🪐 Welcome to "Chatting on Orbit"! Each week we focus on a hot topic, sorting out the ins and outs, looking at different perspectives on Orbit, and then discussing what follow-up changes are worth paying attention to. This week, let's "eat melon🍉" together on Jensen Huang's personal relationship controversy. Recently, controversies about Jensen Huang's private relationships have been continuously fermenting. From media exposés, his own responses, to Nvidia's board launching an investigation, the focus of the event has gradually extended from personal life to corporate governance and management stability. Eating melon is one thing, but from an investor's perspective, are you more concerned about: 🔹 How much impact will the personal turmoil of corporate executives have on the company? 🔹 If it involves corporate governance and information security, will the impact further spread to the entire AI industry? 🔹 Besides the information already public, what other unconfirmed doubts remain in this controversy? 🔹 As the event continues to ferment, how will it affect Nvidia's stock price and the entire investment market? 01｜First, "eat melon🍉": How did this matter develop to today? October 29｜Media reports trigger the controversy The New York Times reported that U.S. intelligence agencies suspect that Alice Huang, a businessperson with private dealings with Jensen Huang, may be involved in intelligence activities, and her related company Megaspeed is also under scrutiny for the flow of advanced AI chips. November 4｜U.S. Congress members intervene The chairman of the relevant committee of the U.S. House of Representatives requested Jensen Huang to address information security and potential national security risks

November will bring multiple key catalysts to the market. At the beginning of the month, the U.S. midterm elections, the nonfarm payroll report, and the October CPI will be released in succession, prompting the market to reassess the U.S. economy, inflation trajectory, and the Federal Reserve's December policy expectations. 💻 In the tech sector, earnings reports from Apple, Palantir, AMD, and Nvidia will be released intensively; the commercialization progress of AI, data center demand, and capital expenditure outlook remain market focal points. 🔐 The crypto market also faces important milestones: Devcon 8 and Solana Breakpoint will be held this month, with product and collaboration developments around the Ethereum ecosystem, stablecoins, RWA, payments, and on-chain finance worth watching. At the end of the month, the second estimate of U.S. Q3 GDP and October PCE data will provide further validation of economic growth and inflation trends. Macro data, AI narratives, and on-chain ecosystems intertwine, making November market volatility a key focus. 💡 Check the full November financial calendar to grasp important market milestones in advance. 🔔 Friendly reminder: Dates are organized according to Beijing time; earnings reports and event schedules may be adjusted, please refer to official latest announcements. Download and save the original image for clearer details.

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