2026-11-10

海納國際：將超微電腦(SMCI.O)目標價從15美元上調至18美元。

海納國際：將超微電腦(SMCI.O)目標價從15美元上調至18美元。

2026-11-10

Hang Seng opened up 0.7% and Hang Seng Tech opened 0.78% before both indices pulled back. At midday the Hang Seng was up 0.29% at 24,518.87 and the Hang Seng Tech was up 0.7% at 4,069.03; turnover HK$92.98 bln. PCB names, aviation and chip stocks led gains; oil & gas, robotics and shipping & ports underperformed. Notable movers: Zhipu (02513.HK) +11.89%, MINIMAX-W (00100.HK) +7.06%, SMIC (00981.HK) +3.91%, Alibaba (09988.HK) -3.44%, JD.com (09618.HK) -1.87%.

Hang Seng opened up 0.7% and Hang Seng Tech opened 0.78% before both indices pulled back. At midday the Hang Seng was up 0.29% at 24,518.87 and the Hang Seng Tech was up 0.7% at 4,069.03; turnover HK$92.98 bln. PCB names, aviation and chip stocks led gains; oil & gas, robotics and shipping & ports underperformed. Notable movers: Zhipu (02513.HK) +11.89%, MINIMAX-W (00100.HK) +7.06%, SMIC (00981.HK) +3.91%, Alibaba (09988.HK) -3.44%, JD.com (09618.HK) -1.87%.

2026-11-10

1. 谷歌推出兩款新型AI芯片，加速挑戰英偉達。 2. Anthropic發佈IPO定價詳情郵件後撤回，稱細節有誤。 3. SpaceX計劃在得州投資240億美元建設數據中心和天然氣發電廠。 4. 馬斯克Terafab目標曝光：瞄準月產70萬片存儲芯片晶圓，接近三星DRAM總產能。 5. 英偉達發佈機器人世界動作模型GR00T 2，五次示教後平均成功率達95%。 6. 英偉達聯手Rebellions和SK電訊，擬將韓國自研AI芯片接入機架級推理系統。 7. AMD：第五代EPYC處理器爲谷歌TPU 8tx提供主機基礎設施。 8. 上緯新材：消費級具身智能機器人業務收入佔總營收比例較低。 9. Anthropic發佈新一代AI模型，Fable性能提升並降價20%。 10. 日本軟銀集團與Grab簽署聯合開發協議，將在馬來西亞開發人工智能基礎設施。 11. 研究顯示OpenAI ChatGPT佔全球AI聊天機器人流量超81%，斷層領跑。 12. 波士頓動力展示輪式Atlas，測試高速移動和重載下的全身控制。

1. 谷歌推出兩款新型AI芯片，加速挑戰英偉達。 2. Anthropic發佈IPO定價詳情郵件後撤回，稱細節有誤。 3. SpaceX計劃在得州投資240億美元建設數據中心和天然氣發電廠。 4. 馬斯克Terafab目標曝光：瞄準月產70萬片存儲芯片晶圓，接近三星DRAM總產能。 5. 英偉達發佈機器人世界動作模型GR00T 2，五次示教後平均成功率達95%。 6. 英偉達聯手Rebellions和SK電訊，擬將韓國自研AI芯片接入機架級推理系統。 7. AMD：第五代EPYC處理器爲谷歌TPU 8tx提供主機基礎設施。 8. 上緯新材：消費級具身智能機器人業務收入佔總營收比例較低。 9. Anthropic發佈新一代AI模型，Fable性能提升並降價20%。 10. 日本軟銀集團與Grab簽署聯合開發協議，將在馬來西亞開發人工智能基礎設施。 11. 研究顯示OpenAI ChatGPT佔全球AI聊天機器人流量超81%，斷層領跑。 12. 波士頓動力展示輪式Atlas，測試高速移動和重載下的全身控制。

2026-11-10

Japan's 30-year government bond yield rose 2.5 bps after an auction to 3.865%.

Japan's 30-year government bond yield rose 2.5 bps after an auction to 3.865%.

2026-11-10

日本30年期國債收益率在拍賣後上升2.5個基點，至3.865%。

日本30年期國債收益率在拍賣後上升2.5個基點，至3.865%。

2026-11-10

Anthropic plans a livestream in which co‑founder and CEO Dario Amodei will discuss its IPO with JP Morgan CEO Dimon, sources said. The discussion is slated for around midday Friday in New York. The event is part of a potentially record IPO marketing push; the roadshow is expected to begin as early as Tuesday, followed by price-setting and a planned Nasdaq listing before the US Thanksgiving holiday. Anthropic and JP Morgan declined to comment.

Anthropic plans a livestream in which co‑founder and CEO Dario Amodei will discuss its IPO with JP Morgan CEO Dimon, sources said. The discussion is slated for around midday Friday in New York. The event is part of a potentially record IPO marketing push; the roadshow is expected to begin as early as Tuesday, followed by price-setting and a planned Nasdaq listing before the US Thanksgiving holiday. Anthropic and JP Morgan declined to comment.