Asian chip stocks may decline as NVIDIA's performance fails to ease tensionsNVIDIA's good news couldn't stop U.S. stocks from rising and then falling on Thursday, with Goldman Sachs stating that the culprit is excessive focus on hedgingDBS Bank: Reiterates Tencent Holdings "Buy" Rating with a Target Price of HKD 800"The Big Short" Barry continues to attack NVIDIA and the AI bubble: the real terminal demand is ridiculously smallHong Kong Stock Concept Tracking | Recent continuous benefits from artificial intelligence, institutions claim that domestic computing power demand growth is expected to surpass overseas markets (with concept stocks)Hon Hai Precision Industry Co., Ltd. collaborates with OpenAI to jointly design the hardware for data centersReminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve officials reiterate financial stability risks, warning that asset prices may face significant correctionsThe cryptocurrency market has plummeted, and Strategy may face delisting from the Nasdaq 100 and other indices, potentially losing billions of dollars in fundsGemini 3 is back to make a splash! Google's popular live image model upgrade, Nano Banana Pro offers "studio-level" precision and controlJensen Huang works hard to dispel the AI bubble theory, market: "The shovel sellers won't say there's no gold in the mountains!" NVIDIA turns to decline during trading"New Federal Reserve News Agency": The September employment report does not help resolve internal divisions within the Federal ReserveCounter-trend operations! US stock executives' "bottom-fishing" speed hits a new high since May, releasing bullish signalsAMD and Cisco establish an artificial intelligence joint venture in Saudi ArabiaGoogle launches the next-generation AI image generator Nano Banana ProIn September, the U.S. non-farm payrolls added 119,000 jobs, significantly exceeding expectations, while the unemployment rate unexpectedly rose to 4.4%, reaching a four-year highUS Stock Movement | WeRide rises over 7% as its Robotaxi receives a fully autonomous license in SwitzerlandU.S. stocks rose over 1% in the early session to over 2%The Nasdaq Golden Dragon China Index rose 1% in early tradingAfter the non-farm payroll report was released, U.S. stocks rose, with NVIDIA briefly gaining over 5% driven by investor optimism towards AIU.S. Stock Movement | Secured a 10-Year HPC Contract and Received Support from Google, Financially Backed Bitcoin Mining Company Cipher Mining Rises Over 12%Hong Kong Stock Review: WeaknessTAOTAO: Selling Laotou Le in the U.S. has become a big stockNVIDIA's earnings report completely debunks short-selling arguments, and Wall Street is unanimously bullish on AI investment prospectsNVIDIA's strong performance drives a surge in chip stocksOpening: U.S. stocks opened higher on Thursday, with NVIDIA leading the NasdaqGlobal news you need to know before the U.S. stock market opens on ThursdayCleveland Federal Reserve President Hammack: The current financial environment is "quite accommodative," and lowering interest rates now could distort market pricing levelsEconomic data "vacuum period," retail giants' earnings reports showcase "A Song of Ice and Fire": Walmart stable, Target down, TJX hotWalmart's Q3 revenue increased by 5.8% year-on-year, with e-commerce sales growing by 27%, becoming a highlight, and raising performance expectations for the second consecutive quarter | Earnings Report InsightsStop focusing on Musk's latest compensation plan; his previous plan may have consumed years of Tesla's profitsUsing history as a reference, how significant is the impact of memory price increases on the smartphone industry?Vanke Chairman's Latest StatementPositive signals for the US stock market! After accurately timing the bottom during the April sell-off, insiders are taking action again: the speed of buying back their own stocks has reached the fastest level since MayCITIC Securities: Google Gemini 3 achieves a leapfrog lead, accelerating the restructuring of the large model competitive landscapeAmundi Asset Management: Reducing negative views on U.S. growth stocks, slightly lowering optimism towards European stock marketsBetting on the "AI Memory Supercycle," SK Hynix's 10nm DRAM production will increase eightfold next yearU.S. large-cap tech stocks rose broadly before the market opened, with Nvidia up over 4%"Genesis Project"! Trump will sign new AI policies next Monday, likening it to the "Manhattan Project" and the "Space Race"After analyzing OpenAI's AI demand, Barclays concluded that the AI capital expenditure cycle will continue, and technological breakthroughs may trigger a surge in computing power demand in 2027/2028