Nvidia(US:NVDA) Ge Long Hui·2025-09-10 12:32Group 1: Market Performance - US stock index futures showed mixed results, with Nasdaq futures up 0.32% and S&P 500 futures up 0.34%, while Dow futures fell 0.16% [1] - European stock indices experienced slight increases, with Germany's DAX up 0.04%, UK's FTSE 100 up 0.12%, France's CAC up 0.48%, and the Euro Stoxx 50 up 0.31% [1] Group 2: Company Updates - Deutsche Bank raised its year-end target for the S&P 500 index to 7000 points, while Barclays increased its target to 6450 points [1] - Apple held its fall product launch event, introducing AirPods Pro, three new Apple Watch models, and the iPhone 17 series, with the iPhone 17 starting at 5999 yuan for the 256GB model [1] - Nvidia announced the Rubin CPX GPU designed for large-scale contextual inference, set to launch by the end of 2026 [1] - Oracle reported Q1 revenue of $14.93 billion for fiscal year 2026, with earnings per share of $1.47, and cloud infrastructure revenue surged 55% year-over-year to $3.3 billion; remaining performance obligations (RPO) soared to $455 billion [1] - Synopsys reported a 14% year-over-year revenue growth to $1.74 billion for Q3 of fiscal year 2025, with adjusted earnings per share of $3.39, both below market expectations [1] - Google Cloud disclosed a backlog of orders reaching $106 billion, potentially adding $58 billion in revenue over the next two years [2] - Tesla is finalizing the design of Optimus V3, which aims to address hand flexibility issues and will feature an AI brain [2] - Novo Nordisk plans to lay off approximately 9,000 employees and has lowered its 2025 profit growth forecast to 4%-10% [2] - Alibaba's Gaode launched the world's first behavior and credit-based ranking product "Gaode Street Ranking," offering over 1 billion yuan in subsidies to encourage in-store consumption [2] - TSMC reported August revenue of 335.8 billion New Taiwan dollars (approximately $11.1 billion), marking a historical high and a 34% year-over-year increase [2] - ARM released its next-generation chip design Lumex, optimized for AI applications in mobile devices [2] - Faraday Future completed a one-year compliance supervision period, restoring its status as a fully compliant public company [2]