【太平洋科技-每日观点&资讯】（2025-11-10）

Market Overview - The main board led the gains with notable stocks such as Kangqiang Electronics (+10.02%), Yihua Co. (+10.00%), and Wentai Technology (+9.70%) [1] - The ChiNext board saw significant increases with Qian Zhao Optoelectronics (+20.03%) and Tianfu Communication (+12.67%) [1] - The Sci-Tech Innovation board was led by Changguang Huaxin (+9.01%) and Zhongke Feimiao (+8.43%) [1] - Active sub-industries included SW LED (+0.98%) and SW Semiconductor Equipment (+0.75%) [1] Domestic News - Zhongke Shuguang launched the world's first single-cabinet 640-card super node scaleX640, achieving high-speed interconnection and low-latency communication [1] - Display industry news reported that Chipview announced a total investment of 1 billion yuan for its K3 factory in Jiangxi, focusing on high-end OLED module manufacturing [1] - OnePlus achieved a market share of 3.3% in the Chinese smartphone market for week 44, marking a historical high since entering the market [1] - Su Dawei announced plans to acquire 51% of Changzhou Weipu for 510 million yuan, enhancing capabilities in laser direct writing lithography and optical systems [1] Overseas News - The Dutch government welcomed China's commitment to facilitate the resumption of supply to ASML's factory, indicating constructive talks [1] - Google deployed the new Axion CPU and seventh-generation Ironwood TPU, achieving 4,614 TFLOPS of FP8 performance, significantly surpassing NVIDIA's capabilities [1] - UDC announced an agreement with Merck Group to acquire OLED-related patent assets, with over 300 patents involved [1] - The Semiconductor Industry Association reported global semiconductor sales of $208.4 billion in Q3 2025, a 15.8% increase from Q2 2025 [1]