A · Important
[Overview of U.S. stock market pre-market news: Musk said SpaceX is expected to send Nvidia AI computers into space next year; Nvidia is increasingly dependent on large customers; Wall Street is once again optimistic about U.S. stocks] September 14th, the financial news of the U.S. stock market that investors need to focus on is as follows:
1. Futures on the three major U.S. stock indexes fell collectively. Dow Jones futures fell 0.44%, S&P 500 futures fell 0.66%, and Nasdaq 100 futures fell 1.62%.
2. International oil prices fluctuated upward. WTI crude oil futures prices rose 3.83% to US$103.881/barrel; Brent crude oil futures prices rose 4.07% to US$108.864/barrel. On the news, Saudi Arabia’s east-west oil pipeline was attacked and suspended in recent days.
3. International gold and silver spot prices both fell. Spot gold prices fell 1.45% to US$4,285.09 per ounce; spot silver prices fell by 2.36% to US$62.93 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.50%, France's CAC40 index fell 0.82%, and Germany's DAX30 index fell 0.62%.
5. When Musk responded to users on social platforms, he said, "I am extremely confident that SpaceX will send the NVIDIA VR NLV72 AI computer into space next year."
6. Technology reporter Gurman wrote that Apple’s first foldable screen iPhone Duo is expected to push foldable phones into the mainstream, and it is expected that Apple will further expand this product line in the future and launch a larger screen iPhone Duo Max.
7. In the first half of the fiscal year ending in July this year, Nvidia had three customers each contributing more than 10% of total revenue, and the three together accounted for 44%. In the last fiscal year, the two customers contributed more than 10% of total revenue, accounting for a combined 36%.
8. TSMC recently disclosed for the first time its 2nm and 3nm production expansion plans for next year. Among them, the monthly production capacity of 2 nanometers will increase from 90,000 pieces at the end of this year to 110,000 pieces by the middle of next year, an increase of about 22%; the monthly production capacity of 3 nanometers will increase from more than 180,000 pieces at the end of this year to 210,000 pieces by the middle of next year, an increase of more than 16%.
9. Qualcomm is reported to be cooperating with Samsung Electro-Mechanics to develop 2.1D advanced packaging based on organic bridge chips. Both parties have conducted research and development and certification on this heterogeneous integration technology platform for more than a year.
10. Wall Street’s top brokerages, including Morgan Stanley, JPMorgan Chase and Goldman Sachs, are once again optimistic about U.S. stocks, believing that stronger economic growth and solid corporate profits will enable the market to withstand the pressure caused by rising interest rates.
11. Japanese NAND giant Kioxia is considering listing in the United States and plans to raise US$10 billion. Kioxia has been in talks with Bank of America, Goldman Sachs and JPMorgan Chase, people familiar with the matter said.
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