Alphabet(US:GOOG) Zhong Guo Ji Jin Bao·2025-11-17 16:15Market Overview - US stock market remained flat with slight fluctuations in major indices [3] - Nvidia's earnings report and a key employment report are anticipated to significantly shape market outlook for the remainder of 2025 [4] Nvidia and AI Sector - Nvidia's stock experienced a slight decline after Peter Thiel's hedge fund liquidated its entire stake in the company [5] - The market is cautious ahead of Nvidia's earnings report, with expectations of exceeding profit forecasts but concerns over high AI valuations [4] Semiconductor Stocks Performance - Micron Technology saw a significant intraday increase, rising over 5% to reach a historical high, while SanDisk rose approximately 8% [6] Google (Alphabet) Investment - Google's stock surged nearly 6%, surpassing a market capitalization of $3.5 trillion, following Berkshire Hathaway's substantial investment in the company [8] - Berkshire Hathaway disclosed holding approximately $4.3 billion in Alphabet shares as of September 30, making it the company's tenth-largest stock holding [8][9] Federal Reserve's Monetary Policy - Federal Reserve Vice Chairman Philip Jefferson emphasized a cautious approach to further rate cuts to avoid undermining anti-inflation efforts [10] - The Fed is facing challenges in balancing inflation control and unemployment, with recent employment growth slowing down [11] - Jefferson noted that progress towards the Fed's 2% inflation target appears to have stalled, potentially due to tariff impacts [12]