Analyst 2025 Annual Outlook: Where is the chip competition heading? What are the next opportunities for the giants?

"Will the highlights of Technology in 2024 continue?"

American Stock Research Institute18:19

A week ahead | Major economic data from China and the United States is coming one after another! The Federal Reserve's meeting minutes and strong non-farm payrolls are on the way; focusing on the 2025 CES Consumer Electronics Show, the U.S. stock market w

At the beginning of the New Year, the Hong Kong IPO market is thriving, with eight new stocks being offered across the year-end, including Bruker, Conch Materials, Saimo Technology, and Yibin Banks.

Futu News17:29

Sales are dismal! Is the Cybertruck not as good as advertised?

According to media institutions' estimates, the delivery volume of Cybertruck in the fourth quarter may only be 9,000-12,000 units, with annual sales in the range of 0.035 million-0.05 million units, far from the previously disclosed official figure of "over 1 million units" in orders. Analysis suggests that the mass production version of the Cybertruck is more expensive and has a shorter range than the initial version, which may be a significant reason for the lower-than-expected delivery volume.

wallstreetcn16:36

Weekend Reading | Initiating "AI Physics", NVIDIA quietly lays out its robot technology.

As competition intensifies in the core AI chip business among the highest Market Cap semiconductor companies globally, NVIDIA is betting on robotics technology as a key driver for its next phase of growth.

Alpha Factory Research Institute14:49

The competition among major players in AI has intensified: Microsoft takes the lead with an investment of 80 billion dollars.

On January 3, Microsoft President Brad Smith announced that Microsoft plans to invest 80 billion dollars in fiscal year 2025 for the construction of AI computing centers to support AI training and deployment, as well as cloud-based application services.

Wind13:20

Buy, buy, buy! The "Oracle of Omaha" Buffett is frequently increasing his holdings in VeriSign!

Recently, VeriSign's stock price has continued to rise. Since the disclosure of Buffett's increased holdings on December 19 of last year, it has increased by about 7.6% over 10 Trade days.

Zhitong Finance11:31