[Selected morning news on November 6] 1. He Lifeng, member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, visited Beijing for investigation from November 4 to 5. He Lifeng pointed out that it is necessary to strengthen the in-depth integration of technological innovation and industrial innovation to promote the continuous development of the economy in a new, better and better direction. He Lifeng also pointed out that it is necessary to increase financial support and factor guarantees in areas such as artificial intelligence and computing power network construction, coordinate innovative development and risk prevention and control, and expand investment in new infrastructure construction in an orderly manner. 2. The U.S. stock market suffered an epic plunge overnight. The three major indexes collectively fell sharply. The Dow Jones Industrial Average fell 3.44%, the Nasdaq Composite Index fell 5.52%, and the S&P 500 Index fell 4.35%, recording the largest single-day decline since April 2025. The Nasdaq 100 fell 6.4%, wiping out $2.3 trillion in market value. The Philadelphia Semiconductor Index fell 12%, the largest decline since 2020, and Nvidia fell more than 9%. The AI ​​industry chain suffered a heavy setback, with SanDisk falling more than 22%, and Western Digital and Micron Technology falling more than 17%. 3. When answering questions about importing agricultural products from the United States at a regular press conference on the 5th, Huang Ling, spokesperson of the Ministry of Commerce, said that China has always been open to expanding the purchase of agricultural products from the United States, but only if the "30 billion to 30 billion" reciprocal tax reduction arrangement reached by the two sides is implemented. It is hoped that the United States and China will work together to create more favorable conditions for agricultural trade between the two countries by jointly lowering tariffs, reducing non-tariff barriers, and expanding market access. 4. The size of many broad-based ETFs has doubled in the past month. The latest size of E Fund CSI 300 ETF is 105.064 billion yuan, an increase of 1.06 times from October 8 and breaking through the 100 billion mark; the latest size of Southern China Securities 1000 ETF is 52.368 billion yuan, an increase of 1.5 times; the latest size of ChinaAMC SSE 50 ETF is 47.848 billion yuan, an increase of 1.36 times. 5. In order to establish a unified "ID card" for robot products, standardize the production and manufacturing of robot products, and support the safety management of the robot industry, the Equipment Industry Department of the Ministry of Industry and Information Technology has researched and compiled the "Interim Measures for the Management of Robot Product Identification Codes (Draft for Comment)" to publicly solicit opinions from all walks of life. 6. Price increases in the dye industry chain are still advancing. Following the increase in the prices of intermediates such as reducing substances and H acid, Zhejiang Longsheng recently issued a price adjustment letter, raising the approval price of reactive dyes starting from November 1. The increase will vary depending on the product, ranging from 3,000 yuan/ton to 5,000 yuan/ton. In addition, Yabang Co., Ltd. adjusted its price twice in October, and Nantong Longrun Chemical also recently issued a price increase notice. 7. According to the National Energy Administration, the total investment in China's hydrogen energy industry in the first three quarters of this year was 28.7 billion yuan, a year-on-year increase of 108%, doubling. Up to now, China's renewable energy hydrogen production projects have been completed and put into operation with a cumulative annual production capacity of more than 350,000 tons, accounting for more than 50% of global production capacity. 8. The Super Fusion GEM IPO will be held on November 12. 9. Jinghe Integration announced that it plans to increase its investment in Jingyi Integration by RMB 9.1 billion with Hefei Construction Investment and Hefei Qinhe. 10. BeiGene announced that its net profit in the third quarter was 2.785 billion yuan, a year-on-year increase of 304% and a month-on-month increase of 67%. Announced on the same day, it raised its operating income forecast for 2026 to 46.3 billion yuan to 47 billion yuan. 11. Huahong Grace announced that its net profit in the third quarter was 835 million yuan, a year-on-year increase of 136%. Announced on the same day, it expects sales revenue in the fourth quarter to be 1.08 billion-1.09 billion US dollars, with a gross profit margin of 25%-26%. 12. Qiaoyuan Co., Ltd. announced that it plans to invest 3.158 billion yuan to build a fluorine-containing high-purity electronic special gas project, and build a 600t/a tungsten hexafluoride device in the first phase. Tianci Materials announced that its wholly-owned subsidiary signed a long-term supply agreement of 450,000 tons of electrolyte with Yiwei Lithium Energy. 13. King Kong Photovoltaics announced that its subsidiary plans to sign a computing power cloud service contract of no more than 1.536 billion yuan. 14. The Bank of England raised interest rates by 25 basis points to 4.00%, the first rate increase since August 2023, in line with market expectations. 15. It is reported that US Secretary of State Rubio is considering leaving the Trump administration after the Republican Party's defeat in the midterm elections. 16. Iran is reported to have submitted a nuclear proposal to the United States through Qatar. The United States is reviewing Iran's nuclear proposal. 17. Google has committed $17 billion to build its first data center in Wyoming. 18. Apple plans to raise approximately US$7 billion through its first issuance of investment-grade bonds in more than a year to support stock buybacks and other purposes. 19. Google launched the Gemini Omni 1.2 Flash video generation model, reducing the price at 720p resolution by 30% to $0.07 per second, and extending the length of native video clips to 15 seconds. 20. Goldman Sachs lowered its forecast for gold prices by the end of 2026 to US$4,150 per ounce and by the end of 2027 to US$4,800 per ounce. 21. International oil prices rose. The price of WTI crude oil for December delivery rose by 2.7% to close at US$90.52 per barrel; Brent crude oil in January rose by 3.9% to close at US$98.29 per barrel.