Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-10-28 23:18Important Market News - NVIDIA CEO Jensen Huang delivered a keynote speech at the GTC conference, focusing on breakthroughs in 6G, AI, quantum computing, and robotics, introducing NVQLink technology that connects quantum processors with GPU supercomputers, supported by 17 quantum computing companies [1] - Major US stock indices closed higher, with the Nasdaq up 0.8%, Dow Jones up 0.34%, and S&P 500 up 0.23%. NVIDIA's stock rose approximately 5%, adding $231.8 billion to its market cap, nearing $5 trillion. Microsoft increased about 2%, regaining a $4 trillion market cap. Intel rose over 5%, while Tesla and Amazon gained over 1%. Nokia's ADR surged about 23%, marking its largest single-day gain since January 2021 [1] Industry Insights - NVIDIA launched a new quantum device to connect quantum processors with NVIDIA GPUs through NVQLink, which is an open system architecture that tightly couples GPU computing with quantum processors to build accelerated quantum supercomputers. This has garnered support from 17 quantum computing companies and 9 research laboratories [3] - Quantum computing is transitioning from laboratory experiments to industrial applications, driven by technological breakthroughs, policy support, and market demand. The industry is expected to reach a market size of hundreds of billions by 2025-2030, with China prioritizing quantum technology in its 14th Five-Year Plan [4] - The digital RMB ecosystem has been established, with a cumulative transaction amount of 14.2 trillion yuan by September 2025 across 26 regions. The digital RMB trial covers various sectors, creating replicable application models [4][5] - A research team from the Chinese Academy of Sciences successfully industrialized the production of high-purity Hastelloy alloy, crucial for the manufacturing of second-generation high-temperature superconducting tapes, which are essential for controlled nuclear fusion [6] Company Updates - Silane Technology announced that a shareholder plans to reduce holdings by up to 8.441 million shares, representing 2% of the total share capital [7] - Brother Technology's chairman and other executives plan to reduce their holdings by a total of approximately 1.142 million shares [7] - ZTE Corporation reported Q3 2025 revenue of nearly 29 billion yuan, a year-on-year increase of 5.11%, but net profit decreased by 87.84%. For the first three quarters of 2025, revenue was 100.52 billion yuan, up 11.63%, while net profit fell by 32.69% [7]