On October 17th, the Biden administration updated export control regulations for artificial intelligence (AI) chips, planning to block companies like Nvidia from exporting advanced AI chips to China. The new rules will take effect after a 30-day public comment period. After the announcement, semiconductor stocks fell significantly.
Under the new rules, Nvidia's chips, including A800 and H800, will be affected for export to China. These res...

On October 17th, the U.S. Census Bureau released September retail sales data. The data shows that U.S. retail sales in September increased by 0.7% month-on-month, which is less than the revised value of 0.8% but far exceeds market expectations of 0.3%, achieving six consecutive months of growth.
1. Miscellaneous retail leads, while electronics demand remains sluggish
Among the 13 key categories released, sales of 9 categories increased ...