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Industrial Securities: Which industries currently have low valuations and strong performance?
The congestion in most directions of the AI Industry Chain has significantly eased, but in April, which focuses more on performance, the key is still to find directions with strong internal performance certainty and cost-effectiveness.
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
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Morgan Stanley Fund: Humanoid robots will gradually enter the mass production phase by 2025.
Currently, the humanoid robot industry both domestically and internationally is mainly divided into three major forces: automotive companies, robot companies, and Internet companies. The primary demand for humanoid robots such as those from Tesla is the ability for scaled production and cost reduction.
71324772 : Cortana on the PC’s really stunk- can ChatGPT be any better?
Donkey nuts : By definition a job is something that can’t be replaced by tech. I think we will do much better if we understand this. A lot of what we call jobs are really just time wasting, soul killing, regrets. There will ALWAYS be meaningful and productive things for ppl to do even if it’s not labor intensive.
Mars Mooo OP 71324772 :
Mars Mooo OP 浩然 :
Mars Mooo OP Donkey nuts :
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