Counterpoint Research: NVIDIA's strategic shift combined with structural factors may lead to a doubling of advanced memory pricesThe plunge triggered a "vicious cycle": BlackRock's Bitcoin ETF set a record for daily fund outflowsGoldman Sachs: Expects XPENG-W to outperform peers in seasonal performance in the first quarter of next year, target price raised to HKD 96Morningstar: Baidu's AI business is expected to provide long-term growth potential, and the company's stock is undervaluedNVIDIA boosts optimism for artificial intelligence, Australian uranium miners surgeCryptocurrency giant Kraken secretly submitted an IPO application, seizing the last window before the midterm elections in 2026Hong Kong Stock Market Mid-Review: Hang Seng Index closed up 0.14%, new consumption concept and automotive stocks have seen significant declines for several consecutive daysHow to view the correlation between gold prices and the Nasdaq index moving up and down together?In the AI boom, which companies benefit more?Jensen Huang impresses Trump? Reports say the White House pressures Congress to block the bill restricting AI chip exportsTo address the power shortage, the United States plans to add up to 10 new nuclear reactors, potentially with Japan "footing the bill."Joining forces with Kalshi, Coinbase "enters" the prediction marketHow the AI Frenzy is Reshaping the Global Commodity Supercycle?Minsheng Securities: NVIDIA proposed an 800VDC outdoor direct current solution, with the core difference in the industrial chain being the transformer夜盘异动｜英伟达夜盘直线拉升涨近 6%，美国白宫要求国会否决限制英伟达芯片出口的法案Microsoft Ignite Conference reveals core strategy for enterprise AI. Morgan Stanley comments: Clear prospects, firmly optimisticNVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blindThe fog of Federal Reserve decision-making has not lifted, analysts say: The delayed September non-farm payroll data is unlikely to illuminate the interest rate cut outlookBarclays: The AI capital expenditure boom may drive the dollar higher, and commodities are expected to benefit from the investment cycleGeely: Can it successfully break through by 'directly challenging' BYD?Private credit faces another explosion! BlackRock "rarely" waives management fees as its private credit fund performs poorlyUnderstanding the Market | XPENG-W falls over 4% again, XPeng denies rumors of producing thousands of autonomous taxis annuallyUnderstanding the Market | NVIDIA Concept Stocks Surge Collectively, NVIDIA's Q3 Data Center Business Revenue Exceeds Expectations, Jensen Huang Refutes AI Bubble TheoryDriven by PC and AI, Lenovo's revenue surged 15% in the third quarter, but rising storage chip prices eroded profits | Earnings Report InsightsNVIDIA conference call: Jensen Huang counters, "What we see is completely opposite to the AI bubble," with company order visibility reaching $500 billion, Rubin to launch in the second half of next yearThe Hang Seng Index opened up 0.65%, and the Hang Seng Tech Index rose 0.7%More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?Daniel Zhang turns around, betting $1 billion on mergers and acquisitions"Genesis Project"! Trump will sign new AI policies next Monday, likening it to the "Manhattan Project" and the "Space Race"Goldman Sachs Quick Review of NVIDIA's Financial Report"The King of AI" has made a definitive statement! NVIDIA's "perfect report card" drives Nasdaq futures up 1.5%, Asian stocks follow suitNearly HKD 200 billion! Before the end of the year, Hong Kong stocks will face the test of a "lock-up release frenzy."US Stock Fund Activity Rankings | Google up 3%, Gemini 3 Pro tops LMArena chartNikkei Index rose over 3% as technology stocks were boosted by NVIDIA's earnings reportInterest rate cut dreams shattered! Dollar bulls launch a major counterattack, achieving the largest single-day gain since the end of SeptemberNVIDIA's revenue accelerated growth of 62% last quarter, and the quarterly guidance exceeded expectations again. Jensen Huang stated that "Blackwell sales far exceeded expectations" | Earnings report insightsGoldman Sachs warns: The decoupling of the US dollar and US stocks is not a major concern; the abnormal correlation with the "fear index" truly indicates riskBreakfast | Technology stocks strengthen, Nasdaq leads U.S. benchmark stock indices, S&P 500 ends four-day losing streakFederal Reserve October Meeting Minutes: Internal Disagreements Escalate, Data Gaps Intensify Uncertainty, December Rate Cut Expectations Rapidly CoolZhitong Hong Kong Stocks Early Insights | The outlook for the Federal Reserve's interest rate cut in December becomes increasingly uncertain, NVIDIA's Q3 performance significantly exceeds expectationsNVIDIA's strong financial forecast alleviates AI bubble concerns, stock price surges 5% after hoursNasdaq futures rose 1.4% in early Asia-Pacific trading, with the chip sector gaining after hours, and NVIDIA maintained a rise of over 5% following the conference callShenwan Hongyuan 2026 U.S. Stock Investment Strategy: AI Market Enters "Gear Shift Period," Facing Valuation Pullback Risks in the Second Half Under Pessimistic ScenariosMeta's Chief AI Scientist Yang Likun will leave to start his own startupGoing long on Chinese assets, foreign institutions are optimistic about the performance of A-shares next yearElon Musk's xAI will become the first client of the NVIDIA-supported data center in Saudi ArabiaNovember 20th Foreign Market Headlines: NVIDIA Q3 performance exceeds expectations, Federal Reserve meeting minutes show significant divergence, US October non-farm payrolls not released, December rate cut probability plummetsNVIDIA announced Q3 results, with revenue and Q4 revenue outlook exceeding expectations