11月21日早盘， 日韩股市大跳水。 日经225指数开盘跌1.01%，韩国KOSPI指数 开盘 跌2.6%。 截至08:06， 韩国KOSPI指数盘初跌幅迅速扩大至4%。截至08:07， 日经225指数失守49000 点，日内跌逾2%。 截至8:40左右，日经225指数跌超2%，软银集团股价下跌11%，创下自11月5日以来最大单日跌 幅。 | o 3869.74 昨收 4004.85 成交额 | | --- | | -135.11 -3.37% | | 上海涨120 | | 最高价 3911.55 市盈率 201 18.2 | | 最低价 | | 分时 | 更多最新消息： 外交部：请日方自重；商务部：望荷方就安世半导体问题尽快采取实际行动；泽连斯基已收到美和平 计划草案，将与特朗普通话磋商｜早报 韩国综合指数跌超3%，三星电子跌超4%，SK海力士跌超7%。 ...

21日，全球市场避险情绪持续发酵，美股昨夜上演过山车行情，无独有偶，日韩股市开盘大跳水。 截至北京时间8：40左右，日经225指数跌超2%，软银集团股价下跌11%，创下自11月5日以来最大单日跌幅。 | < W | | 日经225(N225) | | | | --- | --- | --- | --- | --- | | | | 11-21 09:20:46 | | | | 48699.16 | | 昨收 | | 0 | | -1124.78 -2.26% | | 今开 49251.26 成交量 | | 0 | | 上 涨 | 120 | 中国 叶 3 | 下 跌 | 102 | | 最高价 | 49459.59 市盈率 | 19.9 近20日 | | 0.12% | | 最低价 | 48559.68 市净率 | 2.27 | 今年来 | 22.07% | | 分时 | 五日 | | 周K 月K 更多 © | | | 暨加 | | | | | | 51088.21 | | | | 2.54% | | 49823.94 | | | | 0.00% | | 48559.68 | | | | -2.54% | | ...

消息面上，昨夜迟来的美国9月就业报告显示，美国经济增加11.9万个就业岗位，超过经济学家的预 期。投资者对美联储12月降息的希望减弱。（详情→） 另据新华社报道，本周以来，由于投资者担心中日关系持续恶化，日本股市入境游相关股票全面下跌， 旅游从业人士纷纷表示，大量订单被取消，"日子很难过"。东日本国际旅行社相关负责人透露，受当前 局势影响，中国赴日旅游团出现"退单潮"。日本野村综合研究所研究员木内登英预测，中国政府的旅游 提醒可能令日本今后一年旅游消费收入减少约1.79万亿日元（约合115亿美元），使日本实际国内生产 总值减少0.29%。 21日，全球市场避险情绪持续发酵，美股昨夜上演过山车行情，无独有偶，日韩股市开盘大跳水。 截至北京时间8：40左右，日经225指数跌超2%，软银集团股价下跌11%，创下自11月5日以来最大单日 跌幅。 韩国综合指数跌超3%，三星电子跌超4%，SK海力士跌超7%。 ...

Market Overview - Global market risk aversion continues to escalate, with US stocks experiencing volatile trading, while Japanese and Korean stock markets opened with significant declines [1] - As of 8:40 AM Beijing time, the Nikkei 225 index fell over 2%, with SoftBank Group's stock dropping 11%, marking its largest single-day decline since November 5 [1][2] Japanese Stock Market Impact - The Nikkei 225 index closed at 48,699.16, down 1,124.78 points or 2.26% from the previous close [2] - The Korean Composite Index fell over 3%, with Samsung Electronics down over 4% and SK Hynix down over 7% [2] Employment Data and Economic Outlook - The delayed US September employment report indicated an increase of 119,000 jobs, surpassing economists' expectations, which has diminished investor hopes for a Federal Reserve rate cut in December [5] - Concerns over deteriorating Sino-Japanese relations have led to a decline in Japan's tourism-related stocks, with reports of a significant number of canceled orders from Chinese tourists [5] Economic Forecasts - Predictions suggest that the Chinese government's travel advisories could result in a loss of approximately 1.79 trillion yen (about 11.5 billion USD) in tourism revenue for Japan over the next year, potentially reducing Japan's real GDP by 0.29% [6]

每经AI快讯，11月21日，软银集团股价下跌11%，创下自11月5日以来最大单日跌幅。 ...

