#特朗普撤销农业产品关税 The timing of Nvidia's earnings report is truly subtle. The entire crypto market is watching closely - because it could become a watershed moment for the December market.

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The current market trend is basically influenced by the statements of two individuals: Federal Reserve Chairman Powell and NVIDIA's Huang Renxun. This Wednesday, Huang will announce the latest financial report. At this moment, the AI sector is facing a collective adjustment, and the shadow of tightening liquidity is becoming heavier.

**Why is this financial report so critical?**

First, let's look at the macro environment: The Federal Reserve has been slow to signal a rate cut, and high interest rates act like a lock, restricting the financing channels for cloud service giants and AI startups. Growth assets—whether tech stocks or encryption currencies—are extremely sensitive to changes in interest rates. Once the expectations for a rate cut are dashed, the speed at which capital retreats is astonishing. Some analysts assert that the recent pullback in AI concept stocks was ignited by the Federal Reserve's hawkish stance.

However, some institutions hold a different view. They believe that although the current AI boom is hot, the level of bubble has not yet reached a dangerous edge, and the valuations of leading companies may even have room for underestimation compared to their actual growth potential.

**All eyes are now on Jensen Huang.** Can he stabilize the AI ship again with better-than-expected financial results, coupled with a strong business outlook? This not only concerns Nvidia's own stock price but will also directly impact the risk appetite in the crypto market.

Don't forget, this is the last heavyweight catalyst before the Federal Reserve's interest rate meeting on December 10th. The market sentiment during this period from Thanksgiving to the end of the year is likely to be set by this financial report.