Election Interference, Superchip Factories, And Trillion-Dollar Opportunities: AI Takes Center Stage
One week ahead | 2024 Financial Street Holdings Forum opens! Taiwan Semiconductor, netflix performance will be announced.
Chairman Wu Qing of the China Securities Regulatory Commission will speak at the Financial Street Forum; Li Jiachao will present the 'Government Work Report 2024'; China's GDP, 'terrifying data' from the United States are coming; ASML Holding, Goldman Sachs, Morgan Stanley and others will announce their performance.
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
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In the era of AI dominated by nvidia, can amd "get a piece of the pie"?
On Thursday, October 10th, AMD launched its flagship AI chip MI325X, AI accelerator, and multiple networking chips. AMD claims that the inference performance surpasses NVIDIA's similar AI chips, but the stock price still plummeted that day. Analysts commented that although AMD released a new chip, the company's recent financial prospects have not changed significantly. Investors are still waiting for returns from AMD's AI business, hoping to get a share of the AI market.
In the 'aesthetic fatigue' of AI, the singularity quietly arrived...
OpenAI's o1 model, with the ability of 'self-evolution' through reinforcement learning, is accelerating the development of AI towards the 'singularity.' Altman believes that the progress curve of the new AI paradigm will be steeper, and large models with evolutionary capabilities will transition to the next level more quickly.
Can Nvidia hit a new high? Daiwa Securities revealed: Blackwell's future one-year supply has been sold out!
①Da Vinci stated that with the surge in demand for its gpu chips, nvidia's stock price will further increase; ②The bank also stated that the production of nvidia's next generation Blackwell gpu chips is "proceeding as planned," and the supply for the next 12 months is already sold out.
"AI Godfather" sounds the alarm: Humanity is creating monsters more powerful than itself!
Joshua Bengio, known as the 'AI godfather,' stated that we are creating monsters more powerful than humans; He said, 'We need to be very careful before we create technologies that could concentrate power in dangerous ways.'
US stocks closed: on the two-year anniversary of this bull market, the S&P and Dow hit new highs, while Chinese stocks collectively strengthened.
①The s&p 500 index welcomes the second anniversary of the bull market, and on Friday, for the first time in history, it stood above the 5800 point integer mark; ②The nasdaq China Golden Dragon Index has risen for two consecutive days; ③Tesla fell by 8%, while uber technologies and Lyft strengthened; ④Boeing announced a 10% workforce reduction.
Stay vigilant, Goldman Sachs' top traders say that they will face a "whirlwind of the next month", the USA economy may not "land".
Goldman Sachs hedge fund research head Pasquariello mentioned some key market variables, stating that Goldman Sachs' baseline forecast is that the Federal Reserve will cut interest rates by 25 basis points at each of the remaining two meetings this year; hedge funds bought heavily last week after selling off US technology stocks for five consecutive months, and this week they bought even more rapidly, as technology stocks are about to enter earnings season; the tense situation will continue until the results of the US election in November are clear.
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Where has overseas AI trading reached? Goldman Sachs: Profit rather than valuation is driving the market, platform-type companies need to focus on the future.
Goldman Sachs divides AI-related investments into four main stages, and believes that AI trading has now entered the second stage, where the company's profitability will gradually become the main driver of stock price increases. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.