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CES Insights | Dell abandons the XPS brand, with future products named "Learning from Apple".
Sina Technology News, January 7th morning report, at the ongoing CES 2025, Dell announced a large-scale rebranding of all its Consumer and commercial PCs, abandoning the iconic XPS brand. It is reported that the new Dell will categorize laptops, desktops, and other devices into three main series: Dell, Dell Pro, and Dell Pro Max, distinguishing product names based on different performance levels and target groups. Additionally, Alienware gaming computers have also been updated with new names, but they will be separated from Dell's core computing products.
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Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.