现货黄金日内涨幅达1.00%，现报4111.44美元/盎司。

围绕英伟达CEO黄仁勋出轨风波及相关调查，多家投资机构和市场人士对英伟达的股价、公司治理及业务前景作出评价，包括股价与估值承压、公司治理风险可能上升、监管风险或加大、机构不排除提前避险，此外英伟达在AI行业充当的系统性重要角色也引发了关注（比如其是AI循环融资的关节环节）。

GF Securities said in a research note the PBOC conducted the third SFISF swap on Nov. 3 for CNY100bln at a 10bp bid rate; by Nov. 6, 26 brokerages had confirmed winning bids. The note said stock-buyback reloan support has been converted into a long-term institutional facility with a lower interest rate, the CSRC will refine protective repurchase rules, and exchanges will work with regulators to ease margin-trading and securities-lending risk metrics to modestly free up financing capacity. The first batch of 18 active ETFs raised over CNY35bln and will accelerate building positions, and the Shanghai and Shenzhen exchanges revised mandatory Stock Connect risk-disclosure clauses for Hong Kong stocks. GF said the swap facility, alongside a fuller market-stabilization toolkit and countercyclical margin adjustments, could speed a shift into equities, boost trading liquidity and expand brokers’ business scope.