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CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
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Oil prices have risen for five consecutive times, Energy stocks lead the rise in U.S. stocks. What is the market anticipating?
The rise in oil prices is mainly due to the market's expectation of the Trump administration's upcoming sanctions against Iran, Venezuela, and Russia, which will lead to a reduction in Global Crude Oil Product supply, causing Energy Stocks to strengthen and become the stocks with the largest increase this week.
Sales have plummeted by 47% year-on-year! Foreign phones have faced a "Waterloo" in China, is Apple no longer appealing?
According to media calculations, in November 2024, the shipment of foreign smartphone brands in the Chinese market will be only 3.04 million units, a significant year-on-year decline of 47.4%, with a quarter-on-quarter drop as high as 51%. Among them, Apple phones occupy the vast majority of the market share, while other international brands like Samsung occupy only a small portion.
NVIDIA's "alternative" competition: Is Maywell a better fit than Broadcom?
Currently, Broadcom holds about 70% of the custom AI Chip market. However, analysts believe that Mywell, with its advantageous position among Cloud Computing customers, greater growth potential, and more attractive valuation, may have the edge in future competition.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025
Microsoft will spend 80 billion USD on AI Datacenter this year, with half of the investment in the USA.
Microsoft's Vice Director and President Brad Smith also called on the incoming Trump administration not to implement "overregulation" on AI, and to protect the USA's leadership in the AI field through Education and promoting American AI technology abroad.
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