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The Middle East Technology Conference LEAP will be held starting on February 9, with industry giants like Apple and NVIDIA in attendance.
① LEAP 2025 will be held from February 9 to 12 at the Riyadh Exhibition Center in Saudi Arabia, with participants expected to exceed 0.21 million; ② This conference adds features such as LEAP Night, Technology Arena, Sports Technology, and will strengthen the support for bidirectional links between investors and startups; ③ The participation proportion from the Asia-Pacific region is further increasing, and Yida Capital has officially announced as an official Global Strategy partner of LEAP 2025.
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【Live Announcement】Countdown to the stage! At 10:30, Huang Renxun will deliver the keynote speech at the opening of CES.
Latest developments on Blackwell chips, GeForce RTX 50 graphics cards, new AI acceleration technology, and other accelerated computing products...
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Unavoidable AIPC! Before CES, chip giants rush to release new products, and Terminal Manufacturers are actively warming up.
① AIPC is seen as a new benchmark for Consumer Electronics in the AI era. Over the past year, major manufacturers globally have continually explored AI empowerment, product forms, user experience, and other aspects. ② Institutions expect that in 2024, the AIPC shipment volume will account for approximately 20% of the total PC shipment volume under a broad definition.
Intel has been hit again, as Dell has for the first time used AMD for commercial PC chips.
Analysts indicate that this marks a significant breakthrough for AMD in the commercial PC market and reflects the entire PC Industry moving into an era empowered by AI. However, this is another blow for Intel, which is struggling to maintain its dominance in the PC chip market.
Today's speech by Lao Huang is highly anticipated by the market.
The focus of Jensen Huang's speech was the Blackwell chip, which is seen as NVIDIA's next major growth driver. This speech also tests the market's short-term sentiment and risk appetite for technology stocks. If NVIDIA's stock price falls or stagnates in the days following the speech, it could negatively impact market sentiment in January.
China Securities Co.,Ltd.: The future trends of the US stock market depend on the sustainability of the Technology revolution driven by AI.
The underlying logic of the Reagan cycle is to suppress inflation with tight MMF, stimulate growth with loose regulation, and ultimately create a cycle of "economic growth - strong dollar - strong U.S. stocks" in growth, liquidity, and Assets.
Express News | Qualcomm unveils Snapdragon X platform, designed to offer enhanced performance, extended battery life lasting multiple days, and Copilot+ PC experiences.
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U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
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