Dongxing Securities Co., Ltd.: Market expectations are highly volatile, short-term bond yields are attractive and low riskCICC: Maintains Buy Rating on Meituan-W with a Target Price of HKD 228.00Is AI Cloud burning a lot of money? Morgan Stanley: By 2025, it will be equivalent to the spending of the Apollo Space Program! Fortunately, the application side is also very optimisticSchroder Investment: Is the Federal Reserve playing with fire?AI demand remains strong! Taiwan Semiconductor's Q3 performance significantly exceeds expectations, with a year-on-year net profit increase of 54% | Financial Report InsightsWall Street revival, Morgan Stanley hits a new high, CEO asserts: Competitors will find it hard to catch up with the big banksTaiwan Semiconductor's US stock night session continues to rise, now up more than 6%Taiwan Semiconductor surges 4.5% in after-hours trading, market value surpasses $1 trillion, outperforming expectations and boosting the semiconductor sectorTrump Stabilized? This "Trump Trade" is far ahead of US stocks and goldDirect hit on the press conference of the Ministry of Housing and Urban-Rural Development and 5 other departmentsHow much investment did the historical "monetization settlement" drive?Accused of having product network security risks, Intel Corporation respondsHong Kong Stock Market Midday Review: Hang Seng Index surged in early trading but fell back, while property stocks experienced a pullbackWhat happened? Sunac China fell more than 18%, leading the decline in real estate stocksBMO Capital is bullish on small and mid-cap stocks: attractive valuations and typically outperform during Fed rate cut cyclesJefferies warns: Antitrust case may cause Apple to lose one-third of Google's revenue shareAnother tech leader plunges, will the July market repeat itself?Market Insight | Real estate stocks plummet during trading, Sunac China's decline expands by over 20%, Zhongliang Holdings drops nearly 15%Legendary Investor: Buffett's recent stock sales indicate that the market is overvalued!1. With Musk's "Department of Efficiency in Government" gaining support, the price of Dogecoin soared by 10%.
2. Bitcoin's market share has reached its highest since 2021Minister of Housing and Urban-Rural Development Ni Hong: Five policies support monetized resettlement housing, allowing local governments to issue special bondsMinister of Housing and Urban-Rural Development Ni Hong: Will add 1 million sets of urban village renovation and dilapidated house renovation through monetized resettlementThe impact of hurricanes on the U.S. economy can be felt in tonight's marketBank of America CEO sounds the alarm: US economy may lose its special status due to debt issues!Market Insight | CGN MINING Soars Over 13% in Early Trading, Amazon Invests Over $500 Million in Developing Nuclear Power Supply SystemsAfter ASML's performance collapsed, will Taiwan Semiconductor become the "lifesaving straw" in the AI chip market?Tech giants' earnings season is coming again, and this time the focus is still on: NVIDIA and capital expendituresWedbush: The three major tech giants in the US will compete for the first entry into the $4 trillion market value club in the AI fieldRefusing to pull back, far exceeding model valuations, Deutsche Bank exclaims: Gold is truly astonishingly strong!Why is this meeting of the five central departments so important tomorrow?BlackRock: Artificial intelligence remains one of the important investment themes, optimistic about equity investment opportunities in the Chinese stock market and other marketsDefeating GPT-4o, second only to o1! NVIDIA's heavyweight open-source super powerful model - NemotronBreakfast | ASML continues to fall by over 6%, NVIDIA rises by over 3%, Dow hits a new high, small caps riseTesla reorganizes its North American and European operations, with Musk's confidant appointed as the headLegendary investor Drew Miller: Banks and cryptocurrencies rise together, the market is "very confident" that Trump will winBillionaire investor Druckenmiller: Market very confident Trump will winApple's car project failed, BYD directly benefits? It is reported that they have secretly cooperated for six years to develop long-range electric vehicle batteriesWhy Intel Stock Wilted on WednesdayReminder: Please pay special attention today (all times are in Beijing time)The next AI trend? Amazon, Alphabet, are all investing in itOvernight US Stocks | Dow hits record high, Morgan Stanley hits new high, Chinese concept stocks rebound, Fangdd Network closes up 55.43%Atlas humanoid robot gets AI "power": Boston Dynamics teams up with Toyota Research Institute for AI behavior system applicationBehind the delayed shipment of Blackwell: NVIDIA and Taiwan Semiconductor caught in "internal strife", one side blames packaging technology, the other side claims to be forced to rush workAlcoa's US stocks surged more than 10% after hoursDruckenmiller: Liquidating NVIDIA is a major mistake, the Fed's aggressive rate cut in September was a mistake, the market has already priced in Trump's victoryApple's Chief HR Officer, who has been in office for less than two years, is about to resignLuxury goods in the cold winter, 18 months, LVMH boss dropped from the world's richest to fifth placeAmazon and Google compete to invest in nuclear-powered data centers, US stocks related to nuclear power concept surgeHow can nuclear power solve the energy consumption dilemma of AI? HSBC: Restart old nuclear power plants, develop small nuclear power plantsASML earnings call: Chip industry demand recovery slow, customers more cautious