百胜中国三季度业绩不及预期，对于四季度业绩更显悲观，股价连跌三日，累计跌超 15%，同日，海底捞 “意外” 斥巨资收购日本酒店，引发不满，两日跌近 14%。

因为一句话，港股餐饮股崩了？

1.3 亿拿下海外酒店，海底捞在找增量？

印度智能手机市场在 2023 年第三季度显示出复苏迹象，苹果创下有史以来最高的季度出货量。三星以 17.2% 的市场份额连续第四个季度保持领先，小米市场份额达到 16.6%。vivo 保持第三位置，同比增长 11%。

超过 250 万部！苹果第三季度在印度智能手机出货量创历史新高

The sales of the weight-loss miracle drug Wegovy reached a staggering 9.65 billion Danish kroner (1.36 billion US dollars) this quarter, surpassing market expectations of 8.07 billion Danish kroner. This represents a growth of 28% compared to the previous quarter and a whopping 8-fold increase from the same period last year.

"Miracle weight loss drug" in high demand! Novo Nordisk Q3 revenue and profit reach new highs | Earnings Report

特斯拉 Cybertruck 的预订量已经超过了 200 万辆。

特斯拉又一大事件！重磅全新车型月底交付，涉及多个黑科技

The IPO price of Guoquan is HKD 5.98 per share, and the stock price rose slightly by 0.33% in the afternoon to HKD 6.00, with a total market capitalization of HKD 16.43 billion. Guoquan's revenue in 2022 reached HKD 7.1 billion, and the number of stores has exceeded ten thousand.

Market value of 16.4 billion! "Pre-packaged food" manufacturer Guoquan listed on the Hong Kong Stock Exchange today.

汇丰给予亚马逊买进的初始评级，目标价 160 美元。

金十数据 11 月 2 日讯，瑞银发表报告指，腾讯现估值相比同业存在溢价，但在宏观经济疲弱下，盈利具能见度，管理层表现稳定及创新，三个主要业务范畴中，网上游戏组合多元化、日均用户庞大，收入变现的能力亦高。至于广告收入较同业为佳，受惠技术提升、具视频号用户基础，具增长前景。金融科技方面，电子钱包财付通亦具变现能力。该行预期腾讯第三季收入 1,530 亿元人民币，按年升 9.6%，经调整纯利 405 亿元人民币，按年升 26%，维持买入评级，目标价由 460 港元下调至 419 港元。

瑞银：下调腾讯目标价至 419 港元 评级买入

If history can serve as a guide, pessimistic sentiment is laying the foundation for future growth.

Wall Street sentiment index is close to release "buy" signal, S&P 500 may rise 16% next year.

US chip stocks have been hovering below the highs reached this year amid the AI boom, while signs of recovery in demand for smartphones and personal computers have yet to provide the next catalyst for chip stocks.

Strong signals of recovery, why are US chip stocks still hovering below summer highs?

前 AMD 高管谈 AI 芯片竞争：芯片开发商将需要改变他们构建芯片的方式，把 GPU 和 CPU 放在一起，以更快地准备和加载数据、加速模型训练。

谁能颠覆英伟达？

Latest quarterly net profit plummeted by over 90%, is the leading beauty company failing to capture the Asia-Pacific market?

Historical drop in stock price! Estée Lauder's share price has plummeted.

中国恒大涨超 10%，恒大物业涨 5%。

香港金融管理局：港币汇率保持稳定。

港股大型科技股走强，百度涨超 3%，阿里巴巴、京东、哔哩哔哩均涨超 2.5%，美团、快手涨超 2%。

小米集团涨 2.5%，股价创 2022 年 3 月底以来新高。

Donut food prices fluctuate in the dark market, reaching 6.08 yuan/5.93 yuan, closing at 5.97 yuan

New Stock Performance: Guoquan opens at 5.98 yuan

Although Microsoft is currently leading in terms of "user mindshare," this does not necessarily translate into market share. Other software companies will closely monitor whether Microsoft can generate actual revenue growth through Copilot.

Office AI pre-order is now available! Microsoft has announced pricing: $30 per month, with a minimum order of 300 accounts.

