赛力斯不会被华为抛弃 | 见智研究One of Munger's most classic speeches: How to live a rational and enjoyable life?Jack Ma made a rare internal speech on the company's intranet: "I firmly believe that Alibaba will undergo changes, and Alibaba will make a difference!"Bullish signals are flashing in the US stock market! Companies and insiders are going crazy buying back stocks.What does Charlie Munger's passing mean for Berkshire Hathaway?全球 “卷王”!Temu 再造拼多多Munger's passing and the era of value investing "superstars"美团当下的困境及破局之道Breakfast | US stocks are just 5% away from their all-time high, and PDD's market value is approaching Alibaba's.The expectation of the end of interest rate hikes has led to a rebound in the US stock market, with Pinduoduo surging by 18%. The US short-term bond yields have experienced a double-digit plunge.The AI talent war on Wall Street is in full swing! Goldman Sachs emerges as the loser with the largest net talent outflow.Amazon is stepping up its efforts to defend its position in the cloud market by upgrading its self-developed AI chips and launching the Q chatbot, which is powered by the latest generation of NVIDIA's super chips.Micron updates its performance guidance, with adjusted operating expenses exceeding expectations. Pre-market trading sees a sharp decline of 6%.两天连 “提” 两名行长助理,招行高管团队变为 “一正六副两行助”Pinduoduo Conference Call: Agricultural development holds strategic significance, with less focus on short-term revenue trends.Meituan conference call: The growth rate of Q4 food delivery revenue will be slightly lower than Q3, and the growth of new businesses will also face challenges.The most optimistic investment bank on Wall Street has emerged! Deutsche Bank predicts: S&P 500 to reach 5,100 points by the end of next year.新兴市场最难的时刻过去了?Meituan-W's Q3 revenue increased by 22% YoY, exceeding expectations, while net profit declined by 23.4% QoQ. The number of instant delivery transactions increased by 23.0% YoY. | Zhitong AppPre-market US stocks | Weibo Corp rises, Alibaba and JD-SWR fall! Shanghai green license may be further tightened里程碑!钙钛矿组件效率突破 18% 商业化门槛Why is Southbound capital in Hong Kong stocks "buying more as they fall"?Quick Look from Major Banks | KUAISHOU-WR Target Price Downgraded! BYD, XPENG-W, and Leapmotor Receive Positive Outlook比亚迪向下,特斯拉向上 | 见智研究US Stock Options | Alibaba, PDD call trading is hot! Tesla's trading volume continues to decline to 1.37 million contracts野村憂直播行業競爭加大 降快手目標價至 68 元中金解读三季度货政报告:信贷持续高增必要性降低 降息时点可能在明年初Meituan-W's pre-earnings slump by over 4%, hitting a 52-week low. Market estimates show that non-IFRS net profit for the last quarter increased by up to 61.5%.One chart to understand | This is the moment when ByteDance's revenue surpasses Tencent's!新加坡股市 27 日报:新加坡电信成交量暴增商汤为何跳水大跌 5%?香港警方:HOUNAX 案已接获 145 人报案,涉款约 1.48 亿港元How much will the Fed cut interest rates next year? Some traders are betting on a 250 basis point cut.对今年看走眼之后 华尔街预测美股明年会走高Deadlock! The "battle" between Tesla and Swedish labor unions continues.硬核解析 | 英伟达中国特供版 H20,性能够用吗?Morgan Stanley discloses institutional shareholding data, revealing "buying opportunities" in these US tech stocks.Reddit, the 'American version of Tieba,' is considering going public in the first quarter of next year, with a valuation potentially reaching as high as $15 billion.Fast fashion giant Shein secretly files for IPO in the US, with a valuation estimated to reach $66 billion.富国银行认为经济 “软着陆” 将压抑标普 500 指数进一步上涨Breakfast | S&P 500 expected to reach new historical highs next year, Alibaba establishes a large-scale research team for Taotian2023 is witnessing a strong rebound, which has caught Wall Street bears off guard as their short positions in the US stock market are dwindling.Spot Bitcoin ETF approval expected to heat up, funds flowing into digital assets for 9 consecutive weeks沐瞳科技 CEO 袁菁回应出售传闻:公司继续独立运营"Web Monday": US stocks fall, Amazon hits a 52-week high, US bond yields hover at a two-month low.轮岗多个关键部门,“服务” 招行 28 年的徐明杰获批高管