【导读】两个利好消息 中国基金报记者 泰勒 大家好周末好，简单看两则利好消息。 美国政府停摆最新消息 | 最高:23009.92 | 今开:22892.92 | 52周景高:24019.99 | 量比:0.94 | | | --- | --- | --- | --- | --- | | 最低:22563.42 | 昨收:23053.99 | 52周最低: 14784.03 | 振幅:1.94% | | | 成交量:104.04亿股 | | | | | | 关时 五日 | 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | 区间统计 全屏显示 | | | 最新:23004.54-49.45-0.21% | | | | | | 23544.57 | | | | 2.13% | | 23421.92 | | | | 1.60% | | 23299.28 | | | | 1.06% | | 23176.64 | | | | 0.53% | | 23053.99 | | | | 0.00% | | 22931.35 | | | | | | 22808.74 | | | | -1.06%6 ...

【导读】两个利好消息 大家好周末好，简单看两则利好消息。 美国政府停摆最新消息 英伟达CEO向台积电请求更多晶圆 周末，英伟达首席执行官黄仁勋表示，鉴于人工智能需求依然强劲，他已向台积电请求增加芯片供给。 黄仁勋表示："业务非常强劲，而且按月增长，越来越强。"他称，英伟达的三家AI存储芯片供应商—— SK海力士、三星电子和美光科技——都已扩大"巨大产能"为公司提供支持。 台积电首席执行官魏哲家周六也表示，黄仁勋确实提出了增加晶圆的请求。魏哲家说，台积电预计未来 每年都将继续创下销售纪录。 本周，超大盘科技股在一阵对AI的冷静期中遭受重挫。投资者情绪受到OpenAI融资问题以及迈克尔·伯 里旗下Scion Asset Management做空英伟达的影响而受挫。 黄仁勋对AI需求的乐观也得到同行呼应。高通公司首席执行官安蒙本周早些时候表示，外界低估了这 项新技术的规模会有多大。 魏哲家在10月份对分析师表示，台积电的产能依然非常紧张，公司正努力缩小供需缺口。 周五晚间，美股三大指数盘中大跌，随后在盘中低点上演大逆转，大幅反弹。原因是尾盘出现了一则消 息，市场寄望美国国会更接近达成协议、结束美国史上最长的政府关门 ...

美国政府停摆最新消息 【导读】两个利好消息 中国基金报记者 泰勒 大家好周末好，简单看两则利好消息。 有分析师表示："政府关门带来了进一步风险，持续时间越长，其对实体经济的影响就越明显。" 英伟达CEO向台积电请求更多晶圆 周五晚间，美股三大指数盘中大跌，随后在盘中低点上演大逆转， 大幅反弹。 原因是尾盘出现了一则消息，市场寄望美国国会更接近 达成协议、结束美国史上最长的政府关门。 当地时间周五，美股收盘收复了跌幅，标普500指数中将近400只成份股上涨。尽管参议院共和党人否决了民主党将诉求缩减为"延长即 将到期的医疗补贴一年"的提议，但双方开始互相出价被视为积极进展。纳斯达克100指数收复了周五大部分跌幅，但本周仍创下自4月 以来最差表现。 | 最高: 23009.92 | 今开:22892.92 | 52周最高: 24019.99 | 量比:0.94 | | --- | --- | --- | --- | | 最低: 22563.42 | 昨收:23053.99 | 52周最低: 14784.03 | 振幅: 1.94 | | 成交量: 104.04亿股 | | | | 受政府关门拖累、对经济前景的担忧加 ...

