4.【机构：新机带动需求回温，第三季度全球智能手机面板出货量环比增长8.1%】11月10日消息， 根据TrendForce集邦咨询最新调查，2025年第三季全球智能手机面板出货量达5.86亿片，环比增长 8.1%、同比增长5.3%。主要成长动能来自iPhone 17系列与其他主要手机品牌下半年新品拉货， 除此之外，第三季AMOLED面板需求持续增温，以及LCD面板在入门手机与维修市场维持稳定出货。 预估2025年全年手机面板出货量将达22.43亿片，同比增长3.4%，为近年高峰。（ 科创板日报） 5.【我国成功发射卫星互联网低轨 13组 卫星】北京时间2025年11月10日10时41分，我国在海南商 业航天发射场使用长征十二号运载火箭，成功将卫星互联网低轨13组卫星发射升空，卫星顺利进入预 定轨道，发射任务获得圆满成功。（新华社） 更多智能制造产业资讯 …… 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【蓝色起源将执行其首个NASA任务，挑战SpaceX主导地位】贝索斯旗下太空公司蓝色起源计划于 周日从佛罗里达州卡纳维拉尔角发射其"新格伦号 ...

华为Mate 70 Air今日开售 据华为商城消息，华为Mate 70 Air今日10:08正式首销。该机为华为近期推出的新机，主打轻薄，搭载麒麟9020A/B处理器，支持北斗卫星消息 等。 百度萝卜快跑启动阿布扎比全无人商业化运营 近日，萝卜快跑宣布获得由阿布扎比综合交通中心（ITC）颁发的首批全无人商业化运营许可。这是萝卜快跑首次在中国以外地区启动面向公众的 规模化全无人运营 。萝卜快跑在今年3月进入阿布扎比市场，与阿联酋自动驾驶出行公司AutoGo达成战略合作，计划在特定区域部署第六代无人 车，并于2026年实现全无人运营。 亚马逊再裁员1.4万，有国内部门腰斩 当地时间11月10日，全球电商与科技巨头亚马逊近日正式宣布，将在全球范围内实施新一轮组织优化，净裁减约1.4万个企业白领岗位，此次调整 覆盖人力资源（PXT）、云计算（AWS）、广告及设备与服务等多个核心部门，是2022年底以来该公司规模最大的人员结构优化行动。 据知情人士从亚马逊刚离职的前员工处了解到，大裁员情况属实，且中国区裁员比例更高，有部门直接减员一半且管理权限上移美国。 英伟达要求台积电扩大50%晶圆产能，Blackwell需求暴涨 ...

Market Overview - US equity futures are trading lower, with S&P futures down 0.5% and Nasdaq futures down 0.7%, driven by a tech-led dip and growing skepticism about AI investments [1] - The week has seen a decline of 1.8% in the US benchmark, with concerns over tech valuations and mixed signals on interest rate cuts [6][5] - Despite the downturn, US equity funds attracted $19.6 billion in inflows for the week ending November 5, marking the eighth consecutive week of inflows [8] Company News - Affirm Holdings (AFRM) shares jumped 10% after raising its forecast for 2026 gross merchandise volume, exceeding analyst estimates [3] - Airbnb Inc. (ABNB) rose 3% following a better-than-expected outlook for the holiday quarter, aided by a new "reserve now, pay later" feature [3] - Applied Optoelectronics (AAOI) fell 13% after reporting weaker-than-expected third-quarter revenue and a below-consensus revenue outlook [3] - Archer Aviation (ACHR) dropped 11% after announcing the acquisition of Hawthorne Airport and a share offering to raise $650 million [3] - Block (XYZ) shares tumbled 14% after missing adjusted earnings and net revenue estimates for the third quarter [3] - Expedia (EXPE) rose 14% as its results indicated strong travel demand, while Globus Medical (GMED) soared 28% after increasing its full-year profit forecast [3] - Intellia Therapeutics (NTLA) fell 30% following a report of a patient death related to its gene-editing therapy [3] - JFrog (FROG) shares surged 21% after beating third-quarter expectations and raising its full-year forecast [3] - KKR & Co. (KKR) rose about 5% after reporting assets under management that exceeded analyst estimates [3] Corporate Developments - Tesla shareholders approved a $1 trillion compensation package for CEO Elon Musk, marking the largest payout ever awarded to a corporate leader [4] - Comcast is exploring a bid for Warner Bros Discovery, while ITV confirmed discussions with Comcast's Sky regarding a potential division sale [4] Economic Indicators - Chinese exports unexpectedly fell by 1.1% in October, marking the first decline since February, with shipments to the U.S. dropping for the seventh consecutive month [17][20] - The U.S. labor market shows signs of weakness, with job cuts in October up 175.3% year-on-year, totaling 153,074, the highest figure for October since 2003 [34]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源 ：内容 编译自 reuters 。 美国总统唐纳德·特朗普表示，美国人工智能巨头英伟达的最先进芯片将仅供美国公司使用，不会 出口到中国及其他国家。 在美国CBS电视台节目《60分钟》播出的预录专访中，以及他乘坐"空军一号"返回华盛顿途中接 受记者采访时，特朗普强调，英伟达目前提供的顶级Blackwell芯片，只应供美国客户使用。 特朗普在采访中表示："最先进的芯片，我们不会让除美国之外的任何国家获得。"这与他此前在从 佛罗里达返回途中对记者所说的内容一致。"我们不会把（Blackwell）芯片给其他国家。"他在机 上说道。 这一表态暗示，特朗普可能会比此前美国官员所透露的更进一步，针对最前沿的AI芯片实施更严 苛的出口限制。 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 今年7月，特朗普政府发布了新的人工智能战略蓝图，旨在放宽部分环境监管，同时大幅增加对盟 友的AI技术出口，以维持美国在关键科技领域的领先地位。 推荐阅读 就在上周五，英伟达宣布将向韩国及其主要企业 ...

