A · Important
[Overview of U.S. stock market pre-market news: Micron plans to double HBM production capacity within the year; Samsung and Arm develop next-generation end-side AI chips; IDC predicts that the average iPhone folding screen price may reach US$2,550] September 4th, 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 rose or fell mixedly. Dow Jones futures fell 0.04%, S&P 500 futures rose 0.11%, and Nasdaq 100 futures rose 0.55%.
2. International oil prices fell slightly. WTI crude oil futures prices fell 0.66% to US$90.698/barrel; Brent crude oil futures prices fell 0.45% to US$95.086/barrel.
3. International gold and silver spot prices fluctuated within a narrow range. Spot gold prices fell 0.09% to US$4,468.80 per ounce; spot silver prices rose 0.03% to US$66.98 per ounce.
4. Europe's three major stock indexes were mixed. Britain's FTSE 100 index rose 0.03%, France's CAC40 index fell 0.07%, and Germany's DAX30 index rose 0.39%.
5. Micron Technology plans to add up to 60,000 pieces/month of HBM production capacity (based on wafers) before the end of this year to enhance the supply capacity of the latest generation HBM4 12-layer products. This production capacity will be more than double last year's.
6. It is reported that Samsung Electronics and Arm have officially launched joint research and development of end-side AI chips. Arm has approved the allocation of one-time engineering costs for the development of next-generation end-side AI SoC chips at the end of August, and officially launched the project with Samsung Electronics.
7. IDC predicts that the average price of iPhone folding screen may reach US$2,550. By the end of 2027, Apple may sell more than 17 million folding screen mobile phones, with revenue exceeding US$45.7 billion.
8. Anthropic is close to finalizing an expansion of its revolving credit line to $15 billion in preparation for an IPO planned for later this year.
9. OpenAI officially released the new generation flagship model GPT-6 Astra. The pricing is higher than the previous generation GPT-5.6 Sol: billed per million Tokens, input is US$10, output is US$50, and cache reads and writes are billed separately.
10. The U.S. Bureau of Labor Statistics will release the August non-farm employment report at 20:30 Beijing time tonight. The current mainstream market forecast is that new non-farm employment in the United States will increase by 55,000 in August, and the unemployment rate is expected to remain at 4.1%.
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