Group 1 - The rebound of technology stocks was driven by a new US-China agreement allowing Oracle to host TikTok's US user data, providing a much-needed relief for global financial markets [1][3] - If the agreement is finalized, Oracle will store and protect US user data on its cloud infrastructure and assist in overseeing cybersecurity and algorithm safety measures, which is significant given that about half of the US population uses TikTok [3] - Oracle is expected to gain approximately 15% equity in the restructured US TikTok business, while a broader investor consortium will obtain majority control, marking a strategic foothold for Oracle in a high-growth digital platform [3] Group 2 - The competitive landscape in the chip manufacturing sector is rapidly changing, with Chinese chipmaker Moore Threads planning to launch new AI chips to compete with Nvidia's Hopper series [4] - Moore Threads claims its upcoming chips can rival Nvidia's H20 and H200, potentially reducing reliance on Nvidia hardware as China seeks to encourage domestic alternatives [4][5] - Despite the advancements, challenges remain in designing and mass-producing advanced chips, especially after Moore Threads was placed on the US Entity List, limiting its collaboration with TSMC [5] Group 3 - The broader information indicates that China has not conceded in the global tech race, with technology stock indices in Asia showing gains [6] - The KOSPI index in South Korea rose over 2%, while Japan's Nikkei initially increased but later retreated due to significant bond sell-offs [6] - Gold prices surged to over $4,400 per ounce, reaching a historical high amid geopolitical tensions between the US and Venezuela, while oil prices also increased [6]
IC Markets官网：摩尔线程剑指英伟达H200，AI芯片争霸战升级？