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On June 20, Goldman Sachs downgraded its global smartphone shipment forecasts for 2026 and 2027, citing the sustained rise in storage chip prices and its negative impact on market demand. The firm expects the product mix to continue shifting towards high-end models. Goldman Sachs reduced its forecasts for global smartphone shipments in 2026 and 2027 by 4% and 3%, respectively, to 1.14 billion and 1.17 billion units, indicating a 10% decline in shipments this year, with a 3% recovery expected in 2027. Additionally, Goldman Sachs has provided its first forecast for 2028, predicting shipments of 1.18 billion units, representing a 1% year-on-year growth. The firm anticipates that the market size will grow by 3% to $596 billion in 2026, with further increases of 2% in 2027 and 2028, reaching $606 billion and $621 billion, respectively. Goldman Sachs noted that rising memory costs and the increasing share of high-end models priced over $600 will support overall market revenue growth despite the decline in shipments.

[Goldman Sachs Lowers Global Smartphone Shipment Forecast for 2026 and 2027 Due to High Storage Chip Prices Impacting Demand]On June 20, Goldman Sachs downgraded its global smartphone shipment forecasts for 2026 and 2027, citing the sustained rise in storage chip prices and its negative impact on market demand. The firm expects the product mix to continue shifting towards high-end models. Goldman Sachs reduced its forecasts for global smartphone shipments in 2026 and 2027 by 4% and 3%, respectively, to 1.14 billion and 1.17 billion units, indicating a 10% decline in shipments this year, with a 3% recovery expected in 2027. Additionally, Goldman Sachs has provided its first forecast for 2028, predicting shipments of 1.18 billion units, representing a 1% year-on-year growth. The firm anticipates that the market size will grow by 3% to $596 billion in 2026, with further increases of 2% in 2027 and 2028, reaching $606 billion and $621 billion, respectively. Goldman Sachs noted that rising memory costs and the increasing share of high-end models priced over $600 will support overall market revenue growth despite the decline in shipments.

Goldman Sachs Lowers Global Smartphone Shipment Forecast for 2026 and 2027 Due to High Storage Chip Prices Impacting Demand

On June 20, Goldman Sachs revised its global smartphone shipment forecasts for 2026 and 2027, citing the continued rise in memory chip prices as a drag on market demand. The bank expects the product mix to continue shifting towards high-end models. Goldman Sachs lowered its forecasts for global smartphone shipments in 2026 and 2027 by 4% and 3%, respectively, to 1.14 billion and 1.17 billion units, indicating a 10% decline in shipments this year, with a 3% recovery expected in 2027. Additionally, Goldman Sachs introduced its first shipment forecast for 2028 at 1.18 billion units, representing a 1% year-on-year increase. The bank predicts that the market size will grow by 3% to $596 billion in 2026, with further increases of 2% in 2027 and 2028, reaching $606 billion and $621 billion, respectively. It noted that rising memory costs and the increasing share of high-end models priced over $600 will support overall market revenue growth despite the decline in shipments.

[Goldman Sachs Lowers Global Smartphone Shipment Forecast for 2026 and 2027 Due to High Memory Chip Prices Impacting Demand]On June 20, Goldman Sachs revised its global smartphone shipment forecasts for 2026 and 2027, citing the continued rise in memory chip prices as a drag on market demand. The bank expects the product mix to continue shifting towards high-end models. Goldman Sachs lowered its forecasts for global smartphone shipments in 2026 and 2027 by 4% and 3%, respectively, to 1.14 billion and 1.17 billion units, indicating a 10% decline in shipments this year, with a 3% recovery expected in 2027. Additionally, Goldman Sachs introduced its first shipment forecast for 2028 at 1.18 billion units, representing a 1% year-on-year increase. The bank predicts that the market size will grow by 3% to $596 billion in 2026, with further increases of 2% in 2027 and 2028, reaching $606 billion and $621 billion, respectively. It noted that rising memory costs and the increasing share of high-end models priced over $600 will support overall market revenue growth despite the decline in shipments.

Goldman Sachs Lowers Global Smartphone Shipment Forecast for 2026 and 2027 Due to High Memory Chip Prices Impacting Demand

The 'White-haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market capitalization of approximately $16.2 billion, Q1 revenue growth of 144% year-on-year, and a 35.46% stake in WiWynn, whose implied shareholding value is about 0.66 times its market cap; 2. Wiwynn is expected to continue its growth, becoming one of the core assets under observation; 3. Priortech holds about 21% of Camtek, with a shareholding value approximately 1.35 times its own market cap, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market cap vs. $7.9 billion shareholding value); 5. Related South Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity expresses caution regarding corporate governance and valuation realization capabilities in South Korea. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but leans towards increasing the concentration of relevant holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