Core Insights - NVIDIA has begun domestic production of its Blackwell AI chips in the U.S., marking a significant milestone in the "chip manufacturing return to America" initiative [1][4] - The demand for AI computing infrastructure is surging, driven by major tech companies like Microsoft, Amazon, Google, and Meta investing heavily in AI GPU and ASIC clusters [1][2] - TSMC's expansion in the U.S. is set to enhance the domestic chip supply chain and support the growing AI technology stack [4][5] Industry Trends - The AI investment boom has led to unprecedented stock market growth, with the S&P 500 and MSCI global indices reaching historical highs since April [2] - TSMC's strong performance and optimistic revenue outlook have reinforced the narrative of a long-term bull market in AI-related stocks [2][6] - The AI infrastructure market is expected to see exponential growth, with estimates of total investment reaching between $2 trillion to $3 trillion [8] Company Performance - NVIDIA's stock has increased by 40% this year, with a current market capitalization of approximately $4.45 trillion, and analysts predict it could reach $5 trillion [2][9] - TSMC's stock has also performed well, with a year-to-date increase of over 50%, surpassing NVIDIA's growth [2] - TSMC reported a record net profit in Q3, exceeding expectations by 39%, and raised its revenue growth forecast for 2025 to a midpoint of 30% [6] Strategic Developments - NVIDIA and TSMC's collaboration in the U.S. aligns with U.S. government policies aimed at strengthening domestic semiconductor manufacturing capabilities [4] - TSMC plans to produce advanced chips, including 2nm, 3nm, and 4nm technologies, at its Arizona facility by 2028, which is crucial for AI and high-performance computing applications [5][6] - Major AI players, including OpenAI, are engaging in large-scale infrastructure deals, indicating a robust demand for AI computing resources [7][8]

Market Overview - The Hong Kong stock market saw all three major indices decline, with net selling by southbound funds exceeding HKD 20 billion[9] - Major tech stocks underperformed, with Meituan dropping 12.55%, JD down 5%, Alibaba down 4.69%, and Tencent and Xiaomi also declining[9] - Semiconductor stocks surged, with InnoCare rising over 15% and SMIC increasing nearly 11% to reach a new listing high[9] U.S. Market Performance - On August 28, U.S. markets opened high and closed with all three major indices rising, with the Dow and S&P 500 reaching new closing highs[9] - Nvidia's Q2 revenue grew 56% year-on-year, exceeding expectations, and the company approved an additional USD 60 billion for stock buybacks[9] - Quantum computing stocks led gains, with Quantum Computing up over 8% and Rigetti Computing up over 7%[9] Japanese Market Insights - The Nikkei 225 index rose 0.73%, driven by strong performance in metal and energy stocks[12] - Berkshire Hathaway increased its stake in Mitsubishi Corporation to 10.23%, pushing the stock prices of Japan's five major trading companies higher[12] - Foreign investment in Japanese stocks showed signs of slowing, with a net decrease of JPY 496.8 billion in the week ending August 22[12] Key Economic Indicators - U.S. initial jobless claims for the week ending August 23 were 229,000, lower than the expected 230,000[12] - The U.S. Q2 GDP annualized growth rate was revised to 3.3%, above the expected 3.1%[12] - The Chinese government released guidelines to promote high-quality urban development, focusing on city cluster integration and innovation[12]

尽管英伟达发布的业绩指引未能满足投资者预期，但华尔街分析师们依然保持乐观态度，纷纷上调这家全球市值最高公司的目标价。 分析师们将注意力集中在英伟达的长期前景上，特别是Blackwell AI芯片的产能提升和持续强劲的订单需求。至少10家机构在英伟达周三发布财报 后提高了12个月目标价，平均目标价上调3%至202.60美元。摩根大通、Truist Securities等多家机构强调，尽管短期指引略显疲软，但公司的长期 增长轨道依然稳固。 目前华尔街对英伟达保持压倒性看涨态度，72位分析师给出买入等级评级，仅有7位分析师维持持有评级，只有1位给出卖出评级。 英伟达对当前季度给出了相对温和的营收预测，预计第三财季销售额约为540亿美元。虽然这一数字符合华尔街平均预期，但部分分析师此前预测 销售额将超过600亿美元。该公司股价在盘前交易中下跌约1.9%，较此前跌幅有所收窄。 机构大幅上调目标价 数据显示，至少10家机构在英伟达财报发布后上调了12个月目标价，平均目标价提升3%至202.60美元，较周三收盘价约有12%的上涨空间。 摩根大通分析师Harlan Sur将目标价大幅上调26%至215美元，并重申对该股的增持 ...

