美股开盘，英伟达开盘涨近1.4%，总市值达3.37万亿美元；苹果开盘下跌近0.8%，总市值报3.34万亿美元。英伟达成功再次超越苹果，成为全球市值最高的公司。

开盘后，英伟达小幅回落再次冲高，最新市值报3.38万亿美元，苹果则继续下跌，市值报3.34万亿美元。

消息面上，英伟达将被纳入道琼斯指数，该决定于11月8日开盘前生效，英特尔则被剔除出道琼斯指数。

值得注意是，美国第三大公共养老金三季度减持苹果、英伟达等股票。纽约州共同退休基金是美国第三大公共养老金，管理着2677亿美元的资产，该基金三季度出售了150万股苹果股票，将其持股数量降至1960万股；出售了310万股英伟达股票，将其持股数量降至3050万股。

此外，英伟达的GPU需求依旧火爆。周一，SK海力士董事长崔泰源表示，英伟达CEO黄仁勋已要求他将该公司下一代高带宽内存芯片HBM4的供货时间提前六个月。SK海力士正在与英伟达合作解决供应瓶颈问题。

中概股方面，纳斯达克中国金龙指数走高，最新涨超2.7%。百胜中国涨超10%，小鹏汽车、极氪等涨超6%。

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