BYD firmly holds the Iron ThroneWhere is the progress of the photovoltaic rebound?=====
CMS's earnings conference revealed "information": The number of new accounts opened at CMS in October increased several times.
=====Trump "crushes" the Federal Reserve! Is the $28 trillion market rebound prospect shattered?On November 7th, Alibaba-W spent USD 6.5362 million to repurchase 524,100 sharesTaiwan Semiconductor: Investment plans in the U.S. remain unchanged after the electionThird Quarter Report on China's Monetary Policy Implementation: Firmly Preventing Exchange Rate Overshooting Risks and Maintaining the RMB Exchange Rate Basically Stable at a Reasonable and Equilibrium LevelWill the US stock market repeat the crash? Soros's 1980s debt warning rings again!Lan Fo'an: The fundamental shift in debt restructuring thinking will directly increase local debt resources by 10 trillion yuan, with an additional 6 trillion yuan local debt quota arranged over 3 yearsPeople's Bank of China: Improve the market-oriented interest rate formation and transmission mechanism, strengthen the guiding role of the central bank's policy interest ratesThe Standing Committee of the National People's Congress approved an increase of 6 trillion yuan in the local government debt limit to replace existing hidden debtsWith Nvidia Kicking Intel Out of the Dow Jones, Will Meta Platforms or Alphabet Eventually Replace Walt Disney Stock?Haier adds fuel to the embedded refrigerator marketTrump's fiscal expansion policy may hinder the Federal Reserve's rate-cutting pace, casting a shadow over the prospects of a rebound in U.S. Treasury bondsWhat is the market worried about as the 'Trump deal' cools down?Hong Kong stocks close (11.08) | Hang Seng Index falls 1.07%, brokers and domestic property stocks lead the decline. P7 + explosive orders, XPeng-W surges 14%SMIC: The potential risk for next year is "increased volume without increased price" (24Q3 conference call)Palantir Stock vs. Nvidia Stock: Billionaire Ken Griffin Buys One and Sells the OtherTop trader Vitol: Global oil demand will peak within ten years, and the metal business is the futureHow will the "Trump trade" unfold next? How long will it last?Today's Important News Review | Dolphin Investment Research6 trillion yuan! The Standing Committee of the National People's Congress has approved the largest debt issuance measures in recent yearsDespite supply shortages, still maintain the goal of turning positive gross margin in the fourth quarter (Rivian 3Q24 earnings call summary)Demand for artificial intelligence chips raises red flags, TSMC's sales growth in October hits the lowest since FebruaryTesla's killer is instead killed, and Volkswagen can't save the shattered Rivian?HSBC: Lowers the prime rate by 0.25% to 5.375%On November 8th at 4 PM, the General Office of the Standing Committee of the National People's Congress will hold a press conferenceAI chip demand slows? Taiwan Semiconductor's October sales increased by 29.2% year-on-year, the lowest growth rate since FebruaryARM: Market share in cloud services and automotive will continue to grow (FY25Q2 conference call)"Trump 2.0": How will the H-1B work visa in the United States change? This is Goldman Sachs' analysisARM: AI faith, can it support a hundredfold valuation?Schroders Investment: What impact will Trump's victory have on the global economy and stock market?Both Hong Kong and the US cut interest rates by 0.25%. Centaline Property: Hong Kong property prices are expected to rise by 3% to 5% in the fourth quarterIs TSMC's supply of 7nm to mainland China changing? Multiple companies respond to market rumorsHow much longer can the US dollar remain strong?Asset management giant "marries"! BlackRock negotiates to acquire a small percentage of Millennium Fund shares, seeking strategic cooperationAirbnb Q3 2024 Conference Call Summary: How Much Contribution Can New Businesses Bring?From Economy to Immigration: Will Trump's New Policies Trigger a Financial Crisis?Slowing growth & narrowing profits, Airbnb is still going through a tough timeAfter the election, the trading focus has shifted to the Federal Reserve's interest rate cutsBarclays: It is expected that the Federal Reserve will only cut interest rates twice in 2025, each by 25 basis points, down from the previous forecast of three cutsAfter Xiaomi entered the automotive industry, it went against the trend to "dabble" in property insurance licenses. What is the value of the synergy effect?Trump's MAGA vision may encounter "stubbornness"! Powell firmly defends the independence of the Federal ReserveTrump may bring good news for the crypto world! Bitcoin could aim for $100,000?1. Detroit will become the largest city in the United States to accept cryptocurrency for tax payments and other fees. 2. JPMorgan Chase: Trump's victory may drive BitcoinHong Kong Monetary Authority: The Federal Reserve's continued interest rate cuts will not affect Hong Kong's financial and monetary stability