A[Overview of U.S. stock market pre-market news: Tesla plans to mass-produce the second-generation Roadster sports car in 2028; Nvidia and Mercedes-Benz extend their autonomous driving cooperation; market expectations for the Federal Reserve’s “hold on hold” in October are rising] October 16th, the financial news in 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 rose 0.09%, S&P 500 futures rose 0.17%, and Nasdaq 100 futures fell 0.22%.
2. International oil prices have been mixed. WTI crude oil futures prices fell 0.46% to US$97.523/barrel; Brent crude oil futures prices rose 0.06% to US$105.986/barrel.
3. International gold and silver spot prices fluctuated upward. Spot gold prices rose 0.23% to US$4,180.01 per ounce; spot silver prices rose 0.94% to US$57.93 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 0.05%, France's CAC40 index rose 0.24%, and Germany's DAX30 index rose 0.99%.
5. Tesla’s second-generation Roadster supercar was unveiled at the press conference, equipped with an air-conditioned propulsion system jointly developed with SpaceX and code-named “A71”. Musk revealed that he plans to start mass production in 2028.
6. Mercedes-Benz and Nvidia have extended their partnership to jointly develop next-generation driver assistance and autonomous driving systems. Relevant technologies will support SAE Level 4 autonomous driving and robot taxis.
7. IBM announced that it plans to release an early R&D process design kit (PDK) suitable for its 7A nanostack cutting-edge process in Q1 next year. Its 7A nanostack is the first in the industry to adopt a CFET device structure.
8. According to user feedback, Amazon is preventing Musk’s AI robot Grok Bots from placing orders. Musk responded by saying that perhaps he should start a company to compete with Amazon.
9. Some Anthropic investors are reported to be discussing a valuation of the company at approximately US$1.5 trillion. Compared with the previous market expected valuation of approximately US$2 trillion for the IPO in November, there was a significant "shrinkage".
10. The 3,718 KFC stores in the United States plan to change their beverage supplier from Pepsi to Coca-Cola. The 40-year tradition of cooperation has come to an end, and the conversion work will start in January 2027.
11. The market has reduced expectations for the Federal Reserve to raise interest rates at its October 27-28 policy meeting. After Federal Reserve Chairman Warsh's "dovish" speech, the probability of raising interest rates dropped from about 27% to less than 15%. A[Morning News Selection on October 15th]
1. The central bank announced that it will launch a 700 billion yuan buyout reverse repurchase operation on October 15 with a period of 6 months.
2. According to central bank data, preliminary statistics show that the cumulative increase in social financing in the first three quarters of 2026 was 27.46 trillion yuan, 2.63 trillion yuan less than the same period last year; RMB deposits increased by 20.76 trillion yuan in the first three quarters; RMB loans increased by 11.52 trillion yuan in the first three quarters. At the end of September, the balance of broad money (M2) was 359.63 trillion yuan, a year-on-year increase of 7.2%.
3. With one arrow and ten stars, 8 stars of the National Star Aerospace "Star Calculation" 02 group have been put into orbit, and the space computing constellation has been expanded.
4. Jiangsu Communications Administration issued the “15th Five-Year Plan for the Development of the Information and Communications Industry in Jiangsu Province”. The "Plan" proposes that by 2030, a new generation of communication network and computing power network with complete coverage and leading performance will be fully built.
5. Li Lecheng, Secretary of the Anhui Provincial Party Committee, investigated Changxin Technology on the 14th and hosted a symposium. Li Lecheng pointed out that it is necessary to highlight the supply of scientific and technological innovation and the traction of industrial demand, support enterprises and universities and scientific research institutes to strengthen scientific research cooperation and talent training, deepen the integration of industry, academia and research, increase efforts to tackle key core technologies throughout the chain, continue to improve the resilience and safety level of the industrial chain and supply chain, and firmly grasp the initiative in innovation and development and the leadership of industrial development.
6. Ping An Electric announced that it planned to raise no more than 1.3 billion yuan for high-performance electronic cloth and other projects; Wuhan Tianyuan announced that it planned to invest 500 million yuan to build a high-purity indium and indium phosphide polycrystalline production base.
