2025.9.19. 1부 - 옵티머스 주문폭발 하나?

2025.9.19. 1부

옵티머스 주문폭발 하나? 기관들 목표주가 올려! 금리인하효과로 주가 상승장 지속 될것! 엔비디아 경쟁사들 등장에 주가는 어디로 흘러가나? 테슬라 엔비디아 팔란티어 어떻게 투자해야?

 

MSFT-0.31%,

NVDA +3.49%, intel

APPL -0.46%,

AMZN -0.17%,

GooG +0.992%, 요새 파죽지세

META 0.582%

TSLA –2.12%, 나쁘지 않은 조정

=> 엔비디아 혼자 날아 올랐다

 

테슬라 떨어졌으나 엔비디아, 팔란티어는 올라가고...골고루 가진자 재밌을 것

 

US stocks closed with records across the board ans the Dow, Nasdaq, and S&P 500 climbed after the Fed rate cut.

 

“When the Fed begins to ease, it’s a green light for corporation to get more confident.” - @fundstrat on @CNBD today

Why Tom Lee thinks growth can accelerate without sparking inflation

 

Watch here :

- Fundstrat’s Tom Lee : Why Fed Cut Could Fuel Gro...

Tom Lee, Fundstrat head of research, joins DNBC’s ‘Power Lunch’ to discuss market outlooks, hw

 

Cold Shoulder : Why Beijing is freezing Nvidia’s access to the Chinese market

- Beijing has prohibited major tech companies in China form buying AI chips form Nvida, according to a report by the Financial Times.

- Analysts say that the move reflects growing China’s growing confidence on its domestic semiconductor industry.

- Analysts such as SemiAnalysis AJ Kourabi say the move is also a negotiation tactic as part of broader trade discussions.

 

Tsla Chan : PharmARGI actually uploaded images using Tesla’s Optimuis on its website! Can anyone confirm if this homepage is real?

Elon Musk : fake

 

Elon has confirmed that Tesla has NOT signed a letter of intent with PharmAGRI to deploy 10,000 Optimus robots.

Felt fake form the beginning. The Pharm ARGI “press release” seemed sketchy

 

Goldman Sachs analyst Mark Delaney has raised his $TSLA price target to $395(from $300)

“If Tesla can have outsized share in areas such as humanoid fobotics and autonomy, then there could be upside to our price target, althogh if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be diwnside,” the analyst said.

 

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