The "refinery" of the AI era? Technology giants are rushing to build Datacenters, and these investment opportunities are worth paying attention to in 2025!
The Datacenter is becoming the "refinery" of the AI era!
Analyst Ming-Chi Kuo On X Earlier Said Even With Revamped Model Y, Tesla's Production In Q125 Is Expected To Drop By 10% QoQ, 5% YoY Due To Global Economy, Seasonality; Production Visibility For More Affordable New Model May Not Enter Mass Production...
Retail market share decreased by 0.8, new Model Y raised prices against the trend, Tesla aims to break through in 2025.
On January 10th, Tesla China announced the launch of the updated Model Y, expected to start deliveries in March; at the same time as the new Model Y was launched, Tesla's official website also introduced a new rear-wheel drive version of the Model 3, priced from 0.2355 million yuan, an increase of 3600 yuan compared to the previous rear-wheel drive version.
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Tesla Says FSD Strikeouts Will Be 'Forgiven' In California To Help Evacuation Efforts Amidst Wildfires
Seizing the mid-range market from NVIDIA! AMD's flagship graphics card is rumored to officially debut at the end of this month.
① AMD's RDNA 4 GPU series is expected to debut this month, with the first products including Radeon RX9070 and RX 9070 XT GPUs; ② According to informants, the reference version of the AMD graphics card is priced at $479, while the customized version is priced at $549; ③ The new AMD graphics card will target the mid-range market, competing against NVIDIA's RTX 5070 and RTX 5070 Ti.
xAI has officially released the standalone Grok application on iOS.
Elon Musk's generative AI startup xAI officially released an independent application for the Grok chatbot this week on the app Store.
NVIDIA harshly criticizes Biden: this is the last struggle to weaken Trump!
The Biden administration plans to impose additional restrictions on chip exports before leaving office, and NVIDIA has issued a strong condemnation.
The new Tesla Model Y has suddenly been launched, starting at 0.2635 million yuan! Lei Jun has posted, will Xiaomi YU7 fight back?
Without any official promotion, the new Tesla Model Y was suddenly launched.
Meta Documents Reveal Secret Policy Protecting Big-Spender Advertisers From Automated Content Moderation: Report
Musk: The AI training data was exhausted last year, and synthetic data is the only supplementary method.
Technology giants including Microsoft, Meta, OpenAI, and Anthropic have begun using synthetic data to train AI models. According to estimates by the information technology research and advisory company Gartner, 60% of the data used for AI training and analysis projects will be synthetic by 2024.
Tesla Bull Gary Black Warns Against Inflated Optimus Robot Assumptions: Get Pounded Each Time 'I Try To Right-Size Expectations'
Express News | The new Tesla Model Y has been released, starting at 263,500 yuan.
Google And Boeing Contribute $1M Each To Trump's Inauguration Fund: YouTube To Livestream Event
Musk is becoming bolder: live-streaming with the leader of the German right-wing party to vigorously campaign for him.
① Musk co-hosted a program with Alice Weidel, the leader of the German Alternative for Germany party, on the X platform, urging Germans to vote for the party in the national election; ② Musk complained about the severe bureaucracy of the current German government and described the energy policy as "mad"; ③ European leaders expressed concern over Musk's interference in European politics.
Jack Ma Once Said Amazon Is More Like An Empire While Alibaba Empowers Others: How These Two Retail Giants Charted Very Different Paths
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
Control over OpenAI's new recruitment? Musk calls on the heads of the California and Delaware judiciary to forcibly auction OpenAI shares.
If state law enforcement agencies truly force the auction of shares, external investors may obtain a significant amount of shares in the newly profitable PBC after OpenAI's transformation through public bidding, thereby gaining control over OpenAI's Business. The media reports that OpenAI has no auction plans, and Musk is just looking to create more chaos.