HK, US stocks top stories
GOOGL (Trans): ROIC-Disciplined AI Investment to Stay AheadQCOM (Trans): Q3 marked the bottom for China Android; signed a new major client for its custom ASICs.US Military Plans Strike on Iran, Oil Prices Surge to Four-Year High, Nasdaq Futures Give Up Gains, Asian Currencies Plunge, Corn and Wheat Rise TogetherStarting from the T-Account: Deconstructing the First Principles of USD Liquidity and Global Asset PricingLeadership Change in a Low-Interest Cycle: Wang Liang Retires from China Merchants Bank, Wang Xiaoqing Takes the Helm of the "King of Retail"Alphabet: Cloud Business "Surges" to Crush Rivals, but $190 Billion in CapEx Is the Real GambleThe yen falls below 160, and intervention expectations rise! Japan's Finance Minister states, "Bold action is imminent."AMZN (Trans): AI's once-in-a-lifetime investment opportunityThe Global Economy at a "Crossroads"—As Energy Shocks Approach a Tipping PointRetail steadies, AI breakout: Is AMZN back in the top tier?Meta is facing business vulnerability risks due to its comprehensive self-research and self-supplyHow OpenAI's "Stargate" Project Is Dragging Down Oracle"I Won't See You Next Time"! Powell's Curtain Call: An "Outsider" Steers the Fed Through Its Most Turbulent Eight YearsCainiao's International Expansion Continues: Securing Large Warehouses in EuropeCK ASSET's Guo Ziwei: Expects Hong Kong's new property transactions in the first half of the year to increase by over 30% year-on-yearNVIDIA makes its first move in legal AI, betting on a valuation of $5.6 billion for the startup LegoraUnderstanding the Market | Gold Stocks Decline Collectively, Spot Gold Plummets Below the Key Level of 4600, Gold Price Upside Potential Restricted by "Dual Expectations"Oil prices breaking $120 intensify turmoil in Asian foreign exchange markets, with currencies of Indonesia, India, and the Philippines hitting historical lowsHong Kong Stocks Intraday | Three Major HK Indices Retreat Collectively; Chip and Insurance Sectors Strengthen; SMIC Leads in Turnover