英伟达宣布AI工厂大消息
Zhong Guo Ji Jin Bao·2025-11-01 00:48

Market Performance - The three major U.S. stock indices recorded gains both for the week and the month, with the Dow Jones up 0.75%, S&P 500 up 0.71%, and Nasdaq up 2.24% for the week [2] - For October, the Dow Jones increased by 2.51%, S&P 500 by 2.27%, and Nasdaq by 4.7%, marking six consecutive monthly gains for the Dow and S&P 500, and seven for the Nasdaq [2] Federal Reserve Insights - Multiple Federal Reserve officials expressed opposition to the recent interest rate cut decision, emphasizing that a December rate cut is not guaranteed [3] - Fed officials highlighted challenges in the labor market and indicated that current monetary policy is not restrictive enough to lower inflation [3] - Fed Governor Waller stated that the Fed can still access ample data despite the government shutdown and should base monetary policy on this data [3] Amazon's Financial Performance - Amazon's Q3 net sales reached $180.169 billion, a 13% year-over-year increase, with a net profit of $21.187 billion, up 38% [4] - The company's earnings per share rose to $1.95, exceeding Wall Street expectations, which led to a nearly 10% increase in its stock price [4] Nvidia's AI Initiatives - Nvidia announced plans to collaborate with Samsung and the South Korean government to establish a large-scale AI manufacturing facility, deploying up to 260,000 GPUs [5] - Samsung will procure over 50,000 Nvidia GPUs to build its AI chip cluster and will co-develop HBM4 and SOCAMM2 technologies with Nvidia [5] - Nvidia is also planning to invest up to $1 billion in AI startup Poolside, potentially increasing its valuation significantly [6]