🔥 Bitget US Stock Hotspot Sniper｜2026.08.24 Main Theme: AI Infrastructure Price Hike Storm｜Chips · Memory · Vaccine Breakthrough · Earnings Window

1. Nvidia AI Server Price Hike Exceeds 15% Bloomberg reported that Nvidia has notified major customers of price increases of more than 15% on AI servers containing Vera Rubin and Grace Blackwell chips, primarily due to surging HBM memory costs. The hikes will take effect on systems shipping in early 2027. Server ODMs have already passed the cost increases to Microsoft, Google, Oracle and others.

🎯 Beneficiaries: NVDA, MU, SKHY; Key Catalyst: HBM supply tightness strengthens memory pricing power; Wednesday’s NVDA earnings will test demand resilience.

1. Moderna Personalized mRNA Cancer Vaccine Succeeds in Phase 3 Moderna and Merck’s personalized mRNA vaccine met primary endpoints in a late-stage melanoma trial, significantly reducing recurrence and distant metastasis risk. This marks the first large-scale successful late-stage trial for an mRNA-based cancer vaccine, validating the technology’s potential in oncology.

🎯 Beneficiaries: MRNA, MRK; Key Catalyst: mRNA’s second growth curve confirmed; biotech sentiment continues to recover.

1. Nvidia Earnings This Week Become the Biggest Catalyst Nvidia reports earnings on August 26. The market is focused on data-center revenue, Blackwell/Rubin production ramp, China exposure and second-half guidance. After last week’s chip-stock pressure from higher yields and cost concerns, this week’s guidance will set the tone for AI infrastructure sentiment.

🎯 Beneficiaries: NVDA, AVGO, SMCI; Key Catalyst: Validation of AI spending durability and margins; pre-market and intraday volatility expected to rise.

1. PDD Reports Earnings Before the Open PDD Holdings (Temu parent) reports Q2 results this morning. Focus is on China consumption recovery, cross-border e-commerce growth and margin guidance. As a Nasdaq-100 component it carries meaningful index weight.

🎯 Beneficiaries: PDD, BABA; Key Catalyst: China internet valuation-repair window; watch for revenue and guidance upside elasticity.

1. AI Data-Center Mega Projects Continue to Advance Nvidia is providing up to approximately $105 billion in credit support for OpenAI’s 10 GW AI super-campus at the PORTS site in Ohio. Amazon is simultaneously advancing a large natural-gas power plant in Texas to support its AI data-center buildout.

🎯 Beneficiaries: NVDA, AMZN, VRT; Key Catalyst: Acceleration of AI power and infrastructure capex; watch related supply-chain order momentum.

Trading Note: AI server price hikes and HBM tightness reinforce the infrastructure cost-pass-through thesis; the vaccine breakthrough lifts biotech sentiment; this week’s NVDA earnings are the largest event-driven catalyst. Manage position size in light of yields, oil prices and the VIX. US equities have seen heightened volatility recently. The above is for informational reference only and does not constitute investment advice.