Nvidia(US:NVDA) Sou Hu Cai Jing·2025-12-04 23:31Company and Industry Insights - Meta plans to cut its metaverse budget by up to 30%, indicating a significant reduction in its previous strategic focus on this area [16] - Nvidia's GB200 NVL72 system claims to enhance the performance of open-source AI models by up to 10 times, as the company faces competition from Google and Amazon in the AI chip market [13] - Nvidia's lobbying efforts have successfully led to the U.S. Congress potentially rejecting the AI chip export restriction bill, which would have limited its sales to certain overseas markets [14] - The European Union is set to launch a new plan aimed at breaking down financial service barriers to create a unified capital market, targeting the 33 trillion euro household savings [13] - Japan's central bank is expected to raise interest rates for the first time since January, which has led to a surge in long-term bond yields [11][12] - The AI chip market is projected to see a significant increase in production, with reports suggesting that the output of AI chips may double next year [8] - Micron Technology is exiting the consumer storage business to focus on AI storage chips, which could leave a significant gap in the consumer storage market [24]