U.S. natural gas futures gained as much as 3.00% intraday, trading at $3.088/MMBtu.

2026-11-09

U.S. natural gas futures gained as much as 3.00% intraday, trading at $3.088/MMBtu.

其他消息
2026-11-09

Iran's state broadcaster IRIB said four oil tankers were intercepted and forced to stop in the Strait of Hormuz over the past 24 hours.

2026-11-09

据P Equity Research援引一名AI服务器OEM专家访谈,该厂三季度GB300 NVL72产能约700柜,实际交付约600柜,其中约九成流向云服务商。相比之下,新兴算力租赁商(Neocloud)三季度订单意向书环比增幅不足50%,仅30%—40%最终转化为正式采购订单,显示依赖外部融资扩张的算力租赁商订单兑现能力相对较弱。受电网接入和HBM4良率影响,该专家预计其所在工厂Vera Rubin机柜放量将推迟至2027年一季度。与此同时,AI需求挤占内存产能,DRAM现货价格较2025年二季度上涨至约4倍,PC物料成本中内存占比从18%—20%升至35%—38%,消费电子面临成本和出货压力。