Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-12-18 10:23Group 1: Market Trends - Major U.S. stock index futures are showing positive movements, with Dow futures up 0.06%, S&P 500 futures up 0.33%, and Nasdaq futures up 0.63% [1] - The U.S. November CPI report is expected to show a year-over-year increase of 3.1%, slightly above September's 3.0%, with core CPI anticipated to remain at 3.0% [1] - Analysts predict limited market impact from the CPI data unless there is a significant deviation from expectations [1] Group 2: Company Performance - Micron Technology shares surged nearly 10% after reporting Q1 revenue of $13.64 billion, a 57% year-over-year increase, and projecting Q2 revenue of $18.7 billion, exceeding market expectations of $14.3 billion [1][2] - Storage sector stocks, including SanDisk, Seagate Technology, and Western Digital, experienced collective gains, with SanDisk rising nearly 5% and others up over 3% [2] - Lululemon shares increased over 4.5% following reports that Elliott Management holds over $1 billion in the company [2] Group 3: Commodity and Asset Movements - Silver prices reached $66.08 per ounce, marking a nearly 130% increase year-to-date, with its total market value surpassing $3.752 trillion, making it the fourth-largest asset globally [2] Group 4: Regulatory Changes - Apple is set to adjust its iOS rules in Japan to comply with the "Specific Smartphone Software Competition Promotion Act," allowing developers to distribute apps through third-party stores and use alternative payment methods [3] - Developers will have new rights, including the ability to distribute apps outside the App Store and utilize third-party payment tools, with Apple charging a reduced commission rate [3] Group 5: Industry Insights - Morgan Stanley predicts that semiconductor stocks will continue to be one of the best-performing sectors in the U.S. stock market next year, driven by ongoing demand for AI computing capabilities [4] - The report highlights Nvidia, Broadcom, and Astera Labs as top picks for 2026, indicating a sustained growth cycle in the semiconductor industry [4]