Nvidia(US:NVDA) 中国基金报·2025-12-02 00:17Market Overview - US stock markets ended a five-day winning streak, with the Dow Jones down 427.09 points (0.90%) at 47289.33, Nasdaq down 89.77 points (0.38%) at 23275.92, and S&P 500 down 36.46 points (0.53%) at 6812.63 [4][5] - The ISM Manufacturing PMI for November dropped to 48.2, marking the largest contraction in four months and remaining below the neutral line for nine consecutive months [6] Oil Market - Oil prices increased, with WTI crude oil rising by $0.77 (1.32%) to $59.32 per barrel and Brent crude oil up by $0.79 (1.27%) to $63.17 per barrel, amid supply concerns following an attack on a Black Sea terminal [16] Nvidia and Synopsys Partnership - Nvidia announced a $2 billion investment in Synopsys, aiming to enhance collaboration in AI and accelerated computing, which will help design and validate smart products more efficiently [8] - Nvidia's CEO Jensen Huang emphasized the significance of this partnership for the design and engineering sector, which is highly computation-intensive [8] Semiconductor Sector Performance - The Philadelphia Semiconductor Index experienced mixed results, with notable gains from ASML (up over 2%) and NXP Semiconductors (up over 2%), while Broadcom saw a decline of over 4% [8] - Morgan Stanley raised Broadcom's target price from $409 to $443, while also increasing Nvidia's target price from $235 to $250 [10] Major Tech Stocks - Major tech stocks showed mixed performance, with Apple rising over 1% and Amazon up 0.28%, while Google, Microsoft, and Facebook all fell by over 1% [12][13]