当地时间11月4日，知名苹果爆料人马克·古尔曼最新发文表示，苹果正准备进军低价笔记本电脑市场， 开发一款价格亲民的Mac，以吸引那些原本使用Chromebook及入门级Windows电脑的消费者。古尔曼 称，有知情人士透露，这款新设备主要面向学生、商务人士和普通用户，主要瞄准那些以浏览网页、处 理文档或进行轻度媒体编辑为主的用户，预计将在明年上半年推出。古尔曼表示，苹果计划通过使用较 低端的组件，将这款机器的售价控制在1000美元以下。 NO.2 "大空头"做空英伟达和Palantir 当地时间11月4日，电影《大空头》原型、对冲基金经理Michael Burry在报告中披露，其在第三季度买 入了Palantir和英伟达的看跌期权。而且就规模而言，这并非是普通的看跌期权，而是巨额头寸。以 Burry管理的资产规模来衡量的话，Palantir看跌期权名义价值高达9.12亿美元，英伟达看跌期权的名义 价值达1.86亿美元，两者合计占到Burry执掌的Scion资产管理公司投资组合权重的80%。报告显示， Burry不仅看到了泡沫，而且正在采取行动。周二，AI应用大牛股Palantir跌近8%，英伟达跌近4%，纳 ...

周二，美股三大指数集体重挫，纳指科技指数收跌超2.5%，半导体指数跌4%。多家华尔街大行CEO公 开警告美股市场可能出现回调，直接点燃了投资者的焦虑。 【美股】截至收盘，道指跌251.44点，跌幅为0.53%，报47085.24点；纳指跌486.09点，跌幅为2.04%， 报23348.64点；标普500指数跌80.34点，跌幅为1.17%，报6771.63点。科技七巨头中六家下跌，费城半 导体指数重挫4%。微软(MSFT.US)跌0.52%，Meta(META.US)跌1.63%，亚马逊(AMZN.US)跌1.84%，谷 歌(GOOGL.US)跌2.18%，英伟达(NVDA.US)跌3.96%，特斯拉(TSLA.US)跌5.15%。 【欧股】欧洲STOXX600指数收跌0.30%，报570.58点；德国DAX30指数收跌0.76%，报23949.11点；法 国CAC40指数收跌0.52%，报8067.53点；英国富时100指数收涨0.14%，报9714.96点。 【原油】受美元走强和供应过剩预期拖累，油价下跌，结束此前连续四个交易日的涨势。12月交割的 WTI原油期货价格下跌0.8%，结算价为每桶60.56 ...

Core Insights - Aletheia Capital's report highlights a significant underestimation of the demand for advanced packaging, particularly CoWoS, driven by emerging AI applications [1] - The report predicts a substantial capacity shortfall for TSMC's CoWoS technology, with a projected gap of 400,000 units in 2026 and 700,000 units in 2027, indicating a severe supply-demand imbalance [1] Group 1: Demand Drivers - The growth in GPU shipments and the rapid expansion of photomask sizes are identified as the two main drivers for CoWoS demand [1] - New devices such as server CPUs, high-end PCs, and gaming console chips are expected to adopt CoWoS technology starting in the second half of this year, with a significant acceleration anticipated by 2026 [1] Group 2: Beneficiaries - Aletheia names six Taiwanese companies—TSMC, ASE Technology Holding, Kyec, ChipMOS, Wistron NeWeb, and Hongjing Precision—as beneficiaries of the positive industry trend, recommending a "buy" for these stocks [1] - TSMC's CoWoS-dependent chips include products from Nvidia, AMD, Microsoft, and Broadcom, indicating a broad reliance on TSMC's advanced packaging capabilities [2] Group 3: Capacity Expansion Challenges - Despite TSMC's plans to quadruple CoWoS capacity between 2024 and 2027, this expansion is expected to fall short of the rapidly growing demand, prompting customers to seek assistance from packaging manufacturers [2] - Companies like ASE and Amkor are expected to play crucial roles in packaging for new products, with significant increases in CoWoS demand projected between 2025 and 2027 [2] Group 4: Testing and Outsourcing - Kyec is set to benefit from strong growth in testing services for Broadcom's AI ASICs starting in 2026, as well as from TSMC's outsourcing of wafer probing tests [2] - Wistron NeWeb is also expected to gain from TSMC's outsourcing strategy, as packaging manufacturers increasingly adopt Wistron NeWeb's solutions [2]