7. Rongsheng Petrochemical announced that its net profit in the first three quarters is expected to increase by 778%-823% year-on-year; Satellite Chemical announced that its net profit in the first three quarters is expected to increase by 132%-158% year-on-year; Telford Technology announced that its net profit in the first three quarters is expected to increase by 778%-823% year-on-year. Profit is expected to increase by 561%-621% year-on-year; Deye Co., Ltd. announced that it expects net profit in the first three quarters to increase by 80%-84% year-on-year; Jinlu Electronics announced that it expects net profit in the first three quarters to increase by 193%-219% year-on-year.
8. Suntec Technology announced that its net profit in the first three quarters is expected to increase by 90%-118% year-on-year; Ziguang Technology announced that its net profit in the first three quarters is expected to increase by 72%-118% year-on-year; Hudian Electric Co., Ltd. announced that it expects its net profit in the first three quarters to increase by 72%-118% year-on-year. A year-on-year increase of 101%-110%; Oriental Zirconium Industry announced that its net profit in the first three quarters is expected to increase by 262%-365% year-on-year; Jiayuan Technology announced that its net profit in the first three quarters is expected to increase by 1197%-1319% year-on-year.
9. Dongbai Group announced that it has terminated its acquisition of part of the equity of Hangzhou Kuailing Optoelectronics.
10. The year-on-year growth of U.S. CPI in September was higher than market expectations; traders increased their bets on the Federal Reserve raising interest rates in October, and also expected the Federal Reserve to raise interest rates three more times by the end of 2027.
11. The Federal Reserve’s Beige Book shows that companies in many jurisdictions mentioned inflationary pressures caused by other commodities, tariffs and insurance.
12. Federal Reserve Goolsby stated that if core inflation continues to maintain a monthly increase of about 4% annually, it will be completely unacceptable and the Federal Reserve must take policy action.
13. The IEA predicts that global oil supply will fall by 5.8 million barrels per day in 2026, higher than the previously expected 5.7 million barrels per day; global oil demand will fall by 2.6 million barrels per day in 2026, higher than the previously expected 2.5 million barrels per day.
14. Morgan Stanley CEO Ted Pick said that the bank has reached a "double overweight" on AI infrastructure construction, but he also warned that the growth momentum of AI spending will begin to slow down. Current spending on AI infrastructure construction averages about US$1 trillion per year.
15. SK Hynix executives stated that the performance scale of AI infrastructure will increase by approximately 20 times by 2030, continuing to improve the performance of existing HBM products.
16. In the early morning of the 15th local time, the Houthi armed forces in Yemen claimed to have hit a Saudi Typhoon fighter jet.
17. The Houthi armed forces in Yemen issued a statement stating that in the past 24 hours, the Saudi-led coalition launched 42 air strikes and missile attacks on areas controlled by the Houthi armed forces in Yemen.
18. Tesla announced that more than 300 Tesla Cybercab driverless electric vehicles have been put into operation in Austin, Texas, USA. The service has been online for 30 days and the scale has increased to 8 times. Next stop, Tesla Cybercab will be put into operation in Dallas.
19. SpaceXAI releases Grok Voice 3.0. Grok Voice 3.0 is now available in the voice agent API at a cost of US$0.08 per minute.
20. According to reports, Anthropic PBC told potential investors that its third-quarter revenue reached $16.8 billion, according to people familiar with the matter.
21. The three major U.S. stock indexes collectively closed down. The Dow fell 0.09%, the Nasdaq fell 1.88%, and the S&P 500 fell 1.1%. Popular technology stocks generally fell, and the storage and semiconductor sectors fell one after another. The Philadelphia Semiconductor Index closed down 4.3%. The chip stock index fell for six consecutive days, setting a record for the longest decline since May 2025.
22. The settlement price of WTI crude oil futures was US$95.09/barrel, an increase of 1.01%; the settlement price of Brent crude oil futures was US$106.06/barrel, an increase of 0.35%. COMEX gold futures closed down 1.2%, and COMEX silver futures fell 6.26%. A[Overnight global news you need to know on Thursday: U.S. inflation unexpectedly picked up in September, traders increased bets on interest rate hikes; the Nasdaq fell nearly 2%, popular technology stocks generally fell; the US military destroyed an Iran-linked sailing ship in the Gulf of Oman]
1. The U.S. consumer price index (CPI) in September increased by 3.7% year-on-year, estimated at 3.6%, and the previous value was 3.4%. CPI increased by 0.6% month-on-month in September, which was expected to be 0.6%. After the data was released, traders increased their bets on a rate hike by the Federal Reserve in October.
