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date
04/05/2025
Tesla's official Weibo today stated, "Adhere to the visual processing solution to make safe and intelligent products affordable for everyone." Tesla claims that Tesla's visual processing solution, end-to-end neural network, and training with billions of real-world data samples have achieved a more versatile and safer intelligent driving route. "Tesla uses its strength to prove that advanced technology does not require expensive and complex sensors."
Latest
11 m ago
"May Day" holiday halfway through Zhejiang Putuo Mountain water area passenger flow exceeded 470,000 person-times
20 m ago
Bank of America's Hartnett: The market is expecting Trump to shift towards "lower tariffs, lower interest rates, lower taxes"
20 m ago
The stock market in April witnessed a surprising "deep V" rebound, with the S&P 500 experiencing a 9-day consecutive rise after the sharp drop in early April, setting a record for the longest consecutive rise since November 2004. Bank of America's chief investment officer, Hartnett, pointed out in the latest research report that this trend indicates investors' expectations for Trump to turn to a "three lows" policy in the second hundred days, namely lowering tariffs, interest rates, and taxes. At the same time, concerns about a recession in the US economy triggered by "soft" data are also easing. Hartnett pointed out that the 2-year US bond yield has dropped by 70 basis points since Trump took office, oil prices have fallen by 20%, and the US dollar has depreciated by 9%, all contributing to loose financial conditions. In addition, capital spending by tech giants in the AI field remains strong, with an estimated total of $320 billion by 2025, collectively alleviating concerns about a recession.
21 m ago
Bank of America Securities released a research report stating that Microsoft's strong third quarter financial report and outlook are mainly attributed to its cloud computing service Azure. Azure's performance during the quarter stood out, with a growth of 35% according to fixed exchange rates, exceeding the median expected growth of 31.5%. While benefiting from deliveries of graphic processing units (GPU) and central processing units (CPU) during the quarter, the stable execution of core cloud migration transactions also contributed significantly. The growth of Azure driven by OpenAI, by 16 percentage points, should help alleviate concerns about slightly tense cooperation relationships. Bank of America Securities stated that with accelerating growth, capital expenditures reaching their peak, and the scale of efficiency driven by artificial intelligence (AI), they predict that Microsoft's free cash flow growth will accelerate to near 20% levels by the 2027 fiscal year (potentially reaching 20% in the initial stages under optimistic circumstances). The bank has raised Microsoft's target price from $480 to $515, reiterating a "buy" rating.
21 m ago
Bank of America Merrill Lynch: Raise Microsoft's target price to $515, strong third quarter financial report and outlook.
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