A · Important
[Selected evening news on October 27th]
1. When gold fell to US$4,000, Amundi, Europe's largest asset manager, believed that the worst period was over, and the base scenario was looking at US$4,500 per ounce.
2. Musk is firmly optimistic about memory demand, saying that robots will require more memory than any other field.
3. Affected by the explosion of AI demand and the overall tight production capacity of the semiconductor supply chain, TSMC plans to increase the price of advanced chip packaging services by up to 20%.
4. Goldman Sachs said that the influence of semiconductors on the financial market has far exceeded that of oil, and the current market sentiment has not yet fallen to a historically suitable range for buying.
5. Company news: ①Robotics: Q3 net profit increased by 21% month-on-month, and the optoelectronics and semiconductor business market conditions are improving. ② Gree Electric Appliances: Shareholder Tohhai Internet plans to increase its stake by 600 million to 1.2 billion yuan. ③Ingenics: Q3 net profit increased by 2595% year-on-year and 61% month-on-month. Sales revenue from the memory chip product line continued to grow significantly. ④ Wuliangye: Net profit fell 48% year-on-year in the third quarter, and sales of products with weak market demand decreased. ⑤ Founder Technology: Net profit in the third quarter increased by 327% year-on-year and 80% month-on-month. The average selling price and sales volume of PCB business increased. ⑥Nanya New Materials: Net profit in the third quarter increased by 1,296% year-on-year and 218% month-on-month. ⑦Jin'an Guoji: Net profit in the third quarter increased by 1031% year-on-year and 105% month-on-month. ⑧Pop Mart announced that overall revenue in the third quarter of 2026 will drop by 45%-50% year-on-year.
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