According to Jin10, the EIA’s Short-Term Energy Outlook report expects U.S. crude inventories to rise in 2027 as net imports increase and domestic oil production reaches a record 14.3 million barrels per day.

Goldman Sachs says semiconductor stocks are clearly in oversold territory and recommends Nvidia, Broadcom and AMD as buy candidates. According to Sina Finance, analyst James Schneider said Nvidia and Broadcom trade at 12 and 13 times baseline earnings, respectively, even under the relatively unlikely scenario of zero growth in 2028, making their valuations attractive; he sees AMD's growth outlook favorably, though its valuation is less attractive. Technology stocks suffered steep losses in November. On November 5, as investors assessed the potential impact of an election “blue wave”—a Democratic landslide—on AI data-center construction, the S&P 500 fell sharply and the stock market lost $3 trillion in market value overnight. The Dow Jones Industrial Average plunged 1,800 points, its biggest one-day drop since 2020, while the Nasdaq fell 5.5%, weighed down by semiconductor and cloud companies including Micron and SanDisk. Markets weakened further, with semiconductors particularly subdued. The Philadelphia Semiconductor Index fell 21% over the past month, including a 6% decline in November. Schneider said the market is being shaped by two competing issues: how hyperscalers and AI model labs will fill the substantial funding gap between capital expenditures and free cash flow, and whether supplies of land, electricity and data-center infrastructure can meet consensus demand expectations for semiconductors. Since the U.S. election ended on November 3, uncertainty about the pace of data-center construction in Texas and other states has drawn greater attention. Schneider added that few catalysts are likely to lift share prices before year-end, but he believes the risk-reward profile of some stocks is attractive at current prices.

According to Jin10, AMD's sixth-generation EPYC SP7 processors based on the Zen 6 architecture are now fully available.

Peloton Interactive Inc. drew $6.8 billion in demand for its debut junk-bond sale, allowing the fitness company to increase the deal size and cut borrowing costs, according to Bloomberg.

According to Jin10, the EIA’s Short-Term Energy Outlook forecasts global oil demand at 102.4 million barrels per day in 2026, unchanged from its previous forecast, and 104.4 million barrels per day in 2027, down from 104.6 million.

According to Jin10, the U.S. Department of Agriculture raised its 2026/27 corn production forecast for Argentina to 57 million tons from 55 million tons and for Brazil to 141 million tons from 139 million tons.

According to Jin10, the EIA’s Short-Term Energy Outlook forecasts average WTI crude prices of $88.29 per barrel in 2026, up from $88.21, and $80.54 in 2027, up from $79.74; it forecasts Brent crude at $97.44 per barrel in 2026, up from $96.32, and $85.78 in 2027, up from $83.74.

According to Jin10, the EIA’s November forecast for U.S. natural gas production next year was 116.1 billion cubic feet per day, unchanged from the previous reading.

Vitalik 最新发文解释将以太坊定位从燃烧代币转向价值存储的原因，作者认为只要去中心化与抗审查不变，以太坊的长期潜力就不必担心。

芬兰诺基亚小镇一户人家切断集中供暖，靠 SunBit 比特币锅炉挖矿取暖，挖矿收益目前能覆盖电费，但 2028 年减半后或只能押注币价上涨。

纳斯达克,人工智能,美股,AI正在经历痛苦的再定价 金色财经,AI泡沫未破，但靠标签吃估值的时代已经结束。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

君合律所解析代币化存款的法律性质与监管要点，慢雾补充智能合约审计与链上反洗钱实践。

a16z Crypto 更名转向 AI 后，两家加密 VC 披露：近三成被投项目跑路归零、超半数难与投资人沟通，一级市场退出困难，资金正流向 AI 与芯片。

Binance,私钥,网络安全,币安热钱包使用了 MPC：为什么攻击者仍能转走资产？ 金色财经,私钥未泄露，资产却被转走：MPC 防线为何失守？

Anthropic 推进 IPO，目标估值约 1 万亿美元，较此前预期缩水；谷歌、微软、英伟达等拟认购 260 亿美元战略配售。

10月CPI数据今晚公布，市场对12月加息的定价已达86%；高盛预计核心CPI环比仅增0.16%，但核心PCE仍偏高。

四款代币化信贷产品已聚集10.5亿美元资产，机构RWA的下一轮增长，取决于这些资产能否在DeFi借贷市场成为合格抵押品。