Youtube·2025-10-29 11:31分组1: Nvidia - Nvidia is expected to open with a market cap above $5 trillion, indicating strong momentum in the AI trade and significant demand for its chips [1][2] - The upcoming earnings report and customer capital expenditure (capex) spending from major companies like Amazon, Meta, and Google will be crucial for driving Nvidia's stock performance [3] - Positive developments in trade relations, particularly with South Korea and China, could benefit various sectors, including technology, industrials, and healthcare, by providing companies with the certainty needed to grow margins and revenue [4] 分组2: Healthcare and Life Sciences - There are investment opportunities in the healthcare sector, particularly in life sciences and diagnostics, which have underperformed recently [5][6] - Thermo Fisher is highlighted as a stock of interest, trading at 19 times earnings compared to its historical range of 22 to 24 times, with recovering demand from biotech and healthcare companies [6][7] - The potential for improved tariff situations and increased government spending on healthcare may not be fully priced into stocks like Thermo Fisher, suggesting further upside potential [8]