消息：三星电子在11月将服务器内存芯片的合同价格提高多达60%。 ...

AI竞赛与算力瓶颈 - Goldman Sachs 认为算力瓶颈可能会让美国在与中国的AI竞赛中落后 [1] - 中国正在发展超出自身需求的算力，以支持国内人工智能数据中心的发展 [1] 电力供应与备用容量 - 美国13个区域电力市场中有8个已经在或低于关键备用容量水平运行 [1] - 预计美国的电力备用容量将进一步下降，而中国的备用容量将上升 [1] - 中国的电力供应在可再生能源、煤炭、天然气和核能方面均有所扩张，足以容纳数据中心电力需求的增长 [1]

Competitive Analysis - Anthropic's potential disadvantage compared to OpenAI due to perceived bias against Chinese users/culture [1] - ChatGPT's user-friendliness and accessibility for Chinese users [1] - Claude's lack of Chinese language options [1] - Preference for Codex over ClaudeCode [1]

中国外交部：经中德双方商定，第四次中德高级别财金对话将于11月17日在北京举行，中共中央政治局委员、国务院副总理、中德高级别财金对话中方牵头人何立峰将与德国副总理兼财政部长、对话德方牵头人拉尔斯·克林拜尔共同主持对话。 ...

FT：分析师们认为，中国未报告的黄金购买量可能是其官方数据的10倍以上，因为中国正悄悄尝试减少对美元的投资，以实现多元化。这突显出，金价创纪录上涨背后的需求来源越来越不透明。中国央行今年公开的数据显示黄金购买量非常低，以至于市场上很少有人相信官方数据。根据贸易数据，法兴银行的分析师估计，中国今年的黄金总购买量可能高达250吨，超过全球央行总需求的三分之一。外汇交易员 (@myfxtrader):#数据 中国央行连续第12个月增持黄金，2025年10月末黄金储备增加3万盎司至7409万盎司（9月增加4万盎司），以美元计增加139.18亿美元。10月末外汇储备环比增加46.85亿美元（9月增加165.04亿美元）至33386.58亿美元。 https://t.co/jAvF8MAPtz ...

美国联邦政府人力资源主管Scott Kupor表示，自特朗普总统上任以来，美国政府已雇佣了5万名员工，其中大多数将在移民和海关执法局工作，同时冻结了其他政府部门（如国税局和卫生与公众服务部）的招聘，并裁减了员工。 ...

Investment Trends - Fixed asset investment in urban areas decreased, reaching the largest decline since June 2020 [1] - Investment returns are declining, leading market participants to adopt more cautious investment decisions [1] - The real estate industry downturn is significantly dragging down investment growth [1] - Investment growth momentum is insufficient in some industries, impacting overall investment growth [1] Government Focus - Investment in areas such as education, healthcare, housing, and basic public services needs to be strengthened [1] Economic Environment - The external environment is complex and severe, and domestic market competition is fierce [1]

#数据 1-10月内资企业、港澳台企业、外商企业固定资产投资同比全线转为下降。https://t.co/myC54FGXv0外汇交易员 (@myfxtrader):统计局： 1—10月份，全国固定资产投资（不含农户）408914亿元，同比下降1.7%（2020年以来最大降幅）。 其中，采矿业投资增长3.8%，制造业投资增长2.7%，电力、热力、燃气及水生产和供应业投资增长12.5%。 https://t.co/mlXwvVk96W ...

Fixed Asset Investment Overview - National fixed asset investment (excluding rural households) decreased by 1.7% year-on-year, the largest decline since 2020 [1] - Inner capital enterprises' fixed asset investment decreased by 1.7% year-on-year [1] - Hong Kong, Macao and Taiwan enterprises' fixed asset investment decreased by 1.8% year-on-year [1] - Foreign-funded enterprises' fixed asset investment decreased by 12.1% year-on-year [1] Investment by Industry - Mining industry investment increased by 3.8% year-on-year [1] - Manufacturing investment increased by 2.7% year-on-year [1] - Investment in the production and supply of electricity, heat, gas and water increased by 12.5% year-on-year [1] Investment by Region - Eastern region investment decreased by 5.4% year-on-year [1] - Central region investment decreased by 0.5% year-on-year [1] - Western region investment increased by 0.4% year-on-year [1] - Northeastern region investment decreased by 11.7% year-on-year [1]

统计局： 中国1-10月新建商品房销售面积71982万平方米，同比下降6.8%（降幅较1-9月扩大1.3个百分点），新建商品房销售额69017亿元，下降9.4%（降幅扩大1.5个百分点）。全国房地产开发投资73563亿元，同比下降14.7%（降幅扩大0.8个百分点）； 房地产开发企业到位资金78853亿元，同比下降9.7%（降幅扩大1.3个百分点）。房地产开发景气指数为92.43。 ...