The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.

Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.

Futu NewsDec 24 23:18

On January 7, Huang Renxun will deliver a major keynote speech at CES, with the RTX 5000 series GPU as the main highlight.

Analysts expect that Jensen Huang will announce a series of significant news at this event, with the RTX 5000 series GPUs being the main highlight of the keynote speech.

wallstreetcnDec 24 11:33

Can rise again! Analysts expect two major events to drive NVIDIA's stock price to a new high.

Analysts believe that NVIDIA's upward trend is far from over, and expect that Jensen Huang's speech next month and the upcoming GPU Technology Conference will continue to boost the stock price.

Golden10 Data38minutes ago

Nasdaq 100 rebalancing shuffle: Tesla, Meta, and Broadcom weights decrease, while Apple and NVIDIA weights increase.

The Nasdaq 100 has made another rebalance adjustment after last July, reducing Tesla's weight from 4.9% last Friday to 3.9%, Broadcom's from 6.3% to 4.4%, and Meta's from 4.9% to 3.3%.

wallstreetcnDec 24 07:05

The quantum computing Fund is wildly attracting capital, and the market is betting on the resurgence of the 'AI moment'.

The QTUM Fund is attracting inflow at an astonishing speed.

Zhitong Finance08:41

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.

CITIC Gold Insight08:28