Nvidia(US:NVDA) 吴晓波频道·2025-06-13 00:21Economic Indicators - In May, the US CPI increased by 2.4% year-on-year, slightly below the market expectation of 2.5% and up from 2.3% in the previous month. The core CPI rose by 2.8%, also below the expected 2.9% [1] - The US retail market is experiencing a cooling trend, with a decline in prices for new and used cars, as well as clothing, contributing to the lower-than-expected core CPI [1] - Traders are increasing bets on the Federal Reserve cutting interest rates, with a 75% probability of a rate cut before September [1] Robotics Industry - Nanjing aims to develop a core industry scale of over 10 billion yuan in embodied intelligent robots by 2027, with plans to cultivate at least five mass production enterprises [3] - The city has established an industrial park for embodied intelligent robots and an ecological alliance to enhance collaboration among key enterprises [3] - Nanjing's robotics industry has formed a comprehensive ecosystem, with nearly 200 key enterprises in the supply chain, positioning itself among the top in the country [3] Gold Market - Gold has surpassed the euro to become the second-largest reserve asset globally, with a projected 20% share of official reserves by 2024, compared to the euro's 16% [5] - Central banks globally have increased gold purchases, with net purchases exceeding 1,000 tons for the third consecutive year, doubling the average from 2010 to 2019 [5][6] - The rise in gold prices is supported by central bank purchases, driven by geopolitical risks and the instability of sovereign currencies [6] AI Industry - NVIDIA plans to establish over 20 AI factories across seven European countries, aiming to enhance AI computing power tenfold by 2026 [7] - The collaboration with French AI startup Mistral AI will involve building an AI cloud using NVIDIA's chips, indicating a significant investment in AI infrastructure [7] - The global AI arms race continues, with NVIDIA maintaining its dominant position in the industry [8] Ice Cream Market - General Mills is considering selling its Häagen-Dazs ice cream stores in China, with negotiations expected to start in 2025 due to declining customer traffic [11] - The premium positioning of Häagen-Dazs in China is increasingly challenged by local brands, leading to a significant drop in sales [12] - The overall ice cream market is contracting, with major brands like Yili and Mengniu also reporting declines in revenue [11][12] Stablecoin Regulation - Ant Group plans to apply for a stablecoin issuer license in Hong Kong, aiming to leverage blockchain technology for global financial transactions [13] - The upcoming stablecoin regulations in Hong Kong are prompting domestic companies to seek early entry into the market [14] - Stablecoins are expected to play a crucial role in cross-border payments, reducing risks associated with currency fluctuations [14]