丰田汽车发言人 11 月 1 日表示，从明年 1 月 1 日起，丰田将把大多数美国装配厂工人的时薪工资从 31.86 美元提高到 34.80 美元。丰田零配件工厂和物流仓库的时薪工人也将获得同样程度的加薪。

丰田汽车将为其美国工厂大部分工人加薪近 9%

In the third quarter, Qualcomm's revenue decreased by 24% YoY, and EPS profit decreased by 35%, both of which were lower than expected. The company's fourth-quarter revenue guidance shows a small increase YoY, reversing the trend of double-digit decline earlier this year. The midpoint of the EPS guidance also exceeded expectations, with a nearly 19% YoY growth. The CFO mentioned that there are initial signs of stabilization in global smartphone demand, leading Qualcomm to lower its expectations for the decline in chip shipments this year.

Good news for the mobile phone market! Qualcomm's sales guidance for this quarter unexpectedly strengthened, with the stock rising more than 4% after hours. | Earnings Report

纳斯达克 100 指数涨幅扩大至 1%，刷新日高，成分股 AMD 目前涨 6.2%，卡夫亨氏涨 4.2%，德康医疗...

纳斯达克 100 指数上涨 1%，成分股 AMD 涨超 6% 领跑

Abandoning two key projects in the United States and a far greater-than-expected asset impairment have caused Orsted's stock price to plummet to a six-year low.

Plunging 20%, the "world's leading offshore wind power company" has once again encountered a major setback!

Just 5 minutes after the launch of the Xiaomi 14 series, sales have surged to 6 times the total sales of the previous Xiaomi 13 series.

First sales broke records, Xiaomi 14 sold like hotcakes!

From consumer-facing companies to technology and industrial companies, earnings reports reflect deeper concerns, from slowing demand to the impact of inflation and rising interest rates on cost-conscious consumers.

Warning signals are frequent! "Weak demand" becomes a hot topic at European and American earnings conference calls.

2023 年云栖大会上，蚂蚁集团安全科技品牌蚁盾发布 “知识交互建模引擎”。该引擎是将实体产业知识与 AI 模型结合的产品，帮助企业定制自主可控的垂直领域 AI 风控引擎。目前，该引擎已面向大宗商品行业落地测试。

蚂蚁蚁盾在云栖大会发布 “知识交互建模引擎”

LI AUTO-W, XPENG-W, and LEAPMOTOR are the top three, while Nezha, Lantu, and Avita are at the bottom.

New Energy Vehicle Delivery Ranking in October: NIO surpasses 40,000 units, Li Auto sees fifth consecutive month of negative YoY growth.

菜鸟已开始通过非交易路演与亚洲投资者会面。

Toyota said that the depreciation of the yen boosted operating profit by 260 billion yen in the first half of the 2024 fiscal year, and is expected to increase full-year operating profit by 1.18 trillion yen.

Yen weakness boosts sales, Toyota's operating profit doubles | Earnings Report Insights

Analysts generally believe that the "hawkish pause" by the Federal Reserve is almost certain. With the economy maintaining resilience, Fed Chairman Powell may continue to express the view of "maintaining high interest rates for a longer period" and leave open the possibility of future rate hikes. At the same time, he may also downplay expectations of interest rate cuts next year.

No suspense in pausing rate hikes? Tonight, focus on the Federal Reserve.

比亚迪的劲敌杀回来了

广发证券指出，人形机器人产业化趋势之潮已至。

人形机器人大事件，马斯克预告月底将进行 “行走测试”，行业 “0-1” 拐点提速

Tesla stated that its production capacity target is 200,000 vehicles per year, which is much more challenging than initially anticipated.

"Honest" Tesla: After the earnings report, once again downplaying its own company, warning that mass production of Tesla is "very difficult"

11 月 1 日，外交部发言人汪文斌主持例行记者会。日本共同社记者提问称，据报道，美国官员透露，中美双方原则上同意在旧金山召开中美首脑会谈，中方能否证实这个消息？汪文斌回应，中美双方都同意朝着实现旧金山元首会晤共同努力。同时，正如王毅主任日前访美时指出的，通往旧金山不能靠 “自动驾驶”，双方要切实重回巴厘岛，把两国元首的共识真正落到实处，排除干扰、克服障碍、增进共识、积累成果。

