Nvidia 股票因高管不当行为及董事会撤换恐惧而下跌，同时美国计划由 JD Vance 主导的伊朗谈判；梅赛德斯-奔驰在中国销量下滑 31%，CEO 奥拉·卡伦尼亚斯表示将对其商业模式进行重大调整；本地方面，Hindustan Copper 股票因第二季度业绩强劲及创纪录利润率上涨 6%，SBI 股票因正面券商评论及其美国投资者路演而上涨最高 2%；UBS 将巴尔特电子纳入亚太关键推荐名单并将目标价上调至 550 卢比，意味着 37% 潜在上涨空间。Good morning!
Nvidia shares dropped on executive misconduct and board ouster fears, while US plans Iran talks led by JD Vance. Mercedes-Benz faced China sales slumps, prompting market overhauls. Locally, Hindustan Copper rallied on margins and SBI gained on strong brokerage views. Good morning!
Nvidia 股票在盘后交易中跌幅最高达 9%，此前有媒体报道称其 CEO 杰森·黄涉及另一起丑闻，并传出公司董事会可能因此事启动罢免程序。此跌幅发生在股价连续两个交易日已下跌约 10% 之后，尽管周三正常交易时段股价回升了 3%。
Nvidia shares plunged as much as 9% in extended trading after reports of another affair involving CEO Jensen Huang and speculation that the company’s board could move to oust him. The fall comes after the stock had already lost around 10% over the previous two sessions, although it recovered 3% in regular trading on Wednesday.
美国也在考虑重新与伊朗恢复谈判，副总统 JD Vance 成为特朗普政府在结束战争努力中的主要谈判代表。据《华尔街日报》报道，Vance 已获授权推进外交，并正考虑与伊朗高级安保官员莫欣·雷塞伊进行面对面谈判。与此同时，油价仍保持高位，布伦特原油每桶价格维持接近 92 美元，因冲突解决进展缓慢。
The US is also weighing a return to negotiations with Iran, with Vice President JD Vance emerging as the Trump administration’s lead negotiator in efforts to end the war. The Wall Street Journal reported that Vance has been authorised to pursue diplomacy and is considering face-to-face talks with senior Iranian security official Mohsen Rezaei. Oil prices, meanwhile, remain elevated, with Brent holding near $92 a barrel as there is little progress towards resolving the conflict.
中国成为梅赛德斯-奔驰的更大麻烦，该公司在中国销量下滑 31%，CEO 奥拉·卡伦尼亚斯表示将对其商业模式进行重大调整。
China is becoming a bigger headache for Mercedes-Benz, with sales in the country falling 31% and CEO Ola Källenius signalling a major overhaul of its business model.
印度股市出现个股走势。Hindustan Copper 股票因第二季度业绩强劲及创纪录利润率上涨 6%，SBI 股票因正面券商评论及其美国投资者路演而上涨最高 2%；UBS 将巴尔特电子纳入亚太关键推荐名单并将目标价上调至 550 卢比，意味着 37% 潜在上涨空间。
Indian markets are seeing stock-specific moves. Hindustan Copper shares jumped 6% after strong Q2 results and record margins, while SBI gained as much as 2% after positive brokerage commentary following its US investor roadshow. UBS has also added Bharat Electronics to its APAC Key Call List and raised its target price to ₹550, implying 37% upside.
Nvidia 股票跌 9% 因杰森·黄丑闻传闻，董事会准备罢免盘后下跌发生在该股周三常规交易时段小幅反弹3%之后，此前自丑闻曝光以来，该股在过去两个交易日累计下跌10%。
Nvidia shares crash 9% on reports of another Jensen Huang affair, board preparing for ouster Shares of Nvidia Corp. fell as much as 9% in extended trading on Wednesday, November 11, after a spate of media reports ranging from another affair of its CEO Jensen Huang to the board preparing to sack him due to these developments. The afterhours fall comes after the stock had seen a minor, 3% rebound in regular trading on Wednesday, after a 10% fall in the last two trading sessions, since the scandal came to light.
美国权衡重启伊朗谈判，由万斯牵头谈判 美国正在权衡重启与伊朗的谈判，副总统万斯成为特朗普政府结束战争努力的首席谈判代表。《华尔街日报》报道，万斯已获总统特朗普授权推进外交，并正考虑与伊朗高级安全官员穆赫辛·礼萨伊举行面对面会谈。
US weighs restarting Iran talks with JD Vance as lead negotiator The US is weighing a restart of negotiations with Iran as Vice President JD Vance emerges as the Trump administration’s lead negotiator in efforts to end the war. The Wall Street Journal reported that Vance has been authorised by President Donald Trump to pursue diplomacy and is considering face-to-face talks with Mohsen Rezaei, a senior Iranian security official.
梅赛德斯-奔驰中国销量暴跌31%，被迫进行“100%中国”业务大修 梅赛德斯-奔驰集团股份公司因中国市场需求萎缩而陷入困境，首席执行官康林松表示，这迫使公司在全球最大汽车市场进行彻底的业务大修。
Mercedes-Benz sales fall 31% in China, forcing a ‘100% China’ business overhaul Mercedes-Benz Group AG’s struggles with shrinking demand in China mean it’s being forced into a complete overhaul of its business in the world’s biggest auto market, according to Chief Executive Officer Ola Källenius.
