What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
Morgan Stanley: The slowdown in performance growth does not change the long-term trend, maintaining a "Shareholding" rating for Taiwan Semiconductor and **** stocks.
Morgan Stanley released a Research Report, maintaining a "Shareholding" rating for Taiwan Semiconductor, with a Target Price of 1,388 New Taiwan Dollars.
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NVIDIA's CES speech was full of "big surprises": the 5090 graphics card made its debut, and Jensen Huang brought these AI surprises.
① NVIDIA CEO Jensen Huang unveiled the latest GPU - GeForce RTX 50 series at the CES exhibition; ② Jensen Huang also announced the physical AI model Cosmos and declared that NVIDIA's next-generation auto processor Thor has begun full production; ③ Jensen Huang showcased NVIDIA's AI supercomputer Project Digits, expected to be released in May.
NVIDIA CEO Jensen Huang has launched several new products with great impact! Can it once again push the Market Cap to the top?
As NVIDIA's Market Cap approaches the "top position" once again, Huang Renxun released several heavyweight new products at the "Technology Spring Festival." Will the stock price welcome a new round of explosion?
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Express News | Aurora Innovation's stock surged in after-hours trading, now up over 5%. In terms of news, Aurora, Continental, and NVIDIA are collaborating to deploy Self-Driving Cars on a large scale.
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The Middle East Technology Conference LEAP will be held starting from February 9, with giants such as Apple and NVIDIA attending.
① LEAP 2025 will be held from February 9 to 12 at the Riyadh Exhibition Center in Saudi Arabia, with participants expected to exceed 0.21 million; ② This conference adds features such as LEAP Night, Technology Arena, Sports Technology, and will strengthen the support for bidirectional links between investors and startups; ③ The participation proportion from the Asia-Pacific region is further increasing, and Yida Capital has officially announced as an official Global Strategy partner of LEAP 2025.
A major shake-up rehearsal? Trump continues to make the world speculate on how he plans to impose tariffs.
Trump denies ambitions to cut tariffs, leaving the suspense of tariff policy unresolved.
Express News | In the U.S. stock night trading, Micron Technology's increase expanded to over 9%, and Jensen Huang stated that Micron would provide memory for the new GPU.
Huang Renxun's keynote speech at CES: The new RTX 50 series chips are officially released, maintaining performance while lowering prices by one-third.
The next generation RTX 5090 graphics card based on the Blackwell architecture, the global foundational model Cosmos, the next-generation automotive processor Thor, the world's smallest personal AI supercomputer Project Digits, the Nemotron model family…
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【Live Announcement】Countdown to the stage! At 10:30, Huang Renxun will deliver the keynote speech at the opening of CES.
Latest developments on Blackwell chips, GeForce RTX 50 graphics cards, new AI acceleration technology, and other accelerated computing products...
Unavoidable AIPC! Chip giants are rushing to release new products ahead of the CES exhibition, and Terminal Manufacturers are actively warming up.
① AIPC is seen as a new benchmark for Consumer Electronics in the AI era. Over the past year, major manufacturers globally have continually explored AI empowerment, product forms, user experience, and other aspects. ② Institutions expect that in 2024, the AIPC shipment volume will account for approximately 20% of the total PC shipment volume under a broad definition.