Lower the Target Price for NVIDIA! HSBC: The GB200 supply chain issues will continue into the first half of the year, affecting performance.

The extremely popular NVIDIA has still had its Target Price lowered by HSBC. On January 10, Frank Lee, head of HSBC's Global Technology Hardware and Semiconductors Research team, released a report stating that NVIDIA's GB200 supply chain issues are expected to continue into the first half of the 2026 fiscal year (from February 2025 to July 2025), limiting NVIDIA's "upside" growth potential in the first half, while the second half (from August 2025 to January 2026) will face even greater pressure. However, due to the strong market demand for NVIDIA GPU Servers, combined with the possibility that NVIDIA will ...

wallstreetcn34minutes ago · Ratings

New progress! The OpenAI robot project is recruiting, or developing its own Sensors.

① Kalinowski focused on introducing the three positions of the OpenAI Robot&Automation team and their specific responsibilities, including Electronic Perception Engineer, Robot Machinery Design Engineer, and Technical Project Manager; ② The OpenAI team will independently develop Sensors and computational components, powered by OpenAI's in-house AI models.

cls.cn18:26

The biggest financial backer in AI! NVIDIA has invested in these companies over the past two years.

In 2024, NVIDIA participated in 49 rounds of financing for AI companies, among which the total investment exceeding one billion dollars includes OpenAI, xAI, the Hardware and applications Technology company Inflection, the autonomous driving startup Wayve, the new company founded by OpenAI's chief scientist Safe Superintelligence, and the AI company Scale AI providing high-quality training data.

wallstreetcn18:01

Weekly Outlook | Key data such as CPI and PPI from the USA will be released, which may continue to bring volatility to the market; the Q4 Earnings Reports season for US stocks officially begins, with large bank stocks and Taiwan Semiconductor among those

China will announce the GDP growth rate for the entire year of 2024, the year-on-year GDP for the fourth quarter, the total GDP for the year 2024, the year-on-year retail sales of consumer goods for December, and the year-on-year added value of industrial enterprises above designated size for December.

Futu News17:44

Weekend Reading | Jensen Huang's new story = RTX 5090 + "Three Major Computing Systems"?

NVIDIA transformed CES into "GTC." On January 7, Peking time, Jensen Huang delivered a keynote speech at the 2025 CES, discussing computing and AI, with a significant portion being revisions and supplements to last year's GTC, including NIM microservices, the Omniverse virtual world, among others, but the RTX 50 series graphics cards made their debut.

Tencent Technology11:30

The humanoid robot standing next to Jensen Huang is entering the ChatGPT moment.

This is an important breakthrough for embodied intelligence because it helps Siasun Robot&Automation tackle one of the biggest bottlenecks on the path to generalization: the problem of 'scarcity of high-quality data,' creating realistic environments and perceiving objects for humanoid robots.

Tencent Technology09:29