A · Important
[Selected evening news on November 3] 1. The central bank launched a 100 billion yuan swap facility today for securities, funds, and insurance companies, with the winning bid rate being 10bp. 2. Guangdong encourages listed companies to establish and improve normalized dividend mechanisms and strengthen the market value management of state-controlled listed companies. 3. The Ministry of Foreign Affairs responded to relevant reports that "NVIDIA requires its partners to provide at least 51% of its services to non-Chinese companies": All parties should cooperate in accordance with the principles of fairness, transparency, and non-discrimination. 4. On the day when the 100 billion yuan swap facility quota was launched, many brokerages won the bid for the third swap facility, and tens of billions of funds will be used to increase their holdings of stocks and stock ETFs. 5. Goldman Sachs raised its global data center capacity forecast in 2030 from 217GW to 273GW, corresponding to potential capital expenditures of approximately US$8.5 trillion. 6. Company news: ① Xiechuang Data: There is a very shortage of DDR in storage, and the price increase trend has not changed for at least 3 years. The recent quotation has been increased by 30% and has been accepted. ②Youzu Network: The subsidiary signed a 4.225 billion yuan GPU product purchase contract. ③ Guangxun Technology clarifies: Rumors of material shortages and production shutdowns are untrue. Research projects in progress around optical transmission, optical interconnection and other directions are progressing in an orderly manner. ④Dongshan Precision: The controlling shareholder proposed that the total shareholder return in 2026 should not be less than 1 billion yuan. ⑤ Midea Group: As of October 31, it has repurchased a total of 11.757 billion yuan of A shares. ⑥Yunnan Germanium Industry: The subsidiary signed a long-term supply agreement with AOI for a total of 900,000 pieces of indium phosphide substrates. ⑦Xinyisheng: From November 2 to November 3, it spent a total of about 400 million yuan to repurchase 2.1391 million shares.
🕐 2026-11-03 21:46

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