中国基金报·2025-11-25 08:16Group 1 - Nvidia's market position is beginning to weaken as Meta is reportedly negotiating to purchase billions of dollars worth of Google's AI chips, specifically Tensor Processing Units (TPUs), which could serve as a viable alternative to Nvidia's chips [3][6] - Google's stock rose by 2.7% in after-hours trading, while Nvidia's stock fell by 2% following the news of Meta's potential deal [4] - The agreement, if finalized, would significantly bolster the position of TPUs as a competitor to Nvidia's chips, which are currently the gold standard for AI computing among major tech companies and startups [6] Group 2 - SoftBank Group's stock plummeted, reaching a two-and-a-half-month low, as concerns grew that Google's newly launched Gemini AI model could intensify competition against OpenAI, a key investment for SoftBank [7][9] - SoftBank's market capitalization has dropped over 40% from its recent high, where it briefly surpassed 40 trillion yen (approximately $255 billion) [9] Group 3 - The A-share market experienced a significant rebound, with the Shanghai Composite Index rising by 0.87%, the Shenzhen Component Index by 1.53%, and the ChiNext Index by 1.77% [11] - A total of 4,300 stocks rose, with 95 stocks hitting the daily limit up, while 993 stocks declined [12]