The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?

NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.

wallstreetcn07:04

Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.

Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.

wallstreetcn11minutes ago

NVIDIA's flash crash! The "Technology Spring Festival Gala" shows no short-term Bullish prospects, and traders are heavily selling Call Options.

Traders abandon bullish options bets as NVIDIA's stock price declines.

Zhitong Finance23minutes ago

The "magic of the profit-making effect" is frequently appearing! NVIDIA's latest investment blueprint has been released, and these 13 companies are expected to take off.

Apart from NVIDIA itself, the key tracks and companies it invests in and pays attention to are also frequently favored by the U.S. stock market. The market believes that NVIDIA's investments often represent the development direction of the Industry, reflect the key areas of AI technology applications, and hint at potential technological breakthroughs.

Futu NewsJan 7 19:07

NVIDIA responds directly: What makes GPUs stronger than ASICs?

NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.

wallstreetcn24minutes ago

NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."

① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.

cls.cn44minutes ago