Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
Tech giants are pouring money into AI! With a capital expenditure plan of hundreds of billions of dollars, AI application stocks have become the biggest winners.
The large-scale deployment of computing power will significantly reduce the cost of AI model training, and the application of AI technology will bring profound changes to certain Industries, with leading companies in multiple fields showing signs of performance improvement. Since the fourth quarter of last year, there has been a surge of AI application stocks in the US market, with some companies experiencing substantial increases over multiple consecutive quarters.
Institution views: Reviewing previous growth bull markets, how will this round of AI market unfold?
Chen Guo believes that the key short-term tracking indicators may be the traffic of DeepSeek; in the medium term, if there is an explosive growth in edge AI and new application product traffic, then the market performance can reference Smart Phone and electric vehicles, mapping the changes in industrial prosperity from overseas to domestic.
Daily Options Tracking | Alibaba rose over 7% overnight! Multiple call options made a threefold profit; Super Micro Computer surged over 17% before earnings! The options market bets on post-earnings stock price fluctuations exceeding 20%.
NVIDIA rose nearly 3%, with a cumulative rebound of over 14% in the last five trading days. Options contracts traded 3.5273 million units, with the Call ratio still in the lead, close to 65%. The Call options with a strike price of 140 USD expiring on February 14 were the most active, with a Volume exceeding 0.175 million.
Morgan Stanley comments on Trump's tariff policy: it may force OPEC to continue extending production cuts!
Morgan Stanley believes that as tensions rise, OPEC+ is likely to avoid increasing production...
Second day of the Paris AI Summit: Europe showcases its "AI ambitions" while a global consensus on AI remains difficult to achieve.
European countries seem ready to fully embrace AI, but the Global consensus on AI remains unclear.
Earnings Scheduled For February 11, 2025