A · Important
[Overview of U.S. stock market pre-market news: Terafab aims to produce 700,000 memory chip wafers per month; SoftBank is preparing for a possible cooling of the U.S. data center market; Google plans to launch two new TPU chips] November 9th, the financial news of the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures collectively rose. Dow Jones futures rose 1.17%, S&P 500 futures rose 0.91%, and Nasdaq 100 futures rose 0.99%.
2. International oil prices both fell. WTI crude oil futures prices fell 3.89% to US$87.301/barrel; Brent crude oil futures prices fell 4.57% to US$93.822/barrel.
3. International gold and silver spot prices rose collectively. Spot gold prices rose 1.29% to US$4,123.19 per ounce; spot silver prices rose 1.48% to US$52.69 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.63%, France's CAC40 index rose 0.70%, and Germany's DAX30 index rose 1.05%.
5. Musk’s chip factory Terafab has revealed to semiconductor equipment suppliers that it plans to achieve a monthly production capacity target of 1 million wafers in 2032, of which 700,000 will be used for memory chips and 300,000 for logic chips.
6. Musk said Tesla is likely to lease its Optimus humanoid robot to customers rather than sell it. Deliveries to external customers are expected to begin around the end of 2027.
7. SoftBank is preparing for a possible slowdown in U.S. data centers, or may reconsider its Neocloud business in the U.S. and shift to other regions.
8. Technology reporter Mark Gurman said that Apple is expected to launch Siri with agent capabilities as early as next year to benchmark ChatGPT Dots, Meta Muse, and Grok.
9. Google plans to launch two new tensor processor (TPU) chips, TPU 8tx and 8i Max, next year to increase competition with Nvidia.
10. Google has started contacting banks and investors regarding the issuance of Hong Kong dollar and Singapore dollar denominated bonds, and the issuance may be launched as early as this month. The total fundraising size of the two transactions is approximately US$2.5 billion to US$3 billion.
11. Democratic members of the U.S. Congress stated that after taking over Congress in January next year, they will launch investigations into American billionaire Elon Musk, White House Chief of Staff Stephen Miller, and some companies.
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