【贵金属】COMEX黄金期货跌1.84%，报3940.30美元/盎司。现货白银跌1.88%，报47.1735美元/盎司。 【宏观消息】 智通财经APP获悉，周二，美股三大指数集体重挫，纳指科技指数收跌超2.5%，半导体指数跌4%。多 家华尔街大行CEO公开警告美股市场可能出现回调，直接点燃了投资者的焦虑。 【美股】截至收盘，道指跌251.44点，跌幅为0.53%，报47085.24点；纳指跌486.09点，跌幅为2.04%， 报23348.64点；标普500指数跌80.34点，跌幅为1.17%，报6771.63点。科技七巨头中六家下跌，费城半 导体指数重挫4%。微软(MSFT.US)跌0.52%，Meta(META.US)跌1.63%，亚马逊(AMZN.US)跌1.84%，谷 歌(GOOGL.US)跌2.18%，英伟达(NVDA.US)跌3.96%，特斯拉(TSLA.US)跌5.15%。 【欧股】欧洲STOXX 600指数收跌0.30%，报570.58点；德国DAX 30指数收跌0.76%，报23949.11点； 法国CAC 40指数收跌0.52%，报8067.53点；英国富时100指数收涨0.14%，报97 ...

（原标题：英伟达市值一夜蒸发1.4万亿，虚拟货币46万人爆仓，金价大跌） 当地时间11月4日，全球金融市场多数重挫。美国三大股指全线收跌，道指跌0.53%，标普500指数跌 1.17%，纳指跌2.04%重挫近500点。 大型科技股普跌，英特尔跌超6%；特斯拉跌超5%，市值一夜蒸发802亿美元（约合人民币5718亿 元）；英伟达跌超3%，市值一夜蒸发1990亿美元（约合人民币14188亿元）；谷歌跌逾2%；亚马逊、 Meta跌超1%；苹果小幅上涨。 热门中概股多数下跌，纳斯达克中国金龙指数跌2.05%。小马智行跌近10%，富途控股跌超7%，奇富科 技、哔哩哔哩跌超5%，金山云、BOSS直聘跌超4%，小鹏汽车、满帮等跌超3%，腾讯音乐、京东等跌 逾2%，极氪、好未来等跌超1%；百度涨超3%，唯品会涨逾2%。 据券商中国报道，有分析指出，市场抛售的导火索是AI概念股Palantir股价大跌，尽管该公司公布了创 纪录营收并上调全年业绩预期，但投资者选择获利了结。这一表现加剧了市场对科技股估值过高的担 忧，反映出投资者开始重新审视科技板块的估值水平。 高盛和摩根士丹利首席执行官的言论也令投资者不安。高盛CEO表示，"未 ...

热门中概股多数下跌，纳斯达克中国金龙指数跌2.05%。小马智行跌近10%，富途控股跌超7%，奇富科技、哔哩哔哩跌超5%，金山云、BOSS直聘跌超 4%，小鹏汽车、满帮等跌超3%，腾讯音乐、京东等跌逾2%，极氪、好未来等跌超1%；百度涨超3%，唯品会涨逾2%。 当地时间11月4日，全球金融市场多数重挫。美国三大股指全线收跌，道指跌0.53%，标普500指数跌1.17%，纳指跌2.04%重挫近500点。 | 美洲市场 | | | --- | --- | | 道琼斯 | 纳斯达克 标普500 | | 47085.24 | 23348.64 6771.55 | | -251.44 -0.53% -486.08 -2.04% -80.42 -1.17% | | | 多伦多300 | 巴西IBOVESPA 墨西哥MXX | | 29777.82 150336.00 62653.89 | | | -497.24 -1.64% -118.00 -0.08% -115.29 -0.18% | | 大型科技股普跌，英特尔跌超6%；特斯拉跌超5%，市值一夜蒸发802亿美元（约合人民币5718亿元）；英伟达跌超3%，市值一夜蒸发19 ...

