在近期的震荡行情中，关于AI是否存在泡沫的讨论升温，知名投资人段永平也加入其中。日前，他在 回复网友时表示："我不觉得英伟达是泡沫，我会一直卖put的。" 近日，段永平在回复网友时表示："我不觉得英伟达是泡沫，我会一直卖put的。我很开心那些大空头成 了我的客户，我会很乐意收他们的保费的。我确实说过我要在伯克希尔·哈撒韦里面躲一会儿牛市，现 在似乎可以出来了哈。" 根据美股机构投资者13F持仓披露情况，截至2025年三季度末，段永平管理的H&H International Investment持有英伟达59.78万股，持仓市值为1.12亿美元。英伟达位列其第八大持仓。不过，和二季度 末相比，段永平减持英伟达36.7万股。 从近期段永平的发言中，能看出其对英伟达的最新态度。10月以来，段永平曾在雪球多次提及英伟达， 以及自己对AI板块的看法。 从国内市场看，机构依然对科技板块高度关注，大多认为尽管市场出现短期波动，但无碍AI行业的长 期向好趋势。 段永平再谈英伟达 华夏基金表示，TMT行业公募持仓处于高位并伴随丰厚涨幅，叠加年末机构排名临近，或有部分资金 抢跑、提前锁定利润，导致成长风格资金抽离较多。但是，更多 ...

Group 1: China-US Relations - Chinese President Xi Jinping is scheduled to meet with US President Donald Trump on October 30 in Busan, South Korea, to discuss China-US relations and mutual concerns [1][2] - The meeting is expected to facilitate strategic communication on long-term issues affecting China-US relations [3] - The Chinese side expresses willingness to work with the US to achieve positive outcomes from the meeting, aiming to provide new guidance and momentum for stable development of bilateral relations [4] Group 2: Trade Agreements - US President Trump and South Korean President Lee Jae-myung finalized details of a trade agreement during a summit in South Korea [5][6] - The agreement focuses on expanding economic cooperation centered around the shipbuilding industry, with South Korea committing to increase investments in the US and imports from the US [7][8] Group 3: Federal Reserve Actions - The US Federal Reserve announced a 25 basis point cut in the federal funds rate, bringing the target range to 3.75% to 4.00% [11][12] - This marks the fifth rate cut since September 2024, reflecting a moderate expansion in economic activity and rising inflation [12] - Fed Chair Jerome Powell indicated that a December rate cut is not guaranteed, highlighting internal disagreements among Fed officials regarding future monetary policy [13][14][15] Group 4: Canadian Economic Measures - The Bank of Canada lowered its benchmark interest rate by 25 basis points to 2.25%, citing trade conflicts with the US as a factor weakening the Canadian economic outlook [16][17] - The Canadian economy contracted by 1.6% in Q2 2023, with expectations of weak growth in the latter half of the year [17][18] Group 5: Research Collaboration - A study indicates that Chinese scientists are increasingly taking leadership roles in US-China research collaborations, with their share rising from 30% in 2010 to 45% in 2023 [20][21] - The trend suggests that by 2027, China may reach parity with the US in joint research leadership roles, reflecting China's growing influence in global research [20][23] Group 6: Microsoft and OpenAI Agreement - Microsoft and OpenAI announced a new agreement that values OpenAI at $500 billion, allowing OpenAI to restructure as a public benefit corporation [24][25] - Microsoft will hold a 27% stake in the new structure, which aims to facilitate OpenAI's future public listing and resolve previous financing limitations [25][26] Group 7: AI Server Production - Foxconn plans to deploy humanoid robots at its Houston factory to produce AI servers for Nvidia, marking a significant step in their long-term partnership [28][29] - The factory will be among the first to utilize humanoid robots powered by Nvidia's Isaac GR00T N model [29][30] Group 8: Super Micro Computer's New Subsidiary - Super Micro Computer established a subsidiary to provide AI server support to US federal agencies, aligning with the government's push to enhance administrative efficiency [33][34] Group 9: Amazon's AI Infrastructure Projects - Amazon launched the Rainier computing cluster project to support AI company Anthropic, which plans to use over one million chips by the end of the year [38][71] - AWS announced plans to invest at least $5 billion in South Korea by 2031 to build new AI data centers [40][41] Group 10: Semiconductor Industry Developments - SK Hynix reported record quarterly profits and plans to significantly increase investments, anticipating a "super cycle" in the chip industry driven by AI demand [46][49] - Samsung Electronics also reported strong Q3 earnings, with a 160% increase in operating profit, driven by robust demand for memory chips amid the AI boom [63][67] Group 11: Automotive Industry Innovations - Lucid Group aims to become the first automaker to offer Level 4 autonomous driving capabilities, collaborating with Nvidia for technology support [85][88] - BYD launched its first K-Car model, Racco, specifically designed for the Japanese market, set to begin pre-sales in 2026 [92]

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