音频 | 格隆汇10.15要点—港A美股你需要关注的大事都在这

Group 1 - Shenghe Resources reported a year-on-year increase of 696.82% to 782.96% in net profit attributable to shareholders for the first three quarters [1] - Far East Global announced that it is not involved in "controlled nuclear fusion" related business [1] - Ruiyi Group is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [1] Group 2 - The U.S. stock market showed mixed results, with Nvidia dropping over 4% and the China concept index falling by 1.95% [2] - WTI crude oil for November delivery fell by 1.33%, closing at $58.7 per barrel [2] - A Bank of America survey indicated that bullish sentiment on gold has replaced bullish sentiment on the seven major U.S. tech stocks as the most crowded trade [2] - A record high percentage of fund managers believe that AI stock valuations have entered a bubble [2] - The International Energy Agency (IEA) has lowered its global oil demand growth forecast for this year [2] - The IEA's monthly report suggests that the oil market will face a more severe supply surplus than previously expected [2] - Oracle plans to deploy 50,000 AMD AI chips in its cloud services starting in the second half of 2026 [2] - Japanese stocks fell by 2.58%, marking the largest single-day decline since April 11 [2] - Federal Reserve Chairman Jerome Powell indicated that the Fed may stop balance sheet reduction in the coming months [2] - Powell hinted at support for further interest rate cuts due to a cooling U.S. labor market [2] - Trump threatened to impose a ban on edible oil imports from China in retaliation for China's refusal to buy U.S. soybeans [2] - The IMF's latest report projects a global economic growth rate of 3.2% for this year [2] - Li Qiang emphasized the need for effective counter-cyclical adjustments and resource utilization through reform measures [2] - The Power Battery Industry Alliance reported that China's sales of power and other batteries reached 146.5 GWh in September, a year-on-year increase of 42.2% [2] - The People's Bank of China announced a 600 billion yuan reverse repurchase operation on October 15 [2] - Shanghai is enhancing its robotics capabilities and accelerating the industrialization of core components such as edge-side chips and batteries [2] - Shanghai is advancing the layout of core chips like SoC and CPU, covering three major technology routes: X86, ARM, and RISC-V [2] - Shanghai aims to scale up intelligent computing terminal capabilities, driving the large-scale application of core components like autonomous GPUs and interconnection modules [2] - Xuan Bamboo Biotechnology saw a 172.41% increase in its dark market trading, with a profit of 10,000 HKD for one lot [2] - Xuan Bamboo Biotechnology is set to be listed on the Hong Kong stock market today, with A-share companies Super Electronics and Taikai Ying accepting subscriptions [2] - Southbound funds have reduced holdings in SMIC and Alibaba for four consecutive days, while net buying of Xiaomi has continued for seven days [2]