The market is once again at a crossroads!
Posted: Tue Feb 11, 2025 5:51 am
As the decline intensifies, foreign investors are "overweighting A shares"
A-shares on Monday continued last week's decline, with the index breaking and funds selling off.
Just as panic was spreading, the foreign bank Goldman Sachs went against the trend and was bullish, arguing that as the market fell, negative factors were gradually clearing out.
As the saying goes, all bad news comes out to be good news.
Goldman Sachs recommends continuing to overweight A-shares.
Investors should pay attention to the opinions of large botim data investment banks, but what is more worthy of attention is how to choose an investment direction with broad growth prospects. If the direction is chosen right, the returns will come sooner or later.
When it comes to this direction, AI is always unavoidable.
In the past month, there have been a lot of catalysts for AI. First, major companies such as Open AI and Google released multiple AI applications one after another, and then the top event in the global technology industry, CES 2025, came.
Whether at home or abroad, many major AI companies, including industry chain supporting providers, have launched a number of new AI products, especially at the application level that everyone is looking forward to.
This may well indicate that a new round of AI investment feast is about to begin.
As the first global consumer electronics exhibition this year, CES 2025 is destined to be extraordinary. In fact, it has evolved into a smoke-filled battlefield where major manufacturers compete for the right to speak on AI.
At CES 2025, Nvidia was the first to show off its muscles and threw out many "king bombs", including the debut of the GeForce RTX 50 series GPUs, the most powerful card king RTX5090, and of course the most popular humanoid robots.
Computing power determines the progress of midstream AI software systems and downstream commercialization, and its importance is self-evident.
In addition to chips, downstream applications, especially edge AI, are also the highlights of the CES exhibition. A variety of AI glasses and AI smart homes were unveiled at the CES conference.
A-shares on Monday continued last week's decline, with the index breaking and funds selling off.
Just as panic was spreading, the foreign bank Goldman Sachs went against the trend and was bullish, arguing that as the market fell, negative factors were gradually clearing out.
As the saying goes, all bad news comes out to be good news.
Goldman Sachs recommends continuing to overweight A-shares.
Investors should pay attention to the opinions of large botim data investment banks, but what is more worthy of attention is how to choose an investment direction with broad growth prospects. If the direction is chosen right, the returns will come sooner or later.
When it comes to this direction, AI is always unavoidable.
In the past month, there have been a lot of catalysts for AI. First, major companies such as Open AI and Google released multiple AI applications one after another, and then the top event in the global technology industry, CES 2025, came.
Whether at home or abroad, many major AI companies, including industry chain supporting providers, have launched a number of new AI products, especially at the application level that everyone is looking forward to.
This may well indicate that a new round of AI investment feast is about to begin.
As the first global consumer electronics exhibition this year, CES 2025 is destined to be extraordinary. In fact, it has evolved into a smoke-filled battlefield where major manufacturers compete for the right to speak on AI.
At CES 2025, Nvidia was the first to show off its muscles and threw out many "king bombs", including the debut of the GeForce RTX 50 series GPUs, the most powerful card king RTX5090, and of course the most popular humanoid robots.
Computing power determines the progress of midstream AI software systems and downstream commercialization, and its importance is self-evident.
In addition to chips, downstream applications, especially edge AI, are also the highlights of the CES exhibition. A variety of AI glasses and AI smart homes were unveiled at the CES conference.