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热门中概股下挫,腾讯音乐跌约10%,百度、阿里跌超2%,油价跳水
21世纪经济报道·2025-11-12 15:43

Market Overview - The U.S. stock market opened higher, with the Dow Jones index rising nearly 1%, while the Nasdaq Composite index experienced a slight decline of about 0.1% [1] Semiconductor Sector - The semiconductor sector showed strong performance, with AMD's stock price increasing by 10%. The company projects an overall revenue growth of approximately 35% annually over the next three to five years, with its AI chip business potentially growing at an annual rate of 80% [2] - Other semiconductor companies such as NXP Semiconductors, Texas Instruments, and Skyworks Solutions also saw significant gains [2] Coffee and Footwear Stocks - Coffee-related stocks experienced notable movements, with Dutch Bros rising nearly 6% and Starbucks increasing by about 2% [2] - Footwear company On Running (ONON.US) surged over 23% following better-than-expected Q3 earnings [2] Chinese Concept Stocks - Most popular Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index dropping approximately 1.5%. Tencent Music fell about 10% after announcing its Q3 results, while other companies like Yipeng Energy, NIO, Baidu, and Alibaba also saw declines ranging from 2% to over 6% [2] Oil and Gold Prices - Oil prices accelerated their decline, with WTI crude oil dropping over 3% and Brent crude oil falling more than 2.8%. This was attributed to higher-than-expected U.S. oil production and increased supply from OPEC, leading to a shift in OPEC's outlook from supply shortage to surplus for Q3 [5] - Spot gold prices touched $4,150, reflecting an increase of about 0.7% for the day, while silver prices rose approximately 2.5% [6] Copper Market - LME copper prices increased by about 1%, with a cumulative rise of over 6% in October. Goldman Sachs recently stated that copper could become the "new oil" in the AI era due to its essential role in data center power transmission [6]