Nvidia(US:NVDA) Sou Hu Cai Jing·2025-11-25 11:14Group 1 - The absence of the October non-farm payroll report, a key economic indicator, has caused confusion among traders, leading to significant market volatility [1] - The U.S. Federal Reserve is experiencing an internal debate between hawks and doves regarding interest rate policies, with a consensus emerging for a gradual approach to rate adjustments [3] - Despite market fluctuations, there is a psychological readiness for a pause in interest rate cuts, indicating that previous pessimism has been largely priced in [5] Group 2 - NVIDIA reported impressive earnings of $57 billion, a 22% quarter-over-quarter increase and a 62% year-over-year surge, with a strong revenue guidance for the next quarter [8] - Google has introduced its AI model Gemini 3, which is designed to understand nuanced instructions and will be integrated into its search engine and enterprise services, raising questions about the future of hardware dependency in AI [9] - BlackRock has adjusted its investment strategy by increasing its allocation to value and momentum factors while reducing exposure to growth stocks, indicating a shift towards traditional sectors as interest rates peak [10] Group 3 - The current market environment is characterized by a blend of policy uncertainty and technological advancements, suggesting a long-term trend towards easing despite short-term volatility [13] - The investment landscape is shifting, with a focus on companies with solid performance and reasonable valuations, emphasizing the importance of strategic positioning in both growth and value sectors [13]