外汇交易员
Search documents
X @外汇交易员
外汇交易员· 2025-11-06 02:15
Trade Performance - Vietnam's October exports totaled $42.05 billion, a 17.5% year-over-year increase [1] - Rice exports decreased by 56.2% year-over-year to 344,000 tonnes [1] - Coffee exports for the first 10 months increased by 13.4% year-over-year to 1.3 million tonnes [1] - October imports increased by 16.8% year-over-year [1] Economic Indicators - Industrial production index increased by 10.8% year-over-year [1] - Consumer prices increased by 3.25% year-over-year [1]
X @外汇交易员
外汇交易员· 2025-11-06 01:35
英伟达CEO黄仁勋周三在《金融时报（FT）》未来AI峰会上表示，受益于中国较低的能源成本和宽松的监管环境，中国将赢得AI竞赛。黄仁勋批评了包括美国和英国在内的西方国家的“犬儒主义”，呼吁更多“乐观精神”。他特别指出，美国各州实施自己的AI规则可能带来“50项新法规”的潜在负担。 https://t.co/15nV2BjV0T外汇交易员 (@myfxtrader):FT：中国加大了对国内部分大型数据中心能源成本补贴。知情人士透露，由于禁止购买英伟达AI芯片，导致字节跳动、阿里巴巴和腾讯等科技巨头采用华为和寒武纪芯片时面临更高的电力成本，甘肃、贵州、内蒙古等省份的地方政府已做出回应，提供补贴，将大型数据中心的电费降低高达50%。 https://t.co/wq8Fxg0cWK ...
X @外汇交易员
外汇交易员· 2025-11-05 11:56
Market Position - SK Hynix has gained an advantage in negotiations with Nvidia for the sixth-generation High Bandwidth Memory (HBM4) supply [1] - SK Hynix successfully increased the price by over 50% to approximately $560 per unit, solidifying its dominance in the high-end memory chip market [1] Financial Projections - Analysts predict that SK Hynix's operating profit may exceed 7 trillion Korean won (approximately $5.1 billion USD, based on current exchange rates) next year, driven by high HBM4 profit margins and surging prices of general-purpose DRAM [1]
X @外汇交易员
外汇交易员· 2025-11-05 09:58
AI Development Focus - AI's primary objective is to transform everything into an infinitely accessible energy source [1] - AI aims to possess manufacturing capabilities far exceeding human capacity and incomprehensible to humans [1] - AI seeks to collaborate with the most intelligent human minds, transcending national boundaries [1]