CES exhibition debuts on 1/7, the market pays attention to Huang Renxun’s speech, bringing momentum to concept stocks
TechNews Financial News
January 07, 2025
Author Central News Agency He Xiuling
January 07, 2025
Author Central News Agency He Xiuling
2025 CES will be held from the 7th to the 10th. Huang Renxun, CEO of NVIDIA, will give an opening keynote speech on the morning of the 7th, Taiwan time. With AI as the main axis, new products such as robots, servers, and graphics cards will be launched. Toxin stated that investors will focus on topics such as AI and humanoid robots, and expect NVIDIA to bring new stimulating momentum to the Taiwanese AI supply chain.
Jiekou Investment Trust said that since the interest rate decision-making meeting has ended and the financial report week has not yet begun, the market is paying close attention to the content of the CES exhibition this week. Management including Nvidia, AMD, Intel and other management will express their views on the latest applications, AI, humanoid robots, IoT, Yuan Subjects such as space and self-driving cars will receive a lot of attention.
Huang Renxun’s special speech on the 7th will become the first global highlight of this event and provide a glimpse of the future direction of the AI industry. The legal person stated that Huang Jen-Hsun’s speech will demonstrate how creativity, technology and innovation will affect enterprises and society and bring about changes. Many Taiwanese stocks belong to NVIDIA concept stocks, including TSMC, Hon Hai, ASE Investment Holdings, ASRock and MediaTek.
The 2025 CES show is expected to have more than 4,000 manufacturers from about 150 countries around the world. In addition to high-level executives from major international manufacturers such as NVIDIA, Intel, and AMD, Taiwan's listed companies include Hon Hai and Gigabyte. , MSI, Salomon, AUO, ASRock, DFI (2397), Elite, etc. will also exhibit the latest technologies and solutions.
Foundries Wistron, Quanta, Inventec, and Compal have not officially participated in CES due to their small consumer business. It is reported that they will send senior executives to the scene; Compal General Manager Anthony Peter Bonadero will go to CES At the exhibition site, we will expand the layout of smart vehicle electronics and AI solutions.
The legal person pointed out that the new technologies displayed at CES cover AI, advanced transportation, sustainable development, digital health, smart home solutions and other fields. Taiwanese IC design and process, AI server, AI packaging, network communication and other fields are all affected by Attention.
As the CES show is about to take place, Taiwanese stocks have also seen an influx of funds into robot concept stocks, drone concept stocks, etc. in advance today.
Related links: https://finance.technews.tw/2025/01/07/ces-jensen-huang-speech-ai/
Image source: NVIDIA
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