Nvidia Should Win Again in 2025. Here's Why
Express News | Nvidia's GB300 AI Server Is Expected to Be Released in Q2 2025
The new generation of NVIDIA graphics cards leads a wave of AIPC chip products expected to debut at the CES exhibition.
① NVIDIA CEO Jensen Huang will deliver the opening speech at CES 2025, where the GeForce RTX 50 series graphics cards may be released; ② At that time, Intel and AMD are also expected to launch AIPC related products; ③ Brokerage opinions suggest that chip manufacturers are actively promoting the iteration of AIPC chips, and the industry as a whole has reached the stage of exploring user experience.
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In 2024, Goldman Sachs traders summarized 18 memorable points.
According to Pasquariello, the head of Goldman Sachs' Hedge Fund Business, in 2024, the stock prices of the seven major Technology giants in the U.S. surged by 48%, creating an additional Market Cap of 6 trillion dollars. Although large Technology stocks continue to act as the "locomotive" of the market, this year's market has also demonstrated good breadth. It is believed that the main driving force of the market will shift towards profit growth in the next phase.
Express News | Nvidia is likely to set up an ASIC department and recruit thousands of chip designers, software developers, and AI researchers, per Taiwan Commercial Times.
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After 26 years, the S&P 500 again demonstrates two consecutive years of growth exceeding 20%. Wall Street is bullish on the U.S. stock market in 2025, but the momentum is expected to weaken.
This benchmark Index has recorded annual increases of over 20% for two consecutive years for the first time since 1997-1998, highlighting the extraordinary strength of the current bull market on Wall Street that began in October 2022.
Hong Kong stock morning report on January 2: Alibaba cleared its holdings in SUNART RETAIL for over 13.1 billion Hong Kong dollars, and BYD's Electric Vehicles sales are expected to increase by more than 40% in 2024.
① In 2024, the fundraising amount of Hong Kong's IPO market returns to the top five globally. ② Alibaba clears out SUNART RETAIL with over 13.1 billion Hong Kong dollars. ③ BYD's sales of Electric Vehicles in 2024 increase by over 40% year-on-year. ④ New loan approvals in Hong Kong in November show a month-on-month growth of about 28%.
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The opening of CES 2025 is just around the corner! Agentic AI may become a major focus, and NVIDIA calls it "the next frontier of AI."
① According to media reports, many Technology companies intend to develop Agentic AI, which is expected to be a key trend at CES 2025; ② NVIDIA believes that Agentic AI is expected to enhance productivity and Operation efficiency across various Industries; ③ Brokerage viewpoints indicate that the rapid development of AI agent technology marks a transition from training-focused to inference-focused.