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VanEck Semiconductor ETF Newsroom
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
$100 Invested In Broadcom 5 Years Ago Would Be Worth This Much Today
Bitcoin ETFs Quadruple SPY Returns, Magnificent 7 Plays Catch-Up
Euro Stocks Can Offer a Lesson in High Concentration for the U.S. – Goldman
Quantum Stocks Regetti Computing, IonQ, D-Wave Poised To Open Higher After Nvidia CEO Comments Drove Huge Losses
Equities Are 'Priced for Perfection' and Vulnerable to a Correction – Goldman
10 Information Technology Stocks With Whale Alerts In Today's Session
Peering Into ASML Holding's Recent Short Interest
Nvidia Highlights Gen-AI Opportunities and Affordable Supercomputing: Oppenheimer
Jensen Huang commented that the AI PC sales are below expectations, and a Lenovo VP responded that the key time for the AI PC replacement trend is this year.
The person in charge of Lenovo's AI PC stated that the wave of upgrading to AI PCs is approaching, with a key timeline of 2025. The penetration rate of AI PCs is expected to reach 40%-50% within the next two to three years, potentially even as high as 80%. In the next three to four years, every PC will become an AI PC.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Daily Options Tracking | Quantum Computing stocks RGTI and IONQ experienced massive fluctuations! The highest put option made a profit of 177 times; NVIDIA basically closed flat overnight, and Call options were again snatched up.
NVIDIA CEO Jensen Huang's remarks led to a significant pullback in Quantum Computing concept stocks, with a surge in Volume for RGTI and IONQ Options, and multiple put options making substantial profits.
SoftBank-backed Arm Holdings Eyes Oracle-backed Ampere Computing Acquisition - Report
Jensen Huang Is 'Dead Wrong' About Quantum Computing, D-Wave CEO Fires Back At Nvidia Boss: 'Happy To Meet With Jensen Any Time, Any Place, To Help Fill In These Gaps'
Nvidia's CES Setback Mirrors 2007 iPhone Launch, Says Dan Ives: 'Jensen Plays Chess While Others Are Playing Checkers'
NVIDIA aims at the PC market: Digits opens up a new era for personal PCs.
NVIDIA has launched its first desktop AI computer, Digits, making a strong entry into the personal computing field. This move may disrupt the PC market and change the landscape of the Industry!
Hold more chips! SK chairman claims that its HBM development speed has exceeded NVIDIA's requirements.
①SK Group Chairman Chey Tae-won stated that SK Hynix's HBM chip development speed has surpassed NVIDIA's requirements, implying that it has more leverage in negotiations with NVIDIA; ② Chey Tae-won also mentioned that SK Hynix and NVIDIA are accelerating the research and development of HBM, with the supply volume for this year already confirmed; ③ In addition, SK Group plans to make AI Datacenters a major growth driver for the future.
The most important product of this CES? NVIDIA's "first PC."
The AI supercomputer Project Digits, with its compact size and desktop orientation, indicates that this is likely NVIDIA's trial venture into the PC market. Analysts have also stated that NVIDIA is expected to challenge Intel and AMD's dominance in the PC processor field in the future.