Nvidia(US:NVDA) 智通财经网·2025-07-10 00:33Group 1: Company Insights - Nvidia's market capitalization briefly surpassed $4 trillion, making it the first company to reach this milestone, with analysts raising the target price from $175 to $250, indicating a potential market cap of approximately $6 trillion [2] - North Rare Earth is expected to see a net profit increase of 20 times year-on-year in the first half of the year, driven by improving supply-demand dynamics in the rare earth industry, particularly from sectors like new energy vehicles and consumer electronics [12] - Xinda Co. anticipates a net profit of between 130 million to 150 million yuan for the first half of the year, representing a year-on-year increase of 2443.43% to 2834.73% [15] Group 2: Industry Trends - The photovoltaic industry is experiencing a price increase, with silicon wafer manufacturers raising prices by 8% to 11.7%, indicating strong pricing power due to low inventory levels [10] - The stablecoin market is evolving alongside regulatory developments, with Bitcoin surpassing $112,000, suggesting a growing institutional demand for risk assets [11] - The Chinese government is expanding employment support policies, which may positively impact sectors reliant on labor, such as construction and manufacturing [3]