A · Important
[Overview of U.S. stock market pre-market news: Nvidia releases a new generation of world action model GR00T 2; Anthropic plans to raise up to $64.4 billion through IPO; Fed Waller said it does not rule out a 50 basis point interest rate hike in December] November 10th, investors need to focus on the following financial news in the U.S. stock market:
1. The three major U.S. stock index futures rose or fell mixedly. Dow Jones futures rose 0.31%, S&P 500 futures fell 0.02%, and Nasdaq 100 futures fell 0.42%.
2. International oil prices fell collectively. WTI crude oil futures prices fell 2.02% to US$85.095/barrel; Brent crude oil futures prices fell 2.37% to US$90.376/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 1.58% to US$4,075.36 per ounce; spot silver prices fell by 2.17% to US$52.25 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.50%, France's CAC40 index rose 1.15%, and Germany's DAX30 index rose 1.16%.
5. NVIDIA GR00T 2 is officially released. It uses a world action model architecture that can simultaneously predict future video images and robot movements, allowing the robot to perform operations according to instructions and learn the impact of movements on the physical environment.
6. Anthropic plans to issue 825 million shares in the IPO, raising up to US$64.4 billion, with a target market value of approximately US$1 trillion, and an indicative price range of US$70 to US$78 per share. Anthropic said that as of the end of October this year, its annualized revenue was approximately US$81 billion.
7. Samsung Electronics and SK Hynix are competing to order extreme ultraviolet (EUV) lithography equipment, with each investment amount between 10 trillion and 20 trillion won.
8. Samsung Electronics plans to complete the development of the next-generation advanced packaging technology 3DCube-H in early 2027 and launch the first set of design toolkits.
9. Fed Governor Waller supports raising interest rates in December, saying he is open to a 50 basis point increase. The market has increased its bets on the Federal Reserve raising interest rates and has fully priced in expectations of a 25 basis point rate hike in December.
10. UBS expects the Federal Reserve to raise interest rates by 25 basis points each in December and March next year, but it will be difficult to end the rise in U.S. stocks. The bank expects S&P 500 earnings to grow 25% in 2026 and 14% in 2027.
11. The U.S. Bureau of Labor Statistics will release the U.S. October CPI month-on-month data at 9:30 tonight, Beijing time. Due to last year's government shutdown, year-on-year data will not be released.
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