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Huawei is aiming to capture a larger share of China's AI chip market by focusing on "inference" tasks, positioning its Ascend processors as alternatives to Nvidia's GPUs, which dominate model training. The Chinese government is supporting this shift amid U.S. technology embargoes, although analysts note challenges in transitioning developers to Huawei's software. Meanwhile, domestic brands like Huawei and Xiaomi are gaining market share as competition with Nvidia intensifies.
UBS has upgraded NVIDIA Corp to a 'Buy' rating, indicating a positive outlook for the company's stock. However, the information provided is for informational purposes only and does not constitute a recommendation to buy or sell securities. Investors are reminded of the risks involved, including the potential total loss of capital.
NVIDIA Corporation, a leader in programmable graphics processors, has received a Buy rating from UBS. The company's net sales are primarily driven by computing and networking solutions (77.8%), with significant contributions from data storage (78%) and gaming (17.1%). Geographically, sales are concentrated in the United States (44.3%), Taiwan (22%), and China (16.9%).
NVIDIA Corporation, a leader in programmable graphics processors, has received a Buy rating from UBS. The company's net sales are primarily driven by computing and networking solutions (77.8%), with graphics processors accounting for 22.2%. Geographically, sales are strongest in the U.S. (44.3%), followed by Taiwan (22%) and China (16.9%).
U.S. stock markets closed sharply higher on January 6, 2025, marking Wall Street's first positive close of the year. The Dow Jones gained 0.8%, the Nasdaq rose 1.8%, and the S&P 500 increased by 1.3%, driven by strong performances in technology and consumer sectors. Market participants are closely watching the economic policies of the newly-elected Trump administration and the Federal Reserve's interest rate decisions, with uncertainty surrounding potential rate cuts in 2025.
Asian equities are set to rise following a rebound on Wall Street, where the S&P 500 and Nasdaq 100 ended a five-day losing streak, driven by renewed demand for tech stocks. Australian shares and futures for Hong Kong, Taiwan, and Singapore showed gains, while Japan's market declined. Investor interest in stocks signals a return to risk appetite, particularly in tech, as evidenced by Hon Hai Precision Industry's strong revenue report, indicating robust demand for AI infrastructure. Key economic data from China, Thailand, and Vietnam is expected, alongside interest rate decisions from Israel's central bank.
UBS Financial Services Inc. highlights the growing significance of artificial intelligence in the stock market, particularly in 2025, following substantial gains in AI semiconductor stocks like Nvidia and TSMC. Investors are advised to adopt nimble strategies amid increasing regulations and market volatility, with a focus on quality AI stocks and structured approaches to capitalize on potential dips.
[Raiffeisen Research]
SoftBank CEO Masayoshi Son is set to announce a $100 billion investment in US artificial intelligence during a meeting with President-elect Donald Trump. This initiative aims to create 100,000 jobs over four years, focusing on semiconductor manufacturing, data centers, and energy infrastructure. Son's strategy emphasizes the development of artificial superintelligence, with plans to raise funds for an AI chip venture called Izanagi to compete with Nvidia. After a cautious investment period, SoftBank is shifting to a more aggressive approach in the AI sector, with a focus on high-risk opportunities.
U.S. stock markets closed lower on December 10, 2024, after three weeks of gains, driven by concerns over the U.S.-China trade war and negative news from a major cable producer. The Dow Jones fell 0.5%, the Nasdaq dropped 0.6%, and the S&P 500 declined 0.6%, with most sectors in the red.NVIDIA and Comcast saw significant stock declines of 2.6% and 9.5%, respectively, amid regulatory scrutiny and subscriber loss expectations. Meanwhile, hopes for a rate cut in December are rising as inflation shows signs of easing, following previous reductions in September and November.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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