Market Overview - On November 4, global financial markets experienced significant declines, with major U.S. indices all closing lower: Dow Jones down 0.53%, S&P 500 down 1.17%, and Nasdaq down 2.04%, losing nearly 500 points [1] - The Toronto 300 index fell by 1.64%, while Brazil's IBOVESPA and Mexico's MXX saw minor declines of 0.08% and 0.18% respectively [2] Technology Sector - Major technology stocks faced widespread losses, with Intel dropping over 6%, Tesla down more than 5% (losing approximately $80.2 billion in market value), and Nvidia falling over 3% (losing about $199 billion in market value) [2] - Other tech giants like Google and Amazon also saw declines, while Apple experienced a slight increase [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 2.05%, with several Chinese stocks like Xiaoma Zhixing down nearly 10% and Futu Holdings down over 7% [2] Global Indices - The FTSE A50 futures index dropped by 0.24%, while European indices also fell: Euro Stoxx 50 down 0.27%, CAC 40 down 0.52%, and DAX 30 down 0.6% [3] - In Asia, the Seoul Composite Index fell sharply by 2.4%, and the Nikkei 225 dropped by 1.7% [3] Commodities - International precious metals futures saw declines, with COMEX gold futures down 1.81% to $3941.30 per ounce and silver down 2.40% to $46.90 per ounce [4] - Oil prices also fell slightly, with WTI crude oil futures down 0.8% to $60.56 per barrel and Brent crude down 0.69% to $64.44 per barrel [4] Cryptocurrency Market - The cryptocurrency market faced a significant downturn, with Bitcoin dropping over 7% and briefly falling below $100,000, while Ethereum saw a 14% decline [5] - Over 469,000 traders were liquidated in the past 24 hours, with total liquidations amounting to $2.025 billion [6] Economic Concerns - The U.S. government shutdown has reached 35 days, impacting various sectors including aviation, food assistance, and healthcare [6] - Analysts express concerns over the high valuations in the tech sector, particularly following a significant drop in AI-related stocks like Palantir, despite the company reporting record revenues [7] - Warnings have been issued regarding potential risks in the market, including high government debt, overvalued stock prices, and excessive private debt [7]

当地时间11月4日，美股三大指数集体收跌，纳指下跌486.08点，跌幅2.04%；标普500指数跌1.17%；道指跌0.53%。 挪威主权财富基金计划在11月6日举行的特斯拉年度股东大会上，对"向马斯克发放特斯拉股票作为CEO绩效奖励"的提案投反对票。该薪酬提案显示，若马 斯克能在未来十年内完成一系列雄心勃勃的营收与产品目标，他将获得高达1万亿美元的薪酬。 据媒体报道，有分析指出，市场抛售的导火索是AI概念股Palantir股价大跌，尽管该公司公布了创纪录营收并上调全年业绩预期，但投资者选择获利了结。 这一表现加剧了市场对科技股估值过高的担忧，反映出投资者开始重新审视科技板块的估值水平。 美国传奇空头迈克尔·伯里旗下的Scion资产管理公司在向散户发出关于市场亢奋的隐晦警告仅数日后，就披露了对英伟达和Palantir的看空押注。根据11月3 日公布的13F监管文件，这位因2008年做空美国楼市而成名的对冲基金经理，买入了英伟达和Palantir的看跌期权（在股价下跌时获利）。 国际原油期货结算价小幅收跌。WTI原油期货12月合约跌0.8%，报60.56美元/桶；布伦特原油期货1月合约跌0.69%，报64.44 ...

黄金跳水 美股下跌 11月4日晚间，美股开盘暴跌，但随后跌幅明显收窄。截至发稿，道指跌约150点，纳指跌约1%，标普500指数跌约0.6%。 有分析指出。投资者对领涨牛市的人工智能相关个股（如Palantir）估值愈发担忧，这些板块走弱拖累大盘。 尽管Palantir第三季度业绩超出华尔街预期并给出强劲指引，但股价仍下跌约7%，其增长动力来自人工智能业务。根据伦敦证券交易所数据，Palantir预 计本期营收为13.3亿美元，高于分析师预期的11.9亿美元；上一季度营收跃升63%。 | 了 筛选 | | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | --- | | 英特尔 | 5 | 37.53 | -4.99% | | US INTC | | | | | 美光科技 | | 225.06 | -4.11% | | us MU | | | | | 特斯拉 | | 453.32 | -3.21% | | US TSLA | | | | | 甲骨文 | | 250.80 | -2.73% | | us ORCL | | | | | 英伟达 | 1 | 201.37 | -2.68% ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks stumbled out of the gate today, dragged down by some of the biggest names in artificial intelligence.Palantir took a 7% hit—even though it beat Wall Street’s Q3 expectations and offered strong guidance. The catch? Investors weren’t thrilled about the company’s lack of visibility for 2026, which left a sour taste.Oracle slipped over 1%, trimming its impressive 50% gain this year. AMD, which has more than doubled in ...