Market Overview - Major U.S. stock index futures are showing positive movement, with Dow futures up 0.30%, S&P 500 futures up 0.46%, and Nasdaq futures up 0.65% [1] Chinese Stocks - Chinese stocks are experiencing a pre-market rally, with Alibaba up 2.25%, Pinduoduo up 1.35%, JD.com up 1.53%, Baidu up 2.88%, and Li Auto up 1.58% [2] Semiconductor Industry - TSMC shares rose over 4.5% as market expectations indicate a 26% year-over-year increase in Q3 net profit, projected to reach NT$410.58 billion, surpassing the previous quarter's record of NT$398.27 billion [2] - Intel shares increased over 2% following the announcement of a new data center GPU, Crescent Island, featuring 160GB memory, as part of its AI strategy [3] - ASML shares rose 3.5% after reporting Q3 net profit of €2.13 billion, exceeding market expectations of €2.08 billion, and announcing new orders worth €5.4 billion (approximately $6.27 billion), doubling from €2.63 billion year-over-year [3][4] - Citigroup raised Broadcom's target price to $415 following a partnership announcement with OpenAI regarding a custom AI accelerator [4] Gold Market - Spot gold prices surpassed $4,210, reaching a new historical high, leading to a collective rise in gold stocks, with Harmony Gold and Kinross Gold up over 4% [3] Nuclear Energy Sector - Nuclear energy stocks saw significant gains, with Oklo and Centrus Energy rising over 6%, and NuScale Power up over 5%, following the U.S. military's announcement of a major plan to deploy small reactors at military bases to address energy demands [4] Economic Indicators - The New York Federal Reserve's manufacturing index for October is scheduled for release on October 15 at 20:30 Beijing time [5]
中概股普涨，阿里巴巴涨超2%；苹果游说印度修改税法；发布新一代数据中心GPU，英特尔涨超2%；核电股拉升【美股盘前】