Nvidia(US:NVDA) 智通财经网·2025-11-12 00:29Company Insights - SoftBank liquidated its entire stake in NVIDIA, raising $5.83 billion, which has led to NVIDIA's market value dropping by approximately $143.13 billion (around 1,018.68 billion RMB) in a single night [2] - NVIDIA announced a shift in focus from AI infrastructure investment to AI applications [2] - AMD's CEO Lisa Su projected that the AI data center market will exceed $1 trillion by 2030, growing from approximately $200 billion this year, with a compound annual growth rate (CAGR) exceeding 40% [4] Industry Insights - The EU is considering a mandate for member states to remove Huawei and ZTE equipment from their telecom networks, prompting calls for a fair business environment for Chinese companies [3] - The upcoming 2025 World Power Battery Conference is expected to highlight advancements in battery technology and investment opportunities [5] - The 2025 6G Development Conference is anticipated to focus on technological iterations and policy benefits, with a spotlight on AI, quantum communication, and low-altitude economy [10] - The nuclear power sector is expected to maintain an upward trend in profitability despite potential price declines due to market trading and long-term contract price reductions [11]