A · Important
[Overnight global news you need to know on Thursday: AI industry chain trading boom returns, Nasdaq 100 index closed up more than 2%; underwriters plan to increase Anthropic's valuation to US$1.5 trillion; Trump is reportedly open to Vance resuming negotiations with Iran] global news 1. U.S. President Trump is said to be open to Vice President Vance resuming negotiations with Iran. 2. Anthropic’s underwriters are considering raising the valuation target for the IPO to a minimum of US$1.5 trillion. 3. The question of when Williams should step down as president of the New York Fed is reportedly causing controversy within the Fed. If Williams leaves next year, it will give Fed Chairman Kevin Warsh a year early the opportunity to influence the appointment of the head of the central bank's most important region. 4. Zelensky said he would meet with Kushner and Witkov in Dublin on Thursday. 5. Musk said that Cybertruck production will be extended until the end of summer 2027. 6. The Russian Ministry of Foreign Affairs announced on the 11th that Russian Ambassador to the United States Alexander Dalchiev died suddenly on the same day at the age of 66. 7. Former British Prime Minister Cameron warned Burnham not to seek to rejoin the European Union. 8. Nomura wrote in a report on November 10 that after U.S. inflation data were higher than expected, the bank currently expects the Federal Reserve to raise interest rates again in March next year in addition to raising interest rates in December. 9. Alan Waxman, CEO of Sixth Street Partners, said he sees growing signs of turmoil in the artificial intelligence boom, so the company is largely staying on the sidelines. global market 1. U.S. technology stocks rose sharply. As of the close, the Nasdaq 100 Index closed up 2.28%, the Nasdaq Composite Index closed up 1.6%, the Dow Jones Index closed up 0.49%, and the S&P 500 Index closed up 1.31%. Among them, the Nasdaq 100 index rose by more than 3% during the session and recovered all losses since the U.S. midterm elections. The AI ​​industry chain trading boom has returned. In the storage sector, SanDisk rose by more than 13%, Micron Technology rose by more than 11%, Hynix rose by more than 9%, and Western Digital rose by more than 8%. In terms of AI cloud service vendors, CoreWeave rose by more than 24%, NEBIUS rose by more than 15%, and Oracle rose by more than 8%. In terms of optical communication stocks, Marvell Technology rose by more than 9%, Lumentum rose by more than 10%, and Coherent rose by more than 9%. 2. The Stoxx Europe 600 Index closed up 0.7% on Wednesday to 663.05 points, exceeding the previous closing record set in August. A rebound in energy and technology stocks helped extend European stocks' recent outperformance against other markets. 3. International oil prices rose. WTI December futures rose 0.6%, with a settlement price of US$86.53 per barrel; Brent January futures rose 1.4%, with a settlement price of US$92.76 per barrel. 4. International gold prices fell, with spot gold prices falling 1.14% to US$3,986.85 per ounce; spot silver prices rising by 0.31% to US$51.68 per ounce. 5. Livermore’s leading index of Chinese concept stocks closed up 0.71%. Among the constituent stocks, iQiyi rose by more than 9%, Nanmao rose by more than 9%, UMC and ASE Holdings rose by more than 6%, Gaotu rose by more than 2%; Fangduoduo fell by more than 6%, NetEase fell by more than 4%, and Xpeng Group and Li Auto fell by more than 2%.
Global market intelligence 🕐 2026-11-12 06:57

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