“最大空头”倒戈，英伟达动作频频！美股紧盯两大关键变量

Group 1 - Nvidia is adjusting its cloud computing business while increasing investments in AI infrastructure, with a recent stock price of $177.82 and a market cap of $4.32 trillion [1][12] - Nvidia and OpenAI are planning to invest billions in building data centers in the UK, with the announcement expected during Trump's state visit [3][4] - The collaboration with Nscale Global Holdings indicates a strategic move to enhance AI infrastructure in the UK, positioning it as a competitive hub for AI [5][7] Group 2 - Nvidia is scaling back its DGX Cloud service, which was launched in March 2023, to focus on internal R&D due to limited demand for high-priced cloud services [9][10] - This reduction in external promotion of DGX Cloud may help alleviate tensions with major clients like Amazon Web Services, which purchases billions of dollars in GPUs from Nvidia [11] - DA Davidson has upgraded Nvidia's stock rating from "neutral" to "buy," raising the target price from $195 to $210, indicating a potential upside of about 19% [12][13][14] Group 3 - The current market dynamics are influenced by two key variables: AI and the Federal Reserve, with AI driving the tech stock rally [15][17] - Goldman Sachs reports that AI continues to propel the market, suggesting that the current bull market in US stocks should not be countered [16] - Predictions for Federal Reserve rate cuts have increased, with Deutsche Bank and Morgan Stanley forecasting multiple rate cuts by the end of 2025 [19][20][21]