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Weekend Reading | A single article to understand Musk's SpaceX and the new opportunities in China's commercial aerospace.
Looking at the field of space exploration today, only China and the USA remain as the two players carrying the fate of humanity forward. Objectively speaking, China's commercial space industry still has a considerable gap compared to the USA, and as SpaceX's flagship technology, reusable rockets are undoubtedly a key challenge that must be tackled.
The first Federal Reserve official this year stated: it is difficult to determine the impact of Trump's policies, and MMF policy will depend on economic data.
Federal Reserve Board member Kugler stated, "There is a view that we can slow down and adopt a more gradual approach" while observing data to determine whether stubborn inflationary pressures will begin to ease again. She also mentioned that the current economic situation is good, and although the job market has cooled somewhat, it remains resilient with the unemployment rate at historically low levels.
CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
Mag 7? More Like 'Mag 1' as Nvidia Dominates the Megacap Club in 2024
2024 Winners and Losers in Consumer Staples: Walmart and Kellanova Top Charts
Trending Stocks as Wall Street Steps Into First Days of 2025 With Cautiousness
Tesla Bears Pounce on Q4 Delivery Miss
Does GOOGL Stock Have Further Room to Run?
Watch These Stocks at CES as Electric Vehicles and Autonomous Driving Take Center Stage
EXCLUSIVE: Top 20 Most-Searched Tickers On Benzinga Pro In 2024 — Where Do Tesla, Nvidia, GameStop, Trump Media Stocks Rank?
Elon Musk 'Likes To Talk Big Numbers' But His Growth Target For Tesla Is Not 'Realistic,' Says Analyst
Nvidia, AMD, Among Chip Companies Likely to Make News at CES
Sales have plummeted by 47% year-on-year! Foreign phones have faced a "Waterloo" in China, is Apple no longer appealing?
According to media calculations, in November 2024, the shipment of foreign smartphone brands in the Chinese market will be only 3.04 million units, a significant year-on-year decline of 47.4%, with a quarter-on-quarter drop as high as 51%. Among them, Apple phones occupy the vast majority of the market share, while other international brands like Samsung occupy only a small portion.
NVIDIA's "alternative" competition: Is Maywell a better fit than Broadcom?
Currently, Broadcom holds about 70% of the custom AI Chip market. However, analysts believe that Mywell, with its advantageous position among Cloud Computing customers, greater growth potential, and more attractive valuation, may have the edge in future competition.
The Federal Reserve's voting members have undergone significant changes! Two "hawkish" voters, one "dovish" voter, and one Neutral voter have arrived. What impact will this have?
The Federal Reserve is about to undergo significant adjustments.
Weekend Reading | After cold eyes and sarcasm, Google's AI large model turnaround.
In 2023-2024, the only event that could cause such ups and downs in Google's fate is the currently most watched new track - large models. Google has faced much disdain and ridicule in the arena of large models.
Will USA manufacturing "revive its glory" by 2025? Bank of America predicts that the US stock market will benefit from this.
① Ohsung Kwon, a securities strategist at Bank of America, expects that the U.S. manufacturing sector is likely to revive by 2025, boosting the overall U.S. stock market; ② Bank of America forecasts that the S&P 500 Index will close at 6666 points by the end of 2025, an increase of about 14% from the current level; ③ Trump's second term is expected to promote policies supporting manufacturing activities, potentially increasing the trend of companies returning.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
What poses the biggest challenge to the US stock market bull run? Analyst: US Treasury yields still have room for further increases.
The Evercore ISI strategy team recently stated that the rise in U.S. Treasury yields poses the biggest challenge to the bull market in stocks.
Jeff Bezos Says 'Good Old Days' Are 'Such An Illusion' As Far As Planet Earth Is Concerned, But There's One Exception