Xin Lang Cai Jing·2026-02-06 21:49Group 1: Nvidia - Nvidia's stock rose by 7.78% with a trading volume of $41.808 billion, despite a cumulative decline of 10.72% over the previous five trading days [1][9] - CEO Jensen Huang stated that the $660 billion capital expenditure for AI infrastructure is sustainable, driven by increasing cash flows from companies investing in AI [9] - Major clients like Meta, Amazon, Google, and Microsoft have announced significant increases in their AI infrastructure investments, contributing to the projected $660 billion in capital expenditures this year, much of which will be spent on Nvidia's chips [9] Group 2: Amazon - Amazon's stock fell by 5.55% with a trading volume of $36.98 billion, experiencing a drop of up to 10% during early trading [1][10] - The company projected its first-quarter operating profit to be between $16.5 billion and $21.5 billion, below analysts' expectations of $22 billion [10] - Amazon announced a significant increase in its 2026 capital expenditure, raising it to over $200 billion from the previously planned $125 billion for 2025 [10] Group 3: Tesla - Tesla's stock increased by 3.50% with a trading volume of $25.391 billion, as the company is evaluating multiple sites in the U.S. to expand its solar battery manufacturing [10] - CEO Elon Musk mentioned at the World Economic Forum that Tesla aims to achieve an annual solar manufacturing capacity of 100 gigawatts within three years [10] - Plans include expanding the capacity of the Buffalo, New York factory to 10 gigawatts, with potential for a second factory in New York and additional sites in Arizona and Idaho [10] Group 4: Semiconductor and AI Infrastructure Stocks - Micron's stock rose by 3.08% with a trading volume of $14.368 billion, as AI infrastructure stocks rebounded [11] - SanDisk's stock increased by 3.77% with a trading volume of $12.488 billion, while AMD's stock rose by 8.28% with a trading volume of $11.081 billion [12] - Intel and AMD have informed Chinese clients about CPU supply shortages, with Intel warning of delivery times extending up to six months, leading to a price increase of over 10% for certain server products in China [12] Group 5: Other Notable Stocks - Broadcom's stock rose by 7.22% with a trading volume of $10.809 billion, contributing to the overall rebound in AI infrastructure stocks [12] - TSMC announced plans to mass-produce 3nm chips in Kumamoto, Japan, with an estimated investment of $17 billion to meet the surging demand for AI [12]