Group 1 - Major stock index futures are showing positive trends, with Dow futures up 0.18%, S&P 500 futures up 0.21%, and Nasdaq futures up 0.26% [1] - Chinese concept stocks are mixed, with Alibaba up 1.07%, Pinduoduo up 1.05%, and JD.com up 1.16%, while Xpeng Motors is down 2.26% and Bilibili is down 1.81% [1] - Dell's Q3 revenue increased by 11% year-over-year to $27.005 billion, driven by a surge in AI server orders totaling $12.3 billion, with a backlog of $18.4 billion [1] Group 2 - Uber is launching a fully autonomous Robotaxi service in Abu Dhabi, expanding its partnership with WeRide, although some routes will still have safety drivers [2] - Bank of America predicts Nvidia's market share will decline from 85% to 75% by 2030, despite the AI data center market expected to grow fivefold to approximately $1.2 trillion [3] - Japanese chipmaker Rapidus plans to build a 1.4nm wafer fab by FY2027, aiming to catch up with TSMC [4] Group 3 - Elon Musk announced that Tesla's Robotaxi fleet in Austin will double next month, although specific operational numbers have not been disclosed [4] - Li Auto reported Q3 revenue of 27.4 billion yuan, a decline of 36.2% year-over-year, and expects Q4 revenue guidance to be below market estimates [4] - Hedge fund manager Bill Ackman is seeking to raise $5 billion for a new closed-end fund, with $2 billion from institutional investors [5]
美银:2030年英伟达市场份额将降至75%;日本芯片制造商Rapidus拟建设1.4纳米晶圆厂【美股盘前】