Source: Cailian
Financial Union, October 9 (Editor Shi Zhengcheng)Yesterday morning, at a time when concerns about the "AI investment bubble" intensified, NVIDIA CEO Huang Yong-young calmed the market, and an AI giant's response rose, pushing the NASDAQ and S&P 500 index to another historic high.
At the close, at the close, the Standard & Poor's 500 Index rose 0.58% to 6,753.72 points; the Nasdaq Composite Index rose 1.12% to 23,043.38 points; and the Dow Jones Industrial Average closed flat at 46,601.78 points.
Huang Renxun said in an interview on Wednesday that as artificial intelligence models evolve from answering simple questions to complex reasoning, the demand for computing power has increased significantly.
The CEO of NVIDIA said:Artificial intelligence is smart enough that everyone wants to use it, and we are now experiencing two stages of exponential growth at the same time... The market demand for Blackwell is indeed very, very high. I think we are at the starting point of a new round of infrastructure construction and a new round of industrial revolution.”
The speech of Huang Yinglong has caused the market to quickly warm up the emotion of hype AI themes.
Nvidia increased by more than 2%, recording a new record high。 Just signed a big order with OpenAIAMD raised 11.37 percent, up 45 percent in six trading days in OctoberAI server manufacturers doubled their financial guidance for the next four years yesterdayDell increased by 9 percent.。 Ultramicro Computer and Micron Technology rose more than 6% and 5% respectively. CoreWeave rose 8% after launching its first publicly available serverless reinforcement learning feature.
Dan Ives, a well-known tech analyst at Wall Street, also released a report on Wednesday, saying technology stocks, led by large tech stocks, will perform very strongly in the third quarter.
Ives wrote: "We are optimistic that,Investors are still not fully aware of the growth wave of and governments spending $3 trillion over the next three years on AI technologies and applications.”
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According to the market value ranking, as of the end of the year, NVIDIA rose 2.2%, Microsoft rose 0.17%, Apple rose 0.62%, Google-C fell 0.68%, Amazon rose 1.55%, Meta rose 0.67%, Boeing rose 2.7%, Taiwan electricity rose 3.56%, Tesla rose 1.29%, Berkshire Hathaway-A fell 0.52%, Morgan fell 1.19% and Oracle rose 1.54%.
S&P also resumed the rise, with the Nasdaq China Gold Range Index rising by 0.87%
As of the closing, Alibaba fell by 0.12%, Kyoto rose by 0.26%, 100% fell by 0.75%, more increased by 0.22%, miles increased by 2.74%, new increased by 4.67%, net increased by 2.9%, wealth controlled share increased by 4.52%, ideal car increased by 1.44%, Xiaoping automobile increased by 2.2%, billion aircraft intelligent increased by 1.14%, there was a rise by 7.78%, Xiaoping increased by 8.61%, and long-distance knowledge increased by 12.04%.
Under the logic of “dollar credit doubts,” investors looking for other channels for wealth storage willCash gold pushes up $4000 per ounceThe historic high, the current goods also increased by 2%, approaching the historic high.Platinum cash also increased by more than 7%.Affected by this, the U.S. mining division collectively strengthened, with Barrick mining increasing by 2.05%, McMahon copper increasing by 5.31%, Southern copper increasing by 4.58%, and First Majestic Silver increasing by 11.35%.
Affected by the disaster assessment of the fire at the Novelis factory in New York, Century Aluminum rose 12.50%, Kaiser Aluminum rose 6.08%, and Alcoa rose 4.31%.
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[NVIDIA confirms investment in xAI]
Nvidia CEO Jensen Huang confirmed that he had invested in Musk's startup xAI and said he was very excited about the deal. The only regret was that he did not invest more in xAI. He hopes to be involved in all Musk's businesses.
It has been earlier that xAI has raised more funds than expected in the latest round of financing, reaching $20 billion, of which NVIDIA has invested up to $2 billion in the shareholding in this financing.
[Softbank adds more specific intelligence investment to acquire ABB Group's robot business]
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