多头忍无可忍，各类投资者都在撤出资金。高盛说这是逢低吸纳的机会。但最近的出逃，究竟是反弹还是长期痛苦的前兆？

美股遭遇 “五年来最惨十月”！该怎么办？

小米集团午后持续上涨，涨超 5%，成交额超 15 亿港元。

国君通过复盘发现，高股息策略抱团结束的信号是中债利率上/美债利率下，即国内经济增长预期上修和海外流动性宽松。四季度，国君认为港股在 “三因素” 共振下，或有阶段性反弹机会，成长风格或占优。中长期，继续拥抱红利资产。

市场转向！红利抱团松动信号已现，港股高股息策略歇了？

华尔街知名空头 Michael Wilson 看到，市场广度继续表现出明显疲态。有些人可能认为看涨信号=超卖，但这更多地反映了目前仍处于周期末期的观点，大多数公司的盈利仍面临风险。

美股四季度上涨的可能性，为什么大幅下降？

中国恒大公告，香港高等法院于 2023 年 10 月 30 日将该呈请的聆讯进一步延至 2023 年 12 月 4 日。

恒大清盘聆讯再押后至 12 月 4 日

OpenAI 很有可能不会自己亲自做 AI 硬件，而是先扶持生态，择优 “录取”，那么 Humane 会是 “优等生” 吗？

OpenAI，会收购 Humane 么？

据 36 氪，iPhone 15 自发布以来，在各渠道接连多次降价，官方渠道也首次出现现货降价。据了解，10 月 29 日起 Apple 产品京东自营旗舰店 iPhone 15 至高优惠 801 元，iPhone 15 Pro 也将优惠 600 元。

iPhone 15 Pro 官方渠道首次现货降价

亏 7 亿元后，磷酸铁锂正极 “全球老三” 龙蟠科技为何奔港交所

The TLT fund, which invests in long-term US Treasury bonds, has attracted more capital than any other fixed income ETF, second only to two equity funds.

The hottest trade on Wall Street right now: "Bottom-fishing" in US long-term bonds.

Jordan Belfort has made some sharp comments about Wall Street.

"The Wolf of Wall Street" Prototype: The S&P 500 Index is still the ticket to wealth

Uber and Lyft, the two giants of the ride-hailing industry, will release their quarterly earnings reports on November 7th and November 8th respectively. UBS has a positive outlook on their performance. However, UBS also points out that both companies' price-to-earnings ratios are at risk of decline due to the overall macro pressure in the internet industry. Compared to Lyft, they have a more optimistic view on Uber's prospects.

UBS: Bullish on the third-quarter reports of the two major ride-hailing giants, but prefers Uber.

中国恒大股价在香港市场一度下跌 17%。

新加坡股市 27 日报：京东 5 倍做多权证量价狂飙

华润减持背后，汾酒的多事之秋

香港恒生指数开盘跌 0.99%，恒生科技指数跌 1.13%。

据知名科技记者 Mark Gurman 爆料，苹果将在本周的发布会上推出三款新的 Mac 芯片——M3、M3 Pro 和 M3 Max，以及新款 MacBook Pro 和 iMac。M3 芯片系列将转向更先进的 3nm 生产技术，速度和效率将大幅提升。

消息称苹果即将发布三款 M3 芯片

招行三季报：零售之王，零售风向标

前三季增超 1500 万户，年轻客群比重增加

工行三季报：老牌银行终于 “牵住” 年轻客户

中信银行三季报：理财大行仍看理财

微软 Xbox 从 11 月 17 日起正式实施一项新的政策，将禁止用户使用未经官方授权的配件，如手柄、耳机、转换器等。一些使用未授权配件的用户已经在他们的 Xbox 上收到了错误信息，提示他们 “使用未授权的配件会影响您的游戏体验，该配件将在 2023 年 11 月 12 日被屏蔽。” 并引导他们去 Xbox 官网查看授权的配件。

