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UBS has reaffirmed a Buy rating on NVIDIA, maintaining a $185 price target, citing the company's strong financials and market position despite TSMC's reduced expansion plans. NVIDIA's revenue is projected at $46 billion for Q1, with EPS estimates for 2025 and 2026 at $5.27 and $6.22, respectively. The upcoming GTC 2025 conference is anticipated to boost investor confidence, showcasing innovations like the B300 AI chip and a partnership with Microsoft to enhance gaming experiences.
UBS has reaffirmed its Buy recommendation for NVIDIA shares, maintaining a target price of €185, citing the company's strong financials and market position. Despite TSMC's reduced expansion plans, NVIDIA's annual GPU shipment forecast remains at 6.1 million units, with adjusted revenue estimates for Q1 at €46 billion. The upcoming GTC 2025 conference is expected to showcase significant advancements in AI technology, further bolstering investor confidence.
UBS has reiterated a Buy rating for NVIDIA shares with a price target of $185, citing the company's strong financials and market position despite TSMC's reduced expansion plans. NVIDIA's revenue growth remains robust, with first-quarter estimates at $46 billion and EPS forecasts for 2025 and 2026 at $5.27 and $6.22, respectively. Upcoming developments, including the GTC 2025 conference and partnerships with Microsoft, are expected to enhance investor confidence and shape the company's future.
Huawei Technologies is advancing its in-house chip development to replace U.S. components in its PC business amid ongoing sanctions. The company’s HiSilicon subsidiary has launched the Kirin X90 chip, achieving national security certification, and plans to introduce PCs with its HarmonyOS following the expiration of its Microsoft Windows license. This strategic move reflects Huawei's efforts to mitigate reliance on American technology amidst escalating trade tensions.
Huawei's license to use Microsoft Windows will expire this month, forcing the company to transition its PCs to HarmonyOS. Chairman Richard Yu announced plans for an 'AI PC' featuring a Kunpeng CPU and LLM-based applications, set to launch in April. While HarmonyOS may gain traction in China, its acceptance in Western markets remains uncertain.
The Magnificent 7—Microsoft, Apple, Amazon, Meta, Tesla, Nvidia, and Alphabet—have seen a 23% decline over 12 weeks since their peak in mid-December. This downturn coincides with a notable shift towards Chinese equities, which have outperformed the SP500 by 23% this quarter, driven by moderate valuations and upcoming measures to boost consumption in China.Factors contributing to the weakness in US equities include geopolitical tensions, trade wars, and consumer uncertainty, with no immediate changes expected in investor sentiment. Technically, the Magnificent 7 may drop another 10% before reaching critical support levels.
Huawei is advancing its shift away from American technology by developing its own computer chips, with the Kirin X90 CPU recently receiving a Level 2 national security certification. As US sanctions tighten, the company plans to launch PCs running its HarmonyOS, moving away from Intel and Windows. Despite a 15% growth in PC shipments in 2024, Huawei's momentum slowed in the fourth quarter due to fewer new product launches.
BMW will integrate Huawei's HiCar system into its China-made vehicles by 2026, enhancing connectivity between devices and cars. This collaboration aims to develop smart applications based on Huawei's Harmony operating system, promoting deeper integration with local Chinese partners in BMW's global innovation framework.
Chinese startup Monica has launched Manus, a general AI agent designed to perform tasks independently, akin to a human intern. Despite its capabilities, users report issues such as longer task completion times, frequent crashes, and factual inaccuracies. Manus is currently available on an invite-only basis and is priced at about $2 per task, significantly lower than OpenAI's offerings.
GDS Holdings Ltd., a Chinese data center operator, is pursuing a $3.4 billion loan to enhance its operations in Malaysia, managed through its international unit, DayOne. The five-year facility, split into two parts, aims to refinance obligations and fund capital expenditures, with major lenders like DBS and Maybank involved. Johor has emerged as a data center hub, attracting significant investments from companies such as Microsoft and ByteDance, with DayOne also considering a potential listing this year.
Microsoft Corporation
Companies
| Symbol | MSFT |
| Name | Microsoft Corporation |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Software & Services |
| Industry | Software |
| Market | NASDAQ Global Select |
| Country | United States |
| State | WA |
| City | Redmond |
| Zipcode | 98052-6399 |
| Website | http://www.microsoft.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs maintains buy rating on nvidia with strong growth prospects and targets
15:00 17.03.2025
ubs maintains buy rating on nvidia with target price of 185 euros
14:57 17.03.2025
ubs maintains buy rating for nvidia with price target of 185 dollars
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