Barclays cut Nike (NKE.N) PT to $37 from $48.

DBS Group CIO Hou Wey Fook says NVIDIA’s forward 12-month P/E of about 17x and market forecasts of roughly 70% EPS growth next year indicate AI-driven tech is far from a bubble. He contrasted NVIDIA’s valuation with Cisco’s ~100x before the dot-com crash and said semiconductors and AI investments retain tailwinds. Hou recommended a barbell portfolio to control volatility: allocate to growth tech while holding investment-grade fixed income for stability, and use hedge funds and gold for intermediate risk diversification.

据台媒DIGITIMES报道，AMD CEO苏姿丰10月5日闪电访台，距5月上次来台不到5个月，此行未安排大型公开活动，重点是拜会关键供应链。AMD正向台积电、封测厂和载板厂争取更多产能，显示其AI/HPC需求持续增长，供应瓶颈已从先进制程延伸至封装测试和载板等环节。