US job openings unexpectedly rose by 333,000 to 7.52 million in September, a four-month high and above the revised August 7.19 million and economists' forecasts, the US Bureau of Labor Statistics said on Tuesday. Layoffs fell to their lowest level since March 2025, while quits rose; the monthly quits rate climbed to 2.1%, the highest in over a year. The rise in openings and hiring is a positive sign for labor demand but will need to persist for several months to confirm a sustained acceleration.

2026年11月2日，英伟达B200租赁价格保持在6.50美元/GPU每小时；H100报2.94美元，延续近期涨势；A100略微涨至1.57美元。整体来看，新一代B200继续保持在高位，暗示芯片迭代需求旺盛，上一代主力型号H100保持坚挺甚至略有走高，版本最旧的A100价格年内价格变动不大，但也未见明显下跌，说明整体需求依然坚挺。 -------- 1、GPU租赁价格指数主要统计每天云服务商、数据中心和私人租赁市场中英伟达A100、H100、B200等GPU的实际租赁报价。 2、A100、H100、B200是英伟达从老到新三代芯片产品（GPU），通常代际越新的GPU性能越好、越能适应大规模复杂大模型，租赁价格也往往越高。 3、由于GPU价格太高、更新太快等原因，不少企业选择向云服务商、数据中心等租赁芯片，以节省资金投入。相关指数上涨通常意味着GPU更紧缺、需求更旺；下降则说明供应增加或需求降温。通过观察价格趋势，以及比较新旧GPU之间的价格差，投资者可了解当前AI算力的景气度。

Citi’s head of global business Cantú said Japanese and South Korean firms’ investment into the U.S. is likely to grow as global supply chains are restructured, with flows rising in phases. He noted these firms retain substantial deployment capacity; global corporate investment into the U.S. is already large and Citi’s North America cross-border inflows business has posted double-digit growth. Citi and JP Morgan are financing Japanese firms taking part in a Tokyo $550 billion pledge to invest in the U.S., and the White House has released initial projects under South Korea’s $350 billion strategic investment plan. Cantú added investment typically ramps as projects move from land purchase to plant construction to operations, so capex will accumulate over time. Large multinationals have shown resilience and can rapidly adjust footprints under geopolitical shocks; beyond tariffs, a Gulf war could have larger effects, forcing firms to reroute trade and reshape supply chains.