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10 Communication Services Stocks With Whale Alerts In Today's Session
Alibaba Chairman Says AI Data Centers Are a Bubble. Chinese Internet Stocks Get Hit. -- Barrons.com
Market Chatter: Tesla Pauses Free Trial of Full Self-Driving Service
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
"Wooden Sister" firmly bullish on Tesla, predicting the stock price will soar to $2,600.
"Wood Sister" Cathie Wood's ARK Invest remains Bullish on Tesla and expects the stock to reach $2,600 within five years, nearly ten times the current price. Wood stated in an interview that Tesla's autonomous taxi service will account for 90% of its future value. She added at the HSBC Global Investment Summit held in Hong Kong on Tuesday that Tesla's developments in humanoid robotics have not even been factored into ARK's price predictions. Despite the recent four trading days...
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
