● Apple’s WWDC Disappoints, Meta’s $10B Bet

Tesla Mixed Investment Outlook & AI∙Quantum Computing, Apple Strategy at a Glance

1. Tesla Trends and Changes in Investment Opinions

Tesla’s stock price surged on Friday and has entered a correction phase today.
The market believes that uncertainty has increased as institutions have downgraded to neutral ratings.
Some analysts have lowered their short-term buy opinions to neutral and maintain a target price of $320.
Negative factors include the public conflict between Musk and Trump, and tax credit issues.
In particular, Tesla’s RoboTaxi-related forecasts are expected to be realistically downgraded from initial predictions of hundreds of thousands of units to around 6,000 units.
Wall Street experts are sharply divided between buy, neutral, and sell opinions, with an average target price of $282.
However, from a long-term investment perspective, the fundamentals of autonomous driving and humanoid robots are considered solid.

2. Meta’s AI Investment and Scale AI News

Meta plans to invest more than $10 billion in AI data collection and processing leader Scale AI.
Scale AI is a company that builds specialized data sets, from autonomous vehicle data to image and text data.
The company has also attracted attention for its collaboration with the Trump administration’s chief technology officer, and Meta’s investment is expected to enhance AI competitiveness and develop differentiated services.
Securing cooperation with the government and data priority is expected to give them a favorable position in the artificial intelligence market in the long term.

3. Apple Developer Conference and Future Strategy

Apple plans to announce plans to improve Vision Pro and UI innovations, especially AI-based services (e.g., Siri 2.0), through this year’s World Developer Conference.
This year, the focus is on software and user experience improvements rather than AI innovation technology, and preparations are being made for new product and technology announcements.
However, market expectations have somewhat lowered as some project schedules have been postponed to next year.
It is necessary to pay attention to Apple’s strategic moves in the AI ecosystem competition with Google’s GeminAI.

4. IonQ’s Quantum Computing and M&A News

IonQ acquired UK startup Oxford Ionics for $1.08 billion.
This acquisition is interpreted as a signal that quantum computing technology is 본격 진입ing into the commercial market from the laboratory stage.
Ionics’ technology is expected to increase reliability and mass production potential by using semiconductor processes for control methods.
The company aims to commercialize 256-bit quantum computing next year and 2 million qubits by 2030, and is expected to accelerate technological innovation.

< Summary >
Tesla's stock price has recently fluctuated between surges and corrections, increasing short-term uncertainties, but long-term fundamentals are solid.
Meta is trying to strengthen its artificial intelligence competitiveness by investing more than $10 billion in AI data processing company Scale AI.
Apple plans to announce plans to improve Vision Pro and AI-based services through the Developer Conference.
IonQ is proceeding with the acquisition of Oxford Ionics to commercialize quantum computing technology and is challenging the future technology competitiveness.
This summarizes the latest issues related to Tesla, autonomous driving, artificial intelligence, quantum computing, and AI investment.
< Summary >

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*YouTube Source: [Maeil Business Newspaper]

– [美개장포인트] 애플 소문난 잔치 WWDC 결과는ㅣ메타 $100억 역대급 투자ㅣ 오찬종의 매일뉴욕

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