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Big news has just emerged in the chip field! Germany is providing "huge" subsidies to the chip industry, while amazon is "challenging" nvidia.
To challenge nvidia's monopoly in the ai chip field, technology giant amazon is accelerating the development of a new ai chip Trainium2, which has four times the performance and three times the memory capacity compared to the previous generation, and has significant advantages in energy efficiency and cost.
As Wall Street collectively calls for a rise in US stocks, Deutsche Bank warns: Beware of these three major risks!
① Deutsche Bank predicts a strong surge in the US stock market by 2025, setting a target price of 7,000 points for the s&p 500 index by the end of 2025; ② At the same time, Deutsche Bank also warns that three major risks: economic downturn, geopolitical turmoil, and rising inflation may hinder the rise of US stocks.
Futu Morning Post | The Central Committee and the State Council have issued opinions on the reform, innovation, and development of digital trade; it is recommended to moderately overweight US stocks! Blackrock's end-of-year strategy is fully revealed.
Morgan Asset Management: The expected annualized ROI of Chinese stocks in the next 10 to 15 years is 6.6%; Suspense escalates! OPEC announces important meeting postponement, intensifying the game of production cuts and increases; Major US technology giants are reportedly urgently hoarding Chinese electronic components.
Daily options tracking | MSTR call ratio rises to 58%, while a major player bets over $0.1 billion on put contracts; marking the largest single-day decline in nearly six months, Dell options trading volume increases nearly 2 times month-on-month.
Nvidia closed down 1.15% on the previous trading day, with options volume reaching 4 million contracts, and the put ratio rising to 39%. On the options chain, bulls are the block orders in the market, with tomorrow's expiration and a strike price of 135 dollars, the call was snapped up by the market, with a transaction of 0.228 million contracts and an open interest of 0.016 million contracts.
A significant piece of news regarding semiconductors between China and the US has ignited the market! Japanese chip stocks have surged in response. What is going on?
Bloomberg reported that the usa government’s restrictions on selling chip equipment and ai memory semiconductors to china are lighter than expected. After the news broke, shares of chip manufacturing equipment maker tokyo electron ltd. unsponsored adr jumped 10%, marking the largest increase since August last year, while fellow semiconductor equipment manufacturer Kokusai Electric corp. surged 23%.
In 2024, how do usa companies use AI? Programming is far ahead, ranked fifth in meeting minutes.
Menlo's survey summary shows that programming scenarios are the most extensive, with developers being among the earliest heavy users of AI. The use of chatbots has significantly increased, and there is also a strong demand for data search and queries. Meeting minutes rank fifth, saving time and increasing productivity.