随着时间的推移，接下来要买在硬软件需求慢慢被满足的过程中，那些预期拥有“能够把利润掐在手上”能力的技术层/应用层公司。

California’s Department of Financial Protection and Innovation ordered cryptocurrency ATM operator Coinflip on November 4 to pay more than $4.8 million in compensation to scam victims and return more than $350,000 in excess fees to regulators. According to Odaily, the order covers about 500 Coinflip machines in California and requires the company to stop violating state law. The investigation found that since 2021, Coinflip had not adequately identified customers or effectively detected, prevented, reported, and mitigated suspicious activity. Transactions also exceeded California’s $1,000 daily customer limit, and the company failed to provide written disclosures before purchases and issued receipts with incomplete information. The DFPI said scammers impersonate trusted organizations and falsely claim that victims’ accounts or computers have problems. They then persuade victims to withdraw cash and transfer funds through nearby ATMs; cryptocurrency purchased after scanning a QR code is sent to the scammers’ wallets. The regulator said older adults are particularly vulnerable to these schemes.

According to Kabutan, Yonhap and HKET, Japanese stocks rebounded sharply on Monday as AI and semiconductor shares sold off last week were bought back. The Nikkei 225 stood at 59,262.79 as of 04:33 UTC, up 1,828.02 points or 3.18%. Advancers made up 96% of the Prime Market in the morning session. Chip-equipment makers led, with Tokyo Electron up 4.72% and Advantest up 3.89%, while SoftBank Group traded weaker and Sanrio fell. Seoul's KOSPI reversed an early loss to trade higher on a rebound in chip giants, standing at 5,114.58 as of 04:32 UTC, up 54.89 points or 1.08%. Samsung Electronics rose 1.75% and SK hynix gained 3.53%. The Korean won traded at 1,357.1 per U.S. dollar as of 11:20 a.m. local time, up 5.9 won from the previous session's close. Hong Kong's Hang Seng Index ended the morning session up 49 points at 24,531, after opening 143 points higher and touching 24,738, with half-day turnover of HK$97.41 billion. The Hang Seng TECH Index edged up less than 0.1% to 4,081. SMIC rose more than 2% and Hua Hong Semiconductor gained 3%, while CATL fell 3% and Meituan dropped more than 5%. Energy-storage firm RelyEZ rose as much as 124% in early trade on its debut. Taiwan's TAIEX stood at 42,001.22 as of 04:32 UTC, up 2,299.58 points or 5.79%, regaining the 42,000 level after falling 5,510 points last week. The rally followed the National Financial Stabilization Fund's authorization to intervene and new Financial Supervisory Commission curbs on short selling that took effect on Monday. TSMC rose 5.85% to NT$2,260, MediaTek gained 9.88% to NT$3,725 and Delta Electronics added 9.95%. In mainland China, the Shanghai Composite ended the morning session up 0.46% at 3,665.94, the Shenzhen Component Index rose 0.27% to 11,206.25 and the CSI 300 gained 0.24% to 4,064.17. Coal stocks advanced.

Nvidia NVDA-USDC perpetual futures on Hyperliquid fell 3.8% in 24 hours to $180.50 as of 10:10 p.m. ET Sunday after the board opened an investigation into CEO Jensen Huang's relationship with a woman reportedly identified by intelligence officials as a Chinese spy. Volume was $170 million, according to The Block. Nvidia said the board had no reason to believe national security or company secrets were compromised, and a spokesperson said Huang would remain CEO without interruption. Polymarket put the odds of Huang's departure by Dec. 31, 2026, at 16%; Kalshi set odds at 18% by Jan. 1, 2028. Bitcoin fell 0.8%, while ether lost 4.2%.

Injective (INJ), Pearl (PEARL) and PEPE are the three altcoins to watch in the second week of November 2026, each trading within 8% of key Fibonacci resistance. INJ and PEARL rose 14.6% and 14.2% over the past seven days, while PEPE gained 3.8%, according to BeInCrypto. INJ faces resistance at $8.75 after rebounding from $6.867; PEARL was rejected at $1.8225 and sits near $1.731; PEPE is consolidating below $0.00000534, a ceiling since January 2026. A confirmed PEPE breakout could target $0.00000618, while volume confirmation may determine whether the tokens extend their gains or face further rejection.

China is marketing green bonds in Canada for the first time, expanding its offshore debt footprint to finance sustainable projects as ties between the two nations warm, according to Bloomberg.

Kakao Mobility has signed a memorandum of understanding with NVIDIA to collaborate on Level 4 autonomous driving technology. According to Sina Finance, citing a statement released by Kakao, the companies plan to integrate Kakao Mobility’s autonomous driving technology with NVIDIA’s computing, perception, and safety technologies in Kia purpose-built vehicles (PBVs). They will first develop integrated technology based on Kia PBVs, with a view to developing and supplying vehicles for Level 4 autonomous driving services.

接下来需要观察的，不只是纳斯达克什么时候止跌，还要看美股调整是否会进一步影响流动性，以及加密市场能否重新获得独立买盘支撑。

英伟达CEO黄仁勋周日发出全员公开信，正式承认婚外情并道歉称对妻子“不忠”，董事会同日宣布启动独立调查。英伟达夜盘跌超3%，公司面临的不确定性进一步上升。

Galaxy Digital认为，美国分立政府格局整体而言通常对市场友好，但 AI 治理、安全风险以及对劳动力市场的冲击，仍是悬而未决的重大议题。

三位中国投资界知名人物作为A股市场极具影响力的个人投资者，在行情剧烈震荡之际，他们的调仓选择也成为观察市场的重要风向标。

以太坊创始人Vitalik发表长文，重新讨论ETH的价值来源。他认为与其将ETH视为依靠手续费销毁支撑估值的代币，不如更加重视其作为价值储存资产的定位。

英伟达,黄仁勋,人工智能,黄仁勋承认「婚外情」 英伟达启动调查 金色财经,AI圈最大的瓜，恐怕非「皮衣客」黄仁勋莫属。

Vitalik发文称，ETH定位更应侧重其价值储存功能。他表示，手续费销毁叙事的作用没有看起来那么强，围绕这一目标优化可能难以兼顾去中心化与抗俘获能力。

从"守住系统"到"看清数据怎么流"：数据血缘如何成为企业级智能体的运行时安全底座。

Grayscale认为，以太坊是稳定币、代币化这类区块链创新的头部平台。投资ETH，相当于布局这套新兴金融基础设施的成长红利。