圍繞英偉達CEO黃仁勳出軌風波及相關調查，多家投資機構和市場人士對英偉達的股價、公司治理及業務前景作出評價，包括股價與估值承壓、公司治理風險可能上升、監管風險或加大、機構不排除提前避險，此外英偉達在AI行業充當的系統性重要角色也引發了關注（比如其是AI循環融資的關節環節）。

現貨黃金週一低開8美元，報4062美元/盎司。

Wall Street sees Democrats' decisive midterm win prompting traders to reassess this year’s steep sell-off in US Treasuries. Tech stocks plunged on the political shift, and markets now price a risk that the AI investment boom—which has supported growth, lifted inflation and pushed yields higher via corporate debt issuance—could slow. A divided government would also likely prevent President Trump from enacting major tax or spending measures, easing some concerns about the US budget deficit. Scott DiMaggio, head of fixed income at AllianceBernstein, said: “AI has been the largest contributor to nominal GDP growth, so any hit to growth could be positive for bonds. The market therefore gains a layer of protection: if the economy falters, rates have substantial downside.”