微软 Xbox 新政策：11 月 17 日起未经官方授权配件将被禁用

OpenAI 目前正在为 ChatGPT Plus 会员推出新的测试版功能，有用户反馈，这次更新包括了上传文件和处理文件的能力，以及多模态支持。这意味着用户不需要从 GPT-4 的下拉菜单中选择像 Browse with Bing 这样的模式，而是根据上下文自动猜测用户想要做什么。

ChatGPT 测试新功能：可自动根据上下文选择相关工具使用

中金公司研报指出，预计美联储本周不会加息，鲍威尔或释放一个中性的态度，既强调抗通胀未结束，但又暗示不急于再加息。历史表明，四季度往往是金融风险的高发期：去年四季度，市场金融条件一度因为英国国债风波而紧缩，美联储将加息步幅从 50bp 降至 25bp；2019 年四季度，美国国债市场出现流动性风波，美联储停止 QE 并重新扩表；2018 年四季度，美联储坚持加息引发市场恐慌，美国股市大跌，之后鲍威尔释放政策可以随时转向的鸽派信号，市场情绪才得以缓解。回头看，那年 12 月的最后一次加息或是不必要的，美联储犯了过度紧缩的错。在当前通胀仍然较高、地缘冲突加剧、金融条件收紧的背景下，美联储或选择平衡各方风险，强调保持耐心，以免重蹈 2018 年过度紧缩的覆辙。

中金：预计美联储本周不会加息

“未来，电动汽车将是一个成本游戏。

美国电车颓了，马斯克丧了

在一次对话中自主选择调用多个不同工具完成用户的输入指令。

可能是史上最强大 AI Agent！OpenAI 重磅更新：整合了多模态、外部访问、数据分析后的 GPT-4 更像是 AI Agent 了！

A few days before the S&P 500 index reached its previous peak, Goldman Sachs believed that the index's high valuation was reasonable and could potentially rise further by the end of the year...

US stocks experienced the "worst October in five years". Goldman Sachs: The market is pessimistic, providing entry opportunities!

短期看，美国 GDP 找不到太多继续加速的理由。长期看，疫情发生时美国所拥有的特殊的劳动力红利目前已基本消失？

美国经济，已是利多出尽？

下周四美股盘后，苹果财报来袭！该关注什么？市场还在关心下周重磅美国数据：“小非农”、非农、PMI！

下周前瞻 | 苹果、百胜中国、星巴克财报来袭！

He Xiaopeng doesn't want to leave the poker table.

Microsoft "supports" Open AI, Amazon and Google "align" with Anthropic. The close investment and cooperation between the three major cloud computing giants and startups highlight the fierce competition in the US AI large model market.

Cloud giants "take sides" with AI unicorn, Google invests $2 billion in leading competitor Anthropic.

美国第二大有线电视提供商特许通讯当地时间 10 月 27 日在声明中表示，由于与迪士尼公司的纠纷，Charter 的付费用户在今年夏末有 10 天无法收看 ESPN 或其它迪士尼旗下频道，该公司因此损失了约 10 万有线电视用户。第三季度 Charter 共计损失了 32 万用户，远高于分析师预期的 23 万。

美国第二大有线电视提供商 Charter 因与迪士尼纠纷损失 10 万名用户

Large institutions including Vanguard, Pimco, and BlackRock are all bottom-fishing in US Treasury bonds, betting on an imminent slowdown in the US economy. The pains in the bond market are nearing their end.

Wall Street is starting to "bottom fish" US bonds.

General Motors and Stellantis have both agreed to provide a 25% pay raise to members of the United Auto Workers (UAW), which is consistent with the pay raise offered by Ford Motor Company. Earlier this week, Ford Motor Company stated that the major strike had caused $1.3 billion in losses for the company, while General Motors reported losses of $800 million due to its major strike.

The automotive industry's major strike is nearing its end: a 25% pay raise! General Motors and Stellantis are close to reaching an agreement with the union.

