美股研究社·2025-11-24 13:22Group 1 - Nokia plans to invest $4 billion in the U.S. for AI research and production to enhance AI network connectivity [5][6] - Goldman Sachs partner Tony Pasquariello notes signs of capitulation among bulls in the U.S. stock market, indicating potential further sell-offs before stabilization [7][8] - Google introduces BigQuery AI, integrating generative AI into user data management, streamlining the machine learning lifecycle without data migration [9] Group 2 - Citic Securities highlights Nvidia's impressive earnings and guidance, along with Google's Gemini 3 model performance, indicating ongoing growth in the AI sector and recommending investment in the AI PCB segment [10] - Apple's iPhone 17 Air, marketed as the "thinnest iPhone ever," has underperformed in initial sales, leading to a production cut due to lower-than-expected demand [12] - Google aims to double its computing power every six months, with a long-term goal of a 1000-fold increase in capacity over the next 4 to 5 years, emphasizing the importance of AI infrastructure [13][14]