Core Viewpoint - The U.S. government is considering allowing NVIDIA to sell its latest AI chips in China, with a 15% revenue share from sales going to the U.S. government, indicating a shift in policy towards semiconductor exports to China [2][3]. Group 1: NVIDIA and AMD's Agreements - NVIDIA's CEO Jensen Huang has reached an agreement with President Trump to allow the sale of the H20 AI chip in China, which is a modified version of an older chip [2][3]. - AMD has also confirmed a similar revenue-sharing agreement with the U.S. government, allowing it to sell the MI308 AI chip in China, with both companies agreeing to pay 15% of their sales to the U.S. government [3][4]. - If approved, these agreements could open up hundreds of billions of dollars in sales opportunities for NVIDIA and AMD in the Chinese market [3][4]. Group 2: Chip Specifications and Market Demand - The H20 chip, designed for the Chinese market, has performance capabilities reduced to about 20% of the H100 chip's performance, but still outperforms most domestic Chinese AI chips [4][5]. - As of April, NVIDIA reportedly received around $18 billion in orders for the H20 chip, indicating strong demand from Chinese internet companies [5]. Group 3: Security Concerns and Market Reactions - There are ongoing concerns regarding the security of NVIDIA's chips, with allegations of potential backdoor vulnerabilities leading to scrutiny from Chinese authorities [7][8]. - Following Trump's announcement of the revenue-sharing arrangement, NVIDIA's stock experienced volatility, with a slight decline in share price, while Intel's stock saw an increase in after-hours trading [9].

公众号记得加星标⭐️，第一时间看推送不会错过。 台积电已与美国公司Amkor合作，在美国开发先进封装能力，但其首批芯片将运往台湾封装成集成电 路。封装产能一直是人工智能供应的关键瓶颈，今天的报告显示，台积电今年的产能可从去年的7.5 万片扩大到11.5万片。此次产能提升是为了应对CoWoS L/S封装技术，此前有报告称，到2025年中 期，台积电的封装产能可能达到7.5万片。 关于亚利桑那州的芯片生产，报道称，台积电已在该工厂生产了2万片晶圆，这是其首批芯片的一部 分。这些芯片包括NVIDIA、AMD和苹果的产品，这三家公司在该工厂正式投入使用后不久就宣布了 订单。据详细信息显示，这些晶圆包括用于NVIDIA Blackwell AI芯片的晶圆，这些芯片将运往台 湾，采用CoWoS技术进行先进封装。 除了英伟达的AI芯片外，亚利桑那州的工厂还生产苹果iPhone系列中使用的处理器以及AMD第五代 EPYC数据中心处理器。AI封装带来的高需求迫使台积电等公司扩大产能，同时也激励了其他参与者 进入市场。 其中包括台湾第二大芯片代工厂商联华电子。据报道，联华电子正与高通合作，利用其晶圆上晶圆 （WoW）技术封装芯片 ...

这一举措使英伟达与苹果、高通等美国科技巨头们保持一致，在美国总统特朗普高额关税威胁下实现将 制造业迁回美国。早前苹果已经宣布，未来四年在美国投资5000亿美元，将在台积电生产更多AI芯 片，并将在德克萨斯州建立一家AI服务器工厂。 黄仁勋曾在今年3月表示，英伟达认为美国提高关税在短期内影响不大，但长期来看，公司会将生产转 移到美国，但并未给出具体时间表。 台积电曾与英伟达洽谈在美国工厂生产Blackwell芯片。目前台积电已计划在美国再投资1000亿美元， 并承诺在美国亚利桑那州投资650亿美元建设三家工厂，最终台积电将在美国共新建五个芯片制造工 厂。 （图片来源：钛媒体AGI编辑林志佳拍摄） 钛媒体AGI 获悉，北京时间4月14日晚，AI芯片巨头英伟达（NVIDIA）宣布，将首次生产完全在美国 制造的 AI 超级计算机，同时也意味着，全球性能最强的Blackwell AI芯片将首次在美国制造。 英伟达强调，未来四年内，公司将通过与台积电、富士康、纬创资通、Amkor 和 SPIL 合作，在美国 生产价值高达5000亿美元（约合人民币3.65万亿元）的 AI 基础设施。 目前，英伟达NVIDIA Blackw ...