Nvidia(US:NVDA) 券商中国·2025-10-08 16:13Group 1: Technology Sector Performance - The U.S. technology stocks experienced a strong rebound, with the Philadelphia Semiconductor Index rising over 1.5% and major companies like AMD and Micron Technology increasing by more than 4% [2][3] - Nvidia's CEO Jensen Huang highlighted high demand for the Blackwell chip, indicating positive market sentiment [4][5] - Dell Technologies surged over 10% after raising its sales and profit growth forecasts for the next two years, driven by AI product demand [3] Group 2: Nvidia's Investments and AI Development - Nvidia confirmed a $2 billion investment in Elon Musk's AI startup xAI, which recently raised $20 billion in funding [4][6] - Huang expressed regret for not investing earlier in OpenAI, noting its exponential revenue growth and the strategic partnership between Nvidia and OpenAI [7] - Nvidia is transitioning from a chip manufacturer to a computing platform company, aiming to build an AI ecosystem and differentiate itself from competitors like AMD [7] Group 3: Rare Earth Sector Developments - Critical Metals saw a significant stock surge, rising over 23% after announcing a strategic supply agreement with REalloys Inc. to supply 15% of its rare earth concentrate from the Tanbreez project [2][9] - The U.S. government is providing unprecedented support to expand domestic rare earth production, aiming for complete independence in the supply chain [11] - The partnership with REalloys Inc. follows a similar agreement with Ucore Rare Metals, bringing the total committed production to 25% for U.S. customers [9]