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Who suffers from the polarization of technology stocks exacerbated by the AI boom? Goldman Sachs: Hedge funds are selling software stocks
Last week, hedge funds sold a record high in 11 weeks in information technology stocks, with software stocks accounting for over 60% Goldman Sachs stated that the net exposure of hedge funds to softw ... -
Can the artificial intelligence investment boom in July continue as US tech giants suffer from a 'shocking July'
Can the artificial intelligence investment boom continue in the "Terrifying July" of US tech giants? In the just passed July, US tech giants such as Apple and Nvidia underwent a significant adjustmen ... -
Baidu Robin Lee talks about big model craze: technological revolution or a new round of foam?
"The big model has been popular for nearly two years, and related technologies have been iterated and innovated at an unprecedented speed. From large companies, entrepreneurs, and venture capital, pe ...- coxo8master
- 2024-11-12
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Qualcomm CEO: AI craze will not lead to a repeat of global chip shortage
Qualcomm CEO Cristiano Anmon stated on November 12th local time that the AI boom will not lead to a repeat of the global chip shortage during the pandemic. Anmeng said, "During the epidemic, everyone ... -
Wall Street raises Nvidia target price one after another: Blackwell craze is coming!
Wall Street raises Nvidia target prices one after another: Blackwell craze is coming! Wall Street analysts predict that Nvidia's next generation Blackwell chip will be released, and the sales boom is ...- Ronan62054
- 2024-11-22
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Whale Interview | Zhang Qi, President of Microsoft AI Asia Pacific: The AI era has given rise to a wave of "solo entrepreneurs"
Since the launch of ChatGPT on December 2, 2022, two years have passed, and AI is reshaping various industries at an unprecedented speed, completely changing the way people acquire knowledge, accumul ...