B[Alibaba and TSMC are listed to expand U.S. stock options trading hours next week] October 16th, as the U.S. stock market essentially enters “24-hour trading,” options matching stocks will also see an expansion of trading hours. According to an announcement from the Chicago Board Options Exchange (Cboe), its Cboe Options Exchange (C1) will add morning and after-hours trading sessions for designated stock and ETF options starting next Monday. Options on popular companies such as Alibaba, TSMC, NVIDIA, Apple, and Tesla are all covered by the announcement. For investors, the most direct change is that these stock options can participate in pre-market trading of U.S. stocks from 7:30 to 9:25 a.m. ET, or continue trading for 15 minutes after the end of regular trading. This coverage includes the "Seven Big Tech" in the U.S. stock market, as well as popular companies such as AMD, Broadcom, Intel, Micron, Oracle, Marvell Technology, SanDisk, Palantir, and Robinhood. Alibaba, TSMC, Nokia, Pfizer, Bank of America, and Ford are also on the announcement list. A[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. A[Overview of U.S. stock market pre-market news: Anthropic plans to directly lease 1 gigawatt of computing power, bypassing cloud service providers; IonQ surged 12% before the market due to progress in real-time quantum error correction decoding; the "big short" increased its short position against Micron] September 23rd, 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 collectively turned downward. Dow Jones futures fell 0.31%, S&P 500 futures fell 0.12%, and Nasdaq 100 futures fell 0.27%.
2. International oil prices turned from falling to rising. WTI crude oil futures prices rose 0.16% to US$90.669/barrel; Brent crude oil futures prices rose 0.94% to US$96.305/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 1.06% to US$4,312.00 per ounce; spot silver prices fell by 3.03% to US$65.00 per ounce.
4. Europe's three major stock indexes collectively fell. Britain's FTSE 100 index fell 0.20%, France's CAC40 index fell 0.35%, and Germany's DAX30 index fell 0.73%.
5. Anthropic is in the early stages of negotiations and plans to lease up to 1 gigawatt of computing power from the data center developer of Apollo Global Management Holdings. This move aims to bypass cloud service providers and open up a path to reduce computing power costs.
6. Qualcomm has released two new generation flagship Snapdragon chips, both using 2nm process and with a maximum CPU frequency of 5GHz, further segmenting the Android high-end mobile phone market.
7. Quantum computing company IonQ surged 12% before the market opened. The real-time quantum error correction decoder developed by it has completed testing. The system can run on a single standard commercial CPU and supports analog circuits with up to 408 logical qubits and more than 31.5 million quantum operations.
8. 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.
9. JPMorgan Chase said that Meta’s AI intelligent agent Muse is expected to become the most widely used AI application after ChatGPT, and reiterated Meta’s “overweight” rating with a target price of $820.
10. "Big Short" Burry's latest statement is that he has increased his short positions on Micron Technology, Nebius, Palantir, etc., and emphasized that this time it is "quite large." He said that as the new supply of memory is released, it will put pressure on prices. A[Cybersecurity concept opens sharply higher, Sino-Singapore's 4-day trading board] On September 15th, the network security concept continued to open significantly higher in early trading. Sino-Singapore opened at a daily limit, breaking out of the four-day trading board, Qiming Information's bidding rose by the daily limit, Tianrongxin, Yongxin Zhicheng, Zhongfu Information, and Haohan Depth opened higher by more than 5%. According to the news, Nvidia, Palantir and Booz Allen Hamilton are asking OpenAI and Anthropic to provide new security guarantees and reduce or stop using the two companies’ most advanced AI models. A[Overnight global news you need to know on Tuesday: European and American stock markets generally fell, many institutions raised their forecasts for U.S. bond yields at the end of the year, and Trump said he was willing to negotiate with Iran]
1. All three major U.S. stock indexes closed slightly lower, with the Nasdaq falling 0.56%, the S&P 500 falling 0.48%, and the Dow Jones Industrial Average falling 0.29%. The Philadelphia Semiconductor Index closed down 5.86%, its largest decline since July 1. The optical communications and memory chip sectors fell sharply, and the Roundhill Storage ETF fell more than 7%. Cybersecurity concept stocks bucked the trend and strengthened, with the Global X Cybersecurity ETF rising 10.66%, the largest single-day increase in history. Most major European stock indexes closed lower, with Germany's DAX30 index falling 0.6%.
