wu fan|11月 15, 2026 20:54
This post just mentioned that Nvidia wouldn't ignore the company, and then news broke that he's trying to return. This is definitely a positive for the semiconductor sector this week.
Since leaving is bad news, then returning is good news. A successful return isn't guaranteed, but OpenAI seems to have precedents, at least increasing the probability of a return.
So, pricing in this probability, AI and semiconductor stocks have the potential to open higher in the US and A-share markets this week. And I think there's a high probability of a high open and continued rise.
The reason is that Friday's high open and low close already settled the options that realized last week's gains. The market sell-off was released in the second half of Friday. There are few negative factors this week, and potential positive opportunities. Therefore, I continue to expect a Nasdaq rebound this week, but the magnitude may not be as strong as last week.
(Quote: https://web.timestore.vip/ /time/pages/timeDetail/index?timeid=183277)
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