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资讯日报:AMD 与 OpenAI 宣布达成 6 吉瓦算力协议-20251008
Guoxin Securities Hongkong·2025-10-08 05:01

Market Overview - The U.S. stock market saw a collective decline on October 7, with the Dow Jones down 0.2%, Nasdaq down 0.67%, and S&P 500 down 0.38%[8] - Major tech stocks mostly fell, with Tesla dropping over 4% and Google down over 1%[8] - AMD shares rose nearly 4% after announcing a 6 GW computing power agreement with OpenAI, with the first 1 GW deployment planned for the second half of 2026[8] International Indices Performance - The FTSE Singapore Straits Index closed at 4472.26, up 1.14% for the day and 17.82% year-to-date[2] - The German DAX index increased by 0.03% year-to-date, reaching 24385.78[2] - The Nikkei 225 index rose 0.01% and has a year-to-date increase of 20.19%[2] Sector Highlights - Semiconductor stocks faced significant declines, with KLA down over 4% and ASML nearly 4%[8] - Cryptocurrency-related stocks also fell, with Strategy down over 8% and Coinbase down over 2%[8] - Bitcoin mining stocks saw gains due to rising Bitcoin prices, with CleanSpark up over 3% and Hive Digital up over 11%[8] Notable Company Developments - Dell raised its sales and profit growth forecast for the next two years, expecting a 7% to 9% increase by fiscal year 2030[8] - IBM shares rose 1.54% following a partnership with Anthropic for enterprise-level AI software[8] - Trilogy Metals surged over 210% after the U.S. government announced a plan to acquire 10% of the company as part of a $35.6 million investment[8]