Morgan Stanley: ASML Has 70% Upside Potential in a Bull Market Scenario

Jensen Huang opposes applying social media regulations directly to AI, arguing that social media is a product, while AI is an underlying technology that supports other technologies and products. He believes regulation should target products, not the technology itself. He emphasizes rigorous testing and states that products should be withheld from release if they are not safe enough. "AI safety is of utmost importance."

U.S. stock performance in the 12 months after the first Federal Reserve rate hike: According to Jefferies, the energy sector led with an average return of 22.4%, followed by information technology at 15.4%. According to Charles Schwab, real estate underperformed the S&P 500 by 4.3%, making it the worst of the 11 sectors. Goldman Sachs states that the pace of rate hikes is the core variable affecting U.S. stocks; currently, if the 10-year U.S. Treasury yield rises by 50 basis points within a month, it will create "rapid rate hike" pressure.