Mei Ri Jing Ji Xin Wen·2025-11-03 22:43Group 1 - Amazon's stock rose approximately 4%, reaching an all-time high, following a $38 billion agreement with OpenAI to supply NVIDIA AI chips over the next seven years [2] - This deal is seen as a validation of Amazon's capabilities in building and operating large-scale data center networks, despite its previous lag in the AI sector [2] - The AI-driven market rally has been further fueled by positive earnings outlooks from five of the "Big Seven" tech companies [2] Group 2 - NVIDIA's stock increased by over 2% after the U.S. approved a deal for Microsoft to sell chips to the UAE, allowing the shipment of advanced NVIDIA chips [2] - Tesla's stock rose by over 2%, while Google saw a nearly 1% increase; however, Intel, Netflix, and Meta experienced declines of over 1% [2] - The Nasdaq China Golden Dragon Index rose by 0.26%, with notable gains in Tencent Music and NIO, while Alibaba and JD.com saw slight declines [6][7]