QUAL241220P177000
- 1.90
- 0.000.00%
iShares MSCI USA Quality Factor ETF Newsroom
The giants' "AI life-and-death battle": will the winner take all?
In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
Why does Apple consistently refuse to use NVIDIA?
In the 2000s, there was a brief "honeymoon period" between the two parties, but over time, the contradictions between business and technology have intensified. Apple has always aimed to create a complete ecosystem, and large-scale procurement of NVIDIA's GPUs will undoubtedly weaken Apple's dominance in the AI field.
"I have become stronger and more expensive" - OpenAI's o3 pricing may deter corporate customers.
OpenAI's o3 inference model performs far ahead, but its high price may prompt clients like Microsoft to choose the cheaper o3 mini instead.
OpenAI CEO Sam Altman Crowdsources 2025 Goals — Sora Upgrades Top User Wishlist
Investment in startups is still insufficient; OpenAI is reportedly considering developing humanoid robots.
More than six months ago, OpenAI confirmed the restart of its robot project, which had been disbanded for nearly four years. Media reports indicate that for OpenAI, the priority of humanoid robots will not surpass that of reasoning models and other technologies and products, and developing such robots will make OpenAI more dependent on China, as China is crucial to the supply chain and manufacturing of robots.
Google Can No Longer 'Adequately Represent' Apple's Interests — IPhone-Maker Seeks To Defend $20 Billion Search Deal In Landmark Antitrust Case
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.
Another "AI moment"? Quantum computing ETFs are attracting massive investment!
Since December, the inflow of the quantum computing industry thematic ETF - Defiance Quantum ETF (QTUM) has reached about 0.25 billion USD, expected to become the largest monthly inflow since its establishment in 2018. QTUM has increased by 18.8% in the past month, with a year-to-date increase of 55%.
Trump single-handedly "turned the tide": the USA has regained its "Cryptos stronghold"!
① Trump was elected as the President of the USA again, shifting the focus of the Cryptos market back to the USA, expanding the global demand for digital Assets type Funds and Cryptos derivatives contracts. ② Trump supports Cryptos and plans to turn the USA into the "Global Crypto Capital", triggering a trading frenzy and driving global funds to the USA's Cryptos trading market.
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.
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.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
Here's How Much You Would Have Made Owning NVIDIA Stock In The Last 15 Years
$1000 Invested In Alphabet 5 Years Ago Would Be Worth This Much Today
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
UnitedHealth Group's Options Frenzy: What You Need to Know
10 Information Technology Stocks Whale Activity In Today's Session
Apple Can't Rely on Google, Wants to Testify at Search Antitrust Trial in April - Report
OpenAI Ponders Humanoid Robot in Quest to Take AI to New Level: Report
'OpenAI Has Discussed Making a Humanoid Robot' - The Information