The probability of the Bank of Japan raising interest rates next week has greatly increased! "Trump" has become the only variable.
According to sources, officials at the Bank of Japan generally believe that the likelihood of an interest rate hike next week has significantly increased, provided that Donald Trump taking office in the White House does not trigger too many negative surprises.
NVIDIA may launch new CPO Switch products, expected to go into mass production in August. The Industry Chain is actively preparing.
① The NVIDIA CPO Switch is currently in the trial production stage, with its internal ASIC chips to be manufactured by Taiwan Semiconductor; ② In terms of performance, this switch is expected to support 115.2 Tbps signal transmission; ③ Open Source Securities believes that the CPO Switch, as a core network device in optical communication network systems, is likely to enter a period of industrial opportunities.
NVIDIA updates its roadmap! Is Taiwan Semiconductor caught in the crossfire?
Guo Mingqi stated that although the expansion speed of CoWoS-S is slowing down, the capacity of CoWoS-R is increasing. He also mentioned that for Taiwan Semiconductor, the transition from B200 to B300 involves the same FEoL process. Changes in BEoL can be managed through ECO.
Express News | US stocks overnight: Quantum Computing concept stocks continue to strengthen! QUBT surged over 14%.
The three giants of the Federal Reserve have spoken: confidence is high as inflation slows down, and an economic soft landing is in sight!
Federal Reserve officials welcomed the lower-than-expected increase in the December Consumer Price Index, believing it indicates that inflation is likely to continue declining.
Express News | Bitcoin has once again surged past the $0.1 million mark! The stocks related to the Concept of Cryptos continue to rise in Post-Market Trading.
U.S. stock market closing | All three major Indexes rose over 1.5%; Quantum Computing concept stocks surged again, with QUBT skyrocketing 55%; major banks posted strong results, with Goldman Sachs, Citigroup, and Wells Fargo & Co all rising over 6%.
① In December, the USA's core CPI unexpectedly slowed down; ② Major Banks reported strong performance, kicking off the Q4 Earnings Reports season with a "good start"; ③ The three main Indexes all rose more than 1.5%; ④ Technology stocks collectively increased, with Tesla soaring 8%.
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Waves are rising again in the quantum field! Microsoft sounds the horn for the industry, and Concept stocks soar collectively.
① Microsoft named 2025 as the "Quantum Ready" year, driving a surge in Quantum Computing concept stocks; ② Microsoft's "Quantum Ready" plan aims to help business leaders tackle challenges, including building hybrid applications and investing in strategic skills; ③ NVIDIA announced that it will hold its first "Quantum Day" on March 20 to discuss the latest developments in Quantum Computing.
Express News | The SEC in the USA is ready to immediately promote reforms in the Cryptos policy after Trump takes office.
Express News | NVIDIA's Hold Positions concept stocks are making a strong advance, with Nano X Imaging rising over 22%, Serve Robotics up over 19%, SoundHound AI climbing over 13%, and Arm increasing over 5%.
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Shares of Quantum Companies Are Trading Higher After Microsoft Issued a Statement to Its Business Customers to Get "Quantum Ready" and Nvidia Announced Its First Ever Quantum Day Event.