Company Encyclopedia
View More
name
GX AUTO EV
02849.HK
News
View More

Senior Technology Analyst: NVIDIA is really cheap

Bernstein's research report points out that NVIDIA's valuation has fallen to a historical low, with the expected price-to-earnings ratio dropping below 25 times, representing a rare discount compared to the semiconductor industry. Despite the recent stagnation in stock price, its earnings continue to be revised upward, and new architectures such as Blackwell are poised for launch. Analysts believe that now is an excellent buying opportunity, with a target price of $275

Wallstreetcn·
US
NVDA
+3.01%
US
NVDL
+5.98%
HK
07788
+5.38%
Wallstreetcn·
US
NVDA
+3.01%
US
NVDL
+5.98%
HK
07788
+5.38%

Microsoft Corporation $MSFT Shares Purchased by Addenda Capital Inc.

Addenda Capital Inc. increased its stake in Microsoft Corporation by 32.2% in the third quarter, owning 130,940 shares valued at $67.82 million. Microsoft constitutes 2.5% of Addenda's portfolio. Other institutional investors also adjusted their positions in Microsoft. The company's stock opened at $486.85 with a market cap of $3.62 trillion. Microsoft reported strong earnings, with a net margin of 35.71% and revenue up 18.4% year-over-year.

Market Beat·
US
MSFT
+0.40%
US
MSFL
+0.77%
US
MSFO
0.00%
Market Beat·
US
MSFT
+0.40%
US
MSFL
+0.77%
US
MSFO
0.00%

AMZN, MSFT, TCS: Judge Rejects Bid to Block Trump's $100,000 H-1B Fee

A federal judge upheld President Trump's $100,000 fee on new H-1B visas, rejecting a challenge by U.S. business groups. The decision impacts tech companies like Amazon, Microsoft, and Tata Consultancy, which rely on foreign skilled workers. The U.S. Chamber of Commerce expressed disappointment, citing potential affordability issues for small businesses. The H-1B program, crucial for hiring specialized talent, will see increased costs, affecting visa issuance and employment strategies.

Tip Ranks·
US
AMZN
+1.62%
US
MSFT
+0.40%
US
AMZU
+3.20%
Tip Ranks·
US
AMZN
+1.62%
US
MSFT
+0.40%
US
AMZU
+3.20%

Morgan Stanley's Heavyweight Robotics Yearbook (6): Autonomous Driving is on the Verge of Explosion, and China has Taken the Lead

Morgan Stanley's report believes that autonomous driving has entered the eve of an explosion, with China occupying 60% of the global L2+ market share due to its advantages in electric vehicle scale and data, leading the way. In the United States, there is a route dispute between Waymo's hardware redundancy and Tesla's pure vision solution. It is expected that by 2050, there will be over 700 million autonomous vehicles globally, completely reshaping the way people travel

Wallstreetcn·
US
MS
-0.14%
US
TSLA
-0.65%
Wallstreetcn·
US
MS
-0.14%
US
TSLA
-0.65%

General Motors’ Quarterly Earnings Preview: What You Need to Know

General Motors’ Quarterly Earnings Preview: What You Need to Know

Barchart Option·
US
GM
-0.34%
Barchart Option·
US
GM
-0.34%
© 2025 Longbridge｜Disclaimer