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The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
These Two Tech Giants Just Ended a Bitter Court Battle. Now Comes the Fallout.
Unusual Options Activity: AFRM, ARM and Others Attract Market Bets, AFRM V/OI Ratio Reaches 30.8
EST Dec 24th Afternoon Delivery - In the last two hours of trading, 7 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Unusual Options Activity: SCHW, ARM and Others Attract Market Bets, SCHW V/OI Ratio Reaches 35.7
EST Dec 24th Morning Delivery - In the last two hours of trading, 8 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.