重要新闻
1. 美国9月CPI同比增3.7%超预期。
个股新闻
1. 微软(MSFT.O)：Azure云服务管理层未指示各团队制定成本削减方案。
2. 据英国金融时报：美国银行(BAC.N)因反洗钱工作存在缺陷，被罚款12亿美元。
3. VinFast(VFS.O)：越南线上计程车平台Green SM正式在美国推出全电动汽车出租车服务。
4. 甲骨文(ORCL.N)再次请求联邦监管机构尽快批准一条天然气管道，以满足其在新墨西哥州大型数据中心项目的供电需求。
5. 市场消息：英伟达(NVDA.O)承诺未来五年投入2.5亿美元，推动英国代理安全与安防研究；公司表示，每年将为英国代理安全研究提供5000万美元的计算资源支持。
6. 阿斯麦(ASML.O)：2026年Q3净利润49.60亿欧元，上年同期21.25亿欧元，市场预期41.65亿欧元；预计Q4营收为142亿至152亿欧元，此前市场预估为141.89亿欧元。
7. 受EMIB先进封装基板良率及设计调整影响，谷歌(GOOG.O)下一代TPU v9的Core A设计进度延后约三周。
8. AMD(AMD.O)CEO苏姿丰：2026将是“AI推理元年”，CPU市场需求将爆发式增长。
9. AT&T(T.N)同意以20亿美元出售旗下墨西哥无线业务。(Historical earnings: For fiscal 2026 Q3, Microsoft reported basic EPS of 13.19, diluted EPS of 13.14, and net income of USD 97.983 billion. In the prior-year period (fiscal 2025 Q3), basic EPS was 10.03, diluted EPS was 9.99, and net income was USD 74.599 billion. For fiscal 2026 Q2, basic EPS was 8.91, diluted EPS was 8.87, and net income was USD 66.205 billion. In the prior-year period (fiscal 2025 Q2), basic EPS was 6.56, diluted EPS was 6.53, and net income was USD 48.775 billion. Consensus expectations: Consensus for fiscal 2027 Q1 expects EPS of 4.8231 and revenue of USD 92.453 billion. Consensus for fiscal 2027 Q2 expects EPS of 4.9451 and revenue of USD 97.380 billion.)