华尔街见闻早餐FM-Radio | 2025年11月7日

Market Overview - In October, the number of layoffs announced by U.S. companies surged by 175.3% year-on-year, reaching the highest level for the same month in over 20 years, with a total of 153,074 layoffs reported [10] - The U.S. retail sector is expected to see the lowest holiday season hiring since the financial crisis, with projected seasonal hiring between 265,000 and 365,000, compared to 442,000 last year [10] - The U.S. 10-year Treasury yield fell by 7.01 basis points, marking the largest single-day drop in two months [6] Company News - Nvidia experienced a three-day decline, dropping 3.6% in a single day, while AMD fell over 7% [2] - Tesla's shareholders approved Elon Musk's $1 trillion compensation package, leading to a brief stock price increase of over 2% before it receded [12] - OpenAI's CFO indicated that there are no immediate plans for an IPO, emphasizing the need for more enthusiasm in the AI market [12] Industry Developments - The U.S. Department of the Interior released a new critical minerals list, which for the first time includes copper, silver, uranium, and potash [9] - The Bank of England maintained its interest rate at 4%, with expectations for a potential rate cut in December [11] - Google is set to launch its most powerful AI chip, TPU Ironwood, which reportedly offers four times the performance and has secured a significant order from Anthropic [11] Semiconductor Sector - Huahong Semiconductor reported a 20.7% year-on-year increase in Q3 revenue, driven by strong demand for 12-inch wafers, with Q4 revenue expected to rise to between $650 million and $660 million [17] - TSMC plans to shift its focus away from mature processes, suggesting clients transfer some orders to its subsidiary, World Advanced [17] AI and Technology - The AI revolution is accelerating layoffs, with Revelio Labs reporting a decrease of 9,100 jobs in October, indicating a contraction in the labor market [10] - Morgan Stanley predicts that Google's cloud revenue growth could exceed 50% next year, driven by strong demand in AI data centers [22]