2. The Federal Reserve’s Beige Book shows that companies in many jurisdictions mentioned inflationary pressures caused by other commodities, tariffs and insurance. "Businesses say diesel prices are high and fuel surcharges are transmitting rising costs throughout the supply chain," the report said.
3. Federal Reserve Goolsby said that the higher-than-expected U.S. inflation data in September was disappointing. If core inflation continues to maintain a monthly increase of about 4% annually, it will be completely unacceptable and the Federal Reserve must take policy action.
4. The U.S. Central Command announced that on October 6, the U.S. military destroyed a dhow associated with Iran in the Gulf of Oman. The ship was monitoring and targeting U.S. Navy ships.
5. The Houthi armed forces in Yemen issued a statement stating that in the past 24 hours, the Saudi-led coalition launched 42 air strikes and missile attacks on areas controlled by the Houthi armed forces in Yemen. The targets involved the Yemeni capital Sanaa, Taiz Province, Lahj Province, Marib Province, Amran Province and Mayun Island in the middle of the Bab el-Mandeb Strait.
6. In the early morning of the 15th local time, the Houthi armed forces in Yemen claimed to have hit a Saudi Typhoon fighter jet.
7. Data released by the Mortgage Bankers Association (MBA) on Wednesday showed that the 30-year fixed mortgage contract interest rate increased 1 basis point to 7.50% in the week ended October 9, still at the highest level since November 2023.
8. Morgan Stanley CEO Ted Pick said that the bank has reached a "double overweight" on artificial intelligence (AI) infrastructure construction, but he also warned that the growth momentum of AI spending will begin to slow down. Current spending on AI infrastructure construction averages about US$1 trillion per year.
9. Nvidia CEO Jensen Huang said that if any customer develops unsafe AI software, he will stop supplying it.
10. SpaceXAI releases Grok Voice 3.0. Grok Voice 3.0 is now available in the voice agent API at a cost of US$0.08 per minute.
11. The judge presiding over Apple’s case against OpenAI for stealing trade secrets said he is “very likely” to approve Apple’s application for an injunction to prohibit former Apple employees currently working at OpenAI from using Apple’s proprietary information.
12. Barclays said the merger of Tesla and SpaceX may be announced before December.
13. The three major U.S. stock indexes collectively closed down. The Dow fell 0.09%, the Nasdaq fell 1.88%, and the S&P 500 fell 1.1%. Popular technology stocks generally fell, and the storage and semiconductor sectors fell one after another. The Philadelphia Semiconductor Index closed down 4.3%. The chip stock index fell for six consecutive days, setting a record for the longest decline since May 2025.
14. The settlement price of WTI crude oil futures was US$95.09/barrel, an increase of 95 cents, or 1.01%. Brent crude oil futures settled at $106.06 per barrel, up 37 cents, or 0.35%.
15. COMEX gold futures closed down 1.2% at US$4,127.3 per ounce; COMEX silver futures fell by 6.26% at US$55.8 per ounce. A[September 22 morning news selection]
1. At the invitation of President Trump of the United States of America, President Xi Jinping will pay a state visit to the United States from September 23 to 25.
2. The three major U.S. stock indexes collectively closed higher on Monday, with the Nasdaq rising 2.26%, the S&P 500 rising 1.49%, and the Dow Jones Industrial Average rising 0.71%. The Philadelphia Semiconductor Index rose by 4.29%, the largest single-day increase since August 4. ARM rose by more than 17%, Intel rose by more than 12%, Meta rose by more than 11%, and the Meta intelligent Muse topped the free application lists of Google and Apple in the United States; AMD rose by about 10%, with its market value exceeding US$1 trillion for the first time, becoming the fourth US chip company to join the "Trillion Dollar Club"; Qualcomm rose by more than 9%.
3. The Political Bureau of the CPC Central Committee held a meeting on September 21. The meeting decided that the fifth plenary session of the 20th Central Committee of the Communist Party of China will be held in Beijing from October 26th to 29th.
4. The central bank convened a symposium on foreign financial institutions. Pan Gongsheng, governor of the central bank, said that he will continue to promote high-level financial opening up, continue to improve policy supply, steadily expand the two-way opening of the financial market, continue to optimize cross-border payment services, and make it more convenient for the international use of RMB.
