Will the AI infrastructure frenzy backfire, and is the Trump trade coming to an end?Inflation slows, but is the economy also decelerating? UBS: Six indicators reveal that the U.S. economy is decliningTesla's electric vehicle deliveries in China in October decreased by 5.3% year-on-year and dropped significantly by 23% month-on-monthOn November 1st, Alibaba-W spent USD 19.9728 million to repurchase 1.6332 million sharesBetter Advertising Stock: The Trade Desk vs. AlphabetFrom U.S. stocks to cryptocurrencies, let's see how investors are preparing for the U.S. elections?WEIMOB INC wants AII in AIAI Powers Microsoft's Q1 Growth, but Stock Falls on Guidance. Is It Now a No-Brainer Buy?Nvidia Stock Is Up 173% in 2024, but Here's Another Super Semiconductor Stock to Buy Hand Over Fist, According to Wall StreetCreating a professional giant in outdoor products? Report: Moncler may consider acquiring luxury brand BurberryHow to trade "Harris's comeback"?Bahrain Fang Weichang: Multiple positive factors support Hong Kong A-shares, is earnings growth imminent?When GPU prices start to fall, will the "NVIDIA card collateral loan" model of CoreWeave cool down?Today's Important News Review | Dolphin Investment ResearchUndercurrents are surging, and internal divisions within the Federal Reserve are expected to intensify!Allianz Chief El-Erian: The Federal Reserve should focus on these two things rather than cutting interest ratesCan the Bank of England still cut interest rates this week under the impact of the budget proposal and the U.S. election?Uncertainty looms! Is a slight interest rate cut by the Federal Reserve this week still the best option?SoftBank deploys 4,000 NVIDIA Hopper GPUs to upgrade AI platform computing powerAI GPU demand is soaring, NVIDIA urges SK Hynix to prepare HBM4 six months in advanceEarnings Report Preview | The automotive chip industry remains weak, NXP Semiconductors' performance may be under pressureReduce leverage and leave funds available! Hedge funds "stand aside and observe" before the U.S. electionMorgan Stanley: Misconceptions about "Election Trading" that Investors Should AvoidThe US dollar weakened ahead of the US election as the market priced in a 25 basis point rate cut by the Federal Reserve this weekHong Kong dollar interbank rates fell across the board, with the one-month rate hitting a new low in over five weeksWhy did U.S. Treasury yields rise sharply despite the significant drop in non-farm payrolls?Is Musk's vision too grand? Experts say Tesla's "Robotaxi dream" requires breakthroughs in AIHBM4 chip released ahead of schedule? SK Hynix Chairman: NVIDIA asked us to supply 6 months in advanceHong Kong Stock Midday Review: Indices Fluctuate in the Morning, Auto Stocks StrengthenCountdown to the U.S. Election: Two Images to Understand the Election Day ProcessThe Federal Reserve follows closely after the U.S. election, and the outlook for interest rate cuts becomes uncertain!Understanding the Market | LINGBAO GOLD fell 4%, leading the decline in gold stocks as international gold prices surged and then retreated, with short-term market uncertainty risingRichard Yu: The Hong Kong dollar interest rates remain at a relatively high level in the short term1. Analysis: Currently, the cryptocurrency market is primarily focused on cautious observation, with this month's options implied volatility significantly higher than that of long-term options. 2. Coinbase ChiefJPMorgan Chase: Trump's victory may prompt the Federal Reserve to pause interest rate cuts as early as DecemberA week that will change history is coming!Fidelity: U.S. small and mid-cap stocks may benefit from market expansion, with positive valuation and earnings outlookUnderstanding the Market | XPENG-W rose over 5% in early trading, with October delivery volume increasing by 20% year-on-year to 23,900 units, setting a new monthly recordWith the U.S. election voting approaching, the market is experiencing huge fluctuations! Traders are all "watching from the sidelines."Zhitong Decision Reference | This week's three major events are pending, and large funds are still observingDaily Hong Kong Stock Market News Briefing (November 4, Monday)$325.2 billion! Buffett's cash reserves hit a new highCICC: A Guide to Watching and Trading the U.S. Election"The New Federal Reserve News Agency": This week's interest rate cut is "not dramatic," but the Federal Reserve's challenges lie ahead"The Federal Reserve's megaphone" latest news: A 25 basis point rate cut this week is almost a certainty"Warren Buffett," the "Oracle of Omaha," continues to significantly reduce his Apple holdings, while cash reserves reach a new high! Does the old man sense a major stock market drop ahead?Breakfast | Three major events will be revealed this week: the U.S. election, the Federal Reserve's interest rate decision, and the Standing Committee of the National People's CongressWhat to do next week? Citigroup: Suggest taking profits on the "Trump trade," especially focusing on U.S. stocks and the U.S. dollar after the election