Learning Management with OpenAI: How was the strongest product of 2023 created?Morgan Stanley reduces holdings in Microsoft and NVIDIA, while increasing holdings in Meta and Eli Lilly in Q3.PPI cooling boosts US stocks, Chinese concept index rises strongly by about 3%, US bond yields rise more than 10 basis points intraday.Cisco's guidance for this quarter is far below expectations, and it has lowered its full-year guidance. After the market closed, its stock fell more than 10%. | Earnings ReportTencent Conference Call: Mini-program transaction volume reaches 1.5 trillion, double-digit growth in enterprise service revenue, high inventory of high-performance chips.Sell Nvidia! Soros comrade Druckenmiller leads, Soros Fund clears its position.Microsoft, a partner and a new opponent! Microsoft launches its first AI chip and establishes new partnerships with AMD and NVIDIA.Tencent's Q3 net profit increased by 39% YoY, with a rebound in the gaming business and record-high advertising revenue. | Earnings ReportWhy did Alibaba Pictures face a sell-off of funds on the eve of the merger with Damai?The effectiveness of price reduction strategy has reached its peak. Can Cybertruck reorganize Tesla's sales? See Zhitong App's research.Unexpected leak! Google "bleeds" as Apple deducts 36% to remain Safari's default search engine.Tech giant Jingshun shows a strong preference for Amazon in Q3, investing heavily and increasing its holdings in Adobe.OpenAI's "Next Big Thing": NVIDIA's Most Powerful Chip B100, OpenAI's Most Powerful Model GPT-5What's going on? OpenAI temporarily suspends new ChatGPT Plus subscriptions.The struggle of hypermarkets: Gaoxin Retail suffers losses as it gets caught in the battle of membership stores.180-degree turn! Tiger Global increases holdings of tech giants "FAMG" in Q3, positions in PDD and AlibabaYear-end market situation stable? CPI drives short "panic" cover and boosts US stocks."New King of Hedge Funds" Griffin: If the Federal Reserve cuts interest rates too quickly, its reputation may be damaged.US CPI cools down more than expected, short sellers panic buy, small-cap stocks achieve best single-day performance of the year.S&P 500 and Nasdaq had their best performance in April, with Microsoft and Nvidia reaching new highs, while US bond yields dropped more than 20 basis points.Global fund managers are going crazy buying bonds! Optimism reaches its highest level since the financial crisis.Goldman Sachs 2024 Global Macro Outlook: The toughest is behind usIEA: Raises oil demand expectations for the next two years, expects a small-scale supply surplus in the first half of next year.Internet giants are all joining HarmonyOS.Bridgewater's Q3 pursuit of the AI trend: Establishing positions in Nvidia and Broadcom, while "big consumer" stocks remain the ballast.How far is the "last mile" for the Federal Reserve? Focus on tonight's heavyweight CPI data.Is it still worth buying Tesla on dips despite declining profits and Cybertruck production difficulties?Yellen "tough talk": Disagrees with Moody's downgrade of US rating outlookMorgan Stanley: Generative AI to Land on Apple and Mac Next Year, Apple Will "Ride the Wind"New Stock News | It is rumored that Jinli Power will go public in Hong Kong as early as next year, just months after terminating its A-share IPO in September.Yum! Brands doesn't want to become the next Starbucks?Nine consecutive increases! Is NVIDIA going to hit another all-time high?Whether the US government will shut down this week will depend on the next 24 hours.Stellantis offers "buyout-style" severance plan to approximately half of its salaried employees in the United States.The new champion of open-source large models: not Meta's Llama 2, but from this European companyThe boldest investment bank! UBS predicts that the Federal Reserve will "cut interest rates by 275 basis points" next year, four times the market consensus.S&P and Nasdaq turned down, while Nvidia continued to rise for the ninth day in a row. Chinese concept stocks performed strongly, leading the way. The increase in US bond yields was erased during the trading session."The market is no longer booming!" The global electric vehicle industry has entered a "winter mode", with discounted sales to increase sales volume.NVIDIA launches new AI chip H200, performance soars, stock price expected to rise for the ninth consecutive time.TSMC sees a long-awaited surge! Is the semiconductor industry on the verge of a new dawn?US stock futures are down, while European stocks are generally up. Novo Nordisk rose 3% at one point, reaching a one-month high, and oil prices have seen a slight increase.Morgan Stanley: AI Ignites a "New Product Cycle" for SmartphonesFubon Wealth's Xu Qimin: Bullish on mobile gaming stocks in the short term, optimistic about A-share market in the medium and long term.Morgan Stanley's Global Market Outlook for 2024: Economic slowdown, monetary easing, and multiple challenges for the market.Goldman Sachs significantly lowers the asking price for its holdings of Hong Kong office buildings.Home by the river: Hang Seng Index is waiting for the US stock market to provide guidance in the short term."New Stock News" According to reports, the China Securities Regulatory Commission has requested Cainiao to supplement the materials for overseas issuance and listing filing.Zhitong Decision Reference | Hang Seng Index continues to decline, bearish momentum weakeningAI is set to become a revenue-generating tool, and Morgan Stanley is optimistic about Apple.Goldman Sachs: Hedge funds' bearish positions on US financial stocks increased to a five-year high last week.