US Morning News Call | Trump Announces $500B 'Stargate' AI Venture
The high-performing QDII funds' heavyweight stocks have been exposed, with NVIDIA, Taiwan Semiconductor, and Tesla being the "common choices". How to invest in 2025?
① Most of the well-performing QDII funds will allocate significant positions to Technology sectors focused on AI, Semiconductors, and especially stocks like NVIDIA, Taiwan Semiconductor, and Microsoft. ② Global investment remains a theme, and increasing allocations across different countries in various Industries can smooth risks from a single market.
Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk
Nvidia Stock Rises After Trump Revokes AI Order. What It Means for Chip Makers. -- Barrons.com
Jibang Consulting: Preliminary assessment indicates that the 0121 earthquake did not cause significant damage to the Tainan wafer factory, but it may exacerbate the supply tightness of Television panels in the first quarter of 2025.
According to a TrendForce survey on January 21 regarding the impact of the 6.4 magnitude earthquake in Chiayi on nearby foundries and panel factories, Taiwan Semiconductor (TSMC) and United Microelectronics (UMC) in Tainan were affected as the intensity reached level 4 or higher.
TSMC's Gross Margin Could Reach Above 60% Over Time -- Market Talk
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}