2. Citigroup, Goldman Sachs and JPMorgan Chase have raised their forecasts for U.S. Treasury yields at the end of the year.
3. Bank of America’s Subramanian raised his year-end target for the S&P 500 to 7,400 points.
4. Trump said he was "open" to negotiations with Iran, and said that the United States helps oil transportation in the Strait of Hormuz and that countries should provide "escort compensation" to the United States.
5. Rezai, Secretary of Iran’s Supreme National Security Council, said that there is no doubt that Iran will never negotiate before Iran’s conditions are met.
6. Trump said that Ukraine has agreed not to attack Russian energy targets, and Russia has also agreed to stop attacking Ukrainian energy targets.
7. Iran claims that the Strait of Hormuz has been blocked and is under "smart control."
8. Sources say Saudi Arabia is seeking to further increase oil supplies through the Strait of Hormuz.
9. Data from London’s Baltic Exchange shows that tanker leasing costs on the oil industry’s benchmark routes have exceeded US$1 million per day for the first time.
10. Two regional officials revealed that a key Saudi oil pipeline was damaged in an attack last week. Due to maintenance work, the pipeline's main capacity will be out of service for several weeks.
11. According to reports, Trump called Huang Renxun on Monday and wanted to discuss artificial intelligence with Huang Renxun.
12. Apple launches Siri artificial intelligence, which will be tested in English today and will be expanded to 5 languages in the future.
13. Nvidia, Palantir and Booz Allen Hamilton are asking OpenAI and Anthropic to provide new security guarantees and reduce or stop using the two companies’ most advanced AI models.
14. Anthropic launches the Claude model for financial advisors.
15. Google Cloud announced that the pause/resume function of data streaming batch processing jobs is officially online and supports NVIDIA RTX PRO 6000 Blackwell GPU.
16. Traders are fully pricing in four 25 basis point interest rate hikes by the European Central Bank by the end of 2027.
17. COMEX gold futures fell 1.56% to US$4,340 per ounce; COMEX silver futures fell 2.2% to US$63.76 per ounce.
18. The settlement price of international crude oil futures closed up by more than 1%. WTI crude oil futures 10 contract rose 1.34%, Brent crude oil futures November contract rose 1.07%. A[Selected evening news on September 11]
1. This week’s State Council meeting: further improve the computing infrastructure, strengthen the monitoring and dispatching of computing resources and the construction of backbone optical fiber networks.
2. The "Digital Rural High-Quality Development Action Plan (2026-2030)" was issued to make breakthroughs in key core technologies such as agricultural sensors and special chips, core algorithms, robots, and intelligent design breeding tools.
technique.
3. The U.S. core CPI increased by 0.3% month-on-month in August, higher than market expectations; traders predict that the probability of the Federal Reserve raising interest rates next week is about 90%, and the Federal Reserve will raise interest rates twice before the end of the year.
4. Burry, a well-known short seller on Wall Street, closed his December expiration put options on Nvidia and Palantir, and also reduced his long positions in stocks such as Lululemon.
5. This week, many insiders at OpenAI and Anthropic warned that the rapid development of AI is risky; Trump refuted the doomsday theory of AI and said that he was only worried that it would not develop fast enough.
