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U.S. official: on Ukraine, we will discuss U.S. security assurances.

2026-11-10

U.S. official: on Ukraine, we will discuss U.S. security assurances.

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2026-11-09

Semiconductor stock valuations have declined significantly, but low price-to-earnings ratios do not necessarily mean cheap. The combined profits of the world's top ten semiconductor companies rose from approximately $75 billion in 2023 to $169 billio

Semiconductor stock valuations have declined significantly, but low price-to-earnings ratios do not necessarily mean cheap. The combined profits of the world's top ten semiconductor companies rose from approximately $75 billion in 2023 to $169 billion in 2024, and are projected to reach $289 billion in 2025, representing a year-on-year increase of approximately 71%, nearly 2.9 times the original amount in two years. Meanwhile, Yardeni data shows that as of November 6th, the forward price-to-earnings ratio of the S&P 500 semiconductor sector index fell to 13.1 times, lower than the S&P 500 index's 18.7 times. The semiconductor industry exhibits a clear cyclical pattern; historically, profit peaks in 2000, 2018, and 2021 were followed by declines. When profits are at a cyclical high, the price-to-earnings ratio appears cheap due to the inflated profit denominator; once profits return to normal, the current low valuation may quickly disappear.
2026-11-09

In a report, Nomura economists Ting Lu and Jing Wang pointed out that after the Democratic Party won both houses of Congress and the gubernatorial elections in some key states, local governments may strengthen the approval of data centers, the procur

In a report, Nomura economists Ting Lu and Jing Wang pointed out that after the Democratic Party won both houses of Congress and the gubernatorial elections in some key states, local governments may strengthen the approval of data centers, the procurement of clean energy, and the regulation of electricity prices, restricting developers from passing on the costs of grid upgrades, transmission capacity expansion, and new power generation to residents, thus extending the cycle from site selection to grid connection for large data centers in the United States. Nomura believes that the slowdown in the expansion of US cloud vendors may alleviate the global shortage of GPU, HBM, and advanced packaging capacity, and the cost for Chinese companies to purchase related hardware through intermediate trade hubs is expected to decrease. Previously, the gray market prices of GPUs and HBMs in some restricted areas of Asian logistics hubs reached 2-3 times the official list price, and the relevant premium may shrink as overseas demand cools down. Nvidia's stock fell by about 12% in the two trading days following the election. Morgan Stanley, from an investment strategy perspective, suggests prioritizing the theme of self-reliance and controllability of China's semiconductor, computing power, power equipment, and domestic AI infrastructure, rather than export supply chains that rely on global AI capital expenditure.
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