Group 1 - NVIDIA will invest $100 billion in OpenAI to build data centers based on NVIDIA's AI processors, requiring 10 gigawatts of power [2][4] - NVIDIA's stock rose nearly 4% following the announcement, with a market capitalization of $4.46 trillion [4] - NVIDIA established the first AI development center in the Middle East in collaboration with the Abu Dhabi Technology Innovation Institute [5] Group 2 - Oracle appointed Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz becoming the board's vice chair [6] - T-Mobile announced the appointment of Srini Gopalan as the new CEO, effective November 1 [7] Group 3 - A U.S. federal court ruled that Google must share core search data with competitors, raising concerns about privacy [8] - Google will launch the Gemini AI feature for Google TV, allowing users to interact with AI for content recommendations [9] Group 4 - Samsung Electronics joined a global alliance led by Verizon to commercialize 6G technology [10] - DeepSeek upgraded its online model to version DeepSeek-V3.1-Terminus, supporting various output lengths and pricing structures [12] - MediaTek launched the Dimensity 9500 AI chip, featuring advanced processing capabilities and 4K image generation [13] Group 5 - Sichuan Changhong's subsidiary plans to be privatized and delisted, with a total acquisition amount of approximately HKD 709 million [14] - The power semiconductor industry is facing turmoil due to the bankruptcy filing of Wolfspeed, impacting companies like Renesas and ROHM [15]

Company - Facebook plans to launch an AI dating assistant [3] - Nvidia intends to invest $100 billion in OpenAI as part of data center development [3] - Oracle has promoted two presidents to co-CEOs [3] - Google's Gemini AI will be available on television [3] - A U.S. judge ruled that Trump cannot block offshore wind projects, leading to a surge in shares of Orsted [3] - OpenAI and Nvidia CEOs expressed concerns regarding Trump's H-1B visa fee [3] - Castle's fund manager Mewani has moved to Balyasny despite a previous loss of $50 million [3] - Following the release of iPhone 17, Apple's stock has turned positive for the year [3] - ExxonMobil has approved investment in the Hammerhead project in Guyana [3] - Nissan plans to launch an advanced version of its ProPilot driver assistance system by 2028 [3] - Pony.ai is entering the autonomous vehicle market in Singapore [3] Industry - The U.S. Labor Department has postponed the release of 2024 consumer spending data to October 30 [3] - Commodity overview: Oil prices slightly declined, while gold reached a new high [3] - Gold's record surge: Analysis of the driving forces behind it [3] - Cleveland Fed President stated that inflation remains too high, urging caution on rate cuts [3] - Richmond Fed President noted that "a small portion" of tariffs are passed on to consumers [3] - St. Louis Fed President indicated limited room for further rate cuts, advising against overly loose policies [3] - ECB Governing Council member Nagel downplayed concerns about a strong euro harming exports [3] - Research report indicates over 62,700 deaths in Europe due to high temperatures in 2024 [3] - In the European bond market, UK 30-year bond yields fell as traders focused on Bailey's speech and bond auctions [3] - Pennsylvania threatens to choose "independent operation" if the power grid is not reformed [3] - Emerging market ETFs are seeing accelerated inflows [3] - Deutsche Bank predicts the USD/JPY will continue to decline, likely falling below 140 yen by year-end [3]

周一，三大股指连续第三个交易日同创历史最高纪录。盘中，道指最高上涨至46447.13点，纳指最高上 涨至22801.90点，标普500指数最高上涨至6698.88点，均创盘中历史新高。 【美股】截至收盘，道指涨66.27点，涨幅为0.14%，报46381.54点；纳指涨157.50点，涨幅为0.70%，报 22788.98点；标普500指数涨29.39点，涨幅为0.44%，报6693.75点。特斯拉(TSLA.US)涨近2%，苹果 (AAPL.US)涨超4%。英伟达(NVDA.US)涨近4%，市值报4.46万亿美元。纳斯达克中国金龙指数收跌 0.96%，向上融科(TIGR.US)跌9%。 美媒：赴美留学生数量降至四年来最低亚洲学生数量下降幅度最大。美国国际贸易管理局的数据显示， 按年计算，8月份持签证赴美的国际学生人数下降19%，至略高于31.3万人，为四年来的最低水平。亚 洲学生数量下降幅度最大，他们占进入美国的留学生的大多数：其数量下降了24%，至19.1万人。印度 学生数量下降了45%，中国留学生数量下降了12%。据美国国际教育工作者协会估计，今年秋季赴美的 国际学生数量可能下降40%，这将给美国大学造 ...