#美联储会议纪要将公布 NVIDIA's financial report has always been significant, but this time, it is truly different! Before the Fed's interest rate cut decision in December, it has become a key indicator 📈. In December, there is also the Ethereum upgrade, and the Christmas market trends will depend entirely on this!

The direction of the entire AI market now almost hinges on the words of two people—one of whom will soon be heard on Wall Street.
He is NVIDIA CEO Jensen Huang. On Wednesday, he will personally take the stage to release this highly anticipated financial report. At a time when AI stocks are generally under pressure, this press conference is of extraordinary significance.
Why is this so critical? Part of the answer lies in the Fed's interest rate decisions. Another key figure—Fed Chair Powell—if he delays lowering interest rates, AI companies will find it harder to secure financing, and expansion plans may also be hindered. This pressure not only impacts speculative AI stocks, but also wealthy companies are not immune.
Direxion's Ryan Lee stated: "Growth investments are extremely sensitive to interest rate changes, whether positive or negative." Under high interest rates, it's becoming more difficult for cloud giants to continue borrowing money for expansion.
He also pointed out that the recent pullback in the AI sector was ignited by the Fed's "hawkish remarks"—completely contrary to the market's expectations for rate cuts.
AI trading influences the overall situation, but Lee also提醒 that the performance of consumer stocks like Home Depot may also attract the Fed's attention.
Charlie Ripley from Allianz points out another focus: the market generally expects interest rates to drop to around 3% next year, the question is how quickly the Fed will achieve this? "Once the market shifts from 'certain rate cut in December' to 'a 50-50 chance of a cut', the stock market will immediately shake three times."
Now, all eyes are on Jensen Huang—can he "steady the AI ship" with a stellar financial report and an optimistic outlook?
The good news is that some institutions believe this wave of AI enthusiasm is "healthy with no signs of a bubble burst". Although valuations are relatively high, leading stocks still have a discount compared to their growth rates, and market sentiment is "moderately bullish, far from being euphoric."
This financial report is the "last major catalyst" before the Fed meeting on December 10, and it will also become the "key barometer" for market direction from after Thanksgiving to early December $BTC .