Morgan Stanley: Arista Networks' data center business growth momentum strengthens, raising target price to $410 USDLess than 3 months later, state-owned large banks have once again lowered deposit interest rates, with interest rates on various deposits generally decreasing1. Tesla's transfer of Bitcoin may be due to compliance requirements, internal audits, fund restructuring, or UTXO consolidation. 2. Bitcoin exchange reservesHow high can the soaring Netflix "fly"?Market Insight | Lenovo Group rises more than 3%, new servers to be equipped with NVIDIA Blackwell PC momentum may continue until the end of the yearNVIDIA's AI dominance is solid, with Bank of America optimistic that the stock price could rise another 40%Amazon AWS: System equipped with NVIDIA's new AI chip delayed until early 2025Gold price continues to hit new highs! Safe-haven sentiment rises as spot gold breaks above $2700After Taiwan Semiconductor's "quarterly report explosion": Wall Street praises endlessly and raises target prices one after another!Taiwan Semiconductor's third-quarter performance exceeded expectations, Wei Zhejia denies that AI demand is a bubbleTaiwan Semiconductor responds to US investigation into HuaweiBoth ASML and Taiwan Semiconductor are giants in the semiconductor industry. Why did ASML plummet while Taiwan Semiconductor surged?Economics, what are we expecting?Understanding the Market | Automotive stocks weaken, major differences remain in China-Europe electric vehicle tariff negotiations, XPeng denies compromising with the European Union behind closed doorsMarket Insight | XPENG-W opens more than 3% lower, the company denies reaching a private agreement with the European Union on electric vehicle tariffsMarket Insight | Gold stocks generally open higher, gold price hits another historical high, several gold mining companies expect positive performance in the first three quartersSunac China: 20% discount on rights issue to "extend life", who is the brave "white knight"?UBS: Soft start to earnings season does not disrupt AI growth story October is the most volatile month in the history of tech stocksThe People's Bank of China, China Securities Regulatory Commission, and China Banking and Insurance Regulatory Commission jointly held a symposiumMarket needs urgent correction! ECB rate cut to exceed Fed'sCitibank: If the Middle East conflict continues to escalate, oil prices may soar by more than 60%!Japan's core CPI growth rate slowed down in September, and the Bank of Japan is expected to stand pat at the end of this month10 月 17 日美股成交额前 20：台积电业绩大超预期，市值突破 1 万亿美元Hong Kong Stock Concept Tracking | International gold price hits a new high, institutions: Next year, the spot gold price is expected to reach $3,000 (with concept stocks)Insiders: Tesla's FSD has not yet been approved in China. Musk once sought to obtain some dataFirst increase in four months! Japan, the top "creditor" of the United States, increased its holdings of US Treasury bonds in August, while China's holdings approached the lowest level since 2009马斯克为特朗普拉票，称哈里斯当选美国将陷入 “完全疯狂” 状态Breakfast | Netflix soared 5% after hours, Taiwan Semiconductor surged 13% intraday, NVIDIA hit a new high intradayWall Street investment banks issue a warning to AppleOvernight US Stocks | Dow Jones, Gold Hit New Highs; Taiwan Semiconductor Up 10%, Netflix Q3 Users Exceed Expectations, Up 5% After HoursA Bank of America strategist who correctly predicted the rise: Chinese stock market is expected to continue to riseAfter-hours surge by 5%, Netflix's Q3 performance is all positive! Profits exceed expectations by nearly 45%, with a surprising increase of over 500,000 subscribersReminder: Please pay special attention today (all times are in Beijing time)The Federal Reserve releases a new indicator, showing ample reserve levels, indicating that QT can continue to advanceChinese autonomous driving unicorn enters the US stock market! Pony.ai applies for IPO, aiming to raise as much as $300 millionTrack Hyper | What did Lenovo do in Seattle?Relying too much on data for decision-making and failing to produce a mid-term outlook, the Federal Reserve is criticized for being at a lossGold hits new highs again! Will it break through the $2700 mark?AI chip logic is too strong! ASML and Taiwan Semiconductor's performance are both good news for NVIDIATaiwan Semiconductor, Samsung, and IBM will showcase their latest CFET technology achievements at the IEDM international conference in DecemberPinduoduo rebounds crazily, reaching 380 billion yuanTSMC's increase expands to 11%, with a market value increase of $100 billion in a single dayThe US dollar breaks through the 150 mark against the Japanese yen, driven by strong retail data and European interest rate cuts