The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Express News | Elon Musk's xAI plans to expand the Memphis supercomputing cluster by ten times, to 1 million GPUs.
Hong Kong stocks early report on December 5: Most china concept stocks declined, Meitu cleared cryptocurrency profits of about 0.571 billion yuan.
① The latest Beige Book survey by the Federal Reserve shows a slight increase in economic activity in November. ② Powell said the Federal Reserve can be cautious when seeking a neutral interest rate. ③ Trump chose digital assets advocate Paul Atkins to be the chairman of the U.S. Securities and Exchange Commission, leading to a big surge in cryptos and their concept stocks. ④ The three major U.S. stock indexes hit new all-time highs on Wednesday, while most popular China concept stocks declined.
U.S. stocks closed: all three major indexes hit new highs as Trump ignited a cryptos frenzy, while AI applications and the chip sector showed more bullish earnings reports.
1. Jerome Powell's wording was "just right", and the Dow Jones Industrial Average closed above 45,000 points for the first time in history; 2. AI applications and chip sectors once again showed bullish financial report news; 3. The CEO of the largest health insurance company in the usa was assassinated on the street; 4. Trump nominated an SEC chairman with a pro-cryptos stance.
NVIDIA Options Spot-On: On December 4th, 4.75 Million Contracts Were Traded, With 26.57 Million Open Interest
On December 4th ET, $NVIDIA(NVDA.US)$ had active options trading, with a total trading volume of 4.75 million options for the day, of which put options accounted for 29.62% of the total transactions,
Unusual Options Activity: SLB, F and Others Attract Market Bets, SLB V/OI Ratio Reaches 156.3
EST Dec 4th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
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