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The giants' "AI life-and-death battle": will the winner take all?
In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
Beware of hedge fund sell-offs! The Technology bubble in the US stock market is becoming terrifying, and these Sectors may benefit greatly.
Analysts indicate that there was no obvious triggering factor that led to the collapse during the Internet Plus-Related bubble burst in 2000, "except for a few people eventually starting to Sell."
"I have become stronger and more expensive" - OpenAI's o3 pricing may deter corporate customers.
OpenAI's o3 inference model performs far ahead, but its high price may prompt clients like Microsoft to choose the cheaper o3 mini instead.
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Investment in startups is still insufficient; OpenAI is reportedly considering developing humanoid robots.
More than six months ago, OpenAI confirmed the restart of its robot project, which had been disbanded for nearly four years. Media reports indicate that for OpenAI, the priority of humanoid robots will not surpass that of reasoning models and other technologies and products, and developing such robots will make OpenAI more dependent on China, as China is crucial to the supply chain and manufacturing of robots.
Another "AI moment"? Quantum computing ETFs are attracting massive investment!
Since December, the inflow of the quantum computing industry thematic ETF - Defiance Quantum ETF (QTUM) has reached about 0.25 billion USD, expected to become the largest monthly inflow since its establishment in 2018. QTUM has increased by 18.8% in the past month, with a year-to-date increase of 55%.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
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'OpenAI Has Discussed Making a Humanoid Robot' - The Information
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
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Unstoppable! QUBT has risen nearly 19 times this year, how high can the "ceiling" of Quantum Computing concept stocks go?
After Google announced the launch of its new Quantum Computing chip Willow, Quantum Computing concept stocks experienced a strong surge, igniting a market boom!
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.