（一）重要市场新闻 每经记者｜杨建 每经编辑｜彭水萍 1、美股三大指数收盘涨跌不一，纳指涨0.16%，标普500指数跌0.34%，道指跌0.94%；大型科技股多数 上涨，英特尔涨超6%，谷歌涨逾2%，微软、英伟达涨超1%，亚马逊小幅上涨；Meta跌逾1%，苹果、 特斯拉小幅下跌。其中，谷歌市值达到3.89万亿美元，超过苹果公司的3.85万亿美元，为2019年以来首 次。中概股多数下跌，纳斯达克中国金龙指数跌1.58%，金山云、阿里巴巴等跌超2%，富途控股、哔哩 哔哩等跌超1%；传奇生物涨超8%，百度、蔚来小幅上涨。 2、国际油价延续跌势，截至发稿时，美油主力合约跌1.44%，报56.31美元/桶；布伦特原油主力合约跌 0.61%，报60.33美元/桶。国际贵金属价格走低，截至发稿时，现货黄金跌0.92%，报4453.34美元/盎 司；COMEX黄金期货跌0.71%，报4464.1美元/盎司。现货白银跌3.8%，报78.16美元/盎司；COMEX白 银期货跌3.81%，报77.96美元/盎司。欧洲三大股指收盘涨跌不一，德国DAX指数涨0.92%报25122.26 点，法国CAC40指数跌0.04%报8233.9 ...

Market News - US stock indices collectively rose, with the Dow Jones up 1.29%, Nasdaq up 2.21%, and S&P 500 up 1.56%. Notable tech stocks saw significant gains, including Botong up over 9%, Tesla and Oracle up over 5%, and Google up over 3% [1] - Spot gold increased by 2.29% to $4110.02 per ounce, reaching a new high, while spot silver surged by 4.39% to $52.33 per ounce, also a historical high. COMEX gold futures rose by 3.24% to $4130 per ounce, and COMEX silver futures increased by 7.47% to $50.775 per ounce [1] - International oil prices also saw gains, with WTI crude oil up 1.12% to $59.56 per barrel and Brent crude oil up 1.05% to $63.39 per barrel [1] Industry Insights - The storage industry is experiencing a significant upturn, with ADATA's chairman noting that the market conditions are "painfully good." The sudden shortage and price increases for storage products began in late August, with major manufacturers halting DDR4 production, leading to a sustained supply gap and expected price increases of 20%-30% for new contracts [2][3] - The demand for DRAM and NAND Flash storage products is anticipated to recover, driven by limited capacity and unexpected demand, particularly from large cloud service providers shifting NAND supply from consumer to enterprise markets. The DRAM price index has reportedly increased by approximately 72% over the past six months [3] - In the nuclear fusion sector, significant progress has been made with the successful testing of the "Kua Fu" prototype component, which is crucial for the stable operation of fusion reactors. This development is expected to accelerate the growth of the controlled nuclear fusion industry in China, with related materials and components likely to see increased market opportunities [4] - A breakthrough in solid-state lithium batteries has been achieved by a team from the Chinese Academy of Sciences, which could significantly enhance battery performance and safety. The new technology allows for a battery energy density exceeding 500Wh/kg, potentially doubling the range of electric vehicles and eliminating risks associated with liquid electrolytes [5][6] - The solid-state battery market is projected to grow substantially, with expectations of reaching a shipment volume of 614.1GWh by 2030 and a market size exceeding 250 billion yuan. China is anticipated to capture 40% of the global market share, with a projected annual market size of 116.3 billion yuan by 2030 [6]

Market News - US stock indices collectively declined, with the Dow Jones down 0.38%, Nasdaq down 0.5%, and S&P 500 down 0.5%, marking the third consecutive trading day of decline [1] - Oracle fell over 5%, Tesla dropped over 4%, and Meta decreased over 1%, while Intel surged nearly 9% and Apple rose over 1% [1] - International precious metal futures generally rose, with COMEX gold futures up 0.33% at $3780.5 per ounce and COMEX silver futures at $45.47 per ounce [1] - International oil prices fluctuated slightly, with WTI crude oil up 0.35% at $65.22 per barrel and Brent crude oil up 0.42% at $68.75 per barrel [1] - European stock indices closed slightly lower, with Germany's DAX down 0.56%, France's CAC40 down 0.41%, and the UK's FTSE 100 down 0.39% [1] Industry Insights - Changjiang Storage Technology Holdings Co., Ltd. completed its shareholding reform, with a valuation exceeding 160 billion yuan, and has established a collaborative industrial ecosystem covering various sectors [2] - The current price surge in the memory market is driven by demand from cloud service providers, with a projected increase in capital expenditure by $18 billion for the 2025 fiscal year, boosting AI-related storage needs [2] - The DRAM price index has risen approximately 72% in the past six months, with expectations for enterprise-level storage prices to increase in Q4 [2] - The digital RMB international operation center has officially launched, aiming to improve the global cross-border payment system, with a projected global retail cross-border payment market size of $39.9 trillion by 2024 [3] - The largest humanoid robot training facility in China has opened in Beijing, expected to accelerate the evolution of humanoid robots and support the development of a trillion-dollar industry [4][5] - The humanoid robot industry is anticipated to enter a critical growth phase by 2025, with significant increases in domestic robot shipments expected [5]