In today’s briefing:
- Ohayo Japan | All Eyes on Nvidia; Xiaomi’s EV Entry Disrupts Auto Makers
Ohayo Japan | All Eyes on Nvidia; Xiaomi’s EV Entry Disrupts Auto Makers
- Overseas: SPX , Nasdaq; Nvidia beats estimates, sees Q4 revenue hitting $20B, but China sales to decline significantly. Stock -1% in extended hours
- Today: NKY Futs -0.5% v cash. JPY 148.4; TSMC thinking about building a third semicon plant in Japan
- JapanX: Xiaomi disrupts auto industry, debuting SU7 EV to challenge Tesla, signaling a formidable entry into electric vehicle competition.