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Express News | NVIDIA plans to establish an overseas headquarters in Taiwan, China. (Taiwan Industry and Commercial Times)
"Is the "AI tailwind" not over yet? Morgan Stanley selects its favorite for next year: NVIDIA can rise another 23%!"
① Morgan Stanley has rated NVIDIA as the "preferred stock" for 2025, as its Blackwell chip series is expected to be a strong "tailwind," with a target price of $166, which is an increase of approximately 23% from the current level. ② NVIDIA is expected to launch the Blackwell chip in early 2025, and Morgan Stanley anticipates it will become a revenue driver in the second half of next year, leading to a significant rise in stock price.
The bad news from the U.S. stock market may have been fully digested! It's time for investors to focus on this type of Stocks.
The bad news may have already been fully absorbed, and factors such as profits, valuations, and long-term underperformance are expected to help value stocks catch up.
2024 financial events summary! The Federal Reserve's interest rate cut cycle has officially begun, with the U.S. stock market, Bitcoin, and Gold all reaching new highs, and NVIDIA's Market Cap even temporarily topping the Global rankings.
In 2024, with the Federal Reserve's first interest rate cut in four years, Global Assets flourish, with Japanese stocks, Gold, US stocks, Bitcoin, and others breaking historical highs one after another. Chinese Assets experienced an epic surge in October.
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