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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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Multiple new AMD Ryzen products made a splash at CES, with the strongest AI laptop chip revealed and the best gaming CPU speed far exceeding Intel Core.
The high-end Ryzen AI Max features up to 40 RDNA 3.5 architecture CUs, 16 Zen 5 architecture CPU cores, and 32 threads, with graphics performance more than 1.4 times that of the Intel Core i9 288V processor and rendering performance 84% faster than the 12-core Apple MacBook M4 Pro. AMD has also launched the best CPU for gamers and creators, the Ryzen 9 9950X3D, which also has 16 Zen 5 cores and is 20% faster in gaming than Intel's Core Ultra 9 285K.
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Macquarie Maintains Neutral on Comcast, Maintains $42 Price Target
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Google Demonstrates New TV OS That Can Summarize News Using Gemini AI
Nasdaq, S&P, and Dow Closed Mostly Higher to Start the Shortened Trading Week