Futu Morning Post | Senior officials at the Federal Reserve support cautious rate cuts! Hawks directors say inflation progress seems to have stalled; S&P, Nasdaq hit new highs again, AI application stocks collectively surged, and Tesla has risen more than
A conclusion! The final version of the NDAA from both chambers of Congress did not include the biosecurity bill; at the Tesla investor meeting: new models will be launched in the first half of 2025, with an annual sales growth target of 20-30%, computing power will significantly enhance FSD, and there are no competitors for autonomous driving in Europe and the US; included in the s&p 500 index! apollo global management and Workday surged collectively after hours.
Performance and stock price have soared together! The US stock AI application sector proves the ability to realize value, is \"software + assistant\" becoming the next focus?
① During this earnings report season, an increasing number of U.S. companies have proven their ability to monetize AI through performance. Following the release of impressive results from application concept stocks, their prices soared by over 75% the next day. ② Analysts pointed out that the market's focus has shifted to the second phase—software stocks and AI assistants, "It is expected that the monetization of AI will begin in 2025."
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Tesla investor conference: New car models will be launched in the first half of next year, with a full-year sales growth target of 20-30%. Computing power will significantly boost FSD, and there are no competitors for autonomous driving in Europe and the
Tesla reiterated that the sales growth target for 2025 is 20-30%, and this growth is based on maximizing the utilization of existing production capacity. The significant improvements in FSD over the past year are attributed to an increase in training computing power, which rose from 20,000 GPUs to about 90,000 GPUs in just 10 months.
The competitors of nvidia have really emerged!
Reasoning calculation becomes the breakthrough, cost-effectiveness advantage is key.