The S&P 500 index has risen nearly 10% in just three weeks, but the market is in a panic?Small-cap stocks and junk bonds are soaring, is the market "all in" on a soft landing in the United States?Volvo's European stocks plummeted by 11%, hitting a historic low, after previously experiencing a discounted sale of shares by Geely Auto.Hedge fund Qube's massive short position on HSBC? Company responds: Reporting error, no net short position on HSBC!Priority AI Battle! Amazon Alexa Department Shrinks, Hundreds of Layoffs ExpectedUnderstanding the HBM Industry Chain in One ArticleAlibaba's VariationMicrosoft: How to balance between competitive advantage and valuation?Should we continue to buy Japanese stocks? Berkshire Hathaway has issued yen bonds for the second time this year, with a total value of 122 billion yen.QUOTES-Reaction to Alibaba's scrapping of cloud unit spin-offBreaking the traditional distribution model! Hyundai Motor wants to "sell cars online" on Amazon.Surpassing GPT-4 is difficult? Google's "most powerful model" release postponed to the first quarter of next year.Jack Ma's family wealth fund invests in Tabby, an online consumer credit platform in the Middle East.ChargePoint 盘后跌超 30%! Q3 初步营收不及预期
ChargePoint 的股价在盘后交易中下跌超过 30%！第三季度初步营收未达预期。Bouncing with unsteady steps! US stocks hit a key resistance level, making it difficult to continue the upward trend?Apple's "Chip Swap" plan for 2025 may fall short as the company has invested billions of dollars but still lags far behind its competitors.Alibaba conference call: Strategic considerations do not involve the separation of Alibaba Cloud. Instead, an AI-driven approach and a priority strategy for public cloud will be adopted. The first batch of strategic innovative businesses has been announced.Alibaba's spin-off listing faces obstacles.Ma Yun's family trust holding company announces plans to reduce its stake in Alibaba by 10 million ADS shares.Alibaba quarterly revenue in line with expectationsCLOUD MUSIC's Q3 revenue growth of 11.6% met expectations, with a steady performance in the gaming business. Although CLOUD MUSIC's revenue declined, gross profit improved. | Earnings ReportLearning Management with OpenAI: How was the strongest product of 2023 created?Morgan Stanley reduces holdings in Microsoft and NVIDIA, while increasing holdings in Meta and Eli Lilly in Q3.PPI cooling boosts US stocks, Chinese concept index rises strongly by about 3%, US bond yields rise more than 10 basis points intraday.Cisco's guidance for this quarter is far below expectations, and it has lowered its full-year guidance. After the market closed, its stock fell more than 10%. | Earnings ReportTencent Conference Call: Mini-program transaction volume reaches 1.5 trillion, double-digit growth in enterprise service revenue, high inventory of high-performance chips.Sell Nvidia! Soros comrade Druckenmiller leads, Soros Fund clears its position.Microsoft, a partner and a new opponent! Microsoft launches its first AI chip and establishes new partnerships with AMD and NVIDIA.Tencent's Q3 net profit increased by 39% YoY, with a rebound in the gaming business and record-high advertising revenue. | Earnings ReportWhy did Alibaba Pictures face a sell-off of funds on the eve of the merger with Damai?The effectiveness of price reduction strategy has reached its peak. Can Cybertruck reorganize Tesla's sales? See Zhitong App's research.Unexpected leak! Google "bleeds" as Apple deducts 36% to remain Safari's default search engine.Tech giant Jingshun shows a strong preference for Amazon in Q3, investing heavily and increasing its holdings in Adobe.OpenAI's "Next Big Thing": NVIDIA's Most Powerful Chip B100, OpenAI's Most Powerful Model GPT-5What's going on? OpenAI temporarily suspends new ChatGPT Plus subscriptions.The struggle of hypermarkets: Gaoxin Retail suffers losses as it gets caught in the battle of membership stores.180-degree turn! Tiger Global increases holdings of tech giants "FAMG" in Q3, positions in PDD and AlibabaYear-end market situation stable? CPI drives short "panic" cover and boosts US stocks."New King of Hedge Funds" Griffin: If the Federal Reserve cuts interest rates too quickly, its reputation may be damaged.US CPI cools down more than expected, short sellers panic buy, small-cap stocks achieve best single-day performance of the year.S&P 500 and Nasdaq had their best performance in April, with Microsoft and Nvidia reaching new highs, while US bond yields dropped more than 20 basis points.Global fund managers are going crazy buying bonds! Optimism reaches its highest level since the financial crisis.Goldman Sachs 2024 Global Macro Outlook: The toughest is behind usIEA: Raises oil demand expectations for the next two years, expects a small-scale supply surplus in the first half of next year.Internet giants are all joining HarmonyOS.Bridgewater's Q3 pursuit of the AI trend: Establishing positions in Nvidia and Broadcom, while "big consumer" stocks remain the ballast.How far is the "last mile" for the Federal Reserve? Focus on tonight's heavyweight CPI data.Is it still worth buying Tesla on dips despite declining profits and Cybertruck production difficulties?Yellen "tough talk": Disagrees with Moody's downgrade of US rating outlookMorgan Stanley: Generative AI to Land on Apple and Mac Next Year, Apple Will "Ride the Wind"