记者丨胡慧茵 刘雪莹 编辑丨和佳 隔夜美股反弹，昨日大跌的日韩股市今天也出现反弹，A股盘初走高。 在隔夜美国科技股反弹提振下，北京时间11月6日早盘，日经225指数涨幅一度扩大至超2%，随后涨幅收窄。 韩国股市高开低走 ，KOSPI指数一度上涨2.7%，目前转跌。SK海力士、三星电子和LG能源领涨。 A股三大指数集体高开 ，截至发稿， 创业板指拉升涨逾1%。 存储芯片、SOFC等方向涨幅居前，沪深京三市上涨个股超2200只。 存储器、 HBM、电网等板块指数涨幅居前。 连续多日上涨的福建股今日集体回调，海峡创新跌超11%，福建金森、漳州发展、福建水泥跌超8%。 港股恒指高开，小马智行、文远知行、均胜电子周四登陆港交所，前两者均跌超12%，均胜电子跌超4%。 富时中国A50指数期货上涨约0.36%。 消息面上，北京时间11月6日早间，全球知名指数公司MSCI宣布了2025年11月份指数审核结果。MSCI全球标准指数新纳入69只股票，剔除64 只股票。按公司市值计算，MSCI发达市场指数新增的最大三家公司为CoreWeave、Nebius和Insmed；MSCI新兴市场指数新增规模最大的三只 个股将是Barito ...

AMD -- along with the rest of the semiconductor sector -- has outperformed in 2025Advanced Micro Devices Inc (NASDAQ:AMD) stock is down 0.9% to trade at $247.75, despite the chipmaker posting third-quarter earnings of $1.20 per share on $9.25 billion in revenue -- both of which beat estimates. The company also hiked its fourth-quarter guidance above expectations. Dragging sentiment is a combination of AI valuation concerns, and AMD's margin guidance only coming inline with estimates. The equity enjoyed an i ...

Core Insights - OpenAI is preparing for the release of GPT-6, which is expected to have significant improvements over GPT-5, particularly in memory functionality [1][2][4][6] - The company acknowledges the shortcomings of GPT-5, which faced backlash for its cold and impersonal tone, leading to a rapid response to revert users back to GPT-4o [2][10][12] Group 1: GPT-6 Development - GPT-6 will focus on enhancing memory capabilities, allowing the AI to remember user preferences and habits for a more personalized interaction [4][9] - The anticipated release of GPT-6 is expected to be quicker than the previous transition from GPT-4 to GPT-5 [5] - OpenAI's CEO, Sam Altman, emphasizes that memory is crucial for creating a more individualized user experience [6][9] Group 2: OpenAI's Valuation and Financial Outlook - OpenAI is on the verge of a new funding round that could push its valuation to approximately $500 billion, making it the most valuable private company globally [15][19] - The company is expected to generate significant revenue, with projections suggesting a potential annual income of $1.2 trillion if ChatGPT reaches 2 billion users [17][20] - Despite the optimistic revenue forecasts, OpenAI faces substantial cash burn, with projected expenses of $8 billion this year [20][21] Group 3: Market Dynamics and Investor Sentiment - The current investment climate shows a strong interest in AI startups, with 65% of venture capital funding directed towards AI companies this year [29] - Investors are betting on ChatGPT becoming a dominant player akin to Google, with expectations of rapid growth and market capture [33][34] - There is skepticism regarding the sustainability of OpenAI's high valuation, with some experts suggesting it may reflect a speculative bubble [24][30][32]