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12:55
Wavestone CEO: AI panic trading will keep IT stocks under pressure for another year
Glonghui, June 8th — Wavestone CEO Pascal Imbert stated that the so-called AI panic trading, where sectors perceived to be threatened by AI experience successive sell-offs, may last for about a year until the market clarifies which companies will truly face disruption. At a press conference, he said: “I expect that the pressure from ‘SaaS doomsaying’ and the AI risk-exposed ETFs will persist in our industry for about a year.” He added, “During this period, I believe stock-picking investors and value investors will enter this field to invest and capture returns, which will also lead to more differentiation among IT consulting company stocks.”
12:55
Barclays: Robotaxi becomes the core of Tesla's AI strategy, but the inflection point for scaling up has not yet arrived
Glonghui, June 8 — Barclays pointed out in its latest research report that autonomous robotaxis (Robotaxi) are the most critical component of Tesla's AI strategy. The report notes that Tesla currently has three main growth engines: FSD (Full Self-Driving), Robotaxi, and the Optimus humanoid robot. Among them, Optimus has the largest potential market space, but is still in the prototype stage; FSD has already begun generating revenue, but its market space is relatively limited. In comparison, Robotaxi not only has huge potential market space, but has also already begun commercial operations, and is therefore considered by Barclays to be Tesla's most important AI business at present. Barclays gives Tesla an "Equal Weight" rating and a target price of $360.
12:50
Strategy Bitcoin Holding Unrealized Loss Widens to $10.718 billion, BitMNR Holding Unrealized Loss $9.818 billion
BlockBeats News, June 8th, according to EmberCN monitoring, the largest treasury purchases of Bitcoin and Ethereum last week are as follows: Strategy (MSTR) purchased 1,550 BTC at a price of approximately $65,332 per coin (worth $101 million). They now hold a total of 845,256 BTC (worth $53.251 billion), with an average cost of $75,680 per BTC, and an unrealized loss of $10.718 billion (-16.7%). BitMNR purchased 126,971 ETH at a price of approximately $1,788 per coin (worth $227 million). They now hold a total of 5,543,872 ETH (worth $9.286 billion), with an average cost of $3,446 per ETH, and an unrealized loss of $9.818 billion (-51.4%).
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