康林松周三在《南德意志报》于柏林举办的论坛上表示，一种此前行之有效的混合模式——即梅赛德斯在区域基地分工生产，再将成品车运往中国组装以供应本地市场——不再奏效。
A previously successful hybrid model under which Mercedes split production between regional sites before assembling the finished vehicle in China for the local market no longer works, Källenius said Wednesday at a Sueddeutsche Zeitung newspaper forum in Berlin.
布伦特原油守在92美元附近；尽管西亚冲突解决无进展，油价保持稳定 11月12日周四亚洲早盘，油价企稳，因美伊鲜有交锋，和平谈判也无进展迹象。
Brent holds near $92; Oil remains steady despite no progress in West Asia conflict resolution Oil prices steadied in early Asian trade on Thursday, November 12, as the US and Iran traded few blows and the peace talks showed no sign of progress.
布伦特原油报每桶92.46美元，上一交易日收于93美元下方。美国西德克萨斯中质原油（WTI）12月合约下滑0.1%，报每桶86.39美元，周三曾上涨0.6%。德黑兰在核库存问题上的强硬立场似乎让交易员保持谨慎。印度铜业股价大涨6% 因第二季度经营强劲、利润率创历史新高印度铜业有限公司股价周四（11月12日）开盘最高上涨6%，此前该公司公布了强劲的2027财年第二季度业绩，盈利显著超出分析师预期。
Brent traded at $92.46 a barrel, having settled below $93 in the previous session. The US West Texas Intermediate (WTI) for December delivery slipped 0.1% to $86.39 a barrel, after it gained 0.6% on Wednesday. Tehran's hard line on its nuclear stockpile seemed to have kept traders cautious. Hindustan Copper shares jump 6% after strong operating Q2, record high margins Shares of Hindustan Copper Ltd. opened as much as 6% higher on Thursday, November 12, after the company reported a strong set of Q2FY27 results, with earnings significantly exceeding analyst expectations.
该股在过去一周已累计上涨约10%。印度最大贷款机构获零“卖出”评级；探究分析师看好的驱动因素印度国家银行（SBI）股价周四（11月12日）盘中最高上涨2%，受益于券商在该行赴美投资者路演后发布的积极研报，管理层在路演中阐述了增长重点、贷款扩张战略及盈利目标。
The stock has already rallied around 10% over the past week. India's largest lender has zero 'sell' ratings; find out what is driving analyst optimism Shares of State Bank of India (SBI) were trading up as much as 2% on Thursday, November 12, amid positive brokerage commentary following the bank's US investor roadshow, where management outlined its growth priorities, loan expansion strategy and profitability targets.
防务股精选：瑞银将这家央企纳入亚太“核心推荐”名单；看好上涨空间达37%全球投资银行瑞银在周四（11月12日）发布的最新研报中，将防务装备制造商印度电子有限公司（BEL）纳入其“瑞银亚太核心推荐名单”。
Defence Stock Picks: UBS adds this PSU to its APAC 'key call' list; sees 37% upside Global investment banking firm UBS has included defence equipment manufacturer Bharat Electronics Ltd.(BEL) as part of its "UBS APAC Key Call List" in its latest note on Thursday, November 12.
瑞银维持对BEL的“买入”评级，并将目标价从500卢比上调至550卢比。尽管外资强劲流入 卢比兑美元微跌至93.73：缘由解析印度卢比兑美元周四（11月12日）低开4派，报93.73，周三（11月11日）收于93.69。
UBS has maintained its "buy" recommendation on BEL, and has raised its price target on the stock to ₹550 from ₹500 earlier. Rupee edges lower to 93.73 against dollar despite strong foreign fund inflows: Here’s why The Indian rupee opened lower by 4 paise against the US dollar on Thursday (November 12) at 93.73, compared with its previous close of 93.69 on Wednesday (November 11).
尽管外资股票投资回流提供了一定支撑，抵消了美元走强的影响，但国内货币开盘仍下跌。历史数据揭示美联储加息周期首次加息后黄金表现根据莫蒂拉尔·奥斯瓦尔金融服务公司的分析，在美联储货币紧缩周期的首次加息后，黄金在随后三个月和六个月内历史上均实现了正向平均回报。
The domestic currency's opening decline came despite a revival in foreign equity inflows, which has provided some support to the rupee, offsetting the impact of a strengthening US dollar. Gold's performance after past Fed rate hikes: What historical data shows Gold has historically delivered positive average returns over three and six months following the US Federal Reserve's first interest rate hike in a monetary tightening cycle, according to an analysis by Motilal Oswal Financial Services.
分析显示，在首次加息后的三个月内，黄金产生了平均 4.22% 的回报，六个月内上升至 5.84%。
The analysis shows that gold generated an average return of 4.22% in the three months after the first rate hike, rising to 5.84% over six months.
古尔冈因空气污染加剧禁止酒店、餐馆使用煤炭、木柴烤炉 古尔冈行政部门已下令全区酒店、餐馆和露天餐饮场所禁止在烤炉中使用煤炭和木柴作为燃料，这是遏制日益严重的空气污染努力的一部分。
Gurugram bans coal, wood-fired tandoors at hotels, restaurants amid rising air pollution The Gurugram administration has prohibited the use of coal and wood as fuel in tandoors at hotels, restaurants and open-air eateries across the district as part of efforts to curb rising air pollution.
地区长官兼副专员乌塔姆·辛格发布命令，指示所有此类场所立即改用更清洁的燃料替代品，包括电力、燃气和其他获批的清洁燃料。
District Magistrate and Deputy Commissioner Uttam Singh has issued an order directing all such establishments to immediately switch to cleaner fuel alternatives, including electricity, gas and other approved clean fuels.