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[Overview of U.S. stock market pre-market news: AMD said it was "very satisfied" with HBM4; Google cooperated with Unity to launch a next-generation AI gaming platform; the 30-year U.S. bond yield rose above 5.7%] On October 7, 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 0.87%, S&P 500 futures fell 0.50%, and Nasdaq 100 futures fell 0.86%. 2. International oil prices both rose. WTI crude oil futures prices rose 0.70% to US$90.064/barrel; Brent crude oil futures prices rose 1.18% to US$101.770/barrel. 3. International gold and silver spot prices plunged in the short term. Spot gold prices fell 2.14% to US$4,074.88 per ounce; spot silver prices fell by 3.83% to US$58.98 per ounce. 4. The three major European stock indexes fell across the board. Britain's FTSE 100 index fell 0.64%, France's CAC40 index fell 1.26%, and Germany's DAX30 index fell 1.36%. 5. AMD CEO Su Zifeng said that AMD is working on optimizing memory under tight supply. It has received strong support from Samsung Electronics and SK Hynix in terms of HBM. AMD is "very satisfied" with HBM4. 6. Musk said that his subsidiaries will independently build and operate Terafab, a terawatt-level chip manufacturing project, ruling out the possibility of TSMC taking over and operating this project. 7. Lambda, a cloud computing startup backed by Nvidia, is raising up to $4 billion in funding, with a pre-money valuation of $14.5 billion. Its AI computing power backlog had grown to US$50 billion by September. 8. Google and Unity have reached a cooperation on a new AI game platform for the next generation of interactive entertainment, and will launch the Unity Spark creation platform later this year. 9. The latest report from Aterio, a data center research institution, shows that Oracle’s 1.3GW data center project “Project Lighthouse” in Wisconsin, USA, faces the risk of power supply delays. Under the baseline scenario, full power supply may be postponed to October 2028, and under the extension scenario, it may be postponed to April 2029. 10. The 2026 Nobel Prize in Chemistry will be awarded to Henri B. Kagan and Kenso Soai for their "discovery of nonlinear effects and autocatalysis in asymmetric organic synthesis." 11. The yield on the 30-year U.S. Treasury bond rose above 5.7%, rising more than 6 basis points during the day and continuing to hit the highest level since 2002. 12. Bank of America strategists said that the attractiveness of U.S. debt has increased, forming "real competition" with U.S. stocks for the first time in decades. The current 10-year U.S. Treasury yield has exceeded 5%, and its team’s valuation framework shows that the return rate of the S&P 500 Index in the next 10 years may not reach this level.
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[Overview of U.S. stock market pre-market news: U.S. stock index futures and European stocks collectively rose, Musk’s net worth returned to one trillion U.S. dollars, and OpenAI took new preventive measures after its agent accessed Australian data without authorization] October 6th, 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 rose collectively. So far, Dow Jones Index futures are up 0.71%, S&P 500 Index futures are up 0.50%, and Nasdaq 100 Index futures are up 0.63%. 2. The major European stock indexes rose collectively. So far, the UK's FTSE 100 index has risen by 0.37%, the French CAC40 index has risen by 0.57%, the German DAX30 index has risen by 0.73%, and the FTSE Italian MIB index has risen by 0.78%. 3. International crude oil futures fell sharply during the session. As of now, the price of WTI crude oil futures has fallen by 2.66% to US$87.048/barrel; the price of Brent crude oil futures has fallen by 2.75% to US$97.557/barrel. 3. The wealth of the world's richest man, Elon Musk, increased by US$65 billion on Monday, and his net worth exceeded one trillion US dollars again after three months. 4. Google and Constellation reached an 890-megawatt nuclear power capacity agreement. 5. AMD CEO said that the supply of memory chips is still tight and the demand in the next few years will be very high. 6. Seagate and Toshiba are reported to be bidding for TDK's hard disk head business, and the transaction amount may reach billions of dollars. 7. According to people familiar with the matter, DayOne Data Center, which is backed by SoftBank, plans to raise up to US$5 billion in a US IPO and plans to list ADS on Nasdaq by the end of this year at the latest. 8. OpenAI Chief Strategy Officer Jason Quan said in Sydney on the 6th that after an OpenAI agent accessed the Australian National Health Insurance System data portal without authorization, his company has adopted new preventive monitoring measures and has learned lessons from the incident. 9. Samsung Electro-Mechanics received nearly 290 billion won in AI server MLCC orders. 10. Goldman Sachs raised TSMC’s 12-month target price from NT$3,100 to NT$3,300, indicating an upside potential of approximately 28%. 11. The Saudi Energy Minister said that the oil currently transported through the East-West Pipeline has reached 5.8 million barrels. 12. The Defense Minister said that he has instructed the military to increase their alertness to deal with possible attacks. 13. The Russian Ministry of Defense stated that it has continued to attack Ukraine’s logistics centers and port facilities. 14. ECB Governing Council member Rehn said that the ECB will not pre-commit to any specific interest rate path. 15. South Korea’s Ministry of Science, Technology, Information and Communications stated that South Korea plans to launch a US$3.5 billion cutting-edge AI model development project next year. 16. On October 6, local time, the Royal Swedish Academy of Sciences decided to award the 2026 Nobel Prize in Physics to Francis Halzen.