5. The Shanghai Stock Exchange issued a notice on the relevant situation of Shengu Group, stating that it will continue to pay close attention to the initial trading of Shengu Group and take self-regulatory measures in accordance with regulations.
6. 2-link Xinhua Wenxuan announced that it plans to acquire 100% equity of Sichuan Ethnic Publishing House for RMB 346 million. Xingshuaier announced that it plans to purchase 100% equity of Xiangying New Materials, a PCB cutting tool equipment company, and the stock will be suspended from trading today.
7. 20CM daily limit Jindan Technology announced that it has not received orders related to polylactic acid.
8. Keda Manufacturing announced that it plans to invest 4.5 billion yuan to build an integrated graphite anode material project with an annual output of 500,000 tons. Galaxy Microelectronics announced that it plans to invest 1.078 billion yuan to build a high-end core device industrialization project. Sunshine Shares announced that its subsidiary plans to purchase servers and supporting equipment for RMB 2.293 billion to provide related services to the outside world.
9. Longsys announced that the repurchase plan has been implemented, with a total transaction amount of approximately 800 million yuan.
10. Yihao New Materials announced that it plans to raise no more than 1.8 billion yuan to acquire no less than 78% of the equity of Mingfeng Electronics. The target company's main business is the research, production and sales of high-performance copper foil.
11. Hong Kong Exchanges and Clearing Limited proposed to relax the rules for listed companies to conduct major transactions and spin-offs, aiming to enhance Hong Kong’s attractiveness as a listing place.
12. On Monday, the international crude oil futures settlement price closed sharply lower. WTI crude oil futures October contract fell 4.51%, Brent crude oil futures November contract fell 3.4%. COMEX gold futures fell 0.99% to US$4,381 per ounce; COMEX silver futures fell 0.92% to US$66.53 per ounce.
13. The president of the Federal Reserve Bank of St. Louis said that further interest rate hikes may be needed to curb inflation. Chicago Fed President Goolsby said he cannot rule out the possibility that inflation will begin to fall back toward the 2% target, but if that fails, interest rates will need to be raised.
14. Regarding artificial intelligence, U.S. President Trump stated that the United States will remain cautious and restrict AI when necessary, but its overall position is that it will only encourage the development of AI.
15. SpaceXAI officially released the Grok 4.7 model. The Grok 4.7 input token is US$2 per million and the output token is US$6 per million.
16. U.S. Treasury Secretary Bessent blamed the OpenAI management for the Hugging Face incident, saying that the responsibility lies with people, not AI.
17. Russia is reported to be further extending its diesel export ban after it expires in September. Trump reportedly held a phone call with Ukrainian President Volodymyr Zelensky on Sunday and asked him to stop attacking Russian oil refineries.
18. U.S. Department of Energy data showed that crude oil inventories in the U.S. Strategic Petroleum Reserve fell to 284.6 million barrels last week, the lowest level since October 1982. A[Overnight global news you need to know on Tuesday: European and American stock markets rose across the board, many U.S. semiconductor chip stocks soared by more than 10%, Fed Musallem said further interest rate hikes may be needed, Trump talked about AI development]
1. Fed Musallem said that interest rates may need to rise further to curb inflation driven by demand and supply; it is best to raise interest rates "early and gradually."
2. Regarding artificial intelligence, Trump said that the United States will remain cautious and restrict AI when necessary, but its overall position is that it will only encourage the development of AI.
3. EU member states reached an agreement on extending sanctions against Russia and agreed to extend relevant sanctions for three years.
4. The Governor of the Bank of Canada said that the inflation forecast will affect the decision-making in October, and it is necessary to decide whether to raise interest rates to guide the CPI back to 2%.
5. U.S. stocks opened higher and moved higher. The three major indexes collectively closed higher. The Nasdaq rose 2.26%, the S&P 500 rose 1.49%, and the Dow Jones Industrial Average rose 0.71%. The Philadelphia Semiconductor Index rose 4.29%, its best single-day performance since August 4. Many semiconductor chip stocks such as ARM and Intel soared by more than 10%; AMD rose by about 10%, reaching a new high. The market value exceeded US$1 trillion for the first time, ranking 16th in the total market value of listed companies in the world, and becoming the fourth American chip company to join the "Trillion Dollar Club". Major European stock indexes closed collectively higher, with Germany's DAX30 index rising 1.07%.
