#美联储回购协议计划 Key Points of the US Stock Market in 2025



In terms of regulation and compliance, Apple was fined over 98 million euros by Italy due to issues of market dominance, reflecting the escalating global regulatory pressures faced by tech giants.

The healthcare sector has received positive news. Novo Nordisk's weight loss product has made breakthroughs in cardiovascular indications and has received domestic regulatory approval. The expanded application of these GLP-1 drugs continues to attract capital attention.

The wave of AI continues to advance — Alibaba's Tongyi Qianwen has launched the self-developed architecture image generation model Qwen-Image-Layered, and Baidu's Luobo Kuaipao is also expanding its territory, planning to start testing its driverless travel service in London in 2026. Faraday Future's FX Super One pre-production vehicle has successfully rolled off the production line at its factory in the United States, and there are frequent movements in the new energy vehicle manufacturing sector.

The demand side for chips remains strong. Market estimates predict that the shipment of Nvidia's GB300 AI server cabinets may reach 55,000 units next year, with a year-on-year growth rate of 129%, reflecting the continued robust investment in enterprise-level AI computing power.

In terms of performance expectations adjustment, Honeywell's Q4 adjusted EPS expectation is slightly lower than the previous guidance (2.48-2.58 USD vs 2.52-2.62 USD). Meanwhile, Netflix has partially refinanced the 59 billion USD bridge loan arranged for the acquisition of Warner Bros.

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ImpermanentLossFanvip
· 12-22 18:13
NVIDIA's 129% growth rate is really amazing, 55,000 units of the GB300 cabinets... how much would that cost, wait a moment let me calculate, how long can this wave of AI chips last?
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MEVHunter_9000vip
· 12-22 14:31
NVIDIA's shipment of 55,000 units? If this number is true, chip stocks are definitely going to soar next year. However, GLP-1 also has strong performance; Novo Nordisk breaking through in the cardiovascular indication is indeed a signal. Apple's fine of 98 million euros is really just a drop in the bucket; this guy has been well-prepared for the hits, haha.
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LiquidityLarryvip
· 12-22 14:25
Can Nvidia really digest this shipment of 55,000 units? It feels like the GPU bubble is getting bigger and bigger.
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