A · Important
[Selected evening news on November 10th]
1. Shanghai: Accelerate the development of ocean observation equipment, ocean satellite communications, underwater communications and navigation, etc., and promote the research and development and application of key equipment such as ocean sensors, ocean intelligent robots, and submersibles.
2. According to media surveys, graphics card prices in Shenzhen Huaqiangbei continue to fall, with the price of RTX 5080 falling from 18,000 yuan to 14,000 yuan; overall, graphics card prices have been fine-tuned.
3. The CDS interest rate spread of the US chip giant has exceeded that of cloud manufacturers for the first time in three months, approximately doubling from the beginning of August; Goldman Sachs pointed out that the proportion of chip-related financing is expected to increase significantly next year, and AI credit risks are shifting upstream.
4. Federal Reserve Governor Waller said that inflation is deviating from the target and more radical policy actions are needed, but he will not raise interest rates by 150 or 200 basis points.
5. Anthropic IPO plans to issue 825 million shares, raising up to US$64.4 billion, with a target market value of approximately US$1 trillion; AMD, Broadcom, Google, Nvidia, etc. have collectively subscribed US$26 billion of the company’s common shares.
6. The month-on-month growth of U.S. CPI and core CPI in October exceeded expectations. Traders maintained their expectations for a December Fed rate hike at 100% and increased their bets on a rate hike of 0.5 percentage points.
7. Company news: ① Huali Group: It plans to invest no more than US$500 million in optical communications company O-Net Technologies and acquire no more than 25% of the latter’s equity. ②ST Longda: The China Securities Regulatory Commission decided to file a case against the company due to suspected violations of information disclosure laws and regulations. ③Alibaba proposes to spin off Pingtouge and list it independently on the main board of the Stock Exchange of Hong Kong Limited. ④ Yunnan Germanium Industry: Existing indium phosphide wafer production capacity and production capacity under construction have been locked by customers until the end of 2027.
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