6. The settlement price of international crude oil futures closed sharply. WTI crude oil futures October contract fell 4.51%, Brent crude oil futures November contract fell 3.4%.
7. COMEX gold futures fell 0.99% to US$4,381 per ounce; COMEX silver futures fell 0.92% to US$66.53 per ounce.
8. SpaceXAI officially released the Grok 4.7 model. The Grok 4.7 input token is US$2 per million and the output token is US$6 per million.
9. OpenAI is reported to be developing new features to cope with competition from xAI’s Grok robot, and is also considering how to respond to Muse launched by Meta.
10. Paramount Skydance reached a settlement with 12 states regarding its acquisition of Warner Bros.
11. Nvidia plans to invest an additional US$1.5 billion in SB Energy, increasing its total commitment to US$3 billion.
12. Meta announced that the Petal submarine cable connecting France and the United States is expected to be put into use in 2029, and its capacity will double to P-bit level.
13. Amazon stated that it will deploy 5,000 smart glasses devices this year, with the goal of reaching more than 20,000 units by the end of 2027.
14. Qualcomm said it would cooperate with Google to introduce the Snapdragon X Elite platform into the first batch of Googlebook laptops.
15. Optical communications leader Coherent announced the expansion of its pluggable optical line system product portfolio, launching an optical line system in a compact QSFP package with full C-band high-power variable gain amplification capabilities.
16. Novo Nordisk’s CEO stated that by 2030, the company’s production capacity will be able to meet the needs of 5 million patients using Wegovy oral medicine.
17. US telecom giant T-Mobile said that customers can use 5G independent network roaming internationally.
18. Trump said that a meeting on Iran will be held today.
19. The Israeli military said it was attacked near the "Yellow Line" and carried out retaliatory strikes against Hamas targets.
20. British Prime Minister Burnham said that he had agreed to Saudi Arabia’s request to conduct defensive aerial refueling for a limited time to help stabilize the situation in the region.
21. According to reports, the Trump administration has proposed investing US$5 billion to launch an investment fund to rebuild energy facilities in the Gulf of Mexico.
22. Russia will extend its diesel export ban until the end of September. A[Overnight global news you need to know on Saturday: Trump revealed that the situation in the Middle East has eased, the Philadelphia Semiconductor Index quickly rose in late trading to close up 2.78%, and Anthropic advanced its IPO plan]
1. Trump said that the United States is negotiating with the Houthi armed forces, and the Houthi armed forces also hope to reach an agreement. He also said that the war in Iran will soon end.
2. Trump said that the United States has reached an agreement with Denmark and the United States has gained permanent security control over Greenland.
3. Fed Schmid said that recent data show that the inflation trend exceeds 3%, and raising interest rates is a step towards restoring the 2% inflation target.
4. Fed Bowman said that the Fed will finalize a reform plan "in the coming weeks" to make bank stress tests more transparent and accountable.
5. Morningstar DBRS confirmed the U.S. credit rating as AAA and the rating trend is stable; it lowered the French credit rating outlook to negative and maintained the credit rating at AA.
6. According to people familiar with the matter, Anthropic’s annualized revenue this year is expected to exceed US$100 billion, and IPO-related financial documents may be released as soon as the next few weeks. According to other media reports, Anthropic has postponed its IPO to November.
7. Anthropic reportedly plans to have about 5 gigawatts of available computing power by the end of the year and double it next year.
8. Solidigm, a subsidiary of SK Hynix, is considering building its first NAND flash memory factory in the United States. It is currently evaluating various options, but has not yet confirmed any plans.
9. SpaceX is reported to have internally discussed purchasing customer and operational data from startups that are in trouble or have collapsed.
10. SpaceXAI releases Grok Voice Transcribe 2.0, which doubles the accuracy and remains the same price.
11. Nscale, a data center company in which NVIDIA participates in investment, applied for a US IPO.
12. Asset management company Allspring Global Investments is reported to be exploring a sale with a valuation of approximately US$4 billion.
13. French insurance group CNP Assurances is reported to be considering launching an acquisition offer for credit insurance company Coface.
