A[Overview of U.S. stock market pre-market news: NVIDIA increases stock repurchase authorization by US$150 billion; NVIDIA launches a two-layer AI security system to prevent robots from losing control; TSMC’s 2nm chip monthly production capacity may reach an unexpected 120,000 pieces by the end of the year] September 28th, investors need to focus on the following financial news from the U.S. stock market:
1. Futures on the three major U.S. stock indexes fell collectively. Dow Jones futures fell 0.50%, S&P 500 futures fell 0.39%, and Nasdaq 100 futures fell 0.67%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 3.02% to US$95.202/barrel; Brent crude oil futures prices rose 2.48% to US$99.857/barrel.
3. International gold and silver spot prices both plummeted. Spot gold prices fell 3.13% to US$4,151.09 per ounce; spot silver prices fell by 4.59% to US$61.35 per ounce.
4. The three major European stock indexes rose moderately. Britain's FTSE 100 index rose 0.46%, France's CAC40 index rose 0.49%, and Germany's DAX30 index rose 0.18%.
5. Nvidia’s board of directors approved an increase in the stock repurchase plan by US$150 billion, bringing the total to US$235 billion. The repurchase plan is expected to be implemented before fiscal year 2028.
6. NVIDIA provides double-layer security protection for AI agents through two open source software tools, OpenShell and Nvidia Sentry. OpenShell can run on the NVIDIA Vera CPU to limit the access rights of AI agents in real time; Nvidia Sentry can monitor the behavior of the agents and isolate them when abnormalities are found, which can be completed within a few milliseconds at the fastest.
7. Nvidia CEO Huang Jen-Hsun will meet again with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Choi Tae-won in New York on the 28th local time. HBM is the topic of greatest concern to the industry at this meeting.
8. Qualcomm is developing semiconductor chips for wearable devices, including smart glasses, augmented reality/extended reality (AR/XR) devices, smart watches, etc. Key products include Snapdragon AR and XR.
9. Samsung Electro-Mechanics announced an investment of 4.27 trillion won to expand packaging substrate production facilities to expand packaging substrate production capacity. The project is located in Sejong Factory, South Korea.
10. As major customers such as Apple, Nvidia, and AMD have increased orders by 10% to 20%, TSMC is accelerating the expansion of its 2nm production capacity. It is reported that monthly production may reach 120,000 pieces by the end of the year, higher than the previous market estimate of 90,000 to 100,000 pieces.
11. OpenAI is reported to be stepping up preparations and will soon launch a resident AI assistant named "o" to compete head-on with Meta Muse.
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