11月10日晚间必读： 2、工信部发布通知，明确2026年度、2027年度新能源汽车积分比例要求分别为48%和58%，进一步推动新能源汽车产业发展； 3、商务部回应美方暂停实施对华造船等行业301调查措施，称这是落实中美吉隆坡经贸磋商共识的重要一步，中方已相应暂停相关反制措施，期待共同维护 国际航运和造船市场公平竞争环境； 4、国家发展改革委、国家能源局发布促进新能源消纳和调控的指导意见，提出到2030年满足全国每年新增2亿千瓦以上新能源合理消纳需求，助力实现碳达 峰目标； 5、乘联分会数据显示，10月新能源乘用车批发销量达162.1万辆，同比增长18.5%，环比增长8.5%，1-10月累计批发1205.8万辆，增长29.9%。 二、资本市场： 1、美股科技股表现强劲，纳斯达克综合指数涨2%，美光科技涨逾7%，AMD涨超4%，英伟达、谷歌涨逾3%，带动全球科技板块情绪，A股半导体、AI等科 技相关板块或受提振； 2、现货黄金向上触及4100美元/盎司，日内涨2.5%，创10月27日以来首次，黄金资产配置需求升温，利好山东黄金、中金黄金等黄金概念股； 3、国泰海通首席策略刷屏，4000点已经实现，2026年中国 ...

来源：环球市场播报 周一美股成交额第1名英伟达收高5.79%，成交387.13亿美元。受美国政府历史上时间最长的停摆有望结 束的消息推动，美股科技股普涨，上周大幅下跌的英伟达领涨，其市值回升至4.8万亿美元。 此外英伟达拉丁美洲企业部门负责人周一表示，该公司计划在墨西哥开展新投资。 第2名特斯拉收高3.66%，成交336.59亿美元。在埃隆·马斯克创纪录薪酬方案获批准后，该公司重申了 跨越汽车领域、向机器人技术与自动驾驶进军的雄心，而投资者正在权衡其宏伟目标与领导层稳定性。 此外有报道称，特斯拉电动皮卡Cybertruck陷入困境之际，其项目负责人Siddhant Awasthi宣布离职。 Awasthi周一在领英上宣布了这一消息，他没有透露下一步去向，也未提及离职原因。 第3名Palantir收高8.81%，成交166.64亿美元。该公司第三季度业绩展现出连续第九个季度超预期表现， 美国商业收入激增121%，合同签约额达到创纪录的28亿美元。 分析师指出，该公司的"40法则"指标达到惊人的114%，同时调整后EBIT利润率创下51%的纪录，展现 出卓越的运营杠杆和增长能力。 尽管估值偏高，但有分析师认为Pa ...

AI Sector Performance - AI-related companies reported mixed Q3 results, with Palantir, Qualcomm, and AMD exceeding expectations but not satisfying investors [1][2] - Palantir's stock fell despite strong Q3 results and raised guidance, influenced by bearish bets from investor Michael Burry [2] - AMD achieved record revenues of $9.2 billion but saw a stock decline of over 3% due to profit-taking and high valuation concerns [2] - Qualcomm's stock rose over 2% after strong forward guidance and plans to develop AI chips, positioning itself against AMD and Nvidia [2][5] Consumer Spending Insights - McDonald's reported Q3 results that missed expectations but showed a same-store sales increase of 3.6% [3] - CEO Chris Kempczinski noted a "bifurcated consumer base," with lower-income consumer traffic declining nearly double digits, while higher-income consumer traffic grew nearly double digits [3][6] - The S&P 500 blended EPS growth rate increased to 13.1%, indicating continued growth in the market [3][8] Labor Market Conditions - The U.S. labor market remains uncertain due to a prolonged government shutdown, affecting the release of key employment data [4] - ADP's private payroll report indicated a rise of 42,000 jobs in October, exceeding expectations [4] - Job cuts reported by Challenger, Gray and Christmas totaled 153,074 in October, marking a 183% month-over-month increase and the highest for any October since 2003 [4][10] Upcoming Earnings Reports - A significant number of recent IPOs are set to report earnings, including Black Rock Coffee Bar and Legence Corp, with varying stock performances since their public debuts [6][7][9] - The final peak week of the Q3 earnings season will see 2,697 companies releasing results, with 89% of companies confirming their earnings dates [10] Market Sentiment Overview - Mixed signals from the AI sector and consumer spending trends create a critical test for market sentiment [11] - The performance of recent IPOs will be closely monitored to gauge investor appetite for growth amid economic uncertainty [11]

