Weekend reading | AI glasses spark the "century war".
After recognizing the immense potential of the AI glasses market, the popularity of AI glasses has continued to rise since the second half of last year, with numerous players entering this field, all benchmarking against Meta, aiming to create the second blockbuster AI glasses.
Price Over Earnings Overview: PTC
Express News | CITIC SEC: The year of mass production for Optimus is expected to inject strong confidence into the humanoid robot Sector.
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate 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.
NVIDIA, Xiaomi and other giants are competing to lay out their plans! AI glasses may become the next super Hardware market by 2025; which Concept stocks are likely to become big winners?
The market generally believes that the next device likely to become a phenomenon-level Asia Vets terminal will be AI glasses.
Supported by NVIDIA and Tesla! The Global robotics market may experience a major explosion, and these Concept stocks are likely to take off.
Jensen Huang once exclaimed, "The era of Siasun Robot&Automation is about to arrive."
Those Who Invested in PTC (NASDAQ:PTC) Five Years Ago Are up 145%
How to find the "alpha" market in U.S. stocks next year? Goldman Sachs provides an investment guide.
Zhihui Finance has learned that Goldman Sachs analysts said in a report that over the next six months, the materials, Software, and services industries in the USA are most likely to outperform the Large Cap. Goldman Sachs strategist David Kostin stated in a report on December 20 that they introduced a model for USA Stocks to select industries expected to exceed the benchmark Index by 5 percentage points or more, "to identify 'high conviction' views with significant Alpha potential." He noted, "Our model incorporates macro, fundamental, and valuation data as independent variables. We run probability models separately for each Industry, only including
Materials, Software Stocks Are Best Poised for H1 Outperformance: Goldman Sachs
Shares of Stocks in the Broader Software Sector Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.
Stifel Maintains PTC Inc(PTC.US) With Buy Rating, Raises Target Price to $230
Demystifying PTC: Insights From 7 Analyst Reviews
PTC Is Maintained at Buy by Stifel
PTC Analyst Ratings
PTC (NASDAQ:PTC) Is Doing The Right Things To Multiply Its Share Price
Express News | PTC Inc : Stifel Raises Target Price to $230 From $200
PTC (PTC): Buy, Sell, or Hold Post Q3 Earnings?
Oppenheimer Maintains PTC Inc(PTC.US) With Buy Rating, Maintains Target Price $210
BMO Capital Maintains PTC Inc(PTC.US) With Buy Rating, Raises Target Price to $225