Nabaparna Bhattacharya 31-Aug-2025 7:32 AM

?? ????? (NASDAQ:NVDA) ???????(???????????????),???????????????

????????——??????????????,????????????????(PCE)???????????????????????

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7???PCE????2.9%,??????????,????2%????

????:??????????:????????????

??????????????·???(Jerome Powell)????????????????

????,7?????????????1036???(???895???),?3??????,???????????,??????????????????????

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???????????467.4???,????56%?????????????46.02?????????

????????????????1.05??,??????1.01????????

???????? (NASDAQ:MRVL) ?????????????67??,????????66???

?????20.06???,??????20.09???????

Dollar General Corporation (NYSE:DG) ????2025????????????,???????????????????107.2???,????5.1%,???????????106.9????

???????????? (NYSE:BABA) ??2025????????345.7???,????2%,???????34.26?????????

???????? (NYSE:DELL) ????????297.8???,????????29.17???????

???? (NASDAQ:LI) ??2025???????302?????(?42???),????4.5%,??????????318?????? 

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ????????11.7???,??????11.5???????

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???? (NASDAQ:AAPL) ????????????,?????????????????????????????

OpenAI ???????,?????????????? (NASDAQ:MSFT) ????????, ??????????2026??

????????Gmail??????????????????????Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) ??????,?????????????????????????????????

???????? (NYSE:IBM) ??????????(Advanced Micro Devices, Inc.) (NASDAQ:AMD) ???????????????????,?IBM????????????????AMD???????????????????????

???? (NASDAQ:AVGO) ??????VMware???(VMware Cloud Foundation,VCF),??????????,VCF?????????????????????

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OpenAI? ChatGPT?????????????,??????????????????????,??????????

???"??????"??????????·??(Geoffrey Hinton)???,?????????????????,??????????????????????

?? ???2026????????????90??????,???????????????,??????,???Meta Platforms, Inc. (NASDAQ:META) ???????100??????????

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??????? (NYSE:UBER) ??????????????,????????????????????????????

????? (NASDAQ:TSLA) ??????(FSD)???????????????,??????????,??????,???????,?

?????8,000???????????,?????????FSD??????,???????????????????????????

??? ???????????????????? ???????,?????????????????????,????????Model Y??????

???·???(Elon Musk)???2025?????????????????????,????? ???????????????

???? (NYSE:XPEV) ???????????XOS 5.8.0,??????????????????????????????

?????? (NYSE:F) ???????????????,??????80?????,????????????????

Stellantis N.V. (NYSE:STLA),??????????,?????4100?????????????,?????

?????? (NYSE:TM) ??,???????????????,7???????????,?

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