Nvidia(US:NVDA) Ge Long Hui·2025-11-12 00:11Group 1 - China responds to multiple foreign trade issues, emphasizing dialogue with the US to ensure global supply chain stability and criticizing the EU's exclusion of Huawei and ZTE [2] - Notable investor Duan Yongping shares investment insights, advocating for long-term stock investments over short-term trading, highlighting his positions in Kweichow Moutai, Apple, and Tencent [2] - SoftBank sells its Nvidia shares for $5.83 billion to fund additional investments in OpenAI, which contributed significantly to its recent investment gains [6] Group 2 - Major US tech companies, including Microsoft and Google, announce significant investments in AI infrastructure in Europe, with Microsoft planning to invest $10 billion in Portugal and Google committing €5.5 billion in Germany [7] - JD.com reports record sales during the Double 11 shopping festival, with a 40% increase in users and nearly 60% growth in order volume [8] - AMD forecasts the AI data center market will reach $1 trillion by 2030, with expected annual revenue growth rates exceeding 35% [9] Group 3 - Tesla prepares to expand its Texas Gigafactory for the production of humanoid robots, despite reporting a significant drop in vehicle sales in October [12] - Meta's chief AI scientist plans to leave the company amid strategic disagreements, raising concerns about the effectiveness of Meta's AI initiatives [13] - Midea Group announces a cash dividend plan for 2025, distributing 5 yuan per 10 shares, totaling approximately 3.448 billion yuan [14] Group 4 - Henan Energy and Pingmei Shenma Group complete a strategic merger, with combined revenues expected to exceed 280 billion yuan, enhancing risk resilience [16] - Jinglin Asset increases its holdings in Alibaba and Pinduoduo, reflecting confidence in the efficiency of Chinese companies [17] - Saudi Aramco invests $100 billion in natural gas projects, anticipating significant cash flow growth by 2030 [18]