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今晚9:30,美国重要数据发布;英伟达涨超5%,第三季度净利润319亿美元;“新债王”冈拉克:黄金是真正的避难所【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-11-20 11:38
Market Overview - Major U.S. stock index futures are up, with Dow futures rising by 0.44%, S&P 500 futures increasing by 1.06%, and Nasdaq futures gaining 1.41% [1] Technology Sector - Star tech stocks are experiencing pre-market gains, with Tesla and Google up over 2%, while Meta, Amazon, and Microsoft are up by 1% [2] - Nvidia's stock has risen by 5.42%, reporting a record revenue of $57 billion for Q3 of fiscal year 2026, exceeding analyst expectations by over 3%. Revenue growth accelerated to 62% year-over-year, with net profit increasing by 65% to approximately $31.9 billion [3] - AMD shares are up by 5.19% following the announcement of a joint venture with Saudi AI company Humain to develop AI infrastructure in Saudi Arabia, aiming for a capacity of up to 1 GW by 2030 [3] Hardware Developments - Supermicro has launched a new air-cooled AI server featuring AMD Instinct MI355X GPU, leading to a stock increase of 5.87% [5] Nuclear Energy Sector - U.S. nuclear stocks are seeing pre-market gains, with Oklo up over 5% and Nano Nuclear up over 6% [4] Cryptocurrency Market - Kraken, a major cryptocurrency exchange, has reportedly submitted a confidential IPO application to the SEC, with plans to go public in the first quarter of next year [4] Semiconductor Industry - UBS has raised Micron Technology's price target from $245 to $275, maintaining a buy rating due to ongoing memory supply constraints expected to last until the end of 2026. Micron's revenue has grown by 48.85% over the past twelve months, with the stock up by 2.97% [4]
日本最大核电站,将被批准重启
第一财经· 2025-11-20 11:01
Core Viewpoint - The article discusses the anticipated approval for the restart of the Kashiwazaki-Kariwa Nuclear Power Plant in Japan, highlighting its significance as the largest nuclear power station in the country and the current status of nuclear energy in Japan post-Fukushima disaster [2] Group 1: Nuclear Power Plant Restart - The governor of Niigata Prefecture, Hideyo Hanakado, is expected to express support for the restart of the Kashiwazaki-Kariwa Nuclear Power Plant on the 21st [2] - Out of the seven reactors at the plant, only one is set to resume operations [2] Group 2: Historical Context - Following the severe nuclear leak incident at the Fukushima Daiichi Nuclear Power Plant in 2011, the Japanese government mandated the shutdown of all nuclear power plants in the country [2] - As of now, 14 nuclear units have resumed operations, primarily located in western and southern Japan [2] Group 3: Plant Significance - The Kashiwazaki-Kariwa Nuclear Power Plant is one of the largest nuclear power stations globally in terms of net electricity generation [2] - The plant has been shut down since March 2012, following the earthquake on March 11, 2011, which led to the decommissioning of two reactors at the Fukushima plant by Tokyo Electric Power Company [2]
日本最大核电站预计将于本周被批准重启
Yang Shi Xin Wen· 2025-11-20 10:37
Core Viewpoint - The governor of Niigata Prefecture, Hideyo Hanakado, is expected to announce the intention to restart the Kashiwazaki-Kariwa Nuclear Power Plant, Japan's largest nuclear facility, on the 21st, although only one of its seven reactors will resume operation [1]. Group 1: Nuclear Power Plant Status - The Kashiwazaki-Kariwa Nuclear Power Plant is located in Niigata Prefecture and is one of the largest nuclear power plants in the world by net electricity generation [1]. - Since the Fukushima Daiichi nuclear disaster in 2011, all nuclear power plants in Japan were ordered to shut down, with 14 units having resumed operation mainly in western and southern Japan [1]. - The Kashiwazaki-Kariwa plant has been closed since March 2012 following the disaster [1]. Group 2: Management Issues - A management oversight was reported at the Kashiwazaki-Kariwa Nuclear Power Plant, where confidential anti-terrorism documents were improperly copied [2]. - The Nuclear Regulation Authority of Japan stated that the Tokyo Electric Power Company (TEPCO) failed to follow necessary procedures for handling these confidential documents, which must be stored in designated locations [2]. - There have been previous security lapses at the plant, leading to a temporary operating ban that was later lifted [2].
