美国芯片股上涨，英伟达(NVDA.O)涨1.5%，SK海力士涨3.3%。德州仪器(TXN.O)上涨1.9%，高通(QCOM.O)上涨2.6%。Tempus AI第三季度意外实现盈利，股价上涨6.2%。

ECB governing council member MAKHLOUF said in a Dublin interview that French politicians need to address the country’s fiscal problems and that the ECB will not immediately step in to support French debt. He said the issue is fiscal and solutions are “fairly clear,” but he could not judge whether political leaders are willing to act; he added France has successfully pared spending in the past, indicating capacity to cut outlays.

Anthropic plans an equity offering in Japan to raise up to $3.5 bln, sources said.