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半导体生产设备:2025 年 7 月技术月报-Semiconductor Production Equipment Tech Monthly July 2025
2025-07-19 14:57
Investor Presentation | Japan July 17, 2025 08:13 AM GMT Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Suzune Tamura Equity Analyst Suzune.Tamura@morganstanleymufg.com +81 3 6836-8891 M Foundation Semiconductor Production Equipment: Tech Monthly July 2025 Morgan Stanley MUFG Securities Co., Ltd.+ Tetsuya Wadaki Equity Analyst Semiconductor Production Equipment M Foundation Stock price performance 2 0 4 0 6 0 8 0 100 120 140 160 180 200 220 2024/7/12 2024/8/23 2024/10/4 2024/11/15 2024/12/27 2025/2/7 ...
Here's the best time to buy Nvidia stock, according to ChatGPT
Finbold· 2025-07-19 14:41
Core Viewpoint - Nvidia's stock remains above $170, presenting potential buying opportunities for investors who missed the recent rally to an all-time high [1][2]. Short-term Strategy - The current share price of Nvidia is $172.41, reflecting a slight decline of 0.34% for the day, with a year-to-date gain of 24% [2]. - ChatGPT suggests that Nvidia appears overextended in the short term, with technical indicators indicating overbought conditions [5]. - A more favorable entry point for short-term traders would be during a pullback to the $160 to $168 range, where historical buying interest has been noted [6]. Medium-term Strategy - For medium-term traders, particularly those looking towards Nvidia's earnings on August 27, it is advised to accumulate shares during any 5% to 10% dip [7]. - The stock typically rallies into earnings, especially with strong AI sentiment, and increased data center spending from major tech companies could enhance demand [7]. Long-term Strategy - Long-term investors are recommended to initiate a partial position of 25% to 33% at current levels, with plans to add during dips of 5% to 10%, ideally between $155 and $165 [9]. - The strategy emphasizes a risk-adjusted entry point, considering Nvidia's long-term dominance in the AI sector [10]. Market Considerations - Nvidia's exposure to the Chinese market remains uncertain, with potential shifts in U.S. export policies being a significant factor [8]. - Investors are advised to buy on pullbacks influenced by geopolitical news rather than chasing price spikes driven by news [8].
X @The Economist
The Economist· 2025-07-19 14:40
The competition for the world’s best AI talent is frenzied. But hiring hotshots makes sense only if you believe that talent is portable, and that superstars will continue to shine in their new organisations https://t.co/p1Gz04UQ10 ...
X @Forbes
Forbes· 2025-07-19 14:30
How Victoria’s Secret’s Les Wexner Made $2 Billion In 3 Months From AI Giant CoreWeave https://t.co/gEBt9kLkpx https://t.co/0QGbmQVUEr ...
100观察|吉利汽车将全资控股极氪:品牌深度整合成为“降本增效”最优解
Mei Ri Jing Ji Xin Wen· 2025-07-19 14:30
Group 1: Industry Trends - The Chinese automotive market is transitioning from incremental growth to stock competition over the next two to three years, with new energy vehicles reshaping the market landscape [1] - The competition is evolving from initial disorder and fragmentation to high-quality, comprehensive competition, emphasizing the importance of strategic planning, cost control, and continuous technological innovation for companies [1] Group 2: Company Developments - Geely Holding Group announced the completion of the merger agreement between Geely Auto and Zeekr, with Geely Auto fully acquiring Zeekr [3] - The merger aims to address previous issues of resource duplication and optimize overall operational efficiency, as the multi-brand strategy has shown increasing pain points in the context of stock competition [2] - Post-merger, Geely's brand matrix will focus on distinct market segments: Zeekr on luxury and intelligent pure electric vehicles, Lynk & Co on youth-oriented and dynamic segments, Galaxy on mainstream high-value new energy, and the China Star series on energy-efficient and intelligent fuel vehicles [2][3] Group 3: Strategic Insights - The merger is a key step in Geely's strategy to return to a unified brand approach, enhancing its global competitiveness in the smart new energy sector [3] - The complementary strengths of Zeekr's luxury electric vehicle DNA and Geely's mainstream market experience are expected to create strong synergies in technology development and supply chain sharing [3]
4 Reasons to Buy Palantir Stock Like There's No Tomorrow
The Motley Fool· 2025-07-19 14:30
Core Insights - Palantir's stock has surged over 420% in the past year, indicating strong market performance and investor interest [1] - The surge is attributed to several factors including government contracts, dominance in AI technology, and significant commercial growth [1] Government Contracts - Palantir has secured numerous government contracts which contribute to its revenue and market position [1] - These contracts are a key driver of the company's financial stability and growth potential [1] AI Dominance - The company's leadership in artificial intelligence is a significant factor in its stock performance [1] - Palantir's AI capabilities are seen as a competitive advantage that could lead to further growth opportunities [1] Commercial Growth - There is explosive growth in Palantir's commercial sector, which is expanding rapidly [1] - This growth is essential for diversifying revenue streams beyond government contracts [1]
Why Elon should partner xAI with Apple: "On the internet, distribution wins championships."
All-In Podcast· 2025-07-19 14:07
Something that I think is interesting and relevant particularly to Grock 4 being the best product is the best product doesn't always win in technology. No. Betamax.Yeah. In sports they say defense wins championships and on the internet distribution wins championships and Gro 4 has formidable competitors with lots of distribution. And so from an industrial logic perspective, something that I think makes a lot of sense, particularly since OpenAI bought Johnny Ives hardware startup, which will place them into ...
3 rules to manage your money—from ancient history | Christopher Music | TEDxStGeorgeStudio
TEDx Talks· 2025-07-19 14:00
[Music] Have you ever seen the movie Alexander. There is a scene where the massive Persian army is battling the much smaller Macedonian army commanded by Alexander the Great. Now, imagine the sight as Darius commanded his archers to let loose the bows covering the sky in a sea of black arrows over the heads of Alexander's army.Now, imagine what was going through the minds of those soldiers as they were trying to shield themselves from an onslaught of those black arrows. Well, in October of 2009, I was watch ...
X @Sam Altman
Sam Altman· 2025-07-19 13:54
we achieved gold medal level performance on the 2025 IMO competition with a general-purpose reasoning system! to emphasize, this is an LLM doing math and not a specific formal math system; it is part of our main push towards general intelligence.when we first started openai, this was a dream but not one that felt very realistic to us; it is a significant marker of how far AI has come over the past decade.we are releasing GPT-5 soon but want to set accurate expectations: this is an experimental model that in ...
Why Is Wall Street So Bullish on Tesla? Here's the $1 Trillion Reason
The Motley Fool· 2025-07-19 13:41
Dan Ives, a notable analyst at Wedbush Securities, has a $500 price target on Tesla (TSLA 3.13%) stock -- the highest of any analyst. Why is he so bullish? It all comes down to a $1 trillion opportunity that he thinks should send Tesla's stock price soaring for years to come. Ives loves Tesla's robotaxi divisionWhen it comes to electric car stocks, Tesla is king. The company produces more electric vehicles than any other automaker in North America. But it's not vehicle manufacturing that has Ives excited. I ...