Nvidia(US:NVDA) 美股研究社·2025-09-28 11:28Group 1: AI Developments - Apple has developed an application similar to ChatGPT to assist in testing the upcoming major revision of Siri, focusing on evaluating new features and capabilities [3] - NVIDIA's CEO Jensen Huang predicts that Elon Musk's xAI will achieve 1 GW of AI computing power ahead of competitors [3] Group 2: Company Performance and Stock Movements - Tesla's stock has increased by approximately 4%, with Wedbush raising its price target to $600, indicating a potential upside of 42% from the previous closing price [4] - NVIDIA's CEO has been selling shares consistently over four months, with transactions ranging from 50,000 to 75,000 shares at prices between $174.82 and $184.38 per share, totaling around $200 million in cash [6][7] - Huang's planned stock sales under the 10b5-1 rule aim to avoid insider trading suspicions, with over $700 million in cash generated from stock sales in the previous year [7] Group 3: AI Market Trends - Anthropic plans to double its international workforce and expand its AI team fivefold, with its customer base growing from under 10,000 to over 300,000 in just two years [4] - Perplexity has launched a Search API to challenge Google, providing developers access to a vast index of real-time updated web pages, aiming to replace existing search engines [12][13]