UBS
UBS is a multinational investment banking and financial services company established in Switzerland. It has two headquarters in Zurich and Basel. As the world's largest Swiss banking institution, UBS has offices in major financial centres around the globe. It is renowned for its strict policy of client data confidentiality and its culture of bank secrecy.
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Citrini Analyst: UBS Raises DRAM and NAND Price Forecasts
Odaily News, Citrini analyst Jukan posted on platform X, stating that UBS has raised its DRAM and NAND price forecasts. It now expects DRAM prices to rise 32% quarter-over-quarter in Q3 and 18% quarter-over-quarter in Q4; NAND prices are expected to rise 30% quarter-over-quarter in Q3 and 12% quarter-over-quarter in Q4.
Price
UBS Group raises Marvell Technology price target to $340
Odaily Odaily News According to market sources: UBS Group raised its price target for Marvell Technology (MRVL.O) from $230 to $340. (Jin Shi)
Serenity: US AI Companies Lower Inference Costs to Counter the "Model Distillation" Challenge
"White-Haired Stock Guru" Serenity stated that while some observations in the UBS report hold anecdotal truth, the more noteworthy trend is the increasing number of Chinese-language reports regarding the distillation of Anthropic's models. Currently, many US startups and tech companies are opting to use cheaper Chinese models (such as DeepSeek) in their AI applications, as their unit task costs are significantly lower than those of inference models from Gemini, OpenAI, and Anthropic.Serenity believes this trend, driven by capitalism, creates a "typical paradox"—companies naturally gravitate towards lower-cost solutions, thereby eroding the leading advantage of US models. He proposes that the US needs to address this on two fronts:First, build stronger access control and authentication systems, such as "heavy KYC frontier models" for domestic US use and tiered access mechanisms for allies, to reduce the risk of model distillation and misuse. This could also be accompanied by introducing an identity verification system akin to "AI-grade banking authentication" (e.g., biometrics + short-lived permission tokens) to raise the barrier for model calls, and using regulatory measures to restrict account sharing and access resale.Second, enhance the cost efficiency of inference models, allowing them to comprehensively outperform competitors like DeepSeek in both price and performance.Serenity also noted that some high-end models are currently frequently targeted for "distillation exploitation." Ideally, access to models nearing the AGI level should involve increased friction costs. In summary, the core challenge for the US AI industry lies in achieving both "low-cost inference capabilities" and establishing model access security mechanisms comparable to those in the financial system.
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Delysium
Gemini
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Serenity
UBS: Falling Oil Prices Will Ease Pressure on Fed Rate Hikes
Leslie Falconio, currently serving as the head of taxable fixed income strategy at UBS Global Wealth Management, stated that following reports of a deal between the U.S. and Iran to reopen the Strait of Hormuz, which suppressed oil prices and triggered a rally in U.S. Treasuries, the pressure for the Federal Reserve to raise interest rates this year is easing.Leslie Falconio pointed out that even before the ceasefire, as oil prices fell, "the two-year yield was still rising because the market was pricing in nearly 100% probability of a rate hike by December 2026." "What is happening now is that oil prices are falling, and the market is stripping out these rate hike expectations. That is why the two-year yield is declining."New Fed Chair Kevin Warsh will chair his first monetary policy decision meeting this week. As surging crude oil prices accelerate inflation, voices within the Federal Open Market Committee (FOMC) supporting rate hikes this year are growing louder. Leslie Falconio expects the FOMC to formally remove its accommodative bias at this week's meeting, paving the way for a more hawkish outlook. However, she stated that she still expects the next move to be a rate cut, likely in 2027. (Bloomberg)
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Open
UBS, HSBC, and Macquarie collectively forecast a bullish outlook for silver’s future price trajectory.
UBS, HSBC, and Macquarie have recently adopted a cautious or bearish stance on silver’s outlook. UBS stated that silver prices have surged approximately 140% in 2025, significantly dampening downstream demand; HSBC views silver as “fundamentally overvalued,” with limited upside potential; Macquarie warned that the U.S. Federal Reserve may hike interest rates again in the first half of 2027, potentially pressuring precious metals such as silver. In terms of market performance, spot silver recently fell over 3.5%, to around USD 71.98 per troy ounce.
Micron and SanDisk surge to record highs in a single day; trading volume for Gate-related stock contracts soars
Odaily News, May 27th – Stimulated by UBS raising its rating and setting the highest target price on Wall Street, the US-listed memory chip sector experienced an epic surge. According to data from the Gate platform, Micron (MUUSDT) skyrocketed 21.40% to an all-time high, now trading at $950.82; SanDisk (SNDKUSDT) jumped 8.15%, currently at $1,633.66. As the focus of the AI hardware market shifts comprehensively towards the memory segment, trading activity in related contracts continues to heat up. According to Coinglass data, Gate's MU 24-hour trading volume reached $19.133 million, an increase of 770.75%; the 24-hour trading volume for SanDisk (SNDK) reached $9.4332 million, an increase of 451.14%, both ranking among the top in the market.Gate is continuously bridging crypto and traditional financial trading scenarios through its unified account system. Users can conveniently trade global mainstream assets such as stocks, metals, forex, indices, and commodities using a single USDT account, thereby enhancing cross-market trading efficiency and capital utilization flexibility. Gate has listed over 130 US stock-related perpetual contract instruments and over 430 CFD contract instruments. It continues to expand its diverse product lines, including spot tokens, perpetual contracts, and on-chain assets, offering 7×24 hour trading to provide users with a more flexible and efficient one-stop global asset trading experience.
Gate
Street
Tether
UBS increases MSTR holdings to 6.31 million shares, with position value of approximately $1.12 billion
UBS Group purchased 551,121 shares of Strategy for $98 million, increasing its total holdings to 6.31 million shares, valued at approximately $1.12 billion. (Bitcoin News)
Bitcoin
Monsterra
Strategy
UBS Group increased its holdings in MSTR by over 550,000 shares, bringing its total position to $1.12 billion.
According to the latest 13F quarterly holdings filing disclosed by the U.S. Securities and Exchange Commission (SEC), UBS Group—the largest bank in Switzerland—recently purchased 551,121 shares of MicroStrategy (MSTR) stock, valued at approximately $98 million. The bank currently holds a total of 6.31 million MSTR shares, with a total holdings value of approximately $1.12 billion.
Monsterra
Strategy