Core Insights - SoftBank plans to invest up to $3 billion to revamp an electric vehicle facility in Lordstown, Ohio [1] - The remodeled facility will produce equipment for OpenAI's upcoming data centers [1] Investment Details - The investment amount is significant, reaching up to $3 billion [1] - The focus of the investment is on overhauling an existing electric vehicle facility [1] Strategic Implications - The remodeling of the facility indicates a shift towards supporting AI infrastructure, particularly for OpenAI [1] - This move aligns with broader trends in the industry towards integrating electric vehicle technology with data center operations [1]

Core Viewpoint - The article highlights significant movements in the Asia-Pacific markets, particularly in the A-share market, where banking and securities stocks have shown strong performance, alongside notable gains in lithium and rare earth sectors. The positive sentiment is further supported by strong earnings reports from major companies like Nvidia, alleviating concerns over tech stock valuations. Group 1: A-share Market Performance - The A-share market opened higher with the three major indices showing initial gains, particularly in banking stocks, with China Bank rising over 4% to reach a new historical high [2][4] - Other sectors such as securities, lithium mining, and rare earth materials also experienced strong performance, with several stocks hitting their daily limits [5] Group 2: Japanese and Korean Markets - The Nikkei 225 index surpassed the 50,000-point mark, with intraday gains exceeding 4%, while the Korean Composite Index approached a 3% increase [3][6] - Technology stocks led the rally, with SoftBank Group surging over 9% at one point, reflecting a broader recovery in tech valuations [3][6] Group 3: Nvidia's Earnings Report - Nvidia reported third-quarter revenues of $57.01 billion, a 62% year-on-year increase, surpassing market expectations, with net profits rising 65% to $31.9 billion [8] - The company's data center revenue reached $51.2 billion, up 66%, indicating strong demand for AI infrastructure [8] - Nvidia's fourth-quarter revenue guidance of $65 billion and a projected gross margin of 75% also exceeded market forecasts, boosting investor confidence [8][9] Group 4: AI Chip Exports - The U.S. government authorized the export of advanced AI chips to companies in Saudi Arabia and the UAE, with an estimated value of $1 billion for 35,000 Nvidia Blackwell chips [10] - This move is part of a broader strategic partnership between the U.S. and Saudi Arabia, focusing on AI infrastructure and semiconductor supply [10]

格隆汇11月20日｜软银集团股价一度上涨9.1%，创10月9日以来最大涨幅。 ...

Is AI in a bubble? When will the bubble burst? Are there signs? Well, we don’t have a crystal ball, but there are signs. On the markets, several prominent investors have spoken. Peter Thiel, one of the best-known tech investors, has sold his entire position in Nvidia. SoftBank, a huge Japanese tech investor is unloading its shares, too. Meanwhile, Michael Burry, of Big Short fame, warns of an impending bubble burst. And the head of Swedish fintech Klarna, a man with major AI holdings, said that he’s thinki ...

Group 1 - The U.S. Federal Trade Commission (FTC) has concluded its review of SoftBank's acquisition of semiconductor design company Ampere Computing LLC, clearing a significant hurdle for the $6.5 billion transaction [2][4] - The FTC granted "early termination" permission, officially ending the antitrust review process for the deal, which was announced by SoftBank in March [4] - This acquisition is part of SoftBank founder Masayoshi Son's strategy to strengthen artificial intelligence infrastructure capabilities, with Ampere focusing on the design and development of server processors, which are core components of data center computers [4] Group 2 - SoftBank is already the controlling shareholder of Arm Holdings, whose technology is widely used in the global electronics industry and is increasingly becoming the infrastructure for server chip design [4] - Ampere is a key licensee of Arm's core technology, and through controlling Arm, Graphcore Ltd., and Ampere, SoftBank aims to master a series of critical technologies in the AI chip manufacturing sector [4]