Core Insights - Nvidia's CEO Jensen Huang has requested additional chip supplies from TSMC due to the rapid growth in demand for AI technologies [1] Company Summary - Nvidia is experiencing a surge in demand for its AI technologies, prompting the need for increased chip supplies from TSMC [1] Industry Summary - The semiconductor industry, particularly companies like TSMC, is under pressure to meet the rising demand driven by advancements in artificial intelligence [1]

此前据科创板日报报道，11月7日下午，英伟达创始人兼首席执行官黄仁勋抵达中国台南机场时称："因为事业发展非常强劲，所以我特地回来鼓励我的台 积电朋友们要加油。" 黄仁勋表示，他会在台南停留5小时，之后前往台北，在台北待上几个小时后回家。他证实，明天将参加台积电的运动会。黄仁勋还称，尽管非常期待逛 夜市，但本次行程真的没有时间。 另据环球时报援引《金融时报》报道，黄仁勋5日峰会期间接受采访说，"中国将在AI竞赛中获胜"。他批评了西方的现行做法，称这是阻碍进步的"犬儒主 义"。他特别提到美国各州的AI新规可能导致"50条新规范"的出台，他将这种做法与中方的能源政策进行对比，提到中国本地科技公司能够以更低成本运 行国产的AI芯片。 报道提到，自从中国DeepSeek公司凭借其大语言模型惊艳世界以来，美国对中国在AI领域取得进步的担忧已持续一整年。美国"商业内幕"称，黄仁勋最新 表态加大了对美国可能落后的警告力度。 据参考消息援引台媒11月7日报道，英伟达创始人黄仁勋7日下午抵达中国台湾，而这也是他今年第四度造访中国台湾。据报道，黄仁勋首站便直奔南科台 积电厂，视察3nm产线。 10月8日黄仁勋参加台积电运动会时表示 ...

Core Points - TSMC announced a special bonus of 25,000 New Taiwan Dollars (approximately 5,745 RMB) for about 75,000 eligible employees due to record revenue and profit expected in 2025 [1][4] - The total amount of bonuses distributed will reach 1.875 billion New Taiwan Dollars (approximately 431 million RMB), marking the largest single bonus distribution in the company's history [4] - The bonus is aimed at employees who joined before May 31 of this year and hold specific job grades, ensuring that all eligible employees globally receive the same amount [4] Summary by Sections - **Bonus Announcement**: TSMC's chairman announced the special bonus during the annual sports meeting, highlighting the company's strong performance and future growth expectations [1][4] - **Bonus Increase**: The bonus has increased from 16,000 New Taiwan Dollars in 2023 to 20,000 in 2024, and now to 25,000 in 2025, reflecting the company's commitment to rewarding its employees [3] - **Employee Morale**: The announcement was met with enthusiasm from employees, indicating a positive impact on morale and motivation within the company [4]

Core Insights - Nvidia's CEO Jensen Huang emphasized the crucial role of Taiwan Semiconductor Manufacturing Co. (TSMC) in supporting the production of Nvidia's Blackwell AI chips, which are experiencing strong demand [1][2] - Huang acknowledged that the explosive growth of the AI industry is putting pressure on supply chains, but Nvidia's memory partners have ramped up capacity to meet demand [3][4] - Following U.S. President Trump's restrictions on sales of Blackwell chips to China, Nvidia plans to ship over 260,000 units to South Korea, with expected revenue from Blackwell chips estimated between $5 billion and $6 billion for the next quarter [5][6] Company and Industry Summary - TSMC is recognized for its effective support in wafer production, which is essential for Nvidia's Blackwell systems that include various chips [2] - The AI industry's rapid expansion is leading to component shortages, but Nvidia's memory suppliers, including SK Hynix, Samsung, and Micron, are increasing their production capacity [3][4] - The Blackwell AI chip is pivotal for Nvidia's growth, with analysts highlighting its potential to generate significant revenue in the upcoming quarter [6]

