摩根大通联席总裁平托：人工智能行业的增长可能“过快”，该领域可能会出现回调。

Industry data provider Zhuochuang reported November prices: mainstream 7628 thick fabric at 14.60–14.65 yuan/m, up 1.5 yuan/m MoM; 2116 thin fabric at 20.2 yuan/m, up 2.5 yuan/m MoM. Multiple listed supply‑chain companies said prices are market‑driven and still rising in November, with related capacity running at full load; leading firms called the quoted levels the current industry price. Firms with high‑end capacity said the market is changing rapidly and existing plants are at full production; new industry capacity is not expected to come online materially until H2 2027. Companies said both electronic fabric and electronic yarn remain in a high‑demand cycle, and conservatively expect high activity through the end of next year.

US major stock indexes rose more than 1%; Amazon (AMZN.O) gained 5%. The Nasdaq Golden Dragon China Index rose 3.77%; XPeng (XPEV.N) gained over 8%.