深夜，大涨！英伟达，突传重磅！

Group 1: Nvidia's Developments - Nvidia has received approval from the U.S. to sell AI chips worth billions to the UAE, marking a significant step in a controversial agreement that may shape U.S.-UAE AI cooperation [3][4] - The approved export license is the first of its kind since the Trump administration, indicating a shift in U.S. policy towards AI technology exports [3] - Nvidia's stock surged over 3% to a record high of $195.3 per share following the news, with a market capitalization exceeding $4.7 trillion [1] Group 2: xAI Financing - Elon Musk's xAI has secured up to $20 billion in funding, which includes a $2 billion equity investment from Nvidia [2][5] - The funding will primarily support the construction of a new data center project called "Colossus 2" and the acquisition of Nvidia's AI chips [6] - Nvidia's CEO expressed excitement about the investment, highlighting the potential for significant growth in AI infrastructure [6] Group 3: TSMC's Performance - TSMC reported a 30% year-over-year revenue increase for Q3, with sales reaching approximately 989.9 billion New Taiwan Dollars, exceeding market expectations [8] - The company's strong performance is attributed to the growing demand for AI technology, with major clients including Nvidia and Apple [8] - TSMC's stock has risen 54% year-to-date, reflecting investor confidence in its growth prospects [8] Group 4: Market Reactions and Analyst Predictions - Barclays raised TSMC's target price from $325 to $330, while Bank of America also increased its target price to $330, anticipating a 24% revenue growth for TSMC in FY2026 [9] - The expected contribution from 2nm process technology in 2026 is projected to be 9%, indicating strong demand from smartphone and HPC customers [9]