Xuan Gu Bao·2025-11-13 00:16Group 1: Market Overview - The U.S. House is set to end a historic government shutdown, leading to a four-day rise in the Dow Jones, which has reached a new high of 48,000 points, while tech stocks have declined again, with the Nasdaq and small-cap stocks lagging for the second consecutive day [1] - The S&P 500 index closed up 0.06%, while the Dow Jones increased by 0.68%, and the Nasdaq fell by 0.26%. The European STOXX 600 index rose by 0.71% [2] Group 2: Company Performance - Nvidia saw a slight increase of 0.33%, while Meta dropped nearly 3%, leading the decline among the tech giants. AMD surged by 9%, leading the S&P 500. Following earnings reports, Circle plummeted by 12%, while Cisco rose over 7% [3] - Foxconn (Hon Hai) reported a 17% year-on-year increase in net profit for Q3, exceeding expectations, with an 11% revenue growth, driven by strong demand for AI servers [5] Group 3: Industry Insights - OPEC has revised its global oil demand forecast, shifting from a "supply shortage" to a "supply surplus" for Q3, resulting in a 4% drop in oil prices [4] - The heavy truck market in China saw sales of 106,200 units in October, a 1% month-on-month increase and a 60% year-on-year increase, marking a seven-month consecutive growth trend [11] - Sulfuric acid prices have surged, currently at 773 RMB/ton, a 111% increase from January 21, 2023, and a 740% increase from May 26, 2023, attributed to a combination of cost pressures and supply-demand imbalances [11] - The PCB industry is expected to reach a global market size of $96.8 billion by 2025, with China contributing over 50% of the output, driven by technological upgrades and expanding applications in AI, 5G, and smart vehicles [13] Group 4: Strategic Developments - Samsung is in discussions with large overseas clients regarding supply volumes for next year and is considering a price increase of over 20% to 30% [6] - AI startup Anthropic plans to invest $50 billion in building data centers in the U.S. [7] - The China Securities Regulatory Commission emphasizes the need to prevent significant market fluctuations [8]