Market Overview - The U.S. stock market experienced a "V-shaped reversal" as signs of progress emerged regarding the government shutdown, with the S&P 500 and Dow Jones Industrial Average turning positive by the end of the trading session [1] - The Nasdaq Composite Index fell by 0.21%, marking a weekly decline of 3.04%, while the S&P 500 rose by 0.13% with a weekly drop of 1.63%, and the Dow Jones increased by 0.16% with a weekly decrease of 1.21% [1] Company Performance - Nvidia, a leading player in AI trading, saw its stock drop nearly 5% during the day but managed to recover slightly before closing [5] - Microsoft faced its longest losing streak since November 2011, with its market capitalization shrinking by over $330 billion due to an eight-day decline [5] - Tesla's stock fell over 3%, resulting in a market value loss of $54.5 billion (approximately 388.2 billion RMB) [7] Chinese Stocks - The Nasdaq Golden Dragon China Index declined by 0.95%, with a weekly drop of 2.62%. Notable declines included XPeng Motors down over 6%, and other companies like NIO and Tencent Music falling more than 4% [8] Commodity and Cryptocurrency Markets - COMEX gold futures rose by 0.42% to $4007.8 per ounce, with a weekly increase of 0.28%, while silver futures increased by 0.57% to $48.225 per ounce, with a weekly rise of 0.13% [9] - Bitcoin has seen a significant drop of 9% this week, potentially marking its worst weekly performance since March [11] - The cryptocurrency market faced a substantial sell-off, with over 250,000 traders liquidated and approximately $619 million (around 4.4 billion RMB) lost [9][11] Consumer Confidence - U.S. consumer confidence has fallen to its lowest level in over three years, primarily due to concerns over the government shutdown and rising prices affecting personal financial expectations [12] - The preliminary consumer confidence index from the University of Michigan dropped from 53.6 to 50.3, the lowest since June 2022, with a significant decline in the current economic conditions index [13]

Core Viewpoint - The U.S. stock market experienced a "V-shaped reversal" as signs of a resolution to the government shutdown emerged, with the S&P 500 and Dow Jones Industrial Average turning positive towards the end of trading [1]. Market Performance - As of the market close, the Nasdaq Composite fell by 0.21%, with a weekly decline of 3.04%. The S&P 500 rose by 0.13%, with a weekly decline of 1.63%. The Dow Jones increased by 0.16%, with a weekly decline of 1.21% [2]. Individual Stock Movements - Nvidia, a leading AI trading stock, saw a nearly 5% drop during the day but managed to close slightly up. Microsoft missed the opportunity to turn positive, marking its longest losing streak since November 2011, with a total market value loss exceeding $330 billion [8]. - Tesla's stock dropped over 3%, resulting in a market value loss of $54.5 billion (approximately 388.2 billion RMB) [10]. - Major Chinese stocks listed in the U.S. mostly declined, with the Nasdaq Golden Dragon China Index falling by 0.95% and a weekly decline of 2.62%. Xpeng Motors dropped over 6%, while other companies like Tencent Music and NIO saw declines exceeding 4% [12]. Economic Indicators - The U.S. consumer confidence index fell to its lowest level since June 2022, dropping from 53.6 to 50.3, influenced by concerns over the government shutdown and high inflation [18]. - Concerns about rising unemployment have increased, with 71% of respondents expecting a rise in the unemployment rate over the next year, more than double the proportion from the previous year [19].

Core Insights - Nidar Infrastructure Ltd, the parent company of Yotta, has filed for an IPO expected to raise approximately $463 million for GPU infrastructure expansion [1][5] - The merger between Yotta Data Services and Cartica Acquisition Corp has been approved by the SEC, with a shareholder vote scheduled for November 28, 2025 [2][5] - Yotta aims to build a globally competitive AI and cloud infrastructure platform, leveraging India's growing demand for digital infrastructure [3][5] Company Overview - Yotta operates Tier III and IV data centers in India, providing colocation, cloud, and AI services, and has developed Shakti Cloud, India's first indigenous AI HPC platform [4][5] - The company has established strategic partnerships with major players such as NVIDIA, Microsoft, and Indian government institutions, contributing significantly to the IndiaAI Mission [4][5] Market Context - The merger reflects increasing confidence in India's digital and AI infrastructure, positioning Yotta to access global capital and enhance its role in digital transformation across various sectors [4][5]

