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US Morning News Call | Stock Futures Advance with Nvidia Earnings on the Horizon, Amid Hopes for AI Rally
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JOYY Shares Are Trading Higher After the Company Announced Baidu Will Acquire Its Live-streaming Business for Approximately $2.1 Billion.
Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.
US Morning News Call | US Futures Mixed Amid Scrutiny of Chipmaker Sector; Bitcoin Falls Below $90,000
Wu Chao from China Securities Co.,Ltd. stated: In 2025, there is still a clear bullish outlook on domestic computing power and AI applications in two directions.
Wu Chao stated that in 2025, there are still two clear bullish directions: domestic computing power will become a reality, and AI applications will take root. Domestic computing power is the most certain investment direction this year.