Nvidia(US:NVDA) 智通财经网·2026-02-09 00:33Market - The Dow Jones Industrial Average has historically surpassed the 50,000 points mark for the first time, with the S&P 500 experiencing its largest single-day gain since May of the previous year [1] - The Nasdaq China Golden Dragon Index surged by 3.71%, while Nvidia's stock rose over 7%, adding more than $320 billion to its market capitalization [1] - Silver prices rebounded nearly 10%, and Bitcoin saw an increase of nearly 12% [1] Industry - China successfully launched a reusable experimental spacecraft using the Long March 2F rocket, which is expected to validate reusable spacecraft technology by 2026, potentially leading to a normalization of high-frequency launches in the commercial space sector [2] - The State Council of China emphasized the importance of promoting effective investment to stabilize economic growth, planning to advance major projects in infrastructure, urban renewal, public services, and emerging industries [3] - The People's Bank of China and eight other departments issued a notice to upgrade regulations on virtual currencies, continuing the prohibition on virtual currency activities and clarifying the nature of stablecoins and tokenization of real-world assets [4] Policy Focus - The Ministry of Industry and Information Technology is advancing the construction of a national computing power interconnection node system, indicating ongoing investment in AI computing capabilities and the potential for improved profitability in related companies [6] Market Commentary - The white wine market is showing signs of recovery, with high-end brands positively impacting market confidence, despite overall sales pressure [7] - China's central bank has increased its gold holdings for 15 consecutive months, indicating sustained demand for gold, which may provide a price support mechanism [8]