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音频 | 格隆汇11.4盘前要点—港A美股你需要关注的大事都在这
Xin Lang Cai Jing· 2025-11-03 23:15
Group 1 - Trump stated that due to tariffs, large Taiwanese companies are shifting production lines to the U.S., predicting that in two years, the U.S. will control 40% to 50% of the chip market share [1] - JMC Automotive reported total sales of 33,246 vehicles in October, representing a year-on-year increase of 8.06% [1] - Hongxing Development plans to invest 149 million yuan to establish a new high-purity thiourea project with an annual capacity of 20,000 tons [1] Group 2 - U.S. stock indices showed mixed results, with Amazon rising approximately 4% to reach a historical high, while the Chinese concept index increased by 0.26% [2] - A token network protocol suffered a hacking attack, leading to a significant drop in Ethereum's value [2] - The U.S. reportedly approved Microsoft to export the latest Nvidia chips to the UAE for the first time [2] - Federal Reserve Governor Milan reiterated that the current policy is too tight and will continue to advocate for significant rate cuts [2] - Federal Reserve Governor Cook left room for a potential rate cut in December [2] - Amazon signed a $38 billion agreement with OpenAI to provide Nvidia chip computing power support [2] - Wall Street institutions set a high target price for Nvidia, projecting its market value could reach $8.5 trillion [2] - U.S. paper box sales hit a 10-year low, raising concerns about weak retail sales during the peak season [2] - The South Korean stock market closed at a new historical high, with a year-to-date increase of 75.95% [2]