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US stock market opportunities | The AI application boom continues to heat up! amazon, Applovin, palantir and others all reached new highs; Tesla has increased by over 60% since the USA presidential election, with its stock price hitting a new high in two
The AI application boom continues to heat up! Stocks of Amazon, Applovin, Palantir, and others are hitting new highs! Brokerages are raising their Target Prices, Tesla surged over 5%, its stock price has reached a nearly two-year high, and it has accumulated a rise of over 60% since the USA elections.
China Securities Co.,Ltd.: Overseas AI applications have significantly increased attention, bullish on long-term investment in C-end AI applications.
The core of C-end applications is to significantly enhance the experience of the demand side; this process is relatively slow and requires iteration, but once it explodes, the long-term potential and flexibility are greater.
Futu Morning Post | Senior officials at the Federal Reserve support cautious rate cuts! Hawks directors say inflation progress seems to have stalled; S&P, Nasdaq hit new highs again, AI application stocks collectively surged, and Tesla has risen more than
A conclusion! The final version of the NDAA from both chambers of Congress did not include the biosecurity bill; at the Tesla investor meeting: new models will be launched in the first half of 2025, with an annual sales growth target of 20-30%, computing power will significantly enhance FSD, and there are no competitors for autonomous driving in Europe and the US; included in the s&p 500 index! apollo global management and Workday surged collectively after hours.
Performance and stock price have soared together! The US stock AI application sector proves the ability to realize value, is \"software + assistant\" becoming the next focus?
① During this earnings report season, an increasing number of U.S. companies have proven their ability to monetize AI through performance. Following the release of impressive results from application concept stocks, their prices soared by over 75% the next day. ② Analysts pointed out that the market's focus has shifted to the second phase—software stocks and AI assistants, "It is expected that the monetization of AI will begin in 2025."
Weekend reading | The secrets behind the AI application boom in North America: skyrocketing performance and industry news driving stock prices up.
Currently, AI is primarily deployed in the ToB sector, where performance support and industry news are the driving forces behind stock prices.
Why One Analyst Says Shopify Is a Buy Over Its AI Use
Shopify Options Spot-On: On December 6th, 152.91K Contracts Were Traded, With 741.18K Open Interest
On December 6th ET, $Shopify(SHOP.US)$ had active options trading, with a total trading volume of 152.91K options for the day, of which put options accounted for 21.18% of the total transactions,
Palantir and Booz Allen Hamilton, Shopify, Uber: Market Minute
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