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Reaffirm NVIDIA's "Shareholding" rating! Morgan Stanley emphasizes that the notion of a slowdown in AI growth is quite ridiculous.
① Morgan Stanley reports that the demand for AI chips remains huge, which will drive strong growth in the Industry; ② Analysts at Morgan Stanley point out that the production of AI tokens has increased fivefold since the beginning of this year, driving a surge in investment; ③ Although NVIDIA's stock price has plummeted this year, revenue from its new Blackwell chip is expected to grow rapidly, and Morgan Stanley reaffirms NVIDIA's 'Shareholding' rating.
Amazon and NVIDIA discuss AI Energy demand: in the short term, clean Energy may yield to fossil fuels!
① Executives from Amazon and NVIDIA mentioned at an Energy conference that they would consider using Henry Hub Natural Gas and other fossil fuels to power AI Datacenters; ② They pointed out that reducing carbon emissions remains a long-term goal for companies, but in the short term, it is still necessary to rely on secure and stable fossil fuels to provide electrical utilities for Datacenters; ③ However, the idea of using Coal for power has been controversial, with some arguing that it should not be the preferred choice.
Next week, the two tech giants that are "most impacted by tariffs" will speak to the market.
Next week, Amazon and Apple will release their Earnings Reports, and they may be the two Technology giants most severely impacted by the tariff storm. The former relies heavily on suppliers and retailers in Asia, while the latter may benefit in the short term due to Consumer advance purchasing behavior but will face long-term pressure.
Famous Analyst: It is unrealistic for Apple (AAPL.US) to move all iPhone production to assembly in India.
Renowned Analyst Craig Moffett emphasized that the Global trade war is a "two-front battle", affecting both costs and sales.
Cui Dongshu: From January to March, 0.095 million Autos were imported, a decrease of 39% year-on-year.
From January to March 2025, the number of imported Autos was 0.095 million units, a decrease of 39% year-on-year, which is a significant decline rarely seen in recent years for the period of January to March.
The 94-year-old 'stock god' hasn't retired and has confirmed attendance at the 2025 Shareholder Meeting.
This grand event is not only the "spiritual totem" of value investors but also a weathervane for Global economic trends.