This year, the AI industry chain has always been the most certain core theme
Posted: Tue Feb 18, 2025 4:11 am
Stock speculation is essentially speculation on expectations. The Ashare and Hong Kong stocks have reentered a period of adjustment in the past two days, due to the weakening of expectations for the future. Under this situation, group investment with certainty has become the mainstream choice of the market.
Now that ByteDance’s Doubao family of large models has made a hong kong phone number list strong debut, and the domestic Apple mobile phone AI is about to start connecting to domestic large models, it can be said that it has once again opened up a greater imagination space for the AI industry.
01
The market embraces the most certain direction
First of all, the biggest impact of the Fed’s statement last night on the global capital market is that it clearly hinted at a slowdown in the pace of interest rate cuts next year, which will put certain constraints on the policy space and pace of other countries that are stimulating their economies through interest rate cuts.
Powell believes that inflation will not return to 2% until 2027, and it is necessary to avoid lowering interest rates too quickly and exiting the "restrictive interest rate" too early. Currently, the Federal Reserve has continued to raise its longterm policy rate to 3%. The highest forecast for the longterm policy rate is 3.9%, and the policy rate is 4.3%.
Now that ByteDance’s Doubao family of large models has made a hong kong phone number list strong debut, and the domestic Apple mobile phone AI is about to start connecting to domestic large models, it can be said that it has once again opened up a greater imagination space for the AI industry.
01
The market embraces the most certain direction
First of all, the biggest impact of the Fed’s statement last night on the global capital market is that it clearly hinted at a slowdown in the pace of interest rate cuts next year, which will put certain constraints on the policy space and pace of other countries that are stimulating their economies through interest rate cuts.
Powell believes that inflation will not return to 2% until 2027, and it is necessary to avoid lowering interest rates too quickly and exiting the "restrictive interest rate" too early. Currently, the Federal Reserve has continued to raise its longterm policy rate to 3%. The highest forecast for the longterm policy rate is 3.9%, and the policy rate is 4.3%.