AI glasses concept stocks refer to listed companies that play an important role in the research and development, production and supply chain of AI glasses. AI glasses, as a smart wearable device that integrates voice recognition, object recognition, real-time translation and other functions, are gradually becoming a trendy product in the technology field.
Apple will equip the new model with a VC heat spreader, and AI on the end side is expected to drive an explosion in thermal materials.
According to reports from China Securities Jin Niu Seat, in order to enhance the heat dissipation performance of the iPhone, Apple will add heat dissipation components in the iPhone 17 series, with new models featuring VC vapor chamber cooling. Sealand's Research Reports point out that the thermal conductivity of the vapor chamber is higher, making it more valuable for use in 5G phones where chip heat generation increases significantly.
Microsoft is focusing on enterprise AI assistants: GPT-4o enhances 365 Copilot Chat with free chat, and Asia Vets charges based on usage.
Enterprise users can directly access Asia Vets in Microsoft 365 Copilot Chat, with charges based on message usage at one cent per message. A subscription of $200 per month provides access to 0.025 million messages, with varying message consumption based on the different functionalities of the Asia Vets. Copilot Chat is available in the Microsoft 365 Copilot App and cannot be accessed in the Office App. It is regarded as Microsoft's entry point for attracting subscriptions to the full version of Microsoft 365 Copilot.
U.S. stock market closing | All three major Indexes rose over 1.5%; Quantum Computing concept stocks surged again, with QUBT skyrocketing 55%; major banks posted strong results, with Goldman Sachs, Citigroup, and Wells Fargo & Co all rising over 6%.
① In December, the USA's core CPI unexpectedly slowed down; ② Major Banks reported strong performance, kicking off the Q4 Earnings Reports season with a "good start"; ③ The three main Indexes all rose more than 1.5%; ④ Technology stocks collectively increased, with Tesla soaring 8%.
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Quantum computing stocks are surging! Microsoft has taken action: we are at the beginning of a reliable quantum computing era (full text attached).
Quantum computing Stocks have generally risen sharply, driven by Microsoft's announcement that 2025 will be the "year of quantum readiness." The stock prices of Rigetti Computing and D-Wave Quantum both surged over 22%, while IonQ skyrocketed by over 33%. The significant increase in quantum computing Stocks was also fueled by NVIDIA's announcement on Tuesday that it will hold a "Quantum Day" at the GTC conference in March. Additionally, the USA's December CPI data has increased risk appetite, further fueling the frenzy for quantum computing Stocks.