Government Policy & Industry Focus - US government expands list of minerals deemed critical to US economy and national security, aiming to boost domestic mining [1] - The expansion is driven by efforts to reduce import reliance, particularly from China [1] Minerals Added - Ten minerals added to the list include copper, metallurgical coal, uranium, boron, lead, phosphate, potash, rhenium, silicon, and silver [1]

特朗普改口承认，由于政府所设定的关税，美国消费者确实在为商品支付更高的价格。在被问及是否同意美国人在承担关税的看法时，特朗普称：“不，我不同意。我认为他们可能确实承担了一些费用。但从整体影响来看，美国人获益匪浅。 ...

马斯克预计特斯拉会在明年2月或3月在中国大陆获得FSD的全面批准。外汇交易员 (@myfxtrader):马斯克透露，特斯拉可能会打造自己的芯片工厂。 ...

AI Competition Landscape - Nvidia CEO Huang Renxun adjusted his statement, emphasizing that China is only "a few nanoseconds" behind the US in AI, while the US is accelerating its progress [1] - The key is for the US to accelerate and win the support and adoption of global developers [1] - Huang Renxun previously stated that China would win the AI race due to lower energy costs and relaxed regulations [1] Regulatory Environment - Huang Renxun criticized the "cynicism" of Western countries, including the US and the UK, and called for more "optimism" [1] - He specifically pointed out that the implementation of AI rules by individual US states could bring a potential burden of "50 new regulations" [1]

马斯克透露，特斯拉可能会打造自己的芯片工厂。外汇交易员 (@myfxtrader):特斯拉在年度股东大会结束后公布投票结果，显示超过75%的投票股东赞成公司给予马斯克的1万亿美元薪酬方案。#行情 周四收跌3.5%的特斯拉股价盘后转涨，一度涨超3%。 ...

特斯拉在年度股东大会结束后公布投票结果，显示超过75%的投票股东赞成公司给予马斯克的1万亿美元薪酬方案。#行情 周四收跌3.5%的特斯拉股价盘后转涨，一度涨超3%。 ...

Industry Trends - Tech companies are undergoing restructuring due to AI integration, slowing demand, and efficiency pressures [1] - This restructuring is leading to persistently high private sector layoffs [1] Layoff Data - The tech industry announced 33,281 layoffs in October, a significant increase [1] - October's layoffs represent a roughly 490% increase compared to the 5,639 layoffs in September [1]

#数据 美国10月挑战者企业裁员15.3万人，同比大增175.3%（今年3月政府大裁员以来最大增幅），环比增183%。截至10月共裁员109.95万人，同比增65%，较去年全年增44%报告指出，10月裁员人数为2003年以来同期最大。正如2003年那样，颠覆性的技术正在改变就业格局。 https://t.co/36sznJnFBi ...

英国劳埃德银行正在以数千名员工为试验对象，测试帮助客户管理支出、储蓄和投资的AI金融助手。银行预计明年推出这款AI工具，并逐步添加其他智能代理功能，最终涵盖该银行的全部金融产品。劳埃德银行的一项调查发现，56%的成年人在过去12个月中使用过AI来帮助管理资金。 ...

中国商务部就半导体流动问题表示，将批准符合条件的中国出口商的相关出口许可申请。针对稀土出口管制问题，中国商务部表示，中国依法依规开展许可审查，对符合规定的申请予以许可。中欧在经贸领域有着广泛的共同利益和巨大的合作空间。外汇交易员 (@myfxtrader):安世半导体（Nexperia）官网更新动态：期待尽快获悉有关放宽出口限制的条件、标准及程序的进一步细节；无法保证自10月13日起从中国工厂交付的产品在知识产权、技术、真实性及质量标准方面的合规性；有关张学政恢复CEO职务的传言不实；相信局势有望尽快缓和。 https://t.co/77uSiquEGk ...