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``` U.S. tech stocks started 2026 with a slowdown, becoming a key variable restricting the broader market’s rise. Nvidia’s upcoming earnings report is seen by the market as crucial to whether sentiment can be reversed. Nvidia will release its quarterly earnings after U.S. market close on Wednesday.

The US and UK have preliminarily restarted negotiations on the "Tech Prosperity Agreement," valued at several tens of billions of pounds. Civil nuclear energy has taken the lead in breaking the ice, but core technology areas such as artificial intelligence and quantum computing remain at a standstill. Multiple

``` American companies have just delivered the strongest earnings season results in recent years, but the US stock market did not follow suit. Strong earnings performance and sluggish market trends have created a significant disconnect. According to Bloomberg, S&P 500 component companies saw fourth-quarter earnings grow by 13%, nearly

``` Under the pressure of competition, Nvidia's performance is currently the greatest test facing the artificial intelligence market. Nvidia’s highly anticipated financial report will be released after the U.S. market closes on Wednesday (early Thursday morning Beijing time). This is not only a performance review for the

Against the backdrop of rising risk appetite, market expectations for the Fed to start cutting rates before mid-year have cooled significantly. The probability of a 25 basis point rate cut by the end of June has dropped to 50% in the money market, the lowest level this year, indicating investors

``` The AI bears, dormant for three years, are awakening. As the artificial intelligence frenzy pushes the stock market to dizzying heights, skeptical investors are actively seeking ways to profit from what they see as an inevitable market shakeout. According to The Wall Street Journal, traders are betting that the massive

``` The current market is paying close attention to the GTC conference. NVIDIA may announce its next-generation chip with codename Feynman at GTC and, for the first time, publicly showcase a product direction adopting TSMC's A16, 1.6nm process. This will shift market focus regarding NVIDIA’s computing power