Timiraos' article believes that the potential price increase in September has accelerated, but it is not enough to prompt the Federal Reserve to raise interest rates next week. The annualized growth rate of core prices from April to September was 2.8%, a significant slowdown from the previous six months' 4.5%, and it is already lower than the Fed officials' expected core inflation level of 3.7% for this year.

Core PCE warming up does not hinder inflation trend! "New Fed News Agency": Fed expected to continue pause in rate hikes

Ford's third-quarter report fell short of expectations across the board, despite a turnaround from losses to profits and an 11% increase in revenue compared to the same period last year. The six-week strike resulted in a loss of $1.3 billion in operating profit, surpassing General Motors' losses, and also led to a delay of $12 billion in electric vehicle production capacity. The rising costs of warranty for traditional vehicle models may pose even greater risks.

Ford Motor Company plunges 10% and withdraws its full-year profit guidance. The problem is not just electric vehicles. | Earnings Report

The third-quarter earnings reports of the two major American oil giants, Exxon Mobil and Chevron, showed that their adjusted earnings per share fell short of expectations. This was mainly due to weak refining business and oversupply of chemicals. Both companies saw their stock prices drop during the trading session on the 27th, with Chevron's decline reaching 6% at one point, making it one of the biggest decliners in the S&P 500 index.

ExxonMobil and Chevron's profits fall short of expectations due to weak refining business and oversupply of chemicals, causing their stock prices to decline.

道指下跌超过 160 点，跌幅扩大至超过 0.5%。

道指跌超 0.5%，成分股雪佛龙跌约 6% 领跌，高盛创一年新低

万科国资股东给出了强力背书

Lei Jun takes on Huawei head-on.

This group aims to "track, predict, and prevent the dangers of future artificial intelligence systems," including the ability of AI to "persuade and deceive" humans (such as phishing attacks) and the ability to generate malicious code.

Be prepared for the unexpected! OpenAI establishes the "AI Disaster Prevention Team"

He has become a formidable rival to both JD.com and Alibaba.

中国共产党中央委员会、中华人民共和国全国人民代表大会常务委员会、中华人民共和国国务院、中国人民政治协商会议全国委员会沉痛宣告：中国共产党的优秀党员，久经考验的忠诚的共产主义战士，杰出的无产阶级革命家、政治家，党和国家的卓越领导人，中国共产党第十七届、十八届、十九届中央政治局常委，国务院原总理李克强同志，因突发心脏病，经全力抢救无效，于 2023 年 10 月 27 日 0 时 10 分在上海逝世，享年 68 岁。

中共中央 全国人大常委会 国务院 全国政协讣告 李克强同志逝世

In the case of a slowdown in cloud computing spending for two consecutive years, Microsoft's rebound is ahead of its main competitors, Amazon and Google.

The three giants are fiercely competing in cloud computing, with Microsoft rebounding and leading ahead of Amazon and Google.

时来天地皆同力，运去英雄不自由。龙蟠科技的业绩恐难打动港股投资者……

新股前瞻｜业绩 “变脸” 被 A 股投资者冷落的龙蟠科技还想上港股 “淘金”？

On Thursday, the three major US stock indexes closed lower, with both the S&P 500 and the Nasdaq falling into correction territory.

False bull market and artificial intelligence deceive the market. Two fund managers warn: the collapse of the US stock market is imminent!

过去 20 余年，印度股市经历了长期上涨。

国信证券：印度股市为何长牛？

Not willing to fall behind Microsoft, Amazon remains passionate about generative AI.

What AI progress has been revealed in Amazon's Q3 earnings report?

The older I get, the more I love buying stocks.

Deutsche Bank: America is getting older, but is it good news for US stocks?

港股半导体板块冲高，康特隆涨超 8%，中芯国际涨超 5%，上海复旦、华虹半导体等跟涨。

估值降至 200 亿美元，广告收入下降 60%，自己成发帖最多的人！