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Global X Autonomous & Electric Vehicles ETF Newsroom
U.S. Auto Industry Bracing for New Trade and Regulatory Landscape
Musk, Attorneys, Ask Judges to Auction off OpenAI Stake: Report
Delta Expands Premium Travel Experience With Uber, YouTube, and Joby Partnerships
Wiz Names Merchant CFO as It Nears IPO Following Busy 2024
Quantum Stocks Regetti Computing, IonQ, D-Wave Poised To Open Higher After Nvidia CEO Comments Drove Huge Losses
Equities Are 'Priced for Perfection' and Vulnerable to a Correction – Goldman
4 Communication Services Stocks With Whale Alerts In Today's Session
8 Consumer Discretionary Stocks Whale Activity In Today's Session
10 Information Technology Stocks With Whale Alerts In Today's Session
Google Joins Party as Latest Big Tech Firm to Donate to Trump Inauguration: Report
Insights Into Tesla's Performance Versus Peers In Automobiles Sector
Inquiry Into Microsoft's Competitor Dynamics In Software Industry
Nvidia Highlights Gen-AI Opportunities and Affordable Supercomputing: Oppenheimer
Jensen Huang commented that the AI PC sales are below expectations, and a Lenovo VP responded that the key time for the AI PC replacement trend is this year.
The person in charge of Lenovo's AI PC stated that the wave of upgrading to AI PCs is approaching, with a key timeline of 2025. The penetration rate of AI PCs is expected to reach 40%-50% within the next two to three years, potentially even as high as 80%. In the next three to four years, every PC will become an AI PC.
Elon Musk Predicts Tesla's FSD Will Surpass Human Driving Safety By Q2 2025
XAI Officially Launches Standalone Grok App on iOS
The "New energy Fund" subsidy has a strong impact! In December, China's sales of New energy Fund vehicles increased by 37.5% year-on-year, with a penetration rate exceeding 50% for five consecutive months in 2024.
The Passenger Vehicle Federation stated that in 2024, the wholesale, production, and export of the passenger vehicle market will all reach annual historical highs, and there is still huge potential for consumer promotion in 2025.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
The target for 2027 is 5 million vehicles. Li Donghui from Geely Holding: There is no new brand consolidation plan.
① Li Donghui, CEO of Geely Holding Group, stated that in 2027, Geely Holding's vehicle sales target exceeds 5 million units. To achieve this goal, we have established Algo Indicators in product planning to enhance Operation efficiency. "For example, raising the expected annual sales of each vehicle to over 100,000 units." ② Additionally, Li Donghui disclosed that Geely will continue to promote the "Taizhou Declaration," but currently there are no new brand integration plans.