新闻信息流

China auto industry body CPCA: China sold 1.65 million passenger cars in Oct, down 27.3% y/y

Nvidia, Rebellions and SK Telecom announce partnership to develop sovereign AI infrastructure with Nvidia NVLink Fusion

Weekly Recap: Q3 revenue and Q4 forecast and lithography supply plans. ASML Holding NV Sponsored ADR (EURONEXT:ASML) reported third-quarter revenue of €11.66 billion and a 57.5% gross margin, and forecast fourth-quarter revenue of €14.2 billion to €15.2 billion with a 57% margin. Previous Week Recap Q3 Results And Q4 Forecast : ASML reported Q3 revenue of €11.66 billion and a 57.5% gross margin on Oct. 14. It forecast Q4 revenue of €14.2 billion to €15.2 billion and a 57% margin. GuruFocus Supply Through 2028, Capacity Options : ASML Holding NV Sponsored ADR (ASML) said last month that it expects lithography equipment supply to remain uninterrupted through 2028 and is examining options to expand future capacity. Binance News Share Buyback Transactions Reported : ASML reported share buyback transactions under its current program, announced Jan. 28, 2026. The update was published in line with EU market abuse rules. GlobeNewswire

Raymond James Cuts Karman Holdings’ Price Target to $75 From $100

Jefferies Raises IGM Financial’s Price Target to C$95 From C$91

Nvidia Futures Fall After Board Probes Reports CEO Was Spy Target. By Jiahui Huang Nvidia futures declined as investors assessed the consequences of investigations into Jensen Huang's affair with an industry executive suspected of working for Chinese intelligence. The drop came as Nvidia's board said it is launching a probe into reports that its chief executive has been the target of a foreign espionage effort. U.S. officials last year concluded that Chinese citizen Alice Huang, then a top executive at Megaspeed International, was sharing information with the Chinese government while working with Nvidia to build data centers in Asia, The Wall Street Journal reported earlier. Huang, who also goes by Huang Le, isn't related to the Nvidia CEO. On Sunday, Jensen Huang apologized to his staff for being unfaithful to his wife. The company's board said Sunday that it has no reason to believe either Nvidia's secrets or national security were compromised and expressed confidence in the CEO's leadership. A committee of independent directors helped by outside counsel would oversee the probe, the board said in a statement, and the "inquiry will examine all available information." At a minimum, analysts expect the investigation to spark congressional inquiries and create an overhang on the stock. Jensen Huang will likely continue as CEO without interruption in the near term, analysts at Yorkville Ives said. However, they noted the possibility of him being removed from his role depending on the board investigation. "This will add risk to the stock, as he is so important to the Nvidia story and strategy globally," Dan Ives and others wrote in a note. On a broader level, the matter will increase U.S. scrutiny of the sale of chips to China, which remains a key battleground issue in Washington, the analysts said. Nvidia futures on CME's Globex were recently 4.1% lower at $179.77 on Monday. Nasdaq futures were last 1.1% higher. Shares of the AI chip maker, roughly flat so far this year, are off about 22% from their peak in October. Semiconductor stocks sold off last week as the Democrats' midterm election victory supercharged anxieties over an artificial-intelligence trade that had been building for weeks. Write to Jiahui Huang at jiahui.huang@wsj.com

BREAKING: US President Donald Trump called Jensen Huang a “fine person” and said he should stay on as the chief executive officer of Nvidia after Huang admitted to having an affair with a suspected Chinese spy. “I have not spoken to him about it,” Trump told reporters on Nov 8 before returning to Washington. “I just know he’s a fine person, but you never know what is going on.”

South Korean Watchdog Plans 331 Billion Won Fine for Baemin, 300 Billion Won for Coupang - yonhap

Fars: Overnight US Strike on Iran’s Qeshm Island Caused No Disruption to Essential Services

Iranian provincial official: Overnight US strike on Qeshm island did not affect key infrastructure and services - Fars News

Further Attack on Iran Would Reduce Its Military Capabilities, Israeli Official Tells Broadcaster

Israeli and American Military Officials Support Military Action Against Iran: Kan

Jensen Huang’s Chinese Spy Scandal Puts Nvidia CEO’s Future Under Scrutiny — But, Bettors Aren’t Worried Yet. Cryptocurrency bettors see little chance that NVIDIA Corp . NVDA CEO Jensen Huang will be removed from his role even as the billionaire admitted to an affair with a suspected Chinese spy on Sunday. Huang to Stay or Leave? Betting crowd on Polygon (CRYPTO: POL) -based Polymarket currently prices in only a 35% chance that Huang resigns or is removed as the company’s top executive by year-end. www.benzinga.com/prediction-markets Meanwhile, punters on Kalshi see a 35% chance of Huang’s removal before July 1, 2027. Nvidia’s Board to Investigate The development follows Huang’s admission that he had a romantic relationship with a woman U.S. officials suspected of being tied to Chinese intelligence . Huang reportedly told employees that he takes "full responsibility" and apologized for what happened. Nvidia’s board said it will form an independent committee and bring in outside legal help to examine the matter. Meanwhile, the company’s head of public policy communications said that Huang would continue to lead NVIDIA as CEO without interruption. U.S. officials had earlier suspected that Alice Huang , an executive at a Singapore-based data-center company, was helping China evade restrictions on advanced AI chipe, while maintaining a close relationship with Jensen Huang. Price Action : Nvidia shares are down 4.16% in overnight trading, according to Benzinga Pro. The stock closed 2.78% higher at $186.64 during Friday’s regular trading session. Benzinga’s Edge Stock Rankings indicate that NVDA maintains a weak price trend over the short, medium, and long terms.

