The full transcript of the NVIDIA conference call is here! Blackwell's production ramp-up is smooth, Q4 revenue will exceed expectations, and the Scaling Law has not slowed down蔚来：2025 年销量目标翻番，汽车业务毛利率提升到 20%（3Q24 业绩会纪要）英伟达还是脊梁骨，只是火力近达峰Daily Hong Kong Stock Market News Briefing (November 21, Thursday)"AI Faith" stirs up a frenzy again! Q3 revenue surged by 94%, NVIDIA remains the unparalleled "version answer"Federal Reserve Governor Cook: The Federal Reserve should gradually lower interest rates, with data guiding the pace美联储最 “鹰” 理事鲍曼敦促：谨慎对待进一步降息美股 V 型反弹，英伟达盘后跌，美元止步三连跌，比特币上逼 9.5 万美元再新高Federal Reserve's Collins: The economy is stable but needs further easing, a rate cut in December may be expectedNVIDIA's revenue guidance fell short of Wall Street expectations, plummeting 5% in after-hours trading. Jensen Huang predicts surprises in Blackwell deliveries | Earnings report insightsBreakfast | NVIDIA's earnings report is impressive but fell 5% in after-hours trading, while Bitcoin hits a new high, stimulating a surge in concept stocksWhy has Microsoft's stock price lagged behind its competitors this year? The top technology trader at Goldman Sachs found one reason: Tesla is too "money-sucking."Amazon Sets Sights on Both Hims & Hers and Temu. Is This a Golden Opportunity to Buy the Stock?隔夜要闻：美股收盘涨跌不一 英伟达营收同比几乎翻番 Q4 指引未能打动华尔街 美国最繁忙港口进口量持续大增Asset management giant PIMCO: Benefiting from increased expectations of a soft landing, U.S. stocks still have upside potential11 月 20 日美股成交额前 20：比特币概念股 MicroStrategy 市值突破 1000 亿美元Market news: Trump's team is considering establishing the first-ever White House cryptocurrency positionChina first used the UK-provided "Storm Shadow" missiles to strike targets within Russia, causing US stocks to fallEuropean Electric Vehicle Crisis! Ford announces a 14% reduction in European employees to cope with the winterOpenAI Altman-supported nuclear energy company Oklo faces short selling by a well-known institution, with stock price plummeting by 10%Will Shopify Stock Be Worth More Than Amazon by 2035?快手：重视内容电商的营销玩法（3Q24 电话会纪要）突发！美股直线跳水，中概股全线爆发！什么情况？Better Artificial Intelligence Stock: Nvidia vs. PalantirEddie Wu pointed out Alibaba's new direction in AIEconomists' latest forecast: The Federal Reserve will cut interest rates in December, but the reduction next year will be "halved."The China Concept Index rose by 1.3%, Kingsoft Cloud increased by over 30%, Bilibili rose by over 3%, XPeng increased by over 2%, and KWEB rose by over 1%Best Stock to Buy Right Now: Amazon vs. ShopifyGlobal news you need to know before the U.S. stock market opens on WednesdayWalmart raises profit guidance, Target lowers it. What signals are U.S. retail stocks sending?又泄气了！乐道撑不起 “骨折” 的蔚来Macro Must-See Chart: Insiders are Accelerating Sales of US Stocks (2024/11/20)"Trump" inseparable? Google CEO congratulated Trump on the phone and unexpectedly found Musk on the line tooApple seeks to overturn the U.S. Department of Justice's smartphone antitrust case快手：老铁带货 “渐熟”，未来的路如何走？Daily US Stock Market News Briefing (November 20, Wednesday)After the iPhone 16 is banned from sale, Apple plans to invest $100 million to build a factory in IndonesiaXiaomi Corporation-W grants awards under the 2023 share scheme and issues Xiaomi Hong Kong stock options under the 2024 Xiaomi Hong Kong share schemeTarget's Q3 performance fell short of expectations and lowered its full-year guidance, causing a sharp decline in the US retail sectorAlibaba-W grants 2,493,400 shares as rewardRisk assets may enter the "danger zone" while Wall Street celebrates, "sounding the alarm."XPeng delivers its best financial report everThe "Bitcoin shadow stock" MSTR continues to soar, with a market value exceeding the combined total of the world's top two gold mining companiesSoftBank's Masayoshi Son Says Nvidia Stock Is Undervalued. Here's Another Artificial Intelligence (AI) Stock I Think Is a Better Bargain.Bridgewater Co-CIO: Trump may choose a Federal Reserve Chair who can "tolerate" high inflation and allow for interest rate cutsHedge fund giant Ken Griffin: "Very anxious" about Trump's tariff policyTrump's Deficit DilemmaPulais: There is still a great deal of uncertainty regarding the final rate cut by the Federal Reserve