SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-11 12:09Market Overview - Major U.S. stock index futures declined, with Dow futures down 0.05%, S&P 500 futures down 0.23%, and Nasdaq futures down 0.42% [1] - Star tech stocks experienced a pre-market drop, including Nvidia down 1.3%, Oracle down 1.1%, and AMD down 0.5% [1] - Chinese concept stocks mostly rose in pre-market trading, with Xpeng Motors up 5.14%, NIO up 3.72%, Li Auto up 1.33%, and Beike up 2.29% [1] Company Developments - Tesla is preparing to expand its Texas Gigafactory to build a dedicated facility for its humanoid robot, Optimus, aiming for an annual production capacity of 10 million units by 2027. The Fremont factory is expected to have a capacity of 1 million units [1] - SoftBank has sold all its Nvidia shares for $5.83 billion and part of its T-Mobile shares for $9.17 billion. The company plans to invest an additional $22.5 billion in OpenAI, with Q2 profits reaching 2.502 trillion yen, exceeding analyst expectations [2] - CoreWeave reported a 134% year-over-year revenue increase to $1.36 billion for Q3, but lowered its 2025 revenue forecast from a maximum of $5.35 billion to between $5.05 billion and $5.15 billion due to delays in third-party data center development [2] Competitive Landscape - AI startup Anthropic is expected to achieve profitability faster than its competitor OpenAI, with its Claude chatbot service gaining popularity among enterprises and programmers. Anthropic anticipates reaching break-even by 2028, while OpenAI expects to do so by 2030 [3]