The Global Technology feast CES "money-making gift package" is coming! A summary of five major investment opportunities.

This year's largest Technology event has brought us many interesting new products. This article mainly reviews for mooers the major trends in consumer electronics investment focused on at the CES 2025.

Futu NewsJan 10 18:46

Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...

Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.

wallstreetcnJan 10 16:47

Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?

Is the interest rate cut no longer happening.

wallstreetcnJan 8 17:33

"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.

① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.

cls.cnJan 7 18:50

Stifel forecasts the "beneficiaries" of simulated connectivity and processor stocks for 2025, praising NVIDIA as still the "most outstanding player" in the fields of AI and accelerated computing.

Stifel stated that NVIDIA remains the "best idea" for AI and accelerated computing in 2025, while emphasizing the top ten trends in simulation connectivity and processors, as well as applications and emerging technologies.

Zhitong FinanceJan 7 17:16

Stifel Maintains Silicon Laboratories(SLAB.US) With Buy Rating, Raises Target Price to $145

Futu NewsJan 7 00:32 · Ratings