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Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Siemens Energy AG: Change in Voting Rights and Ownership Structure
MWB Research Cuts Siemens Energy, Says Expectations Now More Than Priced in After FY24 Growth
Japan's offshore wind power bidding: fewer bids, still no subsidies.
Japan received fewer bids than expected in the latest offshore wind power tender, with developers emphasizing that rising costs were the reason for their non-participation. Despite the lower competition, winning bidders still submitted bids at the base price, which effectively means the projects are without subsidies and must rely on corporate purchasers. Since the bidding prices were the same, other criteria determined the winners, such as the involvement of local stakeholders, supply chain planning, and economic impacts. In the third round of offshore wind power tenders, the Japanese government granted Jera and its consortium partners the rights to build a 615 MW offshore wind farm in southern Aomori City. Marubeni and its consortium members won the bid located at...
Siemens Launches New Program to Empower Startups With Cutting-edge Technology
Siemens Unveils Breakthrough Innovations in Industrial AI and Digital Twin Technology at CES 2025
Murca!?..![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
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do they hire based fairness? I don't see very many ' minorities or immigrants '. actually it looks... rayciss, they all look native born.
lab? rayciss..
?.why?
.. that's it..
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