Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-20 00:21Market Dynamics - Zhang Guoqing emphasized the acceleration of digital transformation and upgrading in the manufacturing industry during his research in Guizhou and Chongqing [1] - The Ministry of Commerce welcomed the Netherlands' decision to suspend the administrative order regarding ASML, viewing it as a step towards resolving issues in the global semiconductor supply chain [1] Company Updates - Brookfield, NVIDIA, and the Kuwait Investment Authority are collaborating to raise $10 billion for an AI infrastructure fund, with initial commitments of $5 billion from these partners [4] - Moore Threads announced an online roadshow scheduled for November 21, 2025, for its initial public offering [6] - Wenta Technology reported that its control over ASML remains restricted despite the Netherlands' suspension of the ministerial order [6] - Yandong Micro announced plans for major shareholders to reduce their stakes by up to 1.5% and 1% respectively [6] - Baili Tianheng signed a strategic cooperation agreement with the Bank of China Sichuan Branch for a total credit support of no less than 8 billion yuan [7] - Huahong Semiconductor indicated that its NORFLASH business is growing faster than the overall market, expecting strong growth in the coming quarters [7] - Neusoft Group received a notification to supply intelligent cockpit domain controllers worth approximately 4.2 billion yuan to a major domestic automotive manufacturer [8] - Sanofi Biologics received approval for the marketing application of its active pharmaceutical ingredient for treating type 2 diabetes and obesity [8] - Huayi Technology reported small batch supply of high-precision inertial navigation products to several robotics companies [9] Technology Frontiers - A breakthrough in simulating quantum microchips with high precision was achieved using a supercomputer, laying a solid foundation for optimizing next-generation quantum technologies [9] - Researchers at the University of Basel created a highly realistic 3D bone marrow tissue model using human cells, providing a new platform for blood cancer research and drug testing [10]