Piper Sandler Raises Moderna Price Target to $305 From $230

Nvidia Faces Fresh Pressure as Jensen Huang Controversy Could Hurt Growth — Market Talk. Pressure on Jensen Huang could weigh on Nvidia in the near term, raising concerns about leadership, strategy and investor confidence as the artificial-intelligence chip giant navigates intensifying competition and mounting scrutiny over exports to China, according to Jukan Choe, an analyst at Citrini Research. Choe says the controversy could deal Nvidia a significant blow because of Huang's outsized influence over the company. He adds that Nvidia's ability to retain a startup-like culture despite its size has been largely driven by its founder, and concerns may emerge that innovation could slow if his leadership is weakened. He expects near-term downward pressure on Nvidia's shares and operations, adding that the company lacks an obvious successor to Huang. (sherry.qin@wsj.com)

Piper Sandler Raises Biogen Price Target to $305 From $245

Japanese Government Plans Financial Support for Regional Banks to Strengthen Cybersecurity: Kyodo

BHP and GoMount Sign Memorandum of Understanding on Copper Cathode Trade

Trump to Meet Chinese and Russian Leaders During Upcoming Trip to China - KYODO

40-Year Japanese Government Bond Yield Rises to 3.990%

JPMorgan Raises Swedbank Price Target to SEK 401 From SEK 324

investingLive Asia-Pacific market news: Asia shrugs off Nvidia scandal, oil steadies

Politicians Come And Go... The Machinery Of Oppression Remains

Iran's state TV, citing unnamed Revolutionary Guards navy official: Navigational aid systems in southern Hormuz destroyed, halting vessel transit on unauthorized route overnight

Iranian State TV Reports Destruction of Navigation Aids in Southern Hormuz, With No Ships Using Unauthorised Route Overnight

Euro Moves Higher Amid Growing ECB Rate Hike Expectations and US Dollar Weakness - FX

South32 Faces Growing Labour Pressure as Worsley Workers Plan 48-Hour Strike

Russian Oil Refinery Kinef Hit by Ukrainian Drone Attack, With Large Explosions Reported - WSN

Iraq Gas Complex Targeted in Drone Attack, Causing Electricity Outages

China Sees Sharpest Factory-Gate Price Rise in Nearly 4.5 Years, but Consumer Price Gains Slow - RTRS

@ReutersAsia: [转推] LiveSquawk reposted China's factory-gate inflation at fastest in nearly 4-1/2 years in October, while CPI rise moderates

KDI Says AI Investment Continues to Support ‘Solid’ Growth in South Korea

Weak Consumer Demand Pushes China’s Inflation Lower Despite Rising Energy Costs - FT

Sterling Moves Higher Past 1.3350 Even as US Jobs Data Beats Expectations - FX

Qatar says US-Iran talks alive as Trump meets Qatari PM, oil swings on mixed signals

US Allies to Gauge Trump Administration’s Policy Direction After Midterm Setback at G7 Talks - RTRS

"A Detonator Set Off Right On Cue": Why Washington Seized On The Jensen Huang Scandal To Draw Its Sword [链接预览] "A Detonator Set Off Right On Cue": Why Washington Seized On The Jensen Huang Scandal To Draw Its...

China transport ministry: to keep suspending probe into impact on shipping, shipbuilding supply chain security until Jan 10, 2027

China transport ministry: to extend suspension of special port fees on US vessels until Jan. 10, 2027

China Develops Comfortable Brain-Reading Device With 94% Typing Accuracy in Day-Long Trial - SCMP

A basket of Chip CDS now trades wider than a basket of Hyperscaler CDS for the first time

