NVIDIA interim CEO to hold an all-staff meeting in 10 minutes; US EIA weekly crude inventories, Cushing stocks and Strategic Petroleum Reserve data for the week to Nov. 6 due in 10 minutes.

NVIDIA's board is meeting to consider removing CEO Jensen Huang after another disclosed clip about his relationship with a directly reporting executive heightened investor concern. NVIDIA shares fell, contributing to more than half of the decline in Nasdaq-100 futures; Nasdaq-100 futures were down 0.6% and S&P 500 futures down 0.3%. Continued weakness could erase over $200bn of NVIDIA market value. The sell-off hit AI-linked names; cloud-computing specialist CoreWeave reversed about 5% after Wednesday gains, while competitors Broadcom and AMD advanced.

全球核电建设呈现明显的地域分化。高盛根据世界核协会（WNA）数据统计，截至2026年11月9日，中国有40台核电机组在建，位居全球第一，印度8台、俄罗斯7台，埃及、土耳其和韩国各4台，美国则没有商业核电机组处于建设阶段。 世界核协会11月11日更新的统计显示，中国在建机组为39台，全球合计82台，中国占比接近48%，其余国家合计43台。美国目前拥有94台在运核反应堆，另有25台处于提议阶段，但尚未进入正式规划或建设。相比之下，中国已形成持续推进核电项目的建设规模，核电设备、工程建设及供应链也拥有更连续的项目需求。 随着AI数据中心、电气化和工业用电需求增长，稳定的基荷电力日益受到重视。核电建设周期较长，当前在建规模将影响未来数年的新增供电能力，也将成为中美AI基础设施长期能源保障能力的重要差异之一。