黄仁勋周三在GTC大会与分析师和投资者会面时表示，外界先前对“R1可能减少芯片需求”的理解是完全错误的，未来的计算需求甚至会变得要高得多。
Source: Global Market Broadcast
On Wednesday, the second highest trading volume in the US stock market was Tesla, which rose 4.68% with a trading volume of 26.158 billion USD; the tenth was Strategy, which rose 7.43% with a trading volume of 5.782 billion USD; the eighteenth was Boeing, which rose 6.84% with a trading volume of 2.416 billion USD.
On Wednesday, the highest trading volume in the US stock market.$NVIDIA (NVDA.US)$Increased by 1.81%, with a trading volume of 32.14 billion USD. NVIDIA CEO Jensen Huang stated on Wednesday that the R1 model released by the Chinese AI company DeepSeek will only increase the demand for computing infrastructure, and chips will become even more sought after, so the concern that "chip demand may decrease" is unfounded.
Jensen Huang stated during a meeting with Analysts and investors at the GTC conference on Wednesday that the previous understanding from the outside about "R1 possibly decreasing chip demand" is completely wrong, and future computing demand may even be significantly higher.
In January of this year, the R1 model released by DeepSeek caused a sensation in the market; the model took only two months to develop, cost less than 6 million dollars, and used about 2,000 NVIDIA chips, yet the R1's performance in key areas rivals that of OpenAI's strongest reasoning model, O1.
2nd place.$Tesla (TSLA.US)$Increased by 4.68%, with a trading volume of 26.158 billion dollars. Tesla recently received approval in California to begin passenger operation, marking an important step for this electric vehicle company toward providing online car-hailing services.
The California Public Utilities Commission (CPUC) stated in an email announcement on Tuesday that it has approved the Transportation Charter Party Carrier Permit (TCP) for the electric vehicle manufacturer. Previously reported, Tesla aims to launch its promised Online Car-hailing business to open new revenue sources and compete with Uber Technologies, Lyft, and Waymo. Musk has stated that Tesla will introduce its Self-Driving Cars Online Car-hailing service in Austin in June and plans to launch it in California by the end of the year, but did not disclose specific details.
Ranked 3rd.$Meta Platforms (META.US)$Increased by 0.29%, with a transaction value of 11.971 billion USD. The stock fell into negative territory for the year on Tuesday, becoming the last of the "Seven Sisters" stocks to lose its gains for the year so far.
As of Wednesday's close, the stock remains in the downtrend area this year. KeyBanc Capital Markets Analyst Justin Patterson stated that due to investments in AI, Meta lost some flexibility, and he lowered the stock's Target Price from 750 USD to 710 USD on the grounds of "increased macro uncertainty."
4th place $Apple (AAPL.US)$ Increased by 1.20%, with a trading volume of 11.714 billion dollars. EU antitrust regulators ordered Apple on Wednesday to open its closed ecosystem to competitors, detailing how to comply with the EU's landmark rules for openness and the consequences of non-compliance, which could lead to investigations and fines.
This move by the EU Commission follows the launch of a so-called regulatory procedure six months ago, aimed at ensuring Apple complies with the Digital Markets Act (DMA), which is designed to curb the power of major tech companies.
6th place$Amazon (AMZN.US)$Increased by 1.41%, with a trading volume of 7.664 billion dollars. Amazon’s self-driving division, Zoox, has recalled 258 vehicles due to issues with its self-driving system. Zoox stated that the vehicles might brake unexpectedly in certain driving scenarios, such as when a motorcyclist rapidly approaches from behind or a cyclist enters a nearby crosswalk. According to a report from the National Highway Traffic Safety Administration (NHTSA), the recall affects vehicles equipped with ADS software released before November 5 of last year. Zoox has updated the ADS software for free, and all affected self-driving vehicles will be repaired by November 7, 2024.
Ranked 8th.$Broadcom (AVGO.US)$Increased by 3.66%, with a transaction volume of 7.292 billion USD. It is reported that Alphabet-C is preparing to collaborate with MediaTek to develop the next generation of Tensor Processing Units (TPU), which are expected to begin production next year.$Taiwan Semiconductor (TSM.US)$This also means that MediaTek will take over the Order for Google TPU design services originally provided by Broadcom.
Ranked 10th. $Strategy (MSTR.US)$ Increased by 7.43%, with a transaction volume of 5.782 billion USD. On Wednesday, the cryptocurrency Sector in the USA saw broad gains.
Ranked 11th. $Alphabet-A (GOOGL.US)$ Increased by 2%, with a transaction amount of 5.603 billion USD. EU regulators announced on Wednesday that they are taking measures to conduct antitrust investigations against Google and Apple. The agency stated that it found Alphabet, Google's parent company, violated the Digital Markets Act (DMA) — a landmark law aimed at addressing Technology competition issues.
The EU accused Google of favoring Alphabet's own services over competitors in its search results—this practice is known as "self-preferencing," which is not allowed under the DMA. The EU also stated that Alphabet's mobile app store Google Play prevents app developers from freely guiding Consumers to alternative options.
Ranked 14th. $Intel (INTC.US)$ Stocks fell by 6.94%, ending a five-day streak of gains, with a transaction value of 3.295 billion USD. TSMC board member Liu Jingqing stated on Wednesday that the TSMC Board of Directors has never discussed taking over Intel's foundry division. This matter arose from reports that TSMC had proposed investments to NVIDIA, AMD, and Broadcom in a joint venture operating Intel's wafer fabrication facility.
Ranked 18th.$Boeing (BA.US)$Stocks rose by 6.84%, with a transaction value of 2.416 billion USD. Boeing's Chief Financial Officer Brian West stated on Wednesday that cash consumption is easing this quarter and factory conditions are improving. The aerospace giant is working to overcome the challenges posed by multiple manufacturing and safety crises. West mentioned at an investor meeting with Bank of America: "We believe the year is off to a good start."
Editor/jayden
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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