英伟达宣布AI工厂大消息

Market Overview - The three major U.S. stock indices recorded gains both this week and this month, with the Dow Jones up 0.75%, S&P 500 up 0.71%, and Nasdaq up 2.24% for the week [4] - In October, the Dow Jones increased by 2.51%, S&P 500 by 2.27%, and Nasdaq by 4.7%, marking six consecutive monthly gains for the Dow and S&P 500, and seven for the Nasdaq [4] Federal Reserve Insights - Multiple Federal Reserve officials expressed opposition to the recent interest rate cut decision, emphasizing that a December rate cut is not guaranteed [3][5] - Fed officials highlighted challenges in the labor market, with initial signs of weakness, including layoff announcements [5] - Fed Governor Waller stated that despite the government shutdown, the Fed can still access ample data to guide monetary policy [5] Amazon Performance - Amazon's Q3 net sales reached $180.169 billion, a 13% year-over-year increase, with net profit at $21.187 billion, up 38% [9] - The company's earnings per share rose to $1.95 from $1.43 in the same period last year, exceeding Wall Street expectations [9] - Following the strong earnings report, Amazon's stock price surged nearly 10% [6][9] Nvidia Developments - Nvidia announced plans to collaborate with Samsung to build an AI manufacturing plant in South Korea, deploying up to 260,000 GPUs [11] - The partnership includes significant investments in AI technology, with Samsung set to procure over 50,000 Nvidia GPUs [11] - Nvidia's CEO highlighted the substantial market opportunities in China, estimating a $50 billion opportunity this year, potentially growing to hundreds of billions by the end of the decade [12] Technology Sector Performance - Major tech stocks showed mixed results, with Amazon up over 9%, Tesla nearly 4%, while Google, Microsoft, Facebook, and Apple experienced slight declines [7] - The Philadelphia Semiconductor Index rose by 0.18%, with notable gains in companies like Marvell Technology and Qualcomm [12]