On Thursday, at the beginning of the Asia-Pacific session, AI technology drove a rebound in equities, with Nasdaq futures rising 1.5% in the Asia-Pacific session. NVIDIA surged over 5%, boosting chip stocks. The Federal Reserve's hawkish stance pushed up the dollar and U.S. Treasury yields, leading to a rebound in gold and silver.
On one hand, NVIDIA's strong earnings guidance confirmed the resilience of AI infrastructure demand, greatly boosting bullish sentiment in tech stocks and global markets, reversing the previous sell-off triggered by valuation concerns; on the other hand, the Federal Reserve's meeting minutes released hawkish signals, and due to data omissions and tariff uncertainties, market expectations for interest rate cuts cooled, pushing up the dollar and U.S. Treasury yields.
Specifically, all three major U.S. stock index futures rose, with S&amp;P 500 futures up 1.02%, Nasdaq futures up 1.5%, Russell 2000 futures up 0.7%, and Dow futures up 0.44%.
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The Nikkei 225 index opened up 1.3%, and the Korea Composite Stock Price Index opened up 2.6%.
NVIDIA surged over 5% after hours, driving AMD, TSMC, and other chip stocks, as well as AI concept stocks like Palantir, to rise collectively.
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Specifically, AMD rose 3.99%, Palantir rose 3.9%, Micron Technology rose 3.5%, TSMC rose 3.3%, Oracle rose 3.1%, Broadcom rose 2.7%, Google A rose 2.2%, C3.ai rose 1.99%, Intel rose 1.88%, and Amazon rose 1.54%. Nuvia Semiconductor rose 12%, AMKR rose 7.5%, Texas Instruments fell 0.1%, and Skyworks Solutions fell 1%.
Among ETFs, the iShares Semiconductor ETF rose 2.6%, and SMH rose 2.5%.
The Federal Reserve's hawkish stance led to a decline in U.S. Treasury prices, with the 10-year U.S. Treasury yield rising about 2 basis points to 4.14%; the dollar index rose above the 100 mark; the yen fell below 157 against the dollar.
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Spot gold saw a short-term surge, currently up 0.7% at $4,108 per ounce. Spot silver rose 0.6%, priced at $51.67.
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The Federal Reserve's October meeting minutes indicated an overall hawkish stance, with officials believing that maintaining interest rates unchanged for the remainder of 2025 may be appropriate. Additionally, due to the omission of October employment data (which will be included in November data) and uncertainties in tariff policies, traders have almost ruled out the possibility of an interest rate cut next month
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NVDA

NVIDIA's strong earnings guidance confirms the resilience of AI infrastructure demand, greatly boosting bullish sentiment in tech stocks and global markets, reversing the previous sell-off triggered by valuation concerns

- In early trading on Thursday, AI-driven technology stocks rebounded, with Nasdaq futures rising 1.5% and Nvidia gaining over 5%, boosting chip stocks.  
- Nvidia's strong earnings guidance confirmed robust demand for AI infrastructure, reversing previous sell-offs due to valuation concerns, while hawkish signals from the Federal Reserve raised the dollar and U.S. Treasury yields.  
- Major U.S. stock index futures all rose, with the S&P 500 up 1.02%, and gold and silver prices also increased amid the Fed's hawkish stance.

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NVIDIA

The Japanese and South Korean stock markets opened higher, Nasdaq futures rose by 1.5%, NVIDIA surged over 5% in after-hours trading, driving chip stocks higher, and gold and silver rebounded