
週三美股指期貨扭轉跌勢大幅上漲。市場正評估民主黨掌控國會及德州州長選舉結果對人工智慧與資料中心產業的潛在政策限制影響。同時,超微公司因財報優於預期,盤前股價上漲。
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民主黨在選舉中取得國會控制權,市場正評估其對科技產業及資料中心建設的潛在限制。
週三,美股指期貨大幅走高,扭轉早盤的跌勢。
週三,美股指期貨大幅走高,扭轉早盤的跌勢,截至台灣時間下午8點37分,道瓊工業指數上漲880點,漲幅1.70%;標普500指數期貨上漲1%,那斯達克100指數期貨也同步上漲。
交易員正在權衡民主黨控制國會,以及2026年美國中期選舉中幾位關鍵州長獲勝的影響。民主黨一舉奪得勝利,一夜之間掌控了國會。美聯社也預測,德州民主黨州長候選人吉娜·希諾霍薩將擊敗共和黨現任州長格雷格·阿博特。希諾霍薩承諾暫停在該關鍵科技中心建置資料中心。
華爾街分析師表示,民主黨掌控眾議院和參議院可能會對部分市場部門構成壓力,尤其是與人工智慧建設相關的股票。投資人擔心,民主黨若大獲全勝,可能意味著全國的資料中心將面臨更多限制。近幾週來,由於擔心資料中心支出成長放緩,人工智慧相關股票已經出現回檔。
超微這家人工智慧領域的重要參與者公佈遠超分析師預期的第三季獲利和營收,受此消息提振,其股價在盤後交易中一度飆升兩位數。盤前交易中,該股最後上漲了6.3%。

According to the 2025 Hank Annual Misery Index, Taiwan has the least economic pain among 178 economies in the world with a score of 2.1. Venezuela tops the misery index due to high inflation and unemployment, followed by Sudan and Türkiye. The index combines inflation, unemployment, loan interest rates and GDP growth to evaluate.

On November 3, the "2026 World Mayors Dialogue·Ningbo" was held at Ningbo Zhoushan Port. Representatives of port cities from Benin, Malaysia, Madagascar and other countries discussed port resilience, green transformation and intelligent development with China, and jointly released the "Ningbo Consensus on Cooperation and Development" and are committed to building an interconnected global logistics supply chain.

American business firm Dun & Bradstreet announced the Taiwan Enterprise AI Momentum Index for the fourth quarter of 2026, which shows that AI application momentum continues to expand, but the risk mitigation and technical readiness indicators are both below 50, reflecting that companies still have significant room for improvement in governance and structure management.

U.S. stock index futures reversed their decline and surged higher on Wednesday, with the Dow Jones Index rising more than 880 points. The market is assessing the potential regulatory pressure on the artificial intelligence and data center industries from the Democratic Party's control of Congress and the Texas gubernatorial election results. At the same time, AMD's outstanding financial performance has boosted stock prices.

The Central Bank of China will launch a 300 billion yuan three-month buyout reverse repurchase operation on November 5. The main purpose of this operation, which reduced the maturity scale by 200 billion yuan, was to respond to the recent trend of loose market liquidity, stabilize market expectations and curb the rapid decline of overnight repurchase rates.

The 140th Canton Fair concluded in Guangzhou. This exhibition coincides with the 70th anniversary of its founding. Through the expansion of the platform scale, the upgrade of the exhibit structure and the multi-dimensional extension of global connections, it demonstrates the transformation process of China's foreign trade from a single export to a comprehensive international trade platform, from product output to technology and service collaboration.