音频 | 格隆汇11.12盘前要点—港A美股你需要关注的大事都在这

Group 1 - Major short-seller accuses tech giants of fraud, claiming Oracle's profits may be overstated by 26.9% and Meta's by 20.8% due to artificially low depreciation [1] - Several silicon wafer companies have reduced prices [1] - Significant net selling of Xpeng Motors by southbound funds, while Xiaomi saw net buying [1] - Announcement from Tongxing Technology regarding a plan to invest 3.2 billion yuan in a project for producing 100,000 tons of sodium battery anode materials and 6 GWh of battery cells [1] - Walder's diamond micro-drills are still in the research and testing phase for PCB board hole processing [1] - BGI Technology terminated a major asset restructuring matter, while Hengtai Electric plans to reduce its stake by up to 2.98% [1] Group 2 - US stock indices showed mixed results, with the Dow reaching a new high while Micron Technology fell over 4% [2] - US crude oil futures rose by 1.5%, and natural gas in New York increased by over 5.2% [2] - The NFIB small business confidence index in the US dropped to 98.2, below expectations [2] - SoftBank has completely divested from Nvidia and is investing in OpenAI [2] - Tesla is preparing to expand its Texas Gigafactory with plans to produce 10 million Optimus humanoid robots annually [2] - AMD plans to raise its AI market size forecast to $850 billion [2] - AMD anticipates the data center market will reach $1 trillion by 2030 [2] - India has reduced its December orders for Russian crude oil and increased purchases of US crude [2] - UK investors have sold nearly $10 billion in stocks since June, marking a record high [2] - The Bank of China emphasizes the need for appropriate monetary policy and financial growth [2] - The Ministry of Commerce in China plans to introduce more detailed measures to boost consumption and expand openness [2] - Reports indicate that Macron NOR Flash plans to raise prices by up to 30% in Q1 next year [2] - Goldman Sachs' research suggests an "order drought" in the A-share robotics sector, with companies awaiting order fulfillment [2] - Domestic brain-computer interface products have entered an approval "green channel" for the first time [2] - Brain-computer interfaces are becoming a key competitive technology, with China's AI large model consuming 30 trillion tokens daily [2] - Domestic excavator manufacturers saw a 2.44% year-on-year increase in sales in October [2] - Dazhihui reports that individual investor Wang Gongwei is suing the company to revoke resolutions passed at the shareholders' meeting regarding the merger with Xiangcai [2]