Nvidia(US:NVDA) Sou Hu Cai Jing·2025-10-29 02:01Core Viewpoint - The U.S. stock market reached new historical highs, driven by Nvidia's strong rebound and investor optimism regarding the earnings outlook of tech giants [1][2]. Group 1: Stock Market Performance - On October 28, the Dow Jones index rose by 0.34% to close at 47,706.37 points, the Nasdaq index increased by 0.8% to 23,827.49 points, and the S&P 500 index gained 15.73 points, closing at 6,890.89 points [1]. - The performance of the "Big Seven" tech stocks was mixed, with Nvidia up 4.98%, Microsoft up 1.98%, Tesla up 1.80%, and Amazon up 1.00%. Meta rose slightly by 0.08%, Apple was nearly flat with a 0.07% increase, while Google fell by 0.67% [1]. Group 2: Nvidia's Performance and Innovations - Nvidia's stock surged, reaching a market capitalization of $4.89 trillion, marking a nearly 50% increase year-to-date and continuing a strong trend since surpassing $4 trillion in July [1]. - The GTC conference in Washington D.C. served as a catalyst for Nvidia's stock rise, where CEO Jensen Huang announced various technological innovations and industry collaboration plans across AI, quantum computing, autonomous driving, and communications [1]. - Huang dismissed concerns about an AI bubble, stating that the company's latest chips are expected to generate $500 billion in revenue over the next five quarters [2]. Group 3: Impact on Semiconductor Sector - Nvidia's surge positively influenced other semiconductor stocks, with Intel rising by 5.03% and Broadcom increasing by 3.02% [2]. - Nokia's stock jumped by 22.84% following Nvidia's announcement of a $1 billion investment to accelerate AI-RAN innovation and lead the transition from 5G to 6G [2].