【美股盘前要闻一览：苹果CEO称内存涨价正拖累毛利率；马斯克拟与台积电重新谈判；Anthropic力争2026年底算力规模超3.5吉瓦】11月3日电，投资者需重点关注的美股市场财经要闻如下： 1、美三大股指期货涨跌不一。道琼斯指数期货跌0.70%，标普500指数期货跌0.15%，纳斯达克100指数期货涨0.35%。 2. International oil prices fluctuated upward. WTI crude oil futures prices rose 1.18% to US$97.596/barrel; Brent crude oil futures prices rose 0.41% to US$105.196/barrel. 3、国际金银现货双双下跌。现货黄金价格跌0.29%，报3935.21美元/盎司；现货白银价格跌2.00%，报49.61美元/盎司。 4. Europe's three major stock indexes collectively fell. Britain's FTSE 100 index fell 0.68%, France's CAC40 index fell 0.07%, and Germany's DAX30 index fell 0.52%. 5、苹果CEO特努斯在财报会上表示，内存价格上涨正拖累公司新一季度毛利率环比下滑，预计未来内存成本会更高。 6、三星电子将利用其位于美国得州的第二座晶圆代工厂，为AMD和英伟达生产高带宽内存芯片的基础裸片。该工厂预计将于本月正式动工。 7. Musk has softened his stance on how to cooperate with TSMC in the Terafab chip factory, and the two parties are preparing to renegotiate. TSMC may assume primary responsibility for the construction and operation of the wafer fab. 8. Qualcomm announced that its first-generation high-bandwidth computing (HBC) technology has completed hardware verification, and the AI250 accelerator equipped with this architecture is scheduled to be sampled in the first half of 2027. 9、Anthropic表示，力争到2026年底算力规模将超过3.5吉瓦，明年目标翻倍。 10. Morgan Stanley CEO said that AI capital expenditures may reach US$10 trillion to US$15 trillion in the next ten years. At present, 2 trillion to 3 trillion US dollars of capital have been committed or have been implemented. 11、美国中期选举于当地时间11月3日正式开始投票。选举结果将决定未来两年国会的权力格局，并影响特朗普政府的施政空间。