Xin Lang Cai Jing·2026-03-11 20:57Group 1: Nvidia - Nvidia's stock rose by 0.66% with a trading volume of $25.935 billion, following the launch of the Nemotron 3 Super, an open-source model with 120 billion parameters [1][10] - The Nemotron 3 Super model is optimized for the Blackwell architecture, achieving throughput up to five times that of its predecessor and doubling accuracy [1][10] - The model aims to address high costs associated with "Long Thinking" and "Context Explosion," which have previously hindered the workflow speed of Autonomous Agents [1][10] - Currently, the model supports Google Cloud and Oracle, with upcoming support for Amazon AWS and Microsoft Azure [1][10] Group 2: Tesla - Tesla's stock increased by 2.15% with a trading volume of $25.357 billion, reporting a significant increase in electric vehicle sales in China [1][11] - In February, Tesla sold 58,600 Model 3 and Model Y vehicles produced at its Shanghai factory, marking a 91% year-over-year increase [2][11] - Despite the year-over-year growth, February sales decreased by 15.2% compared to January, influenced by seasonal factors and production disruptions during the Lunar New Year [2][11] Group 3: Oracle - Oracle's stock rose by 9.18% with a trading volume of $13.658 billion, exceeding analyst expectations with $17.2 billion in revenue for Q3 of fiscal year 2026, a 22% year-over-year increase [3][12] - The adjusted earnings per share for Oracle were reported at $1.79, surpassing the expected $1.23 [3][12] - Oracle's remaining performance obligations reached $553 billion, a 325% increase year-over-year, driven by growing demand for AI computing [3][12] Group 4: Micron Technology - Micron's stock increased by 3.86% with a trading volume of $12.402 billion, as Applied Materials announced a partnership to develop next-generation chips critical for AI and high-performance computing [4][13] - The partnership will focus on advancing DRAM, high-bandwidth memory, and NAND technologies, with an investment of $5 billion planned for semiconductor equipment research and development [4][13] Group 5: Nebius - Nebius's stock surged by 16.14% with a trading volume of $3.794 billion, following Nvidia's announcement of a $2 billion investment to develop AI data centers [5][14] - The partnership aims to deploy over 5 gigawatts of Nvidia systems by the end of 2030, sufficient to power approximately 3.8 million households [5][14] - The collaboration will enhance Nebius's existing infrastructure and support the adoption of the latest generation of chips [5][14] Group 6: SanDisk - SanDisk's stock rose by 5.90% with a trading volume of $9.848 billion, as the storage sector continues to thrive amid a "storage super-cycle" [4][13] - Recent supply chain research indicates minimal impact from geopolitical conflicts on the storage industry, with a bullish outlook from fund managers [4][13]