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Market Overview - On November 11, U.S. stock indices closed mixed, with the Dow Jones up 1.18%, S&P 500 up 0.21%, and Nasdaq down 0.25% [1] - Chip stocks experienced a broad decline, with Micron Technology down over 4%, ARM down over 3%, and Nvidia, AMD, and Applied Materials down over 2% [1] - Nvidia's market value dropped by $143.127 billion (approximately ¥1,018.678 billion) in one night [1] AMD's Financial Outlook - AMD's CEO, Lisa Su, provided an optimistic outlook for the AI market during the company's first Financial Analyst Day, predicting accelerated sales growth over the next five years [2] - AMD anticipates that the total addressable market (TAM) for AI data centers will exceed $1 trillion by 2030, up from approximately $200 billion this year, with a compound annual growth rate (CAGR) exceeding 40% [2] - The company expects an average revenue CAGR of over 35% in the next three to five years, with AI data center revenue projected to grow by an average of 80% [3] Analyst Expectations - Current analyst estimates suggest AMD's sales will grow by 32% this year, followed by 31% and 39% growth in 2026 and 2027, respectively [3] - AMD's stock price fluctuated during the day, initially dropping over 3.8% before recovering to gain over 3% in after-hours trading [3] Other Market Movements - CoreWeave, an AI tech stock, saw its share price plummet over 16% after lowering its full-year revenue forecast, leading Morgan Stanley to downgrade its rating from "overweight" to "neutral" [3] - Chinese concept stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.06%, while stocks like Xpeng Motors rose over 7% and Alibaba fell over 3% [3] Commodity Prices - International oil prices rose on November 11, with light crude oil futures for December delivery increasing by $0.91 to $61.04 per barrel (up 1.51%), and Brent crude oil futures for January delivery rising by $1.10 to $65.16 per barrel (up 1.72%) [5] - Gold prices briefly fell below $4,100, and Bitcoin dropped over 3%, with a total of $511 million (approximately ¥3.6 billion) in liquidations reported across the crypto market [5]