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.
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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.
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