Key Takeaways Bitcoin rebounds above $93,000 after a steep drop driven by regulatory warnings.Fed's QT pause and added liquidity support a short-term lift in market confidence.NVDA, HOOD and IBKR post stronger earnings outlooks with recent estimate revisions.Cryptocurrencies had a turbulent November, despite historically being one of the best months. Bitcoin (BTC), especially, has suffered the most, with the cryptocurrency falling below $84,000 on Monday, a step decline from its all-time high attained less ...

美股周三早盘，亚马逊（AMZN）股价下跌1%。在re：Invent 2025大会上，亚马逊公司发布了 Trainium3 UltraServers、新Nova模型及自主"前沿智能体"（frontier agents），同时与英伟达（NVDA） 合作，并提供本地部署的"AI工厂"。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 美股周三早盘，亚马逊（AMZN）股价下跌1%。在re：Invent 2025大会上，亚马逊公司发布了 Trainium3 UltraServers、新Nova模型及自主"前沿智能体"（frontier agents），同时与英伟达（NVDA） 合作，并提供本地部署的"AI工厂"。 ...

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Partnerships & Strategic Moves - Thrive 与 Open AI 建立深度合作关系，Thrive 将获得 Open AI 最新模型的访问权限，形成巨大优势 [1] - Nvidia 收购 Synopsis 20 亿美元股份，建立多年合作伙伴关系，加速计算密集型工程和 Agentic AI 的发展 [3] Valuation & Fundraising - Data bricks 估值 1340 亿美元，据报道以 32 倍 2025 年收入倍数融资 50 亿美元，同比增长 55% [2] Industry Trends & Challenges - Workday 认为基于席位的定价模式现在是一种生存威胁 [2] - 由于 AI 效率的提高，惠普将再次裁员 10% [3] - 安全混乱迫使 Salesforce 关闭游戏网站，Open AI 放弃 Mix Panel [3] - Nvidia 的交易标志着从 CPU 到 GPU 加速一切的转变 [3] - Synopsis 表示，过去需要数周的工作负载现在只需数小时 [4]

Kevin Hanks live at the CBOE for our pre-built playbook. Good morning to you. Time to get those resumes out because the employment data continues to show some weakness, right.>> Good morning, Nicole. Yeah, the ADP private payroll data really, if you think about it, crystallized what the Fed needs to be focusing on going forward, and that is the labor market. So the ADP private payroll data negative 32,000 jobs and this was a report focused on small business.Nicole, if you look at the numbers, uh businesses ...

Core Insights - Alphabet's shares have increased by 66% in 2025, potentially due to the strong performance of its AI chatbot, Gemini 3, which has outperformed ChatGPT [2][6] - A possible multi-billion dollar contract with Meta for Tensor Processing Units (TPUs) could further enhance Google's position in the AI chip market [3][10] AI Chip Market Dynamics - The AI chip market is projected to grow at an average annual rate of 25%, reaching $440 billion by 2030, with Google's market share expected to rise from 5% to 25% during this period [5][12] - Nvidia's market share in the AI chip sector could decline from 90% to 70% by 2030, indicating increased competition from Google [5] Competitive Landscape - OpenAI's ChatGPT faces challenges as Gemini's user base has grown by 44% to 650 million, while ChatGPT has over 800 million weekly users [6] - OpenAI's CEO has declared a "code red" to enhance ChatGPT's features in response to competitive pressures from Google and Meta [8] Financial Performance - Google's operating income over the last four quarters was $151.4 billion, surpassing Nvidia's $110 billion, providing Google with a financial advantage to compete in the AI chip market [9] - OpenAI is projected to incur net losses of $9 billion and $14 billion in 2025 and 2026, respectively, putting pressure on the company to secure additional funding [7] Future Projections - Google's TPUs could control 8% of the AI chip market by the end of 2025, with estimates suggesting a rise to 25% by 2030 [11][12] - The competitive dynamics are prompting pricing pressures, as evidenced by OpenAI negotiating a 30% discount on its Nvidia compute fleet [14] Investment Considerations - Wall Street views Alphabet shares as slightly overvalued, while Nvidia's stock is considered cheap, with Google's generative AI initiatives potentially making it a more attractive investment [15]

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Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, we're here at the middle of the week this week. Uh, and it looks like maybe there's some tentative or cautious optimism.How would you characterize uh the sentiment in market. >> Yeah, I would agree. I mean, if you're looking at the VIX complex here, we're sitting at around a 16 VIX.So, an implied move of about 1%. But if you're looking at the at the money straddle for the E- Mini S&P futures, ...

摩尔线程的上市被视为中国突破"卡脖子"技术的关键一步。其核心团队多来自英伟达等国际巨头，创始 人兼CEO曾担任英伟达全球副总裁。公司通过兼容CUDA的MUSA架构，直接对标英伟达数据中心产品 线，在政务、金融、能源等领域已实现规模化应用。 弗若斯特沙利文预测，到2029年中国AI智算GPU市场规模将达1.03万亿元，年均复合增长率56.7%。摩 尔线程若能持续保持技术迭代，有望在这一赛道占据重要地位。市场分析人士指出，摩尔线程的上市不 仅为投资者提供了参与硬科技赛道的机会，更向全球传递了中国突破关键技术瓶颈的决心。 公司已推出四代GPU架构，MTT S80显卡单精度浮点算力接近英伟达RTX3060，千卡GPU智算集群效率 超越国外同代产品；率先发布支持DirectX12的图形加速引擎，成为国内少数支持FP8至FP64全计算精度 的GPU厂商。 尽管尚未实现盈利，摩尔线程的营收增速令人瞩目：2022—2024年：营业收入从0.46亿元跃升至4.38亿 元，年复合增长率达208.44%；2025年上半年：营收7.02亿元，超过去三年总和，但归母净利润仍亏损 2.71亿元。 公司坦言，持续的高研发投入（2022—2 ...

报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： Gemini 3、TPU、端侧AI应用更新报告——模型多模态升级加速端侧AI落地，TPU冲击算力 格局；报告日期：2025.12.02 报告作者： 秦和平（分析师），登记编号：S0880523110003 刁云鹏（研究助理），登记编号：S0880125070016 重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请按照文末联系方式与我们联系。 报告导读： 模型：预训练 Scaling Law 仍然成立；算力： TPU 助谷歌构建全栈 AI 生 态，长期或与英伟达 GPU 互补；应用：多模态推理能力为端侧 GUI 操控提供可能，豆包 手机助手率先落地，看好谷歌全栈集成、苹果系统掌控、阿里模型能力。 Gemini 验证了预训练 Scaling Law ...