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【美股盘前】软银清仓英伟达套现58.3亿美元,英伟达跌超1%;特斯拉准备扩建得州超级工厂,Optimus年产能1000万台;下调全年营收预期,CoreW...
Mei Ri Jing Ji Xin Wen· 2025-11-11 10:53
Market Overview - Major U.S. stock index futures are down, with Dow futures falling by 0.05%, S&P 500 futures down by 0.23%, and Nasdaq futures decreasing by 0.42% [1] Technology Sector - Prominent tech stocks are experiencing declines, with Nvidia down by 1.3%, Oracle down by 1.1%, and AMD down by 0.5% [2] - Tesla is preparing to expand its Texas Gigafactory, aiming for an annual production capacity of 10 million units for its humanoid robot, Optimus, with mass production expected to start in 2027 [4] Chinese Stocks - Most Chinese stocks are rising in pre-market trading, with Xpeng Motors up by 5.14%, NIO up by 3.72%, Li Auto up by 1.33%, and Beike up by 2.29% [3] Corporate Actions - SoftBank has fully divested its Nvidia shares, realizing $5.83 billion, and has also sold part of its T-Mobile shares for $9.17 billion. Additionally, SoftBank plans to invest $22.5 billion in OpenAI through its Vision Fund [3] - CoreWeave reported a 134% year-over-year revenue increase to $1.36 billion for Q3, but its operating profit margin was only 4%, leading to a nearly 9% drop in its stock price. The company has lowered its 2025 revenue forecast from a maximum of $5.35 billion to a range of $5.05 billion to $5.15 billion [6] Competitive Landscape - AI startup Anthropic is expected to achieve profitability faster than its competitor OpenAI, with projections indicating a break-even point by 2028 compared to OpenAI's 2030 target [7] Legislative Update - The U.S. House of Representatives is set to vote on a temporary funding bill to end a government shutdown, following the Senate's approval of the bill [8]