Express News | CITIC SEC: The investment climate for Global AI infrastructure continues to thrive, and domestic computing power demand is expected to keep increasing.
Express News | SK Hynix: Conventional Dram Market to Go Through Gradual Correction This Year
Express News | SK Hynix: Sees 2025 Capex Rising Slightly From 2024
Futu Morning Report | "Interstellar Gate" Concept stocks are in a frenzy, ARM surged nearly 16% overnight; promoting the entry of medium to long-term funds into the market! China's Capital Markets welcome significant proposals.
The CEO of the world's largest sovereign wealth Fund advises: sell USA Technology stocks and buy China Assets; in the face of policy undercurrents after Trump's return, the European Central Bank still plans to continue lowering interest rates; an extreme winter storm hit the southern USA, and multiple states declared a state of emergency.
Express News | SK Hynix Shares Open Down 2% After Q4 Earnings Announcement
Express News | NVIDIA's partner SK Hynix reported record profits, driven by the AI boom.
SK Hynix Posts Strong Fourth-Quarter Net Profit on AI Boom, Beating Consensus
Top 20 by trading volume | Trump officially announces the "Stargate" project, ARM surges by 16%; Netflix jumps nearly 10% after earnings.
NVIDIA ranked first, rising by 4.43% with a trading volume of 34.602 billion dollars. Netflix ranked fourth, increasing by 9.69% with a trading volume of 13.788 billion dollars. Oracle ranked seventh, rising by 6.75% with a trading volume of 8.846 billion dollars.
There is another major move in the ETF sector! Options for popular stocks like NVIDIA are expected to be launched at the end of this year.
The innovation leader in the ETF Industry, Tuttle, has submitted an application to create a series of new products that will trade derivatives of popular companies loved by retail investors, such as NVIDIA, Tesla, and MSTR, with expiration dates.
US stock market close | The S&P hit a historic high during trading, and the Nasdaq rose over 1%; the "Stargate" ignited AI Concept stocks, with Oracle rising nearly 7% and NVIDIA up over 4%.
① NVIDIA and Microsoft rose over 4%, and Arm rose by 16%; ② The S&P broke the 6100 mark during trading for the first time in history; ③ The PHLX Semiconductor Index closed at a nearly six-month high; ④ Sales for Aluminum in the USA exceeded expectations in the fourth quarter.
After Musk, the CEO of Anthropic also poured cold water on OpenAI, stating that the Stargate looks "chaotic."
Anthropic's CEO Amodei stated that it is currently unclear how much actual funding is involved in the $500 billion financing for the Stargate project, and it is also unknown how the Trump administration will participate in this project.
Why Nvidia Stock Surged Today
The 500 billion AI Infrastructure plan faced criticism from Musk, and Altman rarely took a hard stance.
① Trump announced that OpenAI, SoftBank, and Oracle will jointly invest 100 billion dollars to create the "Interstellar Gate" AI project, expanding to 500 billion dollars over the next four years; ② Musk stated that SoftBank's investment is less than 10 billion dollars, which was rebutted by Altman.
Express News | SK Hynix Hbm Continued Its High Growth in Fourth Quarter Marking Over 40% of Total Dram Revenue
Express News | SK Hynix Expect Hbm 2025 Revenue to Grow Over 100% YoY
Express News | SK Hynix: Plans Q1 Nand Shipments High-Teen% Decrease Vs Q4
Express News | SK Hynix: Plans Q1 Dram Shipments Low-Teen% Decrease Vs Q4
Express News | SK Hynix Strong Server Chip Demand Momentum to Continue, Driven by AI
Express News | SK Hynix Expects 2025 Dram Demand to Rise Mid-to-High Teen % YoY
Express News | SK Hynix 2024 Hbm Sales Increased More Than 4.5 Times