A · Important
[Overnight global news you need to know on Tuesday: The rebound in storage and semiconductors boosted the market; the Nasdaq rose more than 1%; Trump said that the replacement was negotiating on behalf of Ukraine; Goldman Sachs data showed that hedge funds reduced their holdings of technology stocks at the fastest speed in at least a decade]
1. The Houthi armed forces in Yemen stated on the 19th that in the past 48 hours, the organization used a large number of ballistic missiles, cruise missiles and drones to launch 6 military strikes against oil facilities, aviation facilities and military targets in Saudi Arabia.
2. U.S. President Trump told the media at the White House on the afternoon of October 19, local time, that he believed someone other than Ukrainian President Zelensky should negotiate on behalf of Ukraine to seek an end to the war with Russia.
3. On the 20th local time, Iran’s Persian Gulf Straits Management Bureau announced that so far, 122 ships have been included in the list of violations of Persian Gulf waterway management.
4. Israeli Prime Minister Netanyahu stated on the evening of October 19, local time, that he issued instructions to the Israeli army, the Israeli Intelligence and Secret Service (Mossad), and the Israeli Military Intelligence Directorate to "overthrow the Iranian regime."
5. Iranian President Pezeshchiyan met with Russian Foreign Minister Lavrov on the evening of the 19th local time. The two sides discussed bilateral relations as well as the latest regional and international situations.
6. Data from Goldman Sachs’ prime brokerage business unit show that hedge funds have reduced their holdings of technology stocks at the fastest rate in at least a decade. In the five trading days ended October 15, hedge funds reduced their positions in technology stocks by the largest amount since Goldman Sachs began keeping statistics in 2016.
7. NVIDIA completed a record-breaking simulation of fault-tolerant quantum computing at the Jülich Supercomputing Center. This 104-qubit simulation is the most comprehensive simulation of a fault-tolerant quantum computing system to date.
8. According to people familiar with the matter, Nscale Co., Ltd. is negotiating with Anthropic for computing power supply cooperation. The total value of this transaction is expected to reach approximately US$45 billion.
9. Apple has confirmed that it will hold a new product launch conference on October 28, when it plans to launch the company's first touch-screen MacBook. The event, themed "Proandtell," will be held in Los Angeles.
10. OpenAI is being sued by multiple state attorneys general and plaintiff law firms, accusing it of failing to build a sufficiently complete security protection mechanism for ChatGPT.
11. Micron Technology announced that it will hold a technical webinar at 8 a.m. local time on October 21, hosted by Scott DeBoer, the company’s president and chief technology and product officer, to discuss technological innovations in the fields of DRAM, HBM and NAND.
12. Goldman Sachs raised its copper price forecast for the end of 2026 from US$13,735 per ton to US$14,700 per ton, and its average copper price forecast for 2027 from US$13,800 per ton to US$15,400.
13. Confidence among U.S. homebuilders fell to its lowest level in 14 years this month as mortgage rates exceeded 7%, labor shortages and high supply costs continued to impact the housing market.
14. New regulations for Cuba’s oil and natural gas industry have officially come into effect, further expanding the scope of participation of domestic private enterprises and foreign investors in the oil and natural gas industry, and providing a legal basis for expanding the development of oil and gas resources.
15. The French Prime Minister's Office announced that with the consent of the relevant mayors, four municipalities in the northern province of France will implement partial curfews on Monday and Tuesday, from 20:00 every night to 6:00 the next morning. Subsequently, the Paris Police Headquarters announced that some neighborhoods in Paris will implement a curfew from 23:00 on Monday to 6:00 on Tuesday.
16. Starbucks responded that “you will be seated only after consumption”: There are indeed new regulations, which will be implemented in stores across the country on October 20.
17. The three major U.S. stock indexes closed with mixed gains. The Dow fell 0.07%, the Nasdaq rose 1.11%, and the S&P 500 rose 0.41%. Popular technology stocks generally rose, with storage and semiconductor sectors leading the gains. SanDisk rose more than 5%, Amazon rose nearly 5%, SK Hynix and Marvel Technology rose more than 4%, and Tesla and NanoVis Semiconductor rose more than 3%.
18. The settlement price of WTI crude oil futures was US$103.66 per barrel, an increase of US$2.25, or 2.22%. Brent crude oil futures settled at $109.55 per barrel, down $0.31, or 0.28%.
19. COMEX gold futures closed down 0.5% at US$4,160.3 per ounce; COMEX silver futures fell by 0.13% at US$57.23 per ounce.
Comments