A · Important
[Overview of U.S. stock market pre-market news: AI hardware stocks have collectively rebounded; Nvidia plans to transform old computer rooms into small AI data centers; investment bosses warn that Nvidia’s revolving financing bubble will eventually burst] On November 6, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures trends are divergent. Dow Jones futures fell 1.04%, S&P 500 futures rose 0.11%, and Nasdaq 100 futures rose 1.33%.
2. International oil prices fluctuate within a narrow range. WTI crude oil futures prices rose 0.10% to US$90.610/barrel; Brent crude oil futures prices fell 0.13% to US$98.165/barrel.
3. International gold and silver spot prices were mixed. Spot gold prices fell 0.73% to US$4,058.90 per ounce; spot silver prices rose 0.60% to US$52.09 per ounce.
4. The three major European stock indexes fell across the board. Britain's FTSE 100 index fell 2.00%, France's CAC40 index fell 1.71%, and Germany's DAX30 index fell 2.42%.
5. The U.S. AI hardware industry chain rebounded strongly before the market opened, with the chip, storage, semiconductor equipment and optical communications sectors generally rising. Nvidia rose more than 4%, SanDisk rose more than 10%, and ASML and TSMC rose more than 6%.
6. Musk said that Tesla will gradually stop the production of Cybertruck at the Texas Gigafactory around the middle of next year to make room for increasing Cybercab production.
7. NVIDIA proposes an AI memory full-stack collaborative design solution. The memory capacity of each GPU of the Vera Rubin platform only increases by about 3%, and the inference throughput increases by up to 30 times.
8. Nvidia hopes to convert some old telecommunications equipment rooms into small AI data centers with a total power of about 1 gigawatt to form an inference network that can cover up to 20 states in the United States.
9. Google’s 13F positions in the third quarter reached US$88.3 billion, with SpaceX as the largest position, and new positions in Qualcomm, Lime and many other stocks.
10. Apple and Samsung Electronics plan to launch foldable displays using etched ultra-thin glass by 2028.
11. Former Fidelity Investment Fund Manager Noble warned that Nvidia is returning to the old path of Cisco during the Internet bubble, and that circular financing will eventually burst.
12. New York Fed President Williams said that excessive inflation has lasted for too long and it will take one or two years for monetary policy to be effective.
13. On the prediction market Kalshi, Anthropic’s probability of completing its IPO before November 30 dropped sharply from 84% to 60%, and its probability of completing its IPO before December 31 also dropped from 90% to 74%.
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