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Goldman Sachs Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $500
Is It Safe to Get Back Into Chip Stocks? Some Investors Think So, but Here's What They Should Keep in Mind
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).
The emerging Alibaba AI flagship Quark "Super Box" is the "super entrance" of the rising AI era.
The year 2025 is hailed as the "Year of Intelligence", and the AI flagship new Quark launched by Alibaba is sparking significant interest among industry professionals. Recently, Alibaba launched the AI flagship application - new Quark, announcing a comprehensive upgrade based on Alibaba's leading reasoning and multimodal large model, transforming new Quark into a boundless "AI super box", bringing a brand-new experience to 0.2 billion users. After the release of new Quark, notable figures including Sohu.com Chairman Zhang Chaoyang, renowned investor and General Manager of GGV Capital Zhu Xiaohua, and Cheetah Mobile Chairman and CEO Fu Sheng, all shared their usage experiences, candidly expressing their thoughts on Quark.
Fearless of the risk of software spending slowdown, Evercore supports Microsoft (MSFT.US) and Salesforce (CRM.US).
Evercore ISI stated that if Software spending slows due to market conditions, Microsoft (MSFT.US) and Salesforce (CRM.US) remain the most resilient companies among enterprise vendors.
The chief investment officer of Morgan Stanley predicts that U.S. stocks may reach new highs in the second half of the year, with the S&P 500 Index potentially reaching 6,500 points by year-end.
Mike Wilson, Chief Investment Officer at Morgan Stanley, believes investors will return en masse to the USA Stocks market, and the recently hard-hit 'Magnificent Seven' Stocks will once again become winners. In an interview on Monday, Wilson stated: 'Initially, it was a low-quality rebound, which we anticipated - this indicates a short-term squeeze. Then, what we noticed is that the correction factor of the Magnificent Seven has actually begun to stabilize. Therefore, the market has shown some improvement over the past few days, which could drive the Index higher. How high? 5,900 points.'
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