A · Important
[Overview of U.S. stock market pre-market news: The largest U.S. semiconductor equipment manufacturer said revenue will double in the next few years; Nvidia launches a new pluggable optical module; Netflix wins the broadcast rights for the 2030 World Cup] October 13th, investors need to focus on the following financial news from the U.S. stock market:
1. The performance of the three major U.S. stock index futures is divergent. Dow Jones futures rose 0.95%, S&P 500 futures fell 0.03%, and Nasdaq 100 futures fell 0.75%.
2. International oil prices fell collectively. WTI crude oil futures prices fell 1.78% to US$92.068/barrel; Brent crude oil futures prices fell 1.99% to US$104.532/barrel.
3. International gold and silver spot prices fluctuated within a narrow range. Spot gold prices rose 0.28% to US$4,183.29 per ounce; spot silver prices fell by 0.22% to US$60.15 per ounce.
4. Most of the three major European stock indexes rose. Britain's FTSE 100 index rose 0.51%, France's CAC40 index fell 0.08%, and Germany's DAX30 index rose 0.10%.
5. AMD CEO Su Zifeng expressed strong confidence in the prospects of the CPU market and designated 2026 as the "year of reasoning." She predicts that the CPU market size will achieve explosive growth in the next few years, driven by intelligent AI workloads.
6. Applied Materials (AMAT), the largest semiconductor equipment manufacturer in the United States, predicts that the company’s revenue will double in the next few years. The company is also using AI tools to promote innovation and product development, and explore ways to improve semiconductor yield rates.
7. Marvell Technology announced the launch of the second generation Structera X 3406 and 3506 CXL memory expanders for AI inference applications. The new product is the industry's first six-channel CXL 3.2 memory expander, with a single controller supporting up to 9TB DDR4 or 6TB DDR5 memory.
8. NVIDIA and Cisco jointly launched a new ultra-dense small form factor pluggable module (USFP). USFP is the first module to support 400Gb/s electrical signals per channel, with a single module capacity up to 12.8Tb/s, suitable for the new generation of AI factories.
9. Samsung Electronics and AMD jointly demonstrated a memory expansion solution based on Compute Express Link (CXL) at the 2026 OCP Global Summit. Samsung also exhibited customized HBM and new HBM5, as well as integrated storage and computing technology.
10. Streaming media giant Netflix has obtained the exclusive rights to broadcast the 2030 FIFA World Cup in Spain and Andorra. Boosted by this, Netflix rose more than 1% before the market opened.
11. Federal Reserve Governor Waller said that the rise in U.S. bond yields has played a role in policy tightening and helped curb demand in some economic sectors. He also said hyperscalers still plan to invest trillions of dollars over the next three years.
12. A Bank of America survey shows that investors' allocation to technology stocks has reached the highest level since 2020, and global semiconductor stocks have become the "most crowded" trade in the market.
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