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The demand for AI Chips is incredible, with Global chip revenue increasing by 19.1%, reaching a historic high.
According to the report from the Semiconductor Industry Association (SIA), in 2024, global sales of semiconductor chips are expected to increase by 19.1% to 627.6 billion USD, with a projected growth rate reaching double digits in 2025.
Trump: DeepSeek does not pose a security threat, and the USA can benefit from its innovations.
① On Friday, President Trump of the USA stated that the Chinese AI model DeepSeek does not pose a threat to the National Security of the USA; on the contrary, the USA can benefit from the innovations of DeepSeek. ② After the rise of DeepSeek, American politicians reused their old tactics and began to exaggerate the threat of DeepSeek to their National Security.
Jinglin's Q4 US stock Hold Positions are revealed! Increased holdings in PDD Holdings, NetEase, and several other Chinese concept stocks, with Meta remaining the top heavy holding.
According to the disclosure by the SEC, Jinglin Asset Management revealed its US stocks holdings report (Form 13F) for the fourth quarter of 2024.
NVIDIA falls, but AI Chip startups are thriving? DeepSeek launches a new era of inference.
① Several AI Chip startups revealed that as more customers adopt the DeepSeek open-source model, the demand for inference computing power is increasing. ② The recent suspension of API service recharges by DeepSeek also reflects that the computing power is still insufficient. ③ As DeepSeek reduces costs through technology and opens up more practical scenarios for AI applications, the 'Jevons Paradox' may also be proven in the AI Industry.
AI computing power crisis? The Earnings Reports of the four major Technology giants have supported NVIDIA's stock price.
NVIDIA has returned to the threshold of 130 yuan, and the strong AI stocks have nearly erased the decline triggered by the deepseek crisis. Do you believe in this AI computing power crisis?
U.S. stock market closing | All three major Indexes fell, with the Nasdaq down over 1%; Tesla fell over 3%, while NVIDIA rose against the trend, marking a strong five-day winning streak.
Earnings Reports showed that Google fell 9%; Tesla dropped 11% in a week; the Chinese concept Index rose over 1% against the trend, and ideal Autos increased by nearly 5%.