Daily Hong Kong Stock Market News Briefing (October 31, Thursday)Google adopts new Arm chips to boost streaming servicesSouthbound funds regain pricing power, is there an opportunity for small and mid-cap stocks in Hong Kong?Going abroad is China's scaling lawNew Bond King: Expectations for the Federal Reserve have never been so turbulent! U.S. economic data is being "manipulated," firmly believing that interest rates are secretly bottoming outMasayoshi Son: Super AI will be 10,000 times smarter than the human brain! But it will take at least 200 million chips and 900 billion dollars to build it!31 Provincial Economic Third Quarter Reports: Guangdong and Jiangsu Join the 9 Trillion Club, 18 Regions Outperform the National AverageBreakfast | US stocks explode with a sell-off in chip stocks and AI stocks, Super Micro Computer, a star stock, suddenly experiences a "black swan" drop of 34%Most Asia-Pacific stock indices fell, COMEX gold futures broke above $2800, and spot gold hit a new high againReminder: Please pay close attention to the following (all times are in Beijing time)Comprehensive upgrade of the Mac product line: Apple releases new MacBook Pro and high-performance M4 Max chipMicroStrategy plans to raise $42 billion over the next three years to purchase BitcoinCryptocurrency concept stocks plummet in after-hours trading on the US stock marketNext year, aiming for $3,000! Goldman Sachs raises gold price forecast, stating that central bank demand expectations have quadrupledBYD: Stability is key, the big brother is still the big brother!BOE Technology Group: Weak demand, waiting for another cycle?Super Micro Computer plummets 34% as Ernst & Young resigns as auditor, questioning the company's governance and ethical integrityApple launched the MacBook Pro with M4 series chips featuring Apple Intelligence"Getting more expensive as it falls," is there still a bottom for China Duty Free Group?U.S. third-quarter GDP growth fell short of expectations, with consumer spending being the biggest highlightThe market is starting to seriously consider a possibility: the Federal Reserve will skip!The actual GDP of the United States grew by 2.8% quarter-on-quarter in the third quarter, which was below expectations, while the core PCE price index rose by 2.2% quarter-on-quarter, exceeding expectations"The ADP Nonfarm Employment Change" far exceeded expectations, reaching the highest level in over a year! Expectations for the Federal Reserve to "pause interest rate cuts" are risingStraight plunge, down 30%! Super Micro Computer: Audit firm Ernst & Young resigned during the audit periodOctober 30 evening announcement | BYD's third-quarter revenue surpasses Tesla; major banks such as Agricultural Bank of China, Industrial and Commercial Bank of China, China Construction Bank, and Bank of Communications release financial reportsGoogle revitalizes "AI faith"! Will Microsoft and Meta's performance continue to gain momentum?After the release of the U.S. GDP data, U.S. Treasury yields roseQuick Review of the U.S. October ADP DataBYD tops the electric vehicle king! Quarterly revenue surpasses Tesla for the first time | Financial report insightsMajor banks show growth, turning "red," with Bank of China reporting a 1.64% year-on-year increase in revenue and a 0.53% year-on-year increase in net profitPoor sales of weight loss drugs! Eli Lilly's Q3 revenue fell short of expectations, significantly lowering its full-year profit guidance, dropping 10% in pre-market trading | Earnings report insightsCSC's third quarter report data shows "abnormal movements," with "giant" investors becoming new shareholdersAgricultural Bank of China Limited's third-quarter report "leads" major banks, with both revenue and profit increasing, and a decline in the non-performing loan ratioAMD: What exactly is falling?China Construction Bank released its third-quarter report: non-interest income increased by 6.8%, and net profit exceeded 257 billion1 Chart That Shows Why Tesla Is Still OvervaluedOn October 29th, Alibaba-W spent USD 19.957 million to repurchase 1.598 million sharesIn October, the decision to "hold steady" has become a certainty. How will the Bank of Japan set the tone for interest rate hikes in the face of uncertainties surrounding the elections in Japan and the United States?Lei Jun dares to sell cars for 800,000 nowWhat happened to the swap spread? Goldman Sachs warns that the repurchase crisis is resurfacingMoving towards high-end! Goldman Sachs and Citibank both raised Xiaomi's target price, and its market value is expected to return to $100 billionGoogle: Promoting efficiency and investment simultaneously (3Q24 conference call minutes)Today's Important News Review | Dolphin Investment ResearchUBS Group AG's net interest income in Q3 decreased by 15% year-on-year, but both total revenue and net profit exceeded expectations | Financial Report InsightsBehind the sharp drop in oil prices, JPMorgan Chase's "confusion": Where did the sudden emergence of 45 million barrels of oil in the market come from?AMD: Next year's MI350 will compete with Nvidia's Blackwell (24Q3 conference call minutes)Schroder Investment: The interest rate reduction cycle in Europe and the United States has arrived, pay attention to the central bank's monetary policy differentiationMilestone moment! Waymo, a self-driving taxi service under Google, exceeded 150,000 trips in a single weekGoogle conference call focus: AI investment returns, capital expenditures for next quarter and next yearThe worst period is over? Bank of America: Corporate profits will see significant growth next year!