14. The three major U.S. stock indexes closed with mixed gains. The Nasdaq rose 0.39% and was up 0.72% this week; the S&P 500 index rose 0.17% and fell 0.08% this week; the Dow Jones Industrial Average fell 0.18% and fell 1.69% this week, marking three consecutive weekly losses. The Philadelphia Semiconductor Index rose rapidly in late trading, closing up 2.78%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 1.63%.
15. COMEX gold futures rose 0.37%, up 0.16% this week; COMEX silver futures rose 1.04%, up 2.45% this week.
16. The international crude oil futures settlement price closed down. WTI crude oil futures October contract fell 1.58%, a cumulative gain of 0.25% this week; Brent crude oil futures November contract fell 0.91%, a cumulative decline of 0.7% this week.
17. Data show that Saudi Arabia’s exports through the Bab el-Mandeb Strait continue to be sluggish. Since the beginning of August, weekly traffic has been less than one-third of the average level in July this year.
18. French President Macron said that he will convene a meeting of the Group of Seven in the next few weeks to discuss the possible release of strategic oil reserves. B[Research shows that AI agents lied, stole, and voted to "kill" similar people in simulation experiments] On September 16, Emergence, a startup that helps small businesses develop applications using AI, announced the results of a simulation experiment called Emergence World 2, which showed what actions autonomous agents would take when encountering "black swan" events such as phishing attacks and disinformation. During the 16-day experiment, Emergence researchers created seven identical simulated real-world environments, each run by a different AI robot, including ChatGPT, Claude, Gemini, and Grok. Researchers say that after Emergence introduced anomalous events, the agents succumbed to social pressure, developed a language that was difficult for human observers to understand, and attempted to conceal their activities. The findings echo real-world concerns about AI risks. A[Overview of U.S. stock market pre-market news: Google is accelerating TPU iteration; Musk predicts that the world will exceed 1 billion humanoid robots in 10 years; Indonesia's largest nickel industrial park may reduce production by as much as 40%] On September 2, 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 in the short term and basically recovered their previous losses. Dow Jones futures rose 0.24%, S&P 500 futures rose 0.09%, and Nasdaq 100 futures fell 0.06%. On the news, Williams, the "third in command of the Federal Reserve", said that inflation is on a slow downward trend and interest rates are at a good level.
2. International oil prices turned from rising to falling. WTI crude oil futures prices fell 0.71% to US$89.580/barrel; Brent crude oil futures prices fell 0.47% to US$94.203/barrel.
3. International gold and silver spot prices turned from falling to rising. Spot gold prices rose 0.16% to US$4,335.17 per ounce; spot silver prices rose 0.62% to US$64.46 per ounce.
4. The three major European stock indexes narrowed their losses. Britain's FTSE 100 index fell 0.29%, France's CAC40 index fell 0.08%, and Germany's DAX30 index fell 0.41%.
5. Vahdat, head of Google's AI infrastructure, said that Google is accelerating the development and iteration of its customized AI chip TPU, shortening the chip update cycle from the original two years to launching two models per year, in order to maintain its leading position in the AI competition.
6. Musk predicted that the Grok 4.7 model will be released in 10 days. The Grok 4.7 model parameter size reached 2.1 trillion, an increase of 40% compared to Grok 4.6 (1.5 trillion).
7. Musk said that it is estimated that the number of humanoid robots will exceed 1 billion in the next 10 years. The output of each robot will be at least five times that of human workers, and the productivity will be higher than the total human productivity in the world.
8. Li Feifei’s startup World Labs released “the world’s first multi-modal world model” Atlas, claiming that the model can generate images and video frames with pixel-level precise camera control and reconstruct them in 3D.
9. NASA announced that it has awarded the Mars communication network development contract to Blue Origin to provide reliable high-bandwidth communication and navigation services for its Mars mission. The contract could be worth as much as $700 million.
10. SK Group Chairman Choi Tae-won said that SK Hynix is considering joint production with Japanese semiconductor giant Kioxia Holdings.
11. Deutsche Bank pointed out that optical network business hardware companies are expected to be the biggest winners in the AI era. The bank listed Coherent and Lumentum, which produce optical components and lasers for connecting data centers, as the "most confident" investment targets.
12. Affected by the drought caused by the El Niño phenomenon, the water supply to the smelter in Indonesia's largest nickel industrial park has been restricted, and the park may have to cut production by as much as 40%.
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