6. Company news: ①Inspur Information: It is planned to raise no more than 9 billion yuan in additional capital to invest in AI infrastructure and other projects. ② CATL: Today it repurchased 604,300 A-shares of the company for the first time, with a transaction value of approximately 200 million yuan. ③ BOC Securities: dismissed Wang Wei from his position as senior account manager. ④Longban Media: The suspension verification work has been completed and trading will resume from September 14th. ⑤ Hongchang Electronics: It plans to raise no more than 1.8 billion yuan in additional capital to invest in high-end copper-clad laminate and other projects. ⑥Sungrow Power: Prices of photovoltaic inverters, energy storage converters and energy storage systems will be increased by 5%-15%. ⑦ Shi Shunhua, the former vice president of China Merchants Bank, was investigated. A[Overview of U.S. stock market pre-market news: U.S. August inflation data is coming tonight; wafer foundry negotiations between Qualcomm and Samsung have reached an impasse due to price differences; the "big short" liquidated Nvidia put options] September 11th, 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 collectively rose. Dow Jones futures rose 0.58%, S&P 500 futures rose 0.58%, and Nasdaq 100 futures rose 0.68%.
2. International oil prices fell collectively. WTI crude oil futures prices fell 3.27% to US$99.133/barrel; Brent crude oil futures prices fell 3.42% to US$103.946/barrel.
3. International gold and silver spot prices both rose. Spot gold prices rose 0.35% to US$4,331.77 per ounce; spot silver prices rose 0.41% to US$63.81 per ounce.
4. The three major European stock indexes collectively rose. Britain's FTSE 100 index rose 0.62%, France's CAC40 index rose 0.60%, and Germany's DAX30 index rose 0.59%.
5. The U.S. Bureau of Labor Statistics will release August inflation data at 20:30 Beijing time tonight. The market currently generally expects the U.S. CPI to rise by 0.4% month-on-month in August, while the year-on-year increase is expected to remain at 3.4%; core CPI excluding food and energy is expected to rise by 0.2% month-on-month, and the year-on-year increase is expected to drop to 2.4%.
6. The chief financial officer of SpaceX revealed that the recent large-scale AI computing power hosting order can bring SpaceX about US$1.1 billion in new revenue per month. The company is "confident" in reaching the US$100 billion ARR target by the end of the year.
7. A new round of foundry negotiations between Qualcomm and Samsung Electronics have reached a deadlock due to price differences. Industry insiders revealed that the AP project that is expected to use the 2nm process of Samsung's wafer foundry department for Qualcomm may be postponed until next year.
8. Microsoft has refused to accept some AI and cloud service businesses due to a shortage of computing power, and plans to expand global data center capacity from the current approximately 12 GW to over 38 GW by 2032.
9. Burry, the well-known "big short" on Wall Street, closed his put options on Nvidia and Palantir that expired in December this year because he wanted to hold more cash to evaluate changing market conditions in the autumn.
10. Nvidia CEO Jensen Huang said that network security may become the next major application area of AI. AI models accelerate automatic programming and are impacting the cybersecurity industry. A[The three major U.S. stock indexes all rose by more than 1%, Tesla and SpaceX both rose by more than 6%, and Dell took the lead in hitting a record high after a correction] On September 3, the three major U.S. stock indexes continued to rise, with the Dow Jones Index rising by 1.18%, the S&P 500 Index rising by 1%, and the Nasdaq Composite Index rising by 1.33%. NVIDIA's stock price rose 1.37%, Apple's stock price rose 1.44%, Google-A's stock price rose 1.56%, Microsoft's stock price rose 3.21%, Amazon's stock price rose 1.56%, SpaceX's stock price rose 6.22%, Meta's stock price rose 4 .1%, Tesla's stock price rose 6.84%, JP Morgan's stock price rose 1.45%, Walmart's stock price rose 2.6%, AMD's stock price fell 0.11%, Oracle's stock price rose 4.89%, and Palantir's stock price rose 7.92%. Dell Technologies-C shares rose 5.25%, taking the lead in hitting a record high after the correction.
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