statement
Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.
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주요 이벤트: 엔비디아 실적 발표(11/18)를 앞두고 블랙웰 수요 및 차세대 GPU 공급 전망에 시장 관심 집중
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The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementFor Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has risen, but a sustained uptrend requires resolving internal tasks such as private credit and domestic demand stimulus and breaking through AI technology bottlenecks.statement
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