Core Viewpoint - The upcoming two weeks are expected to be challenging for tech stocks due to various market pressures and uncertainties [1] Group 1 - Tech stocks may face significant volatility as investors react to economic indicators and earnings reports [1] - Market sentiment is likely to be influenced by upcoming Federal Reserve meetings and interest rate decisions [1] - Analysts are closely monitoring the performance of major tech companies as they report their quarterly earnings [1]

Core Viewpoint - NVIDIA Corporation (NVDA) is viewed as a battleground stock with both bullish and bearish perspectives, with a tendency towards a bullish outlook due to its underestimated potential [1]. Group 1: Investment Strategy - The focus is on identifying exceptional companies with a market capitalization of less than $10 billion, which present ample growth opportunities [1]. - The ideal companies should demonstrate a long-term capability of capital compounding, with a high compound annual growth rate that could potentially deliver tenfold returns or greater [1]. - A long-term investment perspective is maintained to generate higher returns compared to market indices, especially in a rapidly evolving investment landscape [1]. - A conservative investment strategy is primarily adopted, with occasional pursuits of opportunities that have a favorable risk-reward ratio [1]. Group 2: Analyst's Position - The analyst has a beneficial long position in shares of NVDA, AMD, META, and GOOG through stock ownership, options, or other derivatives [2]. - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [2].

美国知名"空头"做空英伟达 美国纽约股市三大股指4日下跌，其中科技企业股票领跌。此前，美国知名"空头"迈克尔·伯里说，他已 押注逾10亿美元做空英伟达公司等科技企业。 伯里因2008年做空美国房地产市场而出名。他的故事后来被搬上卖座电影《大空头》。 3日发布的监管文件显示，伯里已斥资约11亿美元，买入对英伟达和软件企业帕兰蒂尔公司的看跌期 权。这种期权能从股价下跌中获利。文件同样显示，他买入对油田服务企业哈利伯顿公司和药企辉瑞公 司的看涨期权。 英国《金融城早报》网站评论，伯里当前的做空头寸，显然与《大空头》所描述的他当年在美国房地产 市场崩盘前夕的押注有相似之处，也让人将今天的人工智能（AI）热潮与本世纪初的互联网泡沫相比 拟。 伯里的做空头寸包括押注9.12亿美元做空帕兰蒂尔公司，以及押注1.86亿美元做空英伟达。作为赛恩资 产管理公司创始人，他在社交媒体X平台发帖指出，云计算需求放缓，与美国AI企业创纪录的资本支出 形成冲突。 此外，他在X平台发布一系列图片，包括美国彭博新闻社一篇关于英伟达及其他公司循环融资的图表报 道。 伯里此次发声，结束他长达数年不发表公开言论的沉默。帕兰蒂尔的股价4日应声下跌7. ...

Beijing has reportedly issued a directive banning foreign artificial intelligence (AI) chips in state-funded data centers amid an intensifying U.S.-China tech war.State Projects Under 30% Completion In Focus China's government has mandated that new data center projects receiving state funding must exclusively use domestically produced artificial intelligence chips, Reuters reported on Wednesday.The directive targets data centers that are under 30% complete, requiring them to eliminate all foreign chips or a ...

Core Viewpoint - The AI sector is not close to a collapse similar to the 2008 financial crisis, according to Nvidia's CEO Jensen Huang, who emphasizes that the industry is in the early stages of development and infrastructure build-out [1][3][4]. Company Insights - Nvidia is recognized as the largest producer of specialized computer chips essential for training and utilizing AI models [9]. - The company has experienced significant returns from AI investments, prompting further expansion in this area [3]. - Huang noted that improved AI training has resulted in more profitable and useful outputs, which drives the demand for increased infrastructure [3][4]. Market Context - Investor Michael Burry has recently bet against Nvidia, suggesting a bubble in the AI sector, which has raised concerns among market observers [2][7]. - A significant decline of approximately $500 billion in technology stocks was reported, indicating volatility in the sector [2]. - The UK government is investing heavily in AI, aiming to leverage it for cost savings and economic growth through infrastructure development [6].

Core Viewpoint - Nvidia stock experienced a decline on Wednesday, reflecting a broader trend of losses among companies exposed to AI [1] Group 1 - Nvidia's stock drop indicates a negative sentiment in the market for AI-related companies [1] - The overall performance of AI-exposed companies is suffering, suggesting potential challenges in the sector [1]

British consumers are bracing for higher taxes from the upcoming budget and the finance minister's recent warning of shared pain to come risks weighing on key Christmas demand, the boss of retailer Ma... ...

HELSINKI, Nov. 4 - Nokia's Board of Directors has announced its decision to apply for the delisting of its shares from the regulated market of Euronext Paris. The shares were initially listed in Paris in November 2015.This move follows a comprehensive review of the trading volume, costs, and administrative requirements associated with the Paris listing. Nokia's primary listing will remain on Nasdaq Helsinki, and its American Depositary Receipts (ADRs) will continue to be traded on the New York Stock Exchang ...

SK海力士已证实其作为HBM市场最强厂商的地位——其向全球最大人工智能半导体公司英伟达供应的 第六代高带宽内存（HBM4）价格较前代产品（HBM3E）涨幅超过50%。通过成功完成与英伟达关于明 年HBM4供应的谈判，SK海力士已为创造破纪录的业绩铺平道路。 今年3月，SK海力士率先向英伟达 交付全球首款12层堆叠的HBM4样品。在获得积极评估后，该公司于6月开始初期供货。与此同时，SK 海力士就英伟达计划明年下半年发布的下一代AI芯片"Rubin"所需HBM4展开了价格谈判。（韩国媒体 BusinessKorea） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

近期，两条看似不相关的行业新闻引发全球生物医药圈震动——英伟达发布新一代Blackwell架构GPU，单卡算力较前代提升5倍；全球头部药企之一的美 国礼来公司（Eli Lilly）发布2025年第三季度财报，本季度营收达176.01亿美元，同比激增53.87%，归母净利润55.83亿美元，同比增幅高达475.34%，今 年前九个月的总营收为458.87亿美元，同比增长46%，全年营收预期已上调至630亿-635亿美元。 短短一两天后，两者联手抛出重磅消息——英伟达 将以 最先进的算力与礼来共建全球制药行业首个专属"AI 超级工厂"，以人工智能颠覆药物研发全生命 周期。 这一消息立刻在AI及制药行业激起巨大反响 ，为美国已经炙手可热的AI资本支出再添一把燃料。礼来股价也顺势高位拉升，从830美元左右突破900美元 大关，最高涨至915美元左右，显示出市场对于这一宗合作的看好。 当传统制药行业深陷"12年周期、26亿美元成本、10%成功率" 的三重研发困境，AI算力与制药的结合已成行业共识，而英伟达与礼来的这一场联姻并非 试探之举，而是基于深思熟虑的战略考量，有可能彻底颠覆全球制药行业的传统发展路径。 礼来股价从 ...