2026年11月5日，英偉達B200租賃價格漲至6.7美元/GPU每小時，刷新有記錄以來新高；H100漲至2.97美元，刷新2024年9月以來新高；A100持平於1.58美元。整體來看，芯片迭代需求繼續支撐新一代GPU B200的高價格，上一代主力型號H100保持堅挺，版本最舊的A100價格年內價格變動不大，但未見明顯下跌，說明整體需求依然堅挺。 -------- 1、GPU租賃價格指數主要統計每天雲服務商、數據中心和私人租賃市場中英偉達A100、H100、B200等GPU的實際租賃報價。 2、相關指數上漲通常意味着GPU更緊缺、需求更旺；下降則說明供應增加或需求降溫。通過觀察價格趨勢，以及比較新舊GPU之間的價格差，投資者可瞭解當前AI算力的景氣度。

Sichuan Provincial Development and Reform Commission issued measures to boost private investment, prioritizing land support. The plan steps up marketing of commodity residential land to private firms and will update planned supply information promptly. It aims to lower industrial land costs by allowing industrial projects to pay land-transfer fees in installments under agreement; private projects on the province's key-project list may also pay land prices in installments as permitted. Private firms may raise floor area ratio on self-owned industrial land to build or expand production facilities without additional land charges, provided detailed planning is met and land use is unchanged. New construction planning will allocate at least 80% of new industrial land to private-investment projects; local authorities are directed to activate stock land and prioritize SMEs for productive-capacity projects, with provincial reallocation to cover shortfalls by year-end.

Interfax reports Russia struck a cargo ship bound for Ukraine.