[Serenity Identifies Opportunities in Asian Tech Stocks and NAV Discounts, Focusing on Wistron and Others]The 'White-haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market capitalization of approximately $16.2 billion, Q1 revenue growth of 144% year-on-year, and a 35.46% stake in WiWynn, whose implied shareholding value is about 0.66 times its market cap; 2. Wiwynn is expected to continue its growth, becoming one of the core assets under observation; 3. Priortech holds about 21% of Camtek, with a shareholding value approximately 1.35 times its own market cap, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market cap vs. $7.9 billion shareholding value); 5. Related South Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity expresses caution regarding corporate governance and valuation realization capabilities in South Korea. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but leans towards increasing the concentration of relevant holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

Serenity Identifies Opportunities in Asian Tech Stocks and NAV Discounts, Focusing on Wistron and Others

The 'White-Haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market value of approximately $16.2 billion, a 144% year-on-year revenue growth in Q1, and a 35.46% stake in WiWynn, implying a holding value of about 0.66 times its market value; 2. Wiwynn is expected to continue its growth, becoming one of its core observation assets; 3. Priortech holds about 21% of Camtek, with a holding value approximately 1.35 times its own market value, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market value vs. about $7.9 billion holding value); 5. Related Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity remains cautious about the corporate governance and valuation realization capabilities of Korean firms. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but is inclined to further increase the concentration of related holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

[Serenity Identifies Discount Opportunities in Asian Tech Stocks, Focuses on Wistron]The 'White-Haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market value of approximately $16.2 billion, a 144% year-on-year revenue growth in Q1, and a 35.46% stake in WiWynn, implying a holding value of about 0.66 times its market value; 2. Wiwynn is expected to continue its growth, becoming one of its core observation assets; 3. Priortech holds about 21% of Camtek, with a holding value approximately 1.35 times its own market value, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market value vs. about $7.9 billion holding value); 5. Related Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity remains cautious about the corporate governance and valuation realization capabilities of Korean firms. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but is inclined to further increase the concentration of related holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

Serenity Identifies Discount Opportunities in Asian Tech Stocks, Focuses on Wistron

re Surges 18.68% in 24H, Currently at 1.014 USDT

【re currently trades at 1.014 USDT, up 18.68% in 24h, according to HTX market data.】re Surges 18.68% in 24H, Currently at 1.014 USDT

re currently trades at 1.014 USDT, up 18.68% in 24h, according to HTX market data.

Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the bubble in the artificial intelligence industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the United States may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to interpret the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

[Nansen CEO: AI Infrastructure May Be Repriced as Bubble Bursts After Enterprises Adopt Chinese Models]Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the bubble in the artificial intelligence industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the United States may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to interpret the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

Nansen CEO: AI Infrastructure May Be Repriced as Bubble Bursts After Enterprises Adopt Chinese Models

Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that the bubble in the AI industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the U.S. may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to explain the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

[Nansen CEO: AI Infrastructure May Be Repriced as Bubble Bursts After Enterprises Adopt Chinese Models]Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that the bubble in the AI industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the U.S. may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to explain the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, adopting an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal that has been in the works for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited, in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than imposing simple restrictions or vague regulations. Additionally, she emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be incorporated into the design of subsequent digital asset regulations.

[SEC Commissioner Hester Peirce Discusses Perpetual Contracts and Predictive Markets: Emphasizes Self-Custody and Financial Privacy Principles]Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, adopting an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal that has been in the works for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited, in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than imposing simple restrictions or vague regulations. Additionally, she emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be incorporated into the design of subsequent digital asset regulations.

SEC Commissioner Hester Peirce Discusses Perpetual Contracts and Predictive Markets: Emphasizes Self-Custody and Financial Privacy Principles

Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, maintaining an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal, which has been in development for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than simply imposing restrictions or vague regulations. Peirce emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be integrated into the design of subsequent digital asset regulatory systems.

[SEC Commissioner Hester Peirce Discusses Perpetual Contracts and Predictive Markets: Emphasizes Self-Custody and Financial Privacy Principles]Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, maintaining an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal, which has been in development for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than simply imposing restrictions or vague regulations. Peirce emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be integrated into the design of subsequent digital asset regulatory systems.

On June 20, U.S. President Trump stated in a phone interview with NBC News that he spoke with Israeli officials earlier on Friday and requested that they agree to a ceasefire with Hezbollah. 'This is a positive development,' he said, 'it would be a nice addition.' He declined to reveal whether he spoke directly with Prime Minister Netanyahu.

[US Media: Trump Calls Israel on Friday, Requests Ceasefire with Hezbollah]On June 20, U.S. President Trump stated in a phone interview with NBC News that he spoke with Israeli officials earlier on Friday and requested that they agree to a ceasefire with Hezbollah. 'This is a positive development,' he said, 'it would be a nice addition.' He declined to reveal whether he spoke directly with Prime Minister Netanyahu.

US Media: Trump Calls Israel on Friday, Requests Ceasefire with Hezbollah

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Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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