望岳谈|山东这五年:科技力MAX,生活感拉满
Da Zhong Ri Bao· 2025-11-20 10:34
Core Insights - The "14th Five-Year Plan" period in Shandong has focused on high-quality development and technological innovation, significantly impacting daily life and health [1][4][9] Technological Achievements - Shandong has achieved notable technological milestones, including the development of the world's fastest high-speed train CR450 and the first fourth-generation nuclear power plant, enhancing clean energy access [2][4] - The province has approved nine new class 1 drugs since the start of the "14th Five-Year Plan," a significant increase from just one in the previous five years, improving healthcare options for patients [4] Agricultural Innovation - Agricultural technology has led to high-yield crop varieties, with a coverage rate of over 98% for major crops, contributing to a 67.4% increase in agricultural productivity, surpassing the national average [5] Aerospace and Transportation - Shandong has made advancements in aerospace with the launch of the world's largest solid rocket "Gravity One" and the development of automated production lines for electric vehicles, addressing the demand for greener transportation [7] Corporate Innovation and Investment - Over 90% of major technological projects in Shandong are led by enterprises, with significant government support, including over 58 billion yuan in subsidies for research and development [13][14] - The province has established a robust innovation ecosystem, facilitating the transition from laboratory research to industrial application [11] Policy and Structural Reforms - Shandong has implemented comprehensive reforms to enhance the management of technological innovation, including the establishment of the Provincial Science and Technology Innovation Committee to streamline efforts [14][16] - The province's total R&D investment has exceeded 2.597 trillion yuan during the "14th Five-Year Plan," with an annual growth rate higher than the national average [14][16]
【美股盘前】英伟达涨超5%;“新债王”冈拉克:美国股市陷入狂热,黄金是真正的避难所;美国9月非农今晚发布,10月非农取消发布
Mei Ri Jing Ji Xin Wen· 2025-11-20 10:31
Group 1 - Major stock indices futures are up, with Dow futures rising by 0.44%, S&P 500 futures increasing by 1.06%, and Nasdaq futures gaining 1.41% [1] - Star technology stocks are experiencing pre-market gains, with Tesla and Google up over 2%, and Meta, Amazon, and Microsoft rising by 1% [1] - Nvidia's stock has increased by 5.42%, reporting a record revenue of $57 billion for Q3 of fiscal year 2026, exceeding analyst expectations by over 3%. Revenue growth accelerated to 62% year-over-year, with net profit rising by 65% to approximately $31.9 billion [1] Group 2 - AMD's stock is up by 5.19% following the announcement of a joint venture with Saudi AI company Humain to build AI infrastructure in Saudi Arabia, targeting up to 1 GW capacity by 2030 [2] - Supermicro's stock has risen by 5.87% after launching a new air-cooled AI server equipped with AMD Instinct MI355X GPU, aimed at AI and inference workloads [2] Group 3 - Nuclear power stocks are generally rising, with Oklo up over 5% and Nano Nuclear up over 6% [3] - Kraken, a major cryptocurrency exchange, has secretly filed for an IPO with the SEC, planning to go public as early as Q1 of next year [3] - UBS has raised Micron Technology's price target from $245 to $275, maintaining a buy rating due to ongoing memory supply constraints expected to last until the end of 2026. Micron's revenue has grown by 48.85% over the past twelve months [3]
日本最大核电站,将重启
财联社· 2025-11-20 10:14
Core Viewpoint - Japan is expected to approve the restart of the Kashiwazaki-Kariwa Nuclear Power Plant, the largest in the country, with only one of its seven reactors set to resume operation [1] Group 1: Nuclear Power Plant Restart - The Kashiwazaki-Kariwa Nuclear Power Plant is located in Niigata Prefecture and has a total installed capacity of 8,212 megawatts, making it one of the largest nuclear power plants in the world by net electricity generation [1] - Following the Fukushima Daiichi nuclear disaster in 2011, all nuclear power plants in Japan were ordered to shut down, with 14 units having resumed operation mainly in western and southern Japan as of now [1] - The No. 7 reactor of the Kashiwazaki-Kariwa plant was previously approved for restart in 2017 but faced delays due to safety concerns, which were only resolved after passing inspections in December 2023 [1]
中国广核(003816) - 中国广核投资者关系活动记录表2025-008
2025-11-20 09:48
Group 1: Shareholder Engagement and Plans - The company has received general authorization from the annual general meeting for share repurchase and will consider market performance and actual conditions to determine the timing for the repurchase [2][3] - A dividend plan for the "14th Five-Year Plan" period has been announced, covering the year 2025, with a commitment to maintain moderate growth in the dividend payout ratio [3] Group 2: Operational Strategies - The company is focused on lean management practices to control unnecessary expenditures and is adapting to changes in the electricity market to maximize output and achieve better market prices [3] - There are ongoing efforts to enhance performance following the recent electricity price reductions [2]
江苏神通:接受中金公司调研
Mei Ri Jing Ji Xin Wen· 2025-11-20 09:36
每经头条(nbdtoutiao)——展望"十五五" | 专访黄群慧:既要重视AI赋能千行百业,也要考量其对就业 的替代效应和带来的收入极化 (记者 曾健辉) 截至发稿,江苏神通市值为69亿元。 每经AI快讯,江苏神通(SZ 002438,收盘价:13.58元)发布公告称,2025年11月19日,江苏神通接受 中金公司调研,公司副总裁章其强先生参与接待,并回答了投资者提出的问题。 2025年1至6月份,江苏神通的营业收入构成为:核电行业占比38.37%,节能环保行业占比18.78%,冶 金行业占比18.45%,能源装备行业占比17.05%,其他业务占比7.35%。 ...
美股核电股盘前普涨。Oklo涨5.3%,纳米核能涨6.8%
Mei Ri Jing Ji Xin Wen· 2025-11-20 09:24
每经AI快讯,11月20日,美股核电股盘前普涨。Oklo涨5.3%,纳米核能涨6.8%,纽斯卡尔电力涨 8.7%。 ...