Focus on key points.

1、 $Broadcom (AVGO.US)$ Overnight surge of more than 11%, nearly 40% increase in the last two trading days, may迎 come its own "NVIDIA moment."

After surpassing a market cap of 1 trillion USD and setting a 24% single-day maximum increase last Friday, Broadcom surged again on Monday by more than 11%, closing at $250, with an intraday historical high of $251.88.

This round of Broadcom's stock price surge was driven by the company's better-than-expected earnings reports released on Thursday evening and an optimistic outlook for the first quarter. Benefiting from the wave of generative AI, Broadcom's annual AI-related revenue surged 220% year-on-year, reaching 12.2 billion dollars.

Broadcom refers to its custom AI accelerator as XPU, which is different from the GPUs sold by NVIDIA. Broadcom announced that the shipment of XPUs to three hyper-scale customers doubled this quarter. Although Broadcom has not disclosed the customer names, analysts believe these three companies are Meta, Google's parent company Alphabet, and TikTok's parent company ByteDance.

As AI large models transition from the pre-training phase to the logical reasoning phase, dedicated chips represented by ASICs may gradually replace general-purpose chips represented by GPUs, becoming the "new favorite" of major AI companies. Analysis suggests that if Broadcom's CEO's predictions about the ASIC market are accurate, the AI Business related to Broadcom's ASICs is expected to achieve annual growth of doubling over the next three years.

2、 $Tesla (TSLA.US)$ Overnight, it rose more than 6%, with the stock price aiming for $500, having surged nearly 85% since the election.

Analyst Dan Ives from Wedbush significantly raised Tesla's Target Price from $400 to $515 on Sunday, maintaining a 'Buy' rating, which is currently the highest Target Price on Wall Street. His 'Bullish scenario' Target Price is even higher at $650. The new Target Price increases Tesla's valuation to approximately $1.7 trillion, while the valuation under the 'Bullish scenario' is around $2.1 trillion.

According to Bloomberg, Trump's transition team has informed advisors that the plan is to make FSD or autonomous vehicles' "federal framework" a priority for the Department of Transportation. Reuters previously reported that the Trump team suggested the new government eliminate the National Highway Traffic Safety Administration (NHTSA) requirement for auto manufacturers to report accidents involving autonomous driving systems, a move clearly beneficial to Tesla. Easing the rules for introducing autonomous vehicles, especially those without pedals or steering wheels, would greatly promote Tesla's development.

3. Aside from Tesla and Broadcom, $Alphabet-C (GOOG.US)$ 、 $Marvell Technology (MRVL.US)$ 、 $Amazon (AMZN.US)$ 、 $Apple (AAPL.US)$ All technology stocks reached new highs during yesterday's trading session.

Dan Ives, an analyst from the well-known investment bank Wedbush Securities, predicts that the development of AI and the easing of regulations under the leadership of President Donald Trump's government will drive large-scale expansion in the Technology Industry, with the Nasdaq reaching 25,000 points within 18 months.

Ives mentioned in a program that the incoming Trump administration represents a "golden era scenario" for Technology companies, citing expectations that institutions like the Federal Trade Commission (FTC) will relax regulations. The analyst anticipates that, although the Department of Justice's antitrust investigations into companies like Apple and Google are still ongoing, under Trump's leadership, most regulatory concerns will decrease.

4. Barclays' shareholding has significantly increased! $Aurora Innovation (AUR.US)$ Surged over 14% overnight, with an annual increase exceeding 80%, and the stock price has reached a new high for the year!

According to the company's recent disclosure documents submitted to the SEC, Barclays increased its stake in Aurora Innovation by 431.9% in Q3, purchasing 1,388,307 shares during this period, bringing its total holdings to 1,709,749 shares. According to its recent filings with the SEC, Barclays holds approximately 0.1% of Aurora Innovation, valued at $10,122,000.

1. Innovating High USA Stock Giants

In the USA stock market reaching new highs, Broadcom rose 11.21% to take the top spot on the leaderboard, Tesla increased by 6.14%, and Arista Networks grew by 3.7%.

2. Innovating High USA Individual Stocks

In terms of individual stocks reaching new highs, Aurora Innovation surged by 14.63% to lead the ranking, followed by Broadcom with an 11.21% increase, and Robinhood with a 7.46% rise.

3. Popular USA Stocks Rise and Fall Rankings

Looking at the Top Gainers, Aurora Innovation rose by 14.63% to take the top position, Broadcom increased by 11.21%, and Robinhood went up by 7.46%. In contrast, Super Micro Computer, Full Truck Alliance, Tencent Music and others performed poorly.

Editor/lambor