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Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
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U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
The largest drop in four months! NVIDIA launched new products at CES, and Jensen Huang delivered an impressive speech, so why did the stock price still plummet?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
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USA holiday season e-commerce sales soared to a record-breaking $241.4 billion, with discounts, promotions, and AI shopping assistants being the main drivers.
According to Adobe, during the 2024 holiday shopping season, total e-commerce sales in the USA increased by 8.7% year-on-year to reach 241.4 billion USD, setting a new historical high. More than half of the total spending was concentrated on electronics, outfits, and Housewares, while groceries and Cosmetic became the fastest-growing categories. AI shopping assistants and significant discounts were the key factors driving holiday shoppers' Consumer behavior.