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 closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
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.
European Semiconductor Stocks Rise as U.S. Gains Broaden -- Market Talk
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
The "new wealth password" in the chip Industry: hybrid bonding! Apple and NVIDIA both cannot do without it.
Apple and NVIDIA are iterating their chips, and semiconductor giant BE Semiconductor has entered the "money-making mode." An Analyst has stated that BE Semiconductor's semiconductor equipment may be strongly driven by chip products from technology giants such as Apple and NVIDIA.
ASML Holding sells a "LEGO" model of the most advanced Lithography machine, with explosive demand and only available for employees.
Engineers are calling on the company on Social Media to make the product available to more people, but a spokesperson stated that this product is only to celebrate the company's 40th anniversary, "to bring fun to the employees."
Express News | The ASML Holding €208 "Lithography" model sold out in seconds, unfortunately turning into an exclusive benefit for employees.
ASML Sells 'Lego' Model of Most Advanced Chip Machine to Workers
ASML Holding N.V. (ASML): A Bull Case Theory
Fed's Daly Reveals Her Bullishness for AI-Driven Productivity
Weekend reading | Zuckerberg and Ultraman launch the "second chip war".
Looking back at 2024 and looking forward to 2025, let insights transcend time to seek certainty for the future. This issue focuses on the chip networks and computing power of Silicon Valley giants.
ASML Holding's Options Frenzy: What You Need to Know
Express News | ASML Holding spokesperson: The company has appointed former French Minister of Economy and Finance Bruno Le Maire as an advisor, who will begin providing advice to the company's management in January 2025.
European stock markets fell as the Federal Reserve turned hawkish on interest rate prospects.
European stock markets fell after hawkish remarks from the Federal Reserve indicated that interest rate cuts next year would be fewer than expected. The Stoxx Europe 600 Index closed down 1.5%, with all sectors declining. Semiconductor stocks also fell after Micron Technology issued a disappointing revenue forecast, dragging down European chip equipment manufacturers including ASML Holding and BE Semiconductor Industries NV. Federal Reserve officials cut rates by 25 basis points as expected, but adjusted the outlook for further rate cuts next year, as the 2% inflation target remains difficult to reach. The US stock market rebounded slightly on Thursday, indicating the previous trading.
European Shares Fall as Fed Turns Hawkish on Rates Outlook
European Chip Stocks Fall After Micron's Downbeat Outlook, Fed Decision -- Market Talk
Will there be only one interest rate cut next year? The Federal Reserve suddenly releases hawkish signals, causing Wall Street to collectively fall into panic.
The Federal Reserve lowered interest rates by 25 basis points as expected on Wednesday, but this did not stop investors from mass selling off risk Assets.
U.S. stock market close | The Federal Reserve takes a hawkish stance, three major Indexes drop together, with the Nasdaq down over 3%; Tesla falls over 8%, leading the decline among Technology giants, while Quantum Computing concept stock, Quantum, soars
The Dow Jones experienced ten consecutive declines, marking the longest streak of losses since 1974. The S&P fell nearly 3%, and the Nasdaq dropped over 3%. Tesla led the tech giants down with a decline of over 8%. The chip index fell nearly 4%, with Broadcom dropping nearly 7%, and NVIDIA initially rose nearly 5% during the day before turning negative. Micron Technology, which provided disappointing guidance for this fiscal quarter, fell over 10% in after-hours trading.
Here's How Much You Would Have Made Owning ASML Holding Stock In The Last 10 Years