--- title: "Fed hawkish strike lands; stocks & bonds under pressure; NVDA's 'Vera Rubin' posts new inference results | Daily News Recap" type: "Topics" locale: "en" url: "https://longbridge.com/en/dolphin/post/43940324.md" description: "0917 | Dolphin Research Focus: 🐬 Macro/Industry — The Fed delivered its first rate hike in three years, lifting the target range by 25bp to 3.75%-4.00% by unanimous vote. It is the first increase since Jul 2023.U.S. stocks and Treasuries weakened immediately after the decision, with equities plunging and UST yields moving higher. Growth valuations came under renewed pressure.The dot plot skewed hawkish, suggesting room for one more tightening this year. Markets are repricing the duration of a higher-for-longer regime, putting global assets through another round of revaluation..." datetime: "2026-09-17T08:34:14.000Z" locales: - [en](https://longbridge.com/en/dolphin/post/43940324.md) - [zh-CN](https://longbridge.com/zh-CN/dolphin/post/43940324.md) - [zh-HK](https://longbridge.com/zh-HK/dolphin/post/43940324.md) author: "[Dolphin Research](https://longbridge.com/en/dolphin.md)" generator: "portal-rs" --- # Fed hawkish strike lands; stocks & bonds under pressure; NVDA's 'Vera Rubin' posts new inference results | Daily News Recap ## 0917 ｜**Dolphin Research Watchlist** ## 🐬 Macro/Industry **1.** The Fed unanimously delivered its first rate hike in three years, raising by 25bps to 3.75%-4.00%, the first hike since Jul 2023. Equities and USTs sold off post-decision, with growth multiples under pressure. The dot plot skewed hawkish, implying room for one more tightening this year. Markets are repricing the duration of higher-for-longer rates, prompting a global asset reset, while investors track inflation prints and Fed speakers. ## 🐬 Single Stocks **1.**$NVIDIA(NVDA.US) NVIDIA released preliminary MLPerf inference results for the Vera Rubin NVL72: on the Qwen3-VL task with the same 72-GPU setup, throughput reached up to 3.7x that of GB300 NVL72. The new rack-scale system delivers a major leap in inference performance. This is a core positive for agent-like LLM inference, with potential to lower per-token inference cost and reinforce NVIDIA's leadership in AI compute hardware. Await the final verification from MLCommons. **2.**$Nebius(NBIS.US) Nebius will raise list prices for its GPU cloud services by ~20% from Oct 1, covering chips from H100 to B300, with B300 now up 56% cumulatively. Demand visibility exceeds 24 months, and customers are even paying premiums to bid for Blackwell capacity. A supply-demand imbalance in AI compute is reshaping pricing, shifting bargaining power to suppliers (cloud providers/chipmakers). This benefits NVIDIA, Broadcom, and TSMC, while squeezing margins at smaller clouds and on the AI application side. **3.**$MINIMAX-W(00100.HK) MINIMAX-W rose more than 7% today. MiniMax announced that H3 Max 768P and 480P versions are now integrated into its open platform and Design system, with 5s 768P audio-video generation achievable in as fast as 3s. H3 Max focuses on ultra-fast video generation, lowering the barrier for developer calls and filling a key gap in domestic text-to-video commercialization APIs. This should attract ecosystem developers and bolster the commercial competitiveness of multimodal video models. **4.**$Baidu(BIDU.US) At the Intelligent Economy Forum 2026, Baidu Intelligent Cloud said 'Baidu Dazi' will upgrade to a fully open ecosystem platform, opening four pillars to partners: connectors, skills, suites, and hardware, and pledged a permanent zero commission. The zero-take rate meaningfully lowers onboarding costs for partners, aiming to rapidly aggregate third-party developers and win share in the industrial agent ecosystem. Zero commission does not mean no path to monetization. We will watch how the ecosystem lands and the ensuing monetization models. **5.**$Amazon(AMZN.US) Amazon is advancing 'Project Mercury', planning to invest several bn dollars to expand U.S. same-day fulfillment sites, targeting an increase from ~85 today to 1,000+ by 2031. This is a capex-heavy bet on last-mile logistics to cover 80% of U.S. Prime members. It directly targets Walmart in FMCG retail and strengthens Amazon's fulfillment moat. The project requires heavy investment with a long payback period, likely pressuring margins in the near term. **6.**$LI AUTO-W(02015.HK) Li Auto unveiled its new flagship i9 at RMB 369,800, adding up to 500 km of range with a 10-minute charge, positioned as 'stacking experience, not just luxury'. The i9 differentiates on replenishment efficiency and family-use scenarios, avoiding the general 'spec-stuffed flagship' path. Amid a price war and cost-down efforts, Li Auto is leveraging product definition to defend GPM. Near term, watch the delivery ramp and the cadence across range-extended and pure BEV lines. ## 🐬 Top Gainers by Sector **A-shares:** Real estate services, oil & gas storage and transport, kitchen appliances. **HK:** Oil & gas storage and transport, residential construction, tobacco. **U.S.:** Heavy electrical equipment, telecom services, healthcare providers. ## 🐬 Watch for Tomorrow 1) U.S. Aug industrial production MoM. Risk disclosure and disclaimer: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer) ### Related Stocks - [WMT.US](https://longbridge.com/en/quote/WMT.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [00100.HK](https://longbridge.com/en/quote/00100.HK.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [09888.HK](https://longbridge.com/en/quote/09888.HK.md) - [89888.HK](https://longbridge.com/en/quote/89888.HK.md) - [HBUD.SG](https://longbridge.com/en/quote/HBUD.SG.md) - [BIDU.US](https://longbridge.com/en/quote/BIDU.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**