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Ten Days That Decide Whether AI Capex Was Worth It

2026年11月15日 1 分钟阅读

The heaviest earnings cluster of the quarter begins on 16 November with Baidu, followed by JD on the 17th, Tencent on the 18th and Alibaba, Pinduoduo and NetEase on the 19th — read as a single test of whether delivery-subsidy rollback is repairing margins faster than AI compute spending is eating them. Nvidia reports fiscal Q3 after the US close on 17 November (06:00 Beijing on the 18th), the first call led by interim CEO Colette Kress, with an all-hands the following day; Anthropic prices its IPO on the 18th at $70–78 a share and lists on Nasdaq on the 19th, raising up to $90.4 billion including a private placement at a fully diluted valuation near $1.4 trillion.

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