每经编辑｜张喜威 王晓波 ↓ 商务部将于10月30日举行新闻发布会 期商务领域重点工作有关情况 2 阿里云：将于10月30日12时起，调整 务器ECS产品价格 3 摩尔线程首届MUSA开发者大会 4 欧元区9月失业率、三季度GDP数据公 5 美国10周25日当周首次申请失业救济 季度实际GDP年化数据将公布 1 习近平将同美国总统特朗普举行会晤 10月29日，外交部发言人宣布：经中美双方商定，国家主席习近平将于当地时间10月30日在韩国釜山同美国总统特朗普举行会晤，就中美关系和双方共同关 心的问题交换意见。（央视新闻） 2 隔夜市场 当地时间10月29日，美联储宣布将联邦基金利率目标区间下调25个基点到3.75%至4.00%之间。这是美联储继9月17日降息25个基点后再次降息，也是自2024 年9月以来第五次降息。 美联储主席杰罗姆·鲍威尔在新闻发布会上表示，美联储将继续根据最新数据、不断变化的经济前景以及风险平衡来确定适当的货币政策立场。针对12月的 政策走向，本次委员会会议的讨论中存在着截然不同的看法。12月是否进一步降息远未成定局。 鲍威尔指出，美国政府"停摆"将"对经济活动造成影响"。 此外，鲍威尔提 ...

Group 1 - Nvidia's CEO Jensen Huang predicts that the company's business scale will reach $500 billion in the next six quarters, with the shipment of 20 million Blackwell and Rubin GPUs [2] - Nvidia's stock price surged, becoming the first company to surpass a market capitalization of $5 trillion [2] - The company is transitioning from a chip manufacturer to a full-stack AI infrastructure provider, collaborating with major companies to create a comprehensive AI computing ecosystem [3] Group 2 - Nvidia announced a partnership with Oracle to build the largest AI supercomputer for the U.S. Department of Energy, equipped with 100,000 Blackwell GPUs [3] - A new AI supercomputer powered by over 1,000 Blackwell Ultra GPUs will be developed in collaboration with Eli Lilly for drug discovery [4] - Nvidia is investing $1 billion in Nokia to advance AI-native 6G network platforms [4] Group 3 - Several A-share listed companies are well-positioned to benefit from the intensifying AI computing race and the ongoing expansion of global AI infrastructure [6] - Industrial Fulian reported a 65% year-on-year increase in cloud computing revenue for the first three quarters, driven by strong demand for AI cabinet products [6][7] - The company anticipates that its GB300 AI server will become a key profit driver in 2024 [7] Group 4 - Companies like Zhongji Xuchuang and Xinyi Sheng are developing high-performance optical modules and solutions for AI clusters and cloud data centers [8][9] - Shenghong Technology has become a core partner for many leading tech firms, with capabilities in high-layer PCB manufacturing [8] - In the cooling and power supply sector, companies like Yingweike are providing comprehensive liquid cooling solutions for major data centers [8]

Group 1 - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors at all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks took off in early trading today, hitting record highs as traders cheered the Feds widely anticipated rate cut and yet another tech sector rally.Nvidia led the pack, soaring over 4% and making Wall Street history by becoming the world’s first $5 trillion company, fueled by relentless demand for AI chips. AMD and Micron piggybacked on the momentum, each logging solid gains as well.The S&P 500 briefly topped 6,900 for ...

10月28日，在NVIDIA华盛顿GTC大会上，黄仁勋带着他的一系列"新品"，又一次拉高了股价。其中， 他正式发布了名为NVQLink的新型互联架构，并宣布了与美国能源部（DOE）在构建AI超算方面的重大 合作，勾勒出一幅由"加速计算+AI+量子计算"三大平台共同驱动的未来科研图景。 我们先来客观分析下英伟达的量子新产品，从别人家的热闹背后，看看目前我们跟美国是否真的走到了 一个分岔口，下一个路口，我们是否还能碰到？ 当前的量子计算还是处于NISQ时代，无论这些先进的量子处理器展示了多强的超越经典计算机的潜力， 但还是逃不过"物理比特数有限"这个"硬伤"，因此极易受到环境干扰产生错误。这种内在的不稳定性正 是量子计算走向实用化的最大障碍。 为何需要新的链路？ 了解到这里，我们心中不禁好奇，那在NVQLink推出之前，传统的量子处理器与AI超算是通过什么进行 互联？它的效果能够到达什么样的水平？ 在NVQLink出现之前，现有的高性能计算（HPC）互联技术无法满足QEC苛刻的实时性要求。 为了克服这一限制，实现容错通用量子计算(FTQC)，唯一的途径是采用量子纠错(QEC)机制。QEC通过 将多个易出错的物理比 ...

It's not a venture capital company, but it's strategic part of the VC arm of it. It's just becoming a juggernaut in the space. Yeah, it's definitely become the $5 trillion benefactor of most of the industry right now.What we reported here is that just through October of this year, India has backed 59 different AI startups, which already outpaces all of what it did last year. That's more than triple or quadruple. Look at that a couple of years ago, and there's no sign of it slowing down.And I think there's a ...

The A.I. chip maker has become a linchpin in the Trump administration's trade negotiations in Asia. ...

Nvidia CEO Jensen Huang donated to fund the construction of U.S. President Donald Trump's White House ballroom, he told reporters, joining other tech leaders supporting the project. "I'm delighted to ... ...

Core Viewpoint - The Federal Reserve is anticipated to cut interest rates by 25 basis points, which is expected to stimulate economic activity and support market momentum heading into 2026 [1][3][4]. Economic Conditions - The current economic environment is characterized by declining energy, gasoline, and grocery prices, alongside lower mortgage rates, which the President attributes to the economy's performance rather than the Federal Reserve's actions [2]. - The White House is optimistic that cheaper borrowing will lead to increased spending and building activities [4]. Market Reactions - Wall Street is experiencing record highs, with the expectation that the rate cut will further boost market performance [1][4]. - The stock market has shown resilience, performing well even under restrictive monetary policies, suggesting that the anticipated rate cut could enhance this trend [5][6][24]. Impact on Small Businesses - The rate cut is viewed as beneficial for small businesses, potentially lowering borrowing costs and enabling expansion [5][10][12]. - There is a concern that small businesses may not be fully benefiting from advancements in AI compared to larger corporations, highlighting the importance of reduced borrowing costs for their recovery [10][12]. Federal Reserve's Strategy - The Federal Reserve's decision-making is under scrutiny, with criticisms regarding its slow response to economic conditions and the lack of comprehensive data due to the government shutdown [13][16][17]. - There is speculation about the potential for further rate cuts before the end of the year, depending on economic indicators [3][15]. Nvidia's Market Position - Nvidia has reached a market capitalization of $5 trillion, with significant projections for future orders and partnerships, indicating strong growth potential in the tech sector [37][39]. - The company's strategy includes investing in various sectors, which may position it as a leader in the ongoing technological revolution [39][42].

Under this arrangement. The technology flows both ways, but it's basically about wireless tech for use at the edge. You know, it was a huge surprise just going on the reaction of Nokia shares, but it's it's Nvidia moving into yet another new segment.What's your reaction to it, please. And so it is I think we have seen the transition towards a virtualized radio access network be a little bit slower than what we would like with this partnership. Nokia is basically promising to rewrite its stack, update its ha ...