英伟达CEO黄仁勋今年第四度访问中国台湾，11月7日日搭乘私人专机到台南，参观南科台积电18厂先 进制程3nm产线，他受访表示，英伟达业务非常强劲，他来鼓励与感谢台积电的辛勤工作。他再回 应"AI泡沫说"，强调AI现状与当初网路泡沫化截然不同 ，"需求非常、非常地强劲"。 黄仁勳指出，现在的AI技术已经非常有效，且需求极高。这项技术极其依赖计算，运算需求非常庞 大，辉达正努力追赶上这股极强的需求。 至于是否再游说美国同意英伟达向中国大陆出口Blackwell架构芯片，黄仁勋说目前没有任何积极的讨 论，也没有计划向中国大陆出货。英伟达产品何时能重新进入中国大陆市场，完全取决于中国大陆的决 定，他期待中国大陆改变政策，英伟达能再度服务中国大陆市场。 中国大陆、美国正在拚AI发展速度，英国金融时报（FT）近期报道黄仁勋警告"中国大陆将赢得AI竞 赛"，黄仁勋澄清说，他认为中国大陆拥有非常优秀的AI技术，也有许多AI研究人员。全球大约有50％ 的AI研究人员都在中国大陆，并开发出非常优秀的AI技术。当今众多广受欢迎的开源AI模型是来自大 陆，当地进展非常迅速，美国必须持续以极快的速度前进，否则全球竞争将会非常激烈。 ...

Core Viewpoint - Palantir's stock has seen a significant decline of over 11% this week despite a better-than-expected earnings report, leading CEO Alex Karp to criticize short sellers for market manipulation [1][2]. Company Performance - Palantir's stock is up 135% in 2025 and has increased 25-fold over the past three years, raising the company's market cap to over $420 billion [4]. - The stock currently trades at approximately 220 times forward earnings, a valuation that is significantly higher than competitors like Nvidia and Meta, which have forward price-to-earnings ratios of about 33 and 22, respectively [4]. Market Sentiment - Karp has publicly targeted short sellers, particularly after investor Michael Burry's bets against Palantir and Nvidia, accusing them of harming the economy and misrepresenting the company's financial health [2][3]. - Citron Research's Andrew Left has described Palantir as "detached from fundamentals," suggesting a target price of $40, while the stock closed at $177.93 [5].

Core Viewpoint - Nvidia's shares have declined approximately 8% this week, influenced by CEO Jensen Huang's comments regarding China's advancements in AI technology, which initially unsettled investors before he clarified his stance [1][5]. Company Performance - Nvidia's performance has been relatively weaker compared to the semiconductor sector, with its stock up less than 26% year-to-date, while the Semiconductor ETF (SMH) has risen about 32% [3]. - Competitors such as Broadcom, AMD, Intel, and Taiwan Semiconductor have shown stronger performance, with increases ranging from 44% to 88% [4]. Technical Analysis - Nvidia's stock is currently trading around $186.99, maintaining above the critical support level of $185, which was previously a resistance point [7]. - The stock has not tested the lower level of $177 established in prior weeks, indicating some resilience despite recent pressures [6]. Options Activity - Options trading for Nvidia has been notably active, with over 4.7 million contracts traded, of which approximately 65% were call options, indicating bullish sentiment [8]. - The expected price movement for Nvidia by the November 21st expiration is around 11.2%, with significant levels identified at $165 for downside and $207 for upside potential [9][10]. - The most active strike price for options is at $180, highlighting a key area of interest in the options market [12].

Market Analysis by covering: Alphabet Inc Class A, Apple Inc, Amazon.com Inc, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

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北京时间11月7日晚，美股三大指数集体低开，随后跳水。截至发稿，道指下跌0.62%，纳指下跌1.71%，标普500指数下跌1%。 英伟达、特斯拉等暴跌 比特币跳水，24万人爆仓 大型科技股多数下跌，英伟达、特斯拉一度跌超4%，谷歌、Meta跌超2%，亚马逊跌超1%，苹果上涨。 热门中概股多数下跌，小鹏汽车跌超7%，阿里巴巴、蔚来、哔哩哔哩跌超3%，微博、爱奇艺跌超2%，京东、理想汽车跌超1%。 | 唯品会 | -0.27% | -0.050 | 0.02% | | --- | --- | --- | --- | | us VIPS | -1.31% | -0.240 | | | 微博 | | -2.11% -0.223 | 0.07% | | us WB | -0.76% | -0.080 | | | 阿里巴巴 | -3.48% | -5.839 | 0.14% | | US BABA | -2.92% | -4.900 | | | 京东 | | -1.99% -0.635 | 0.03% | | us JD | -1.81% | -0.580 | | | 腾讯音乐 | -4.82% | -1.075 | - ...

Some of these risky funds have been missing their goals, Morningstar says. ...