Market Performance Under Pressure - U.S. stock markets ended the week with mixed results, with the Nasdaq Composite experiencing a notable decline of two-tenths of a percent, marking its largest weekly percentage drop in about seven months, raising concerns about a potential "AI bubble" bursting [2][8] - Four of the "Magnificent Seven" tech giants, including Meta Platforms (META) at +3.3%, Amazon (AMZN) at +9.8%, Apple (AAPL) at +8.4%, and Tesla (TSLA) at +6.3%, are now up less than 10% on the year, indicating broader market weakness [3] Corporate and Sectoral Developments - Pfizer (PFE) successfully acquired weight-loss start-up Metsera for $10 billion, positioning itself strongly in the growing obesity drug market [4][8] - UPS (UPS) grounded its fleet of McDonnell Douglas MD-11 aircraft following a deadly crash in Louisville, Kentucky, indicating a significant operational shift in the aviation sector [4][8] - Nvidia (NVDA) CEO Jensen Huang has requested additional chip supplies from TSMC (TSM) to meet the strong demand for artificial intelligence, highlighting the substantial investment needed for AI infrastructure [5][8] Policy, Pardons, and Geopolitical Tensions - Binance Founder CZ expressed surprise at President Trump's pardon, which could significantly impact the cryptocurrency exchange's U.S. operations [6][8] - The IRS is terminating its Direct File program, a free tax-filing pilot initiated by the Biden administration [7] - Geopolitical tensions are high, with an Istanbul prosecutor issuing arrest warrants for 37 Israeli officials, including Prime Minister Benjamin Netanyahu, and Iranian state media reporting a severe water crisis in Tehran [7]

Nvidia CEO Jensen Huang said he had asked TSMC for more chip supplies as artificial intelligence demand remains strong https://t.co/mhYeoYconk ...

Market Performance - US stock indices closed mixed on November 7, with the Dow Jones Industrial Average up 0.16% at 46,987.1 points, the S&P 500 up 0.13% at 6,728.8 points, and the Nasdaq down 0.21% at 23,004.54 points. For the week, the Dow Jones fell 1.21%, the S&P 500 fell 1.63%, and the Nasdaq fell 3.04% [1] - European stock indices all closed lower, with the German DAX down 0.77% at 23,550.71 points, the French CAC40 down 0.18% at 7,950.18 points, and the UK FTSE 100 down 0.55% at 9,682.57 points. For the week, the DAX fell 1.7%, the CAC40 fell 2.1%, and the FTSE 100 fell 0.36% [2][3] Employment Data - The US Labor Department failed to release the October non-farm payroll report due to a government shutdown, marking the second consecutive absence of this report. This situation raises concerns about the labor market and complicates the Federal Reserve's decision-making regarding interest rate cuts [5] - Economists had previously expected a reduction of 60,000 jobs in October, with the unemployment rate rising to 4.5%. The shutdown has led to a lack of official data, making private sector reports the only available employment indicators [6] - A report indicated that US companies announced over 153,000 layoffs in October, the highest level for this month in over 20 years, with total layoffs for the year nearing 1.1 million, the highest since the pandemic began in 2020. Factors contributing to this increase include the rise of artificial intelligence, slowing consumer and business spending, and rising costs [6] Semiconductor Industry - TSMC plans to raise prices for advanced chips manufactured using processes below 5nm, having notified major clients including Apple. The upcoming A20 chip, which will be produced using TSMC's 2nm process, is expected to see an average price of $280, which is at least a 50% increase compared to the 3nm process [7] - TSMC's price increase is attributed to the high costs associated with new technology investments and production line modifications, reinforcing its pricing power in the advanced process segment. This move is likely to lead to higher prices and profit pressures in the flagship smartphone market by 2026 [7] Monetary Policy - St. Louis Fed President Musalem indicated that there is still room for 50 to 75 basis points of monetary policy easing, aimed at supporting the labor market [8][9] - The Fed has maintained a cautious approach to interest rate adjustments, with recent cuts reflecting concerns over a cooling labor market. The Vice Chair of the Fed, Philip Jefferson, noted that current rates are near neutral levels, suggesting a gradual approach to future adjustments [9][10]