全球头部科技企业对人工智能领域的投入丝毫没有放缓的迹象，这一波创纪录的投入热潮正在带动三星 电子、海力士等硬件供应商发展。尽管市场对于人工智能需求的可持续性能否支撑如此巨额的资本投 入，仍存诸多质疑。 仅Meta平台公司一家，就公布了今年高达 1350 亿美元的投入计划，这也是商界规模最大的拟投入资金 之一。其供应商也应声跟进：本周四，海力士宣布计划 "大幅增加" 资本支出，三星则表示将加大对存 储芯片产能的投入。 投资者始终愿意为企业的发展雄心买单，前提是企业能实现增长。微软因披露云服务增长放缓，股价下 跌 6.1%，而Meta公司股价则上涨 6.6%。 与此同时，人工智能领域的巨大需求正加剧全球芯片供需失衡，这一状况或对智能手机、消费电子乃至 汽车制造等多个行业造成冲击。 市场对英伟达、超威半导体等企业生产的人工智能研发和运营所需加速器的需求，长期处于供不应求的 状态，如今投资者又开始愈发担忧，基础存储芯片也将出现类似的供应缺口。 海力士 DRAM 内存市场主管朴俊德在电话会议中表示，存储芯片的供应已无法跟上需求步伐，"多数客 户都在竭力保障存储芯片的采购量，并持续要求供应商增加供应。" 埃隆・马斯克近日 ...

Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.24%, S&P 500 futures up by 0.87%, and Nasdaq futures increasing by 1.43% [1] - European indices are down, with Germany's DAX down by 0.47%, UK's FTSE 100 down by 0.32%, France's CAC40 down by 0.26%, and the Euro Stoxx 50 down by 0.34% [2][3] - WTI crude oil prices fell by 0.38% to $60.34 per barrel, while Brent crude oil dropped by 0.40% to $64.11 per barrel [4] Economic Events - The US stock market will enter winter time next week, adjusting trading hours, with pre-market trading from 5:00 PM to 10:30 PM Beijing time and regular trading from 10:30 PM to 5:00 AM Beijing time [4] Trade Relations - US Treasury Secretary stated that the US-China trade agreement could be signed as early as next week, with both sides agreeing to enhance economic cooperation [5] Corporate Earnings - ExxonMobil reported Q3 adjusted profits of $8.1 billion, exceeding analyst expectations, driven by increased production in Guyana and the Permian Basin [7] - Chevron's Q3 net profit was approximately $3.6 billion, a 20% year-over-year decline, but adjusted earnings per share surpassed expectations at $1.85 [8] - Apple reported Q4 earnings of $102.5 billion, a 7.9% year-over-year increase, with earnings per share of $1.85, exceeding analyst forecasts [9] - Western Digital's Q3 revenue grew by 27.4% to $2.82 billion, surpassing expectations, with adjusted earnings per share of $1.78 [10] - Amazon's Q3 net sales increased by 13% to $180.2 billion, with AWS sales growing by 20%, marking the fastest growth in three years [11] - Vale's Q3 revenue rose by 9% to $10.42 billion, with net profit increasing by 78% to $2.744 billion, exceeding analyst expectations [12] Strategic Partnerships - NVIDIA announced collaborations with Samsung, SK Group, and Hyundai to build AI factories in South Korea, supplying over 260,000 accelerator chips [13] - Nokia's stock surged after NVIDIA agreed to invest $1 billion, positioning Nokia as a key player in the European AI sector [14]