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[Overview of U.S. stock market pre-market news: U.S. August PCE will be released tonight; the market waits with bated breath for Micron’s financial report; OpenAI postpones the release of GPT-6.1 Astra] On September 30, 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 slightly. Dow Jones futures fell 0.03%, S&P 500 futures fell 0.00%, and Nasdaq 100 futures fell 0.17%. 2. International oil prices are rising collectively. WTI crude oil futures prices rose 1.43% to US$90.658/barrel; Brent crude oil futures prices rose 1.64% to US$97.737/barrel. 3. International gold and silver spot prices were mixed. Spot gold prices rose 0.17% to US$4,188.99 per ounce; spot silver prices fell by 1.32% to US$60.64 per ounce. 4. The three major European stock indexes fell across the board. Britain's FTSE 100 index fell 0.05%, France's CAC40 index fell 0.56%, and Germany's DAX30 index fell 0.36%. 5. The U.S. personal consumption expenditures (PCE) report for August will be released at 20:30 Beijing time tonight. The market currently estimates that (core) PCE will increase by 0.3% month-on-month, PCE will increase by 3.7% year-on-year, and core PCE will increase by 3.3% year-on-year. 6. It is reported that Apple plans to vigorously enter the smart home market on October 13, and will launch the Home Hub and updated versions of Apple TV and HomePod mini. 7. Micron Technology will disclose its latest financial report after the market closes on Wednesday. Based on options pricing on Monday, Micron Technology shares are expected to move as much as 7% before the end of the week. Micron's previous guidance for the fourth fiscal quarter was revenue of US$50 billion and Non-GAAP earnings per share of US$31. 8. The American BlueQubit research team used IBM's latest Nighthawk r2 quantum processor to complete a random quantum circuit sampling experiment, generating 1 million samples in just 19 seconds. 9. TSMC is evaluating potential investments in Texas to expand its chip production capacity in the United States. The potential investment would be in addition to the $265 billion TSMC has already committed to Arizona. 10. OpenAI decided to postpone the release of GPT-6.1 Astra originally scheduled for October, which once again highlights the competitive cost of artificial intelligence security. 11. SK Hynix has expanded the outsourcing scale of storage semiconductor flip-chip packaging and increased the number of cooperative outsourcers. The products outsourced this time are DDR4 and DDR5 DRAM.
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[September 24 morning news selection] 1. On the afternoon of September 23, local time, President Xi Jinping arrived in Washington by special plane and paid a state visit to the United States at the invitation of US President Trump. When Xi Jinping and his wife Peng Liyuan arrived at Andrews Air Force Base in Washington, they were warmly welcomed by Trump and his wife Melania. 2. The central bank announced that overnight reverse repurchase operations will be carried out from September 28 to October 8, with the daily operation volume not exceeding 1,000 billion yuan; MLF operations of 800 billion yuan will be carried out on September 24, with a term of one year. 3. Yu Xiaohui, Vice Minister of the Ministry of Industry and Information Technology, said that it is necessary to adhere to application-driven, moderately advanced, and systematic promotion of the construction of new generation communication networks, promote the evolution of broadband networks to dual 10G, promote the construction of low-orbit satellite Internet systems, coordinate and optimize the layout of international sea and land networks, promote the expansion and improvement of computing power facilities, strengthen computing network collaboration and computing power interconnection, and better support the construction of integrated computing power networks. 4. The 2026 National Symposium on Green and Low-Carbon Development of Industry and Information Technology was held on September 23 in Yichang City, Hubei Province. The meeting emphasized the need to accelerate the carbon peaking action in the industrial sector and enhance the industry's green value creation capabilities, green equipment product supply capabilities, green and low-carbon technological innovation capabilities, and intelligent and green integrated development capabilities. 5. Sources in the supply chain revealed that TSMC has decided to adjust the price of Wafer Out according to different processes starting from January 2027, with an increase of about 3%-6%. 6. Huaqin Technology stated on the interactive platform that the super node product Q3 has begun to enter the high-speed growth stage of rapid volume increase, and Q4 will continue to increase volume. 7. Unilever issued an announcement on abnormal stock trading fluctuations. The company's vector network analyzer frequency coverage range is up to 9GHz, and it does not yet have the testing capabilities required to report the application scenario. 