Core Viewpoint - Technology stocks, particularly Palantir, Micron Technology, and Advanced Micro Devices (AMD), are experiencing significant gains due to the end of the government shutdown and strong earnings reports, recovering from a recent downturn in the AI sector [3][4][6]. Group 1: Palantir Technologies - Palantir's stock surged 8% to above $190 after a drop to $168 during last week's sell-off, indicating a recovery as investors respond positively to the stock's rebound [5][6]. - The company reported strong Q3 earnings, surpassing estimates and raising its full-year outlook, driven by growth in its commercial sector and increased adoption of its AI platform [7]. - Analysts, including Bank of America, have issued bullish reports, raising Palantir's price target to $255, suggesting a potential upside of approximately 34% [7]. Group 2: Micron Technology - Micron's stock rose 6.3% following better-than-expected quarterly results, attributed to strong demand for AI memory chips, prompting the company to raise its outlook [8][9]. - The stock had previously fallen to $217 during the sell-off but has now recovered above $250, indicating positive momentum as it aims for new all-time highs [8]. - Analysts have upgraded Micron's rating from "hold" to "buy," with Citigroup setting a price target of $275, suggesting a 9% upside potential [9]. Group 3: Advanced Micro Devices (AMD) - AMD's stock increased by 5%, recovering from a low of $224 during the AI-related sell-off, now trading above $240 [10][11]. - Despite a mixed quarterly earnings report, which disappointed some investors regarding gross margin outlook, AMD is benefiting from renewed interest in AI stocks [11]. - Piper Sandler has raised AMD's price target from $240 to $280, reflecting a bullish outlook for the stock [11].

智通财经APP获悉，周一，芯片股集体走高，截至发稿，英伟达(NVDA.US)涨超3.6%，美光科技 (MU.US)涨近7%，美国超微公司(AMD.US)涨超5%，台积电(TSM.US)涨超2%，甲骨文(ORCL.US)、阿 斯麦(ASML.US)涨近1%。 ...

Market Overview - The US stock market opened sharply higher, driven by optimism that the government shutdown could be nearing an end, following a key procedural vote in the Senate [24][11] - The Nasdaq Composite Index surged, led by strong buying in big tech names, while the S&P 500 and Dow Jones Industrial Average also posted gains [1][24] Government Shutdown Impact - The proposed bipartisan bill passed its first hurdle in the Senate with a 60-40 vote, providing temporary government funding through the end of January, but does not include healthcare subsidy extensions [2][24] - The shutdown had previously affected consumer confidence and delayed key inflation reports, complicating Federal Reserve policy planning [1][24] Technology Sector Performance - Tech stocks rebounded strongly after a turbulent week, with Nvidia (NVDA) trading at approximately $197.41, reflecting a gain of about 4.92% [12][13] - Advanced Micro Devices (AMD) rose over 6.17% to about $247.96, indicating aggressive market optimism with a high P/E ratio of approximately 129.15 [15][16] - Broadcom (AVGO) closed near $359.71, up about 2.94%, with a P/E ratio of 92.0, indicating a mature but highly valued company in the chip sector [17][18] Airline Industry Reaction - Airline shares initially surged due to optimism over the shutdown's potential end, with Delta Air Lines (DAL) rising 1.2%, United Airlines (UAL) gaining 0.5%, and Southwest Airlines (LUV) climbing 1.6% [19][20] - However, gains faded as operational concerns persisted, with United Airlines later falling over 4% [20][25] - The Department of Transportation ordered major US airports to reduce flight capacity by up to 10%, leading to widespread delays and cancellations [7][20] Trending Stocks - Monday.com (MNDY) plunged 15.8% to $159.58 after issuing a weaker revenue forecast, while Plug Power (PLUG) gained 5% after announcing plans to generate $275 million in liquidity [8][21][22] - Beyond Meat (BYND) rose 3.5% ahead of its delayed earnings release, and Maplebear (CART) surged 7% after reporting a 14% increase in online grocery orders [22][24] Commodity Market Movements - Oil prices and Treasury yields climbed as investors shifted away from safe-haven assets, with the 10-year Treasury yield rising four basis points to 4.14% [10][23] - Brent crude futures gained 0.82% to $64.15 per barrel, while West Texas Intermediate rose 0.94% to $60.31 per barrel, supported by expectations of increased demand following the government reopening [10][23]

