Nvidia(US:NVDA) Xuan Gu Bao·2025-06-26 00:09Market Overview - US stock market shows mixed performance with S&P 500 closing flat, Dow Jones down by 0.25%, and Nasdaq up by 0.31% [1] - Chip stocks outperform the market, with Nvidia rising over 4% to reach a historical high, while Micron Technology initially jumped nearly 8% after positive earnings guidance before turning down [1] - Tesla shares fell by 3.8%, and FedEx dropped over 3% due to disappointing earnings guidance [1] Chinese Stocks - Chinese concept stocks index decreased by 0.6%, with Tiger Securities up by 22.39%, Yatsen Holding up by 13.04%, and EHang up by 3.23% [2] Bond and Currency Markets - US Treasury yields rose and then fell, with the two-year yield hitting a seven-week low [3] - The US dollar index approaches a three-year low, while offshore RMB nears 7.16, a seven-month high, before retreating nearly 200 points [4] Commodities - Oil prices rebounded after two days of decline, rising over 2% [5] - Gold prices showed a slight rebound, moving away from the month's low [6] Technology and AI Developments - Bosch plans to invest over €2.5 billion in artificial intelligence by the end of 2027 [8] - Nvidia's CEO highlighted robotics technology as the next major opportunity following AI [7] Semiconductor Industry - Global semiconductor industry expected to see a 7% increase in wafer manufacturing capacity by 2025, reaching 33.7 million wafers per month, with China's capacity growth leading the way [11] - The wafer foundry sector is entering a traditional peak season, with increasing market demand anticipated [12] Energy Storage - Tesla's first grid-side energy storage project in mainland China is expected to be operational this year, with a storage capacity of 300 MWh [11] Battery Technology - Vivo launched the X Fold5, featuring the industry's first fourth-generation silicon anode technology, achieving an energy density increase of 13% at room temperature and 20% in low temperatures compared to the previous generation [13][15] - Silicon anode technology is expected to become mainstream due to its high theoretical capacity and improved safety and performance [15] Stock Market Highlights - A-share total market value reached a historical record [14] - Longchuan Technology expects a net profit of 360-420 million yuan for the first half of 2025, a growth of 67.54%-95.46% year-on-year, driven by strong demand in the integrated circuit industry [16] Upcoming Stock Unlocks - Several companies, including Yongzhen Co. and Aidi Te, have significant stock unlocks scheduled for June 26, with unlock ratios of 37.41% and 42.58% respectively [19]