnerable given the recent sharp rebound and valuations that appear stretched. They said the larger and longer the conflict in the Middle East, the greater the negative impact on U.S. stocks. In the worst-case scenario, if the attacks push up energy prices, the S&P 500 is expected to return to its April low. In a better scenario, the index could fall about 13%, they said. "The conflict could raise more concerns about the state of the consumer, the broader economy, and the path of the Fed, and this narrative shift seems likely to pose a problem for stock prices," the strategists wrote in the report.

2025.06.15

19:26

Britain said rising tensions between Israel and Iran could push up inflation amid concerns Iran could close the Strait of Hormuz.

2025.06.12

17:16

Yaguang shares: Lin Peigao reduced his holdings by 734,300 shares

Yaguang shares announced that shareholder Lin Peigao reduced his holdings by 734,300 shares through centralized bidding transactions, with a change ratio of 0.55%. After this equity change, Lin Peigao holds 6.691 million shares of the company, accounting for 5.00% of the company's total share capital. This equity change does not involve changes in the company's controlling shareholder or actual controller.

2025.06.11

12:01

Qualcomm sets up artificial intelligence R&D center in Vietnam

U.S. chipmaker Qualcomm said it has set up an artificial intelligence (AI) research and development center in Vietnam. Its researchers will focus on driving advances in generative and agent-based AI solutions for smartphones, PCs, extended reality (XR), automotive and IoT applications, the company said in a statement.

10:00

Qualcomm establishes artificial intelligence R&D center in Vietnam

U.S. chipmaker Qualcomm said on Tuesday it has established an artificial intelligence research and development center in Vietnam. Its researchers will focus on advancing generative and agent AI solutions in smartphones, PCs, XR (extended reality), automotive and IoT applications, the company said in a statement.

2025.06.09

14:17

Qualcomm agrees to acquire Alphawave for 183 pence per share in cash

Qualcomm has agreed to acquire Alphawave for 183 pence per share in cash.

2025.06.06

00:05

Fed's Kugler: We have already seen the impact of high tariffs and expect this to continue to push up inflation in 2025

Fed's Kugler said the impact of high tariffs is already being seen and is expected to continue to push up inflation through 2025.

2025.06.05

15:04

Central Bank of Kazakhstan: Due to high inflation, it is necessary to maintain a moderately tight monetary policy for longer than expected, and the possibility of raising the benchmark interest rate if necessary is not ruled out.

12:02

STMicroelectronics and Qualcomm jointly developed Wi-Fi/Bluetooth two-in-one wireless module officially put into mass production

STMicroelectronics announced that the ST67W611M1, a two-in-one Wi-Fi 6 and low-power Bluetooth 5.4 module, has officially entered mass production. The module is the first product of the cooperation project announced by STMicroelectronics and Qualcomm Technologies in 2024, which can reduce the difficulty of implementing wireless connectivity in application systems based on STM32 microcontrollers (MCUs).

2025.06.02

19:06

Fed governor says US tariff policy will be the main reason for higher inflation

Chris Waller, a member of the Federal Reserve Board, said on the 2nd that tariff policy will become the main factor pushing up U.S. inflation, and its impact on inflation may be most evident in the second half of this year. Waller pointed out that there is considerable uncertainty in U.S. trade policy, and higher tariffs will reduce consumer spending and disrupt corporate production and operations. According to the latest data released by the U.S. Department of Commerce recently, U.S. personal consumption expenditures rose by 0.2% month-on-month in April, a significant slowdown from 0.7% in March. U.S. media reported that the slowdown in personal consumption expenditures was mainly due to the increased economic uncertainty caused by the changing tariff policies.

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Weekly Highlights

                                    Air India flight returns after takeoff due to technical issues
                            2025-06-16

                                    Southbound funds made a large net purchase of 5.743 billion yuan today. In terms of Hong Kong Stock Connect (Shanghai), China Construction Bank and Meituan-W received net purchases of HK$1.108 billion and HK$493 million respectively; Xiaomi Group-W ranked first in net sales, with an amount of HK$1.489 billion; in terms of Hong Kong Stock Connect (Shenzhen), Meituan-W and Kangfang Biopharma received net purchases of HK$622 million and HK$206 million respectively; Xiaomi Group-W ranked first in net sales, with an amount of HK$391 million.
                            2025-06-16

                                    Arm (ARM.O): We are better than Nvidia on a wider range of platforms.
                            2025-06-12

                                    Lei Jun: Xiaomi Yu7 will be released at the end of June
                            2025-06-16

                                    Putin: Russia will create unmanned system forces as a separate branch of the military
                            2025-06-13