[일:] 2025년 03월 27일

Palantir Technologies has seen its stock soar nearly 400% over the past year, with retail investors holding over 60% of shares. While its innovative data solutions attract attention, analysts warn of potential overvaluation and slow revenue growth. Despite strong demand for its AI platform, concerns about competition and market dynamics suggest caution for investors navigating this evolving landscape.

Recent turmoil in the New York stock market, influenced by tariff announcements from former President Trump, has negatively impacted quantum computing stocks, with significant drops in companies like IonQ and Rigetti Computing. Industry leaders express doubts about the near-term practicality of quantum technology, while investors remain cautious. Future prospects highlight key companies to watch by 2025, but profitability concerns necessitate a careful, long-term investment approach in this evolving field.

The electric vehicle market is heating up with BYD’s unveiling of megawatt fast charging technology and Tesla’s entry into Saudi Arabia. BYD aims to lead in rapid charging and autonomous driving, while Tesla faces challenges in Europe and Canada. Both companies are pivotal in shaping sustainable transportation trends and investment opportunities.

Nvidia faces challenges in China due to new regulations affecting its AI chips, particularly the H20 chip. The company is adapting but may lose competitiveness against local firms. Meanwhile, Ant Group is increasingly using Chinese semiconductors, while Malaysia tightens oversight on Nvidia shipments amidst U.S. pressures. FuriosaAI declines an acquisition offer from Meta, demonstrating confidence in its technology. Overall, the AI chip market is shaped by regulatory pressures and competition as companies navigate these complex dynamics.