Jensen Huang Apologized to Nvidia for His Infidelity. His Kids Are On Staff. — WSJ. By Anissa Gardizy and Robbie Whelan When Nvidia Chief Executive Jensen Huang apologized to his employees for marital infidelity, he addressed the note "To my colleagues at Nvidia" — then began talking directly to his family. "I know an apology cannot undo what I have done," he wrote. "I hope our family will heal and that, over time, I can earn back your trust." The Wall Street Journal and other outlets have reported that the U.S. government believes Alice Huang, then a top executive of a Singaporean data center company that works with Nvidia, was providing information to China's intelligence services while engaged in a relationship with Jensen Huang. On Sunday, Nvidia's board of directors said it was launching an investigation into reports that Huang had been the target of a foreign intelligence effort. The Santa Clara, Calif.-based semiconductor firm has long stood out among its tech-giant peers for its unusually small workforce and flat leadership structure. A CEO without a clear No. 2 or successor, Huang manages a huge swath of the company personally — while increasingly entrusting responsibility to the next generation of his family. Huang's two children, daughter Madison Huang and son Spencer Huang, both work for Nvidia, as does Madison's husband, Nico Caprez. The firm he co-founded has grown into the world's most valuable company, with a market capitalization of more than $4 trillion. The new disclosures have raised questions about the Nvidia leader's lobbying against export controls prohibiting sales of powerful AI chips within China and the company's efforts to keep chips it sells from winding up there. On Sunday, President Trump said on Fox News he thought Huang should stay on as CEO. By some measures Jensen Huang has made Nvidia a family business to a degree that is unique in Silicon Valley. Huang has put the two children he has with his wife of more than 40 years in high-priority business units at Nvidia. Madison Huang has spent much of her time working on Omniverse, a software division seen as key to helping the company expand beyond the hardware business. She often accompanies her father on business trips and is part of a small group of Nvidia executives known informally as "The Band" who travel with him to help manage his presentation at speaking engagements, according to people familiar with the matter. Spencer Huang, who works in Nvidia's robotics group, is more soft-spoken than his hard-charging sister, employees say. His total compensation for fiscal 2026 was $1.3 million, while Madison Huang's was $1.2 million, according to a proxy statement filed by Nvidia in May. Neither followed a traditional path to Nvidia. Madison Huang went to the Culinary Institute of America and Le Cordon Bleu, and has also worked for the luxury goods conglomerate LVMH. Her brother moved to Taipei and opened a popular cocktail bar before returning to get his M.B.A. at New York University. Newlyweds Madison Huang and Caprez were in attendance last week when Jensen Huang hosted a gala to benefit the San Francisco Opera, which was attended by a who's-who of AI executives. In a toast at the gala, the Nvidia CEO thanked Madison Huang for the personalized touches she brought to the event, which included elaborate decorations that evoked the set of "The Marriage of Figaro," the Mozart opera being performed later that night, passed hors d'oeuvres including beef Wellington bites and tuna carpaccio, and a whiskey cocktail named for Count Almaviva, a character from the opera, according to a person who attended. Caprez, who began dating Madison Huang while both were in business school in London, became a vice president in January, after joining the firm in 2024 as a corporate development manager. A former Alpine ski racer, he is now one of the main executives in charge of Nvidia's relationships with up-and-coming cloud-computing providers and its strategy of providing financial guarantees to customers. Jensen Huang and wife Lori Huang met while studying at Oregon State University, when he was 17 and she was 19. Jensen Huang said in a fireside chat that he told her she would get straight A's in school if she studied with him every week. "As a result, I had a date every Sunday," he said. He also promised her that she would be a CEO of a company by the time he was 30. Lori Huang often accompanies him to events and serves as president of the family's $9 billion charitable foundation. Jensen Huang remarked recently to senior executives that since he and Lori got married, she has done everything for him, including signing paperwork and managing their finances, according to someone who heard the remarks. He joked that he didn't know his own address or pay any of his bills. In 1993, when Huang founded Nvidia, he was already a father. He and his wife raised their children in San Jose, before moving to a home in Los Altos Hills. The children grew up attending Nvidia events, including the company's annual GTC conference. Jensen Huang once told a close family friend, when his children were young, that it would be his dream if one of them ran Nvidia one day. He once remarked in a company all-hands that he thought parents wouldn't suggest their children as employees unless they were qualified enough to have the job. He also quipped that the children of employees sometimes do better than their parents, according to employees who were there. Write to Anissa Gardizy at anissa.gardizy@wsj.com and Robbie Whelan at robbie.whelan@wsj.com

Mitsui Chemicals and Development Bank of Japan Agree to $8.8 Billion JSR Acquisition - WSJ

Japanese Challenger Tashima Sees 20%-30% Chance of Defeating FIFA President Infantino - SCMP

China Sees Imported Inflation Pick Up, With PPI Recording Its Biggest Increase Since 2022

Nvidia’s AI Chip Exports Emerge as Target in Democratic Congress: BBG

Trump Endorses Amnesty, Admits Deportations "Might Be Too Tough" An Hour Before Naming Their Architect Chief Of Staff [链接预览] Trump Endorses Amnesty, Admits Deportations "Might Be Too Tough" An Hour Before Naming Their...

Ousted Bangladeshi Prime Minister Sheikh Hasina requests new passport and ID card to return home from self-imposed exile in Delhi

"Hard to describe the week’s price action as anything but ugly" - GS Derivs desk

【最新内容：unusual_whales @unusual_whales · 2026-11-09T03:16:00.000Z】 The Grok war-planning story is now a congressional file: the House is laying groundwork to investigate Trump's use of Musk's chatbot in the Maduro operation, per WaPo. Read more: [链接预览] House Laying Groundwork to Investigate Trump Use of Grok to Plan Maduro Capture, Washington Post... 【回复上下文：unusual_whales @unusual_whales · 2026-11-06T17:24:00.000Z】 BREAKING: The House is laying the groundwork to investigate Trump's use of Musk's AI chatbot, Grok, to plan the military operation and capture of Maduro, per WaPo