The giants' "AI life-and-death battle": will the winner take all?
In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
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Express News | The $300 Meta Asia Vets glasses have become popular, with a 200% increase in app downloads! Institutions predict that by 2035, AI glasses sales are expected to reach 1.4 billion units.
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Express News | Sharetronic Data Technology: The collaboratively developed AR glasses product is now for sale.
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%.
Meta Platforms Options Spot-On: On December 24th, 135.99K Contracts Were Traded, With 2.05 Million Open Interest
On December 24th ET, $Meta Platforms(META.US)$ had active options trading, with a total trading volume of 135.99K options for the day, of which put options accounted for 29.19% of the total
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.
Iranian state media reports that the bans on WhatsApp and Google Play have been lifted.
Iranian state media reported on Tuesday that the Iranian authorities lifted the ban on Meta's (META.US) messaging platform WhatsApp and Google Play. Iran implements the strictest controls on internet access, but Iranians use virtual private networks to bypass the country's block on US Social Media platforms like Facebook, Twitter, and YouTube.
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U.S. stocks in the early market | The three major indexes rose, with the Nasdaq up nearly 1%, and Apple and Palantir hitting new highs; Bitcoin returned to $97,000, and the stocks related to Cryptos also rose, with MSTR up nearly 7%.
On the evening of the 24th Beijing time, the US stock market opened slightly higher. Today, the US stock market will close early, and the trading time this week is shortened due to the holiday, with relatively light trading expected during the Christmas period.
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