相關個股：聯電(2303)

11月芝加哥pmi 58.2低預期、10月待完成屋銷售mom -1.1%不如預期；脫歐談判未果近期將硬脫、美國聯邦資金將斷炊

油價小跌0.4%/美元指數小反彈站92/十年債殖利率持平

比特幣漲逾6.5%至1940因原空方翻多；大摩降高盛等評等但調高wells fargo等消金評等

事件：amd看好明年pc市場成長性漲6.3%、TESLA(跌3%)取得上海銷售MODEL Y許可、nikola(跌27%)與gm簽合作mou但未涉及先前所揭露的入股、siltronic漲8.41%至121.75、玉米價格因供給緊張飆5年高

Dow jones以apple及intel漲2%表現最好、chevron及dow跌4%表現最差；nasdaq 100因疫苗確認有效申請歐美授權大漲20%及amd漲6.3%表現最好、京東跌4.5%及拚多多跌3.6%表現最差；s&p次產業以專業服務及生命科學皆漲逾2%表現最好、類股僅科技漲0.66%及健康醫療漲0.3%收紅；費半以amd 漲6.3%及xilinx漲5.9%表現最好、Monolithic Power Systems, Inc.跌2.5%及cree跌2%及台積跌1.7%表現最差

盤後：Zoom Video Communications雲端成長上升過快跌6%
降等：空頭機構作空KANDI跌285、PALANTIR跌2%

強勢股：China Automotive Systems Inc.漲174%/Oblong Inc. 漲133%/Riot Blockchain Inc. 漲35%/MicroStrategy Inc. 漲26%/Veritone Inc. 漲25%/Innodata Inc. 漲20%/Impinj Inc. 漲18%/Mogo Inc.漲17%/GTT Communications Inc. 漲14%
創高：Ajax I/Azure Power Global Ltd. /Cloudflare Inc. Cl A/Farfetch Ltd. Cl A/GameStop Corp. Cl A/FUBOTV/IHS Markit Ltd./ MaxLinear Inc./ Paycom Software Inc./ Pinterest Inc./ Zymeworks Inc./ Yalla Group Ltd./ Unity Software Inc./聯電/Aviat Networks Inc./Broadcom/CureVac N.V./cohu/Diodes Inc./ Entegris Inc./etsy/Innodata Inc./ Marvell Technology Group Ltd./ Sonos Inc./roku/xilinx

• 聯電(2303)