What did Nvidia reveal in the closed-door meeting? Goldman Sachs: Inference computing will boost long-term demand for AI chips.
nvidia stated in a closed-door meeting that with the release of the OpenAI o1 model, a new AI narrative is unfolding, and the increased demand for inference computing power has brought new growth opportunities for nvidia. Goldman Sachs predicts that nvidia's AI processor market share will continue to increase in 2024 and 2025, with a projected ongoing growth trend in shipments.
Telsey Advisory Group Maintains Outperform on Amazon.com, Maintains $215 Price Target
Mastercard Teams up With Citigroup for Cross-border Payments With Debit Cards - Report
S&P 500 Hits 44th Record High This Year With Tech Sector Still Strong
Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.
1. Akio Toyoda said that if electric vehicles simply become the only option, including for our suppliers, those people will lose their jobs; 2. Akio Toyoda pointed out that the market share of pure electric vehicles will reach a maximum of 30%, with the rest being occupied by hybrid vehicles, hydrogen fuel cell vehicles, and rbob gasoline vehicles.
Microsoft Analyst Ratings
Jeff Bezos-Led Amazon Almost Ran Out Of Cash 24 Years Ago. At $400B, It Is Now Projected To Have As Much Cash As Apple And Microsoft Combined By 2027: Here's More
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Apple TV+ Joins Hands With Amazon's Prime Video to Expand Reach
S&P Settles At Record High As Apple, Amazon Shares Surge: Investor Optimism Improves Ahead Of Inflation Data
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CICC: The "turning point" of the Sino-US cycle has emerged, where are the new opportunities for asset allocation?
The changes in the cycles of usa and china have already given birth to the asset 'crossing point'. The changes in the cycles of usa and china have brought about relatively certain crossing points, including short-term debt in the usa, real estate chains, and export chains in china, with Hong Kong stocks (especially growth stocks) outperforming A shares.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named "Cybercab"; 2. Companies under Baidu such as Luobo Kuaipao, Didi, Xiaoma Zhihang, AutoX, Wenyuan, as well as Ruqi Chuxing under GAC and Xiangdao Chuxing under SAIC are all involved in the layout of Robotaxi business; meanwhile, Wanma Technology and other listed companies are also exploring the China model of Robotaxi.
Cathie Wood's Ark Invest Swoops In To Buy AMD Shares As Nvidia Looms Large
S&P 500 Cracks Another New Record High: Can US Stocks Keep Charging Higher?
US stocks hit a new high again! For the first time in two years, one of Wall Street's largest bears has changed its attitude.
①Since October 2022, JPMorgan's strategists have been bearish on US stocks; ②However, according to a report released by the bank's Chief Global Equity Strategist Dubravko Lakos-Bujas on Tuesday, this situation seems to be changing; ③Although he did not update the year-end target price of 4200 points for the S&P 500 index, he did suggest investors not to be so bearish on the market.
Is nvidia still undervalued? Europe's asset management giant rebukes "partway entry" with huge capital.
①Some analysts still believe that nvidia's valuation has been underestimated; ②He said, "Nvidia's energy-saving ability makes it more valuable."
Options Market Statistics: Tesla Robotaxi Event Expected to Sway the Stock; Options Pop
OpenAI suggests: In 2026, a maximum loss of 14 billion US dollars, three times the expected loss for this year.
OpenAI previously completed a $6.6 billion financing round, with a valuation already exceeding $150 billion.