Entering the third year of the AI market boom.While there are voices expressing concerns about its sustainability, $NVIDIA (NVDA.US)$ on January 6th,closing at a record high since its listing.Reached an all-time high last week.Positive materials from leading customers and suppliers.In addition, expectations for Jensen Huang's CEO keynote address at the world's largest tech event, CES2025, also contributed to the rise in stock prices.At CES2025, expectations for CEO Jensen Huang's keynote address also contributed to the rise in stock prices.Jensen Huang's keynote address at CES2025 has led to expectations that have boosted stock prices.
From CEO Huang's keynote address at CES2025, we enter the era of transitioning from generated AI to AI agents.Entering the era of AI agents from generated AI is highlighted in CEO Huang's keynote address at CES2025.AI is steadily expanding its applications.AI is steadily expanding its applications.Indicates that progress is being made.2025 may also be the 'Year of AI Semiconductors'.After confirming the latest trends in the AI semiconductor stock industry and Mr. Fan's keynote speech, I listed related stocks.
Latest trends in the AI semiconductor industry.
～Plenty of good news from the beginning of the year~
NVIDIA stock hit a new all-time high on a closing price basis on January 6, and other AI semiconductor stocks have generally seen strong stock prices since the beginning of the year. The main reasons are believed to be the following 3:
1) Microsoft's massive investment plan
2) Hon Hai Precision Industry's positive AI server outlook
3) "CES2025...