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美股三大指数集体高开,蔚来跌超7%
Market Overview - The three major U.S. stock indices opened higher, with the Dow Jones up 0.29%, the Nasdaq up 0.38%, and the S&P 500 up 0.31% [1] - Critical Metals, a rare earth concept stock, surged over 14%, while the semiconductor sector saw gains, with ASE Technology rising over 5% and Nanya Technology up over 2% [1] - NIO's stock fell more than 7% [1] Company News - A NIO executive responded to allegations of securities fraud from Singapore's GIC, stating that the claims are a continuation of past short-selling activities and expressing confusion over the recent attention to the matter [2] - Oracle announced the launch of its new AI supercomputer, OCI Zettascale10, which connects tens of thousands of NVIDIA GPUs across multiple data centers, achieving peak performance of 16 zettaFLOPS [2] Long-term Goals - Salesforce set a long-term revenue target of over $60 billion by the fiscal year 2030, aiming for a compound annual growth rate (CAGR) of over 10% from fiscal years 2026 to 2030 [3] Innovation Recognition - The U.S. Mint announced that Steve Jobs, co-founder of Apple, will be featured on a commemorative $1 coin as part of the "American Innovation" series, which honors significant contributions to innovation [4] Operational Changes - JD.com announced a pilot program in 25 cities to eliminate penalties for delivery riders exceeding time limits, replacing it with a "service score" management system to encourage positive performance [5] Future Plans - Xiaopeng Motors' CEO He Xiaopeng stated that the company plans to mass-produce flying cars next year, predicting that the growth rate and market share of flying cars will surpass that of traditional automobiles in the coming years [6] Restructuring Efforts - Nestlé plans to cut 16,000 jobs as part of a restructuring effort led by new CEO Philipp Navratil, aiming to increase cost-saving targets from 2.5 billion Swiss francs to 3 billion Swiss francs (approximately $3.7 billion) by the end of 2027 [7] Analyst Upgrades - Morgan Stanley upgraded Micron's rating from "Equal-weight" to "Overweight" and raised its price target from $160 to $220, citing stronger-than-expected price momentum in core DRAM products [8]