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Trump stated that companies must produce products in the United States or face varying tariffs, which could bring hundreds of billions or even trillions of dollars into the U.S. Treasury. He also pledged to reduce the corporate tax rate to 15% for companies manufacturing in the U.S. Criticizing the EU for high tariffs, Trump said the bloc's tariffs are too high, regulatory restrictions are too stringent, and the trade deficit with the U.S. is too large. He vowed to take action, calling it "very, very unfair to the U.S." Trump also promised to ensure the security of U.S. energy supplies to Europe, stating he would reach an energy agreement with Europe...

$Microsoft(MSFT.US) $NVIDIA(NVDA.US) Not only large models, but the entire artificial intelligence industry is an extremely capital-intensive game. On January 3, 2025, Eastern Time, Microsoft Vice Chairman and President Brad Smith announced in a blog post on the company's official website: "In fiscal year 2025, Microsoft is expected to invest approximately $80 billion in building AI data centers to train AI models and deploy AI and cloud-based applications worldwide. More than half of the total investment will be in the United States...

$Microsoft(MSFT.US) $NVIDIA(NVDA.US) The US tech industry has entered a phase of "maneuvering and strategizing". 01 NVIDIA is the hottest player right now. Jensen Huang said, everyone wants to be the first to receive (NVIDIA GPUs). Everyone wants to get the most products. However, it's common knowledge that tech giants have long suffered under NVIDIA. Given any opportunity, they're figuring out how to break free from NVIDIA. The basic strategy is: self-developed chips + externally customized chips + large model agents. Microsoft in November 2024...

$Marvell Tech(MRVL.US) $Broadcom(AVGO.US) $NVIDIA(NVDA.US) Currently, Broadcom holds about 70% of the market share in custom AI chips. However, analysts believe that Marvell, with its strong position among cloud computing customers, greater growth potential, and more attractive valuation, may gain an edge in future competition. As the AI chip market becomes increasingly competitive, chip companies seem to be "on edge," and NVIDIA's dominant market share is being threatened by the "two major alternatives"—Broadcom and Marvell. Analysts believe...

The AI boom continues, with NVIDIA's market value surpassing Microsoft for the first time in history, becoming the world's number one; SpaceX's "chopstick rocket catch" brings humanity closer to landing on Mars; Google's quantum computing chip Willow debuts at the end of the year—is quantum computing today what AI was a decade ago? Looking back at the year about to pass, impactful business events have left a special mark on 2024. The AI boom persists, with tech giants splurging on AI chips, propelling NVIDIA's market value to surpass Microsoft for the first time in history and claim the top global spot. Tesla, meanwhile, has experienced "wild swings"...

Looking back at 2024, amid the AI boom, the three major U.S. stock indices continued their upward trend from the previous year and repeatedly hit record highs. The S&P 500 index closed at a record high nearly 60 times during the year, the Dow Jones Industrial Average surpassed 45,000 points for the first time, and the Nasdaq Composite Index broke through 20,000 points for the first time in history. As of the close on December 27, the S&P 500 index stood at 5970.8 points, up 25.18% year-to-date; the Dow Jones Industrial Average was at 42992.21 points, up 14.07% year-to-date; and the Nasdaq Composite Index was at 19724.66 points, up 31.38% year-to-date. Although the "Magnificent Seven" tech giants remained strong, their performance diverged significantly...