Hello everyone good afternoon I'm going to give you a quick look at the current market situation in the United States: So far the Dow Jones is up +0.20%, the S&P 500 is up +0.22%, and the Nasdaq is up +0.58%.

It is very typical for technology stocks to lead the increase and the market follows with a recovering risk climate. It can be seen that today's movement is not one of general euphoria, but rather the technology sector is driving the index up while the other sectors rise but with less strength.

Today, the primary driver of the increase remains the growing expectation of rate cuts: signals from Trump's team.

Hassett is seen as a possible candidate to replace Powell as chairman of the Federal Reserve next May, and he is a typical dovish character.

Just because of this expectation of personnel, the market has quickly assimilated it, and investors not only think that the Federal Reserve will lower rates but have even begun to adjust upward the magnitude and frequency of future cuts.

In addition, today we must also pay attention to the collaboration announced by NVIDIA and AWS at re:Invent, which can be summarized in one sentence: computing power, infrastructure, and AI model systems will form a closed ecosystem thanks to the deep linkage between both companies.

This collaboration makes AWS no longer just the cloud that offers datacenters but begins to deeply support NVIDIA's NVLink and MGX rack system while its own Trainium4 is designed to connect with NVIDIA systems.