智通财经APP获悉，周一，纳斯达克100指数期货大涨1.5%，明星科技股盘前普涨，英伟达 (NVDA.US)、美国超微公司(AMD.US)涨超3%，特斯拉(TSLA.US) 、谷歌A(GOOGL.US)、甲骨文 (ORCL.US)涨超2%，Meta Platforms(META.US)涨近2%，微软(MSFT.US) 、亚马逊(AMZN.US)涨超 1%。 消息面上，美国媒体9日报道，美国国会参议院已就结束联邦政府"停摆"达成一致。美国总统特朗普在 返回白宫时对媒体表示："看起来我们离结束'停摆'已经很近了"。有分析认为，此次停摆危机的化解， 最直接的影响是预计将有约1万亿美元的资金从美国财政部普通账户(TGA)回流至经济体系，为市场注 入大规模流动性。 ...

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Core Insights - AMD's Q3 performance exceeded expectations with revenue reaching $9.25 billion, a 36% year-over-year increase, and adjusted EPS of $1.20, surpassing the market expectation of $1.17 [1][2] Revenue Breakdown - Data center remains the core business segment, contributing nearly 47% of total revenue, with significant growth driven by CPU and GPU sales, particularly in server and AI GPU categories [2][3] - Client and gaming segments also showed remarkable revenue growth, reaching $4 billion, a 72% increase year-over-year, with the gaming segment alone generating $1.29 billion, up 181% [2][3] Future Outlook - Analysts expect strong revenue growth in the gaming segment due to seasonal sales peaks and new game releases, projecting Q4 2025 revenue to reach $9.6 billion, exceeding analyst expectations [3] - AMD's partnerships with OpenAI and Oracle are expected to bolster its growth trajectory, particularly in the data center market [3][8] Embedded Segment Performance - The embedded segment reported revenue of $857 million, showing an 8% year-over-year decline but a 4% quarter-over-quarter increase, indicating signs of stabilization and potential recovery [4] AI Market Position - AMD's ROCm 7 has made significant improvements, enhancing performance and framework support, although it still lags behind NVIDIA's CUDA in the AI market [5][6] - The company is transitioning from being viewed solely as a chip manufacturer to an AI ecosystem provider, which could enhance customer loyalty and profitability [7][8] Competitive Landscape - Despite AMD's advancements, NVIDIA dominates the data center AI GPU market with a 94% share compared to AMD's 6% [5][8] - Analysts believe that AMD's collaboration with OpenAI will help improve ROCm's maturity and competitiveness in the AI ecosystem [8] Future Product Launches - The upcoming launch of the Helios rack system and next-generation MI450 GPU is expected to drive further revenue growth starting in the second half of 2026 [10] - AMD aims to provide a complete rack solution, including GPU, CPU, networking, and cooling systems, to compete with NVIDIA's comprehensive AI solutions [10] Valuation Considerations - AMD appears overvalued compared to industry peers based on various valuation metrics, although analysts anticipate impressive revenue growth in the coming years [9][12] - The successful rollout of ROCm 7 and Helios will be crucial for AMD to capture market share and enhance its competitive position against NVIDIA [12]

U.S. equity markets are poised for a strong open this Monday, November 10, 2025, as investor sentiment receives a significant boost from a breakthrough in Washington regarding the protracted government shutdown. Futures contracts for major indexes are showing notable gains in premarket trading, signaling a potential rebound after a volatile previous week marked by concerns over technology stock valuations.Premarket Trading Activity and Futures MovementsAs of early Monday, premarket trading indicates a decid ...