价格“大跳水”，商户：降至近几年最低；上海浦东新区区委原书记朱芝松将受审；美国AI被电力卡脖子；软银回应为何清仓英伟达丨每经早参

Group 1: Market Trends - In October, the national wholesale price of eggs was 7.63 yuan per kilogram, a month-on-month decrease of 5.22% and a year-on-year decrease of 26.56% [1] - The egg market is experiencing a downward trend due to seasonal declines in consumption post-National Day, with supply exceeding demand significantly [1][14] - The demand for data centers in the U.S. is surging due to cloud computing and AI, but aging power infrastructure and regulatory hurdles are major constraints on supply [1][16] Group 2: Corporate Developments - SoftBank Group sold 32.1 million shares of NVIDIA for $5.83 billion (approximately 41.5 billion yuan) to raise funds for its significant investment in OpenAI [2][20] - Digital Realty and Stack Infrastructure's data center projects in Santa Clara, California, may remain idle for years due to power supply issues [1][16] - Tesla is preparing to expand its Texas Gigafactory to produce 10 million units of its humanoid robot, Optimus, with production scheduled to start in 2027 [22] Group 3: Regulatory and Policy Updates - The Chinese government is urging the EU to provide a fair and transparent business environment for Chinese enterprises, criticizing the removal of Chinese telecom equipment without legal basis [6] - The People's Bank of China emphasized the need for macroeconomic governance and the importance of balancing growth and risk prevention [7] - The Chinese Ministry of Commerce discussed semiconductor supply chain stability with Germany, urging constructive actions from the Netherlands to resolve issues [8] Group 4: Financial Performance - AMD forecasts that the AI data center market will exceed $1 trillion by 2030, with a compound annual growth rate (CAGR) of over 40% [32] - The Chinese automotive industry saw a significant increase in new energy vehicle sales, with October sales surpassing 50% of total new car sales for the first time [11]