OpenAI's losses + slow realization of AI performance, Oppenheimer downgrades Microsoft's rating to "in line with the market"Market Insight | XPENG-W Surges Over 6%, XPENG P7+ to Debut Tomorrow, September Sales Hit Record HighA-shares, Hong Kong stocks, and US chip stocks see rare simultaneous surge, SMIC A-shares hit the 20cm daily limit upInstitution: After 46 months, Huawei's domestic sales revenue once again surpasses AppleMarket Insight | International gold prices continue to be under pressure, with CHINAGOLDINTL and SD GOLD down 3% recentlyEarnings season is approaching, Bank of America: The threshold for US stock market to rise is very lowPulles: Expects the Fed to cut interest rates twice more this year, a total of 6 rate cuts by the end of next yearEconomist: The Federal Reserve cut interest rates too early, inflation may rebound next year!TechInsights: Apple iPhone 16 Pro model continues to maintain strong demand in the third week“We, Robot” Event PreviewBiggest stock movers today: Arcadium Lithium, Chinese stock namesThe strongest hurricane in a century hits Florida, will non-farm payrolls and GDP both take a hit?Citigroup: The Fed is unlikely to skip rate cuts in November!Triple short China ETF surged 17% in overnight trading, while the Shanghai Composite Index plummeted nearly 7% at one pointHong Kong Stock Market Midday Review: Hang Seng Index opened high and fell, dropping more than 700 points at one point. Chinese brokerage stocks continued to declineMarket Insight | Meituan-W rises more than 3%, Keeta will launch in the capital of Saudi Arabia today, Daiwa raises company earnings forecast and target priceElon Musk is ready to make his biggest pitch yet that Tesla is more than just a car companySource: Insider
Insider: Apollo Open Platform 10.0 version is set to be released soonThe US Department of Justice is considering breaking up Google as a remedy in the antitrust caseHong Kong and A-shares plunged, with the Shanghai Composite Index falling more than 4.5% at one point, and Hong Kong stocks also turned downwardMarket Insight | FIT HON TENG Surges Over 14% as Hon Hai and NVIDIA are Building the World's Largest GB200 Production Plant in MexicoCICC Hong Kong Economic and Financial Quarterly Report: Exports continue to rise, high interest rate impact weakened"Market Black Swan" before the U.S. election: Two hurricanes!Bridgewater Associates: The Fed will not "significantly cut interest rates", US bonds are not a good investmentDaily Hong Kong Stock Market News Express (Wednesday, October 9)Meta's new initiative: Full-screen video + AI advertising, helping advertisers attract more revenueFive consecutive gains, one step away from a new high! NVIDIA is expected to break through the trading rangeAsset management giant warns: Up to 4% inflation could become the new normal in the United States!Senior officials from the Federal Reserve speak frequently: Be cautious about interest rate cuts and rely on dataDalio: The US economy is in a relatively good balance, and I do not believe the Federal Reserve will significantly cut interest ratesZhitong Hong Kong Stocks Early Insight | In September, China's logistics industry prosperity index rose by 0.9 percentage points, welcoming 1.216 million mainland tourists during the National Day holiday in Hong KongBlackwell's high energy efficiency performance enhances investor confidence, NVIDIA's stock price hits a three-month highWhat is the incremental policy? | Interpretation of the NDRC press conferenceBreakfast | U.S. stock market reverses, "Tech Seven Sisters" all rise, Chinese assets experience significant pullback, NVIDIA summit promotes Blackwell chip with high energy efficiencyExpectations for a significant rate cut by the Federal Reserve disappear as short interest in US bonds begins to emergeFederal Reserve officials set the tone for future rate cuts: "Balanced", "cautious", and "data-dependent"Reminder: Please pay special attention today (all in Beijing time)NVIDIA rises for the fifth consecutive day, analysts say the company has the most "unexpected potential"NVIDIA quietly sneaked back near its all-time high: Technology companies dancing around the AI leaderMeta offers benefits to advertisers: Facebook and Instagram add AI video tools to strengthen collaboration with content creatorsNVIDIA expects artificial intelligence to have a potential impact of up to $20 trillion across all industries using this technology$350 H100 replaces 40,000 CPUs! TSMC applies NVIDIA platform to accelerate computing and trigger a semiconductor manufacturing revolutionNVIDIA Summit promotes Blackwell chip with high energy efficiency, stock price rises 4% to a three-month high"The first stock of the Metaverse" Roblox was shorted by a well-known short-selling institution, accusing it of exaggerating key data, leading to a sharp drop in stock priceLooking to break NVIDIA's monopoly! Startup company TensorWave's cloud service only uses AMD chipsTrack Hyper | What's going on with Samsung Electronics?Warren Buffett sells more Bank of America shares, cashing out nearly $10 billion, approaching the regulatory 10% exemption reporting thresholdUS Stock Market News | Affirm Holdings Surges Over 6% After BTIG Upgrades RatingUS Treasury bonds rebounded weakly, traders focus on this week's CPI, concerns about inflation resurfaceWhat's at stake in the Google/Epic Games fight