美国官员称中美双方原则同意在旧金山举行首脑会谈，中方回应

10 月 25 日，小摩减持赣锋锂业 141.4811 万股，每股作价 31.6098 港元，总金额约为 4472.19 万港元。

小摩减持赣锋锂业约 141.48 万股 每股作价约 31.61 港元

投资巨头理查德·伯恩斯坦咨询公司 (Richard Bernstein Advisors) 表示，由于市场各个领域的企业利润即将大幅增长，投资者可能很快就会面临一个千载难逢的股票投资机会。

抄底美股的 “千载难逢” 机会来了？投资机构高喊：企业利润起飞中

防风险、服务实体经济高质量发展、强监管。

天风宋雪涛：金融工作会议的三个关键词

央行今日从市场抽取流动性，叠加隔夜回购利率大幅下降，表明资金面突然紧张只是暂时的。

资金面紧张 “只是暂时的”？央行今日净回笼 1090 亿

微软论文里一张「乍一看不足为奇」的统计图，泄露了 “天机”。引领全球风暴的 ChatGPT，背后大模型参数竟只有 200 亿？？？

ChatGPT 真实参数只有 200 亿，首次被微软曝光！网友：难怪 OpenAI 对开源很紧张

美联储将于北京时间周四凌晨 2:00 公布最新利率决议。

美联储决议今夜来袭！“鹰派暂停” 已无悬念，鲍威尔将继续 “走钢丝”

股神巴菲特老友芒格表示，现在想要找到好的投资非常困难，挑选苹果是因为 “找不到别的，它又很便宜”，不选台积电是因为它不像苹果那样真正拥有 “自己的品牌”。

芒格、巴菲特为何投资苹果？

Investors hope that Pfizer can make a comeback and return to the ranks of winners with its weight-loss drug, as GLP-1 becomes popular worldwide.

Pfizer Earnings Report: Investors are only concerned about "oral weight loss medication"

Elon Musk stated on Tuesday that Tesla's goal is to produce 200,000 units of the electric pickup truck Cybertruck annually.

Musk: Tesla plans to produce 200,000 Cybertrucks per year.

11 月 1 日上午，万物云港股盘初一度涨 12.6%，报 24.55 港元，现涨超 4%。万物云公告，董事会决定适时行使股份购回授权于公开市场回购 H 股，拟动用的资金上限为 6.32 亿港元。根据股份回购授权，公司获准回购最多 1280.49 万股 H 股，占公司已发行 H 股总数的 10%。回购的 H 股将于适时注销。

万物云港股一度涨超 12%，拟回购至多 6.32 亿港元 H 股

阿里云创始人王坚：云计算就是计算领域的交流电

恒指转跌，海底捞跌 5%，领跌成分股。

摩根大通策略师建议，在股价大跌导致估值过高后买入价值型股票。

美股杀估值后如何投资？小摩给出答案：买入价值股

港股开盘，恒指开涨 0.16%，科指开涨 0.08%。珍酒李渡涨超 7%。

美国代表团主要成员包括农业部代理副部长帮办以及美国农业部北亚事务高级顾问，这是美方首次派出此类高级别官员出席进博会，此前的进博会大多由美国个别企业、贸易组织和地方官员出席。

港媒：随着中美关系缓和，美方预计将派 “最强大代表团” 参加进博会

稳地产聚焦在供给端。金融工作会议首提房地产，延续今年以来中央对稳地产的重视，也意味着未来五年金融工作中地产的优先级有所提高。

金融工作会议：“金融强国” 的新义与深意

等待美联储决策，美股盘中转涨，但道指和标普在 2020 年 3 月欧美疫情爆发后首次连跌三个月，特斯拉月内跌近 20%，领跌大型科技股并拖累汽车厂商和供应链，微软累涨 7%，芯片股指累跌超 6%，四季度指引不佳的 AMD 带动英伟达盘后齐跌超 4%，中概指数周二止步三连涨，10 月跌超 5%。美国长债收益率全天 V 型反转，10 月大涨 32 个基点，基债收益率仍不足 5%。油价止步四个月连涨，美油创两个月新低且月内跌近 11%，布油累跌超 8%。欧洲天然气周二跌约 10%，但 10 月涨 15%。美元三个月连涨，日元兑美元一年盘中最低、兑欧元十五年最低，比特币月内涨近三成。期金 10 月涨近 7%，现货黄金无缘 2000 美元但月涨幅 11 个月最佳，伦铜连跌三个月。