Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
Express News | NVIDIA's vice president criticized the chip export restrictions measures expected to be announced soon by the Biden administration in the USA.
Express News | NVIDIA's South Asia General Manager: India's primary opportunity is to establish Intelligent Manufacturing factories and AI factories.
Express News | Nvidia South Asia Md: No. 1 Opportunity for India Is to Set up Manufacturing Plants for Intelligence, Factories for AI
Market Chatter: Nvidia CEO Confirms Samsung as Key Supplier for GeForce RTX 50 Series GPUs
Joining forces with NVIDIA to boost market optimism, MediaTek's stock price is expected to reach a seven-month high.
Strengthening cooperation with NVIDIA has pushed investors' optimistic sentiment regarding MediaTek's AI growth potential to a new level, and MediaTek's stock price is expected to reach a new high in seven months.
Oriental Harbor, which bets on US stocks, has once again secured the performance champion for 2024, with a hundred billion private equity firm Algo lagging behind subjective strategies.
① Among the hundred billion private equity funds, products under Dongfang Gangwan achieved an average return of 60.59% in 2024, claiming the top spot; ② Among the top ten hundred billion private equity funds, subjective strategies took first and second places; ③ Last year, subjective performance outperformed Algo.
Nvidia Slams Biden for Trying to 'Preempt' Trump With Chip Rules
Hyundai Motor Group Partners With Nvidia to Advance AI-Driven Mobility
Express News | GTJA: Agentic AI may contain trillions of dollars in commercialization opportunities.
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
Nvidia's AI Avatar Sat on My Computer Screen and Weirded Me Out
Express News | CITIC SEC: The year of mass production for Optimus is expected to inject strong confidence into the humanoid robot Sector.
Express News | S&P 500 Eminis Fall 0.6%, Nasdaq Futures Down 0.8%
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
Express News | NVIDIA executives sold company stocks at the beginning of the new year, cashing out 5.5 million dollars.
Nvidia's Tiny $3,000 Computer Steals the Show at CES
Everbright: NVIDIA (NVDA.US) Cosmos model may open the era of physical AI for Siasun Robot&Automation.
Currently, humanoid Siasun Robot&Automation's balance and movement capabilities have generally reached a mature level, with the core factor restricting the further expansion of the Industry being training, especially the training for achieving further capability generalization.
Can a $25,000 Iinvestment in Nvidia Stock Today Turn Into $1 Million by the Time You Retire?
The Stock Market Is Looking for Its Next Boost. Earnings Won't Provide. -- Barrons.com