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2026-11-10

Iranian government spokeswoman Ayatollah Mohajrani stated that the president is actively fulfilling his duties to end the current "neither war nor peace" situation in Iran. She pointed out that the president, who also serves as chairman of Iran's Sup

Iranian government spokeswoman Ayatollah Mohajrani stated that the president is actively fulfilling his duties to end the current "neither war nor peace" situation in Iran. She pointed out that the president, who also serves as chairman of Iran's Supreme National Security Council, naturally presides over the council. As for who writes to whom, that is another matter. The government cannot decide who others should or should not write to; such communications are their own affairs and have no direct relation to the government. The president is actively promoting this work and continues to take concrete actions to strive for a lasting and dignified peace and to safeguard the rights of the Iranian people. She also stated that the foreign minister, as the head of Iran's main diplomatic institution, maintains good cooperation with Parliament Speaker Qassem Ghalibaf, and related work is progressing based on national consensus.
2026-11-10

Morgan Stanley predicts a significant shift in global demand for high-bandwidth memory (HBM, high-speed stacked memory used in AI chips) in 2027. Google's TPU is projected to account for 35% of global demand, slightly lower than Nvidia's 36%, bringin

Morgan Stanley predicts a significant shift in global demand for high-bandwidth memory (HBM, high-speed stacked memory used in AI chips) in 2027. Google's TPU is projected to account for 35% of global demand, slightly lower than Nvidia's 36%, bringing their combined share to 71%. AMD is expected to account for 16%, Amazon AWS for 5%, Creative Electronics customers for approximately 3%, and Microsoft and Meta for approximately 2% each. In terms of chip type, GPUs are projected to account for 52% of HBM demand, while custom AI chips (ASICs) will account for 47%, essentially splitting the market evenly. The HBM configuration per chip is also continuously increasing: the AMD MI500 is expected to have 768GB, the Google TPU v9 576GB, and the Nvidia Rubin Ultra 384GB. This signifies a shift in HBM demand from being dominated by Nvidia GPUs to being driven by custom chips from both Nvidia and major cloud vendors, with Google now becoming a comparable HBM consumer to Nvidia.
2026-11-10

SoftBank Group CFO Yoshimitsu Goto said power-generation equipment has a long procurement cycle, so he favors procuring in advance.

SoftBank Group CFO Yoshimitsu Goto said power-generation equipment has a long procurement cycle, so he favors procuring in advance.
2026-11-10

SoftBank Group CFO Yoshimitsu Goto: The procurement cycle for power generation equipment is very long, so I think it's best to procure it in advance.

SoftBank Group CFO Yoshimitsu Goto: The procurement cycle for power generation equipment is very long, so I think it's best to procure it in advance.
2026-11-10

Canada expects progress on U.S. tariffs after the U.S. midterm elections.

Canada expects progress on U.S. tariffs after the U.S. midterm elections.
2026-11-10

1. Guangzhou: The frequency of withdrawing housing provident funds for rent has been adjusted to once a month. 2. The rental market is showing signs of divergence during the "off-season," with residential rents in Shanghai and Shenzhen rising for ei

1. Guangzhou: The frequency of withdrawing housing provident funds for rent has been adjusted to once a month. 2. The rental market is showing signs of divergence during the "off-season," with residential rents in Shanghai and Shenzhen rising for eight consecutive months. 3. Ningxia's "15th Five-Year Plan" for urban renewal: Orderly promotion of "good housing" construction. 4. In October, the top 30 long-term rental apartment companies opened a total of 1.508 million units, an increase of 13,000 units compared to September. 5. Agile Group's pre-sales reached 290 million yuan in October, with cumulative pre-sales of 5.18 billion yuan in the first 10 months. 6. Greenland Hong Kong's contracted sales reached 7.252 billion yuan in the first 10 months, a year-on-year increase of 26.92%. 7. Jinke Properties signed a strategic agreement with BlueGreen Twin Cities to promote joint venture cooperation and brand co-construction. 8. Agile Group's pre-sales in October were 171 million yuan, a year-on-year decrease of 72.5%. 9. In Hong Kong, 150 new luxury homes priced over HK$100 million have been sold this year, exceeding the total for the entire previous year. 10. Australia's house price expectation index fell 13.4% month-on-month in November, with over 70% of respondents anticipating further increases in mortgage rates.
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