8. Sidik announced that it plans to invest 1.652 billion yuan in the construction of a high-end functional BOPET base film expansion project with an annual output of 103,000 tons, and large-scale production of MLCC release film base films and other products. 9. Hangyang Co., Ltd. announced that it plans to invest 50 million yuan to participate in the investment of Star Ring Energy Concentration, which can substantially participate in the field of controllable nuclear fusion. 10. Yibo Technology announced that it plans to build the second phase of the Zhuhai board factory project with no more than 800 million yuan, focusing on the medium and large-volume production of mid-to-high-end PCB products. 11. Xingyun Technology announced that its wholly-owned subsidiary signed an 872 million yuan intelligent computing resource leasing service contract. 12. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 1.13%, the S&P 500 falling 0.75%, and the Dow Jones Industrial Average falling 0.68%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 0.59%. 13. "Big Short" Michael Burry recently published a post on the Substack platform and disclosed that he has increased his short positions on memory chip giant Micron Technology, cloud computing service provider Nebius, iShares Semiconductor ETF and data analysis agency Palantir, and emphasized that this operation is "quite large." 14. Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, said that as long as Iran’s conditions are not met, the Strait of Hormuz will not be reopened and no negotiations will take place. 15. After the release of the US PMI data, the market expected that the probability of the Federal Reserve raising interest rates by at least 25 basis points at the October meeting rose to about 75%, from about 53% before the data was released. 16. Musk pointed out in an exclusive interview that the number of humanoid robots in the world may reach 10 billion in the next 15 years and 100 billion in the next 20 years. 17. SpaceX is reported to have stopped accepting reservations for Falcon 9 rockets after 2028. With the Falcon 9 withdrawing from the market, rocket launch capacity may be in short supply before 2030.
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[Overnight global news you need to know on Thursday: The Federal Reserve is expected to raise interest rates in October, European and American stock markets fell across the board, the United Nations Security Council held a meeting on artificial intelligence, and TSMC will increase wafer foundry prices by 3% to 6%] 1. After the release of US PMI data, the market expects the probability that the Federal Reserve will raise interest rates by at least 25 basis points at the October meeting to rise to about 75%, from about 53% before the data was released. 2. The United Nations Security Council held a meeting on artificial intelligence, and Altman and many other well-known entrepreneurs made AI-related remarks. 3. Supply chain sources revealed that TSMC has determined to adjust the price of Wafer Out according to different processes starting from January 2027, with an increase of about 3%-6%. 4. Federal Reserve Governor Barr said that inflation has not moved clearly towards the 2% target in a timely manner. 5. The U.S. Treasury Department will buy back up to $6 billion of long-term bonds on Thursday. 6. According to reports, U.S. regulatory agencies plan to speed up the approval process for new e-cigarette products. 7. Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, stated that as long as Iran’s conditions are not met, the Strait of Hormuz will not be reopened and no negotiations will be conducted. 8. Iranian President Pezhechiyan said that what Iran needs is nuclear energy, not nuclear weapons. 9. A spokesman for the Iranian Ministry of Foreign Affairs stated that Iran clarified the conditions for resuming diplomacy during a two-hour process with the United States. 10. The Israeli Knesset approved an additional defense budget of nearly NIS 15 billion. 11. The Indian government lowers import tariffs on palm oil, soybean oil, and sunflower oil. 12. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 1.13%, the S&P 500 falling 0.75%, and the Dow Jones Industrial Average falling 0.68%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 0.59%. 13. COMEX gold futures fell 1.23% to US$4,322.7 per ounce; COMEX silver futures fell 2.4% to US$64.93 per ounce. 14. The international crude oil futures settlement price closed higher. WTI原油期货11月合约涨1.81%,布伦特原油期货11月合约涨3.86%。 15. Microsoft plans to invest US$400 million in submarine and land connectivity in the Middle East by 2030. 16. 1789 Capital, owned by U.S. President Trump’s son Trump JR., is negotiating to raise US$3 billion. 17. Google launches Gemini 3.8 Flash TTS audio model. 18. Qualcomm said it would acquire robotics software company Picknik. 19. Anthropic established a life science research laboratory. 20. Paramount is said to be considering bringing in Musk and other wealthy individuals for investment. 21. Glencore has cooperated with the US Export-Import Bank to establish a strategic mineral reserve fund, and the US Export-Import Bank has promised to provide US$500 million in funding. 22. Myseum AI will apply to tokenize common stocks listed on Nasdaq.