SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-04 00:28Important Market News - The U.S. stock market closed mixed, with the Nasdaq up 0.46%, S&P 500 up 0.17%, and Dow Jones down 0.48% [1] - Amazon shares rose approximately 4%, reaching a historical high, while Tesla and Nvidia increased over 2% [1] - International gold prices increased, with spot gold up 0.06% at $4005.31 per ounce, and COMEX gold up 0.59% at $4019.9 per ounce [1] - International crude oil futures slightly rose, with WTI crude oil up 0.11% at $61.05 per barrel, and Brent crude oil up 0.19% at $64.89 per barrel [1] Industry Insights - The Ministry of Industry and Information Technology in China emphasizes the acceleration of AI integration into manufacturing, aiming for a comprehensive upgrade of the manufacturing process [2] - The focus is on developing AI-enabled products and enhancing the integration of AI with new energy vehicles and CNC machine tools [2] - The quantum computing sector is gaining traction, with Xanadu Quantum Technologies planning to go public via a SPAC merger, valuing the company at approximately $3.6 billion [3] - The demand for high-performance storage, particularly DDR5, is surging due to AI-driven needs, leading to a 25% increase in DDR5 spot prices within a week [5][6] - Major cloud companies are shifting NAND supply from consumer to enterprise markets, indicating a robust demand for enterprise-grade storage solutions [6]