Express News | Nvidia Plans to Set up Taiwan Headquarters, Local Media Commercial Times Reports
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Express News | Biden Team to Probe Chinese Chips, Setting Up Trump for Tariffs, According to Bloomberg
Better AI Stock: Broadcom Vs. Nvidia
Masayoshi Son's obsession: missing NVIDIA, should he create one himself?
Bloomberg reports that Masayoshi Son is pushing ARM to deeply transform into the AI Chip field, aiming to launch the first batch of deliverable AI Chips by 2026, with models potentially available as early as next summer.
Nvidia Stock Rises. What's Helping the AI Chip Maker. -- Barrons.com
"Is the "AI tailwind" not over yet? Morgan Stanley selects its favorite for next year: NVIDIA can rise another 23%!"
① Morgan Stanley has rated NVIDIA as the "preferred stock" for 2025, as its Blackwell chip series is expected to be a strong "tailwind," with a target price of $166, which is an increase of approximately 23% from the current level. ② NVIDIA is expected to launch the Blackwell chip in early 2025, and Morgan Stanley anticipates it will become a revenue driver in the second half of next year, leading to a significant rise in stock price.
CNBC Daily Open: Inflation and Dot Plots
Nvidia Plans to Set up Taiwan Headquarters, Local Media Reports
Hong Kong stock market morning report on December 23: Biden signed a bill to prevent the USA government from "shutting down". The performance of China Concept Stocks shows divergence.
① Biden signed an emergency funding bill to prevent a "shutdown" of the USA government. ② The USA's November core PCE price index rose 2.8% year-on-year, which was lower than expected. ③ The three major stock indexes in the USA opened lower and closed higher last Friday, while China Concept Stocks showed mixed performance. ④ NYMEX Henry Hub Natural Gas Futures rose more than 14% last week. ⑤ Federal Reserve's Goolsbee stated that interest rates may decline within 12 to 18 months.
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