Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)The inflation data most favored by the Federal Reserve is coming! Is gold aiming for the 2800 mark tonight?LI NING is set to expand into new markets overseasMicrosoft: AI only sees "spending money" and not "returning money"President Pan said that existing mortgage contracts can be adjusted, and the six major banks have successively issued announcements to improve the adjustment mechanism for existing mortgage interest ratesThe Bank of Japan remains steady as expected, with the yen maintaining narrow fluctuations against the US dollarHold steady or cut rates as scheduled? Tonight's PCE will "add fuel to the fire" for next week's Federal Reserve decisionUnderstanding the Market | Apple concept stocks continue to rise as Apple intensively releases new products this week, with the fourth quarter financial report disclosure imminentDJT plummets 22%, has the U.S. election reversed?Meta: Completely becoming an "AI fanatic," can high growth withstand high investment?After the implementation of the new pricing mechanism for commercial personal housing loan interest rates, the People's Bank of China will no longer uniformly adjust the interest rates of existing housing loansMeta's Q3 revenue slightly exceeded expectations, raising concerns over the aggressive spending on AIStarting tomorrow, the six major banks will implement a new mechanism for adjusting existing mortgage interest ratesSurprise followed by a red light? AI supports Microsoft with Q3 Azure revenue growth exceeding 30%, but Q4 growth is expected to slow down, and AI spending is ramping up | Earnings report insightsAsian giants are stunned? "Trump's Treasury Secretary candidate" Paulson: Collaborate with Musk to cut costs, especially by eliminating green energy subsidiesThe influencer brokerage Robinhood's third-quarter performance fell short of expectations across the board, dropping over 16% in after-hours trading | Earnings report insightsCitigroup: If Trump wins, the time for a significant rise in U.S. stocks will be a good opportunity to "take profits."The market may not have anticipated: This year, China's stock profit growth may exceed that of India!Daily Hong Kong Stock Market News Briefing (October 31, Thursday)Google adopts new Arm chips to boost streaming servicesSouthbound funds regain pricing power, is there an opportunity for small and mid-cap stocks in Hong Kong?Going abroad is China's scaling lawNew Bond King: Expectations for the Federal Reserve have never been so turbulent! U.S. economic data is being "manipulated," firmly believing that interest rates are secretly bottoming outMeta 高管解读 Q3 财报：Meta AI 年底有望成为全球使用量第一 AI 助手 月活将破 5 亿Masayoshi Son: Super AI will be 10,000 times smarter than the human brain! But it will take at least 200 million chips and 900 billion dollars to build it!31 Provincial Economic Third Quarter Reports: Guangdong and Jiangsu Join the 9 Trillion Club, 18 Regions Outperform the National AverageBreakfast | US stocks explode with a sell-off in chip stocks and AI stocks, Super Micro Computer, a star stock, suddenly experiences a "black swan" drop of 34%Most Asia-Pacific stock indices fell, COMEX gold futures broke above $2800, and spot gold hit a new high againReminder: Please pay close attention to the following (all times are in Beijing time)Comprehensive upgrade of the Mac product line: Apple releases new MacBook Pro and high-performance M4 Max chipMicroStrategy plans to raise $42 billion over the next three years to purchase Bitcoin10 月 30 日美股成交额前 20：超微电脑暴跌逾 30%，公司治理与道德诚信遭质疑Cryptocurrency concept stocks plummet in after-hours trading on the US stock marketNext year, aiming for $3,000! Goldman Sachs raises gold price forecast, stating that central bank demand expectations have quadrupledBYD: Stability is key, the big brother is still the big brother!BOE Technology Group: Weak demand, waiting for another cycle?Super Micro Computer plummets 34% as Ernst & Young resigns as auditor, questioning the company's governance and ethical integrityApple launched the MacBook Pro with M4 series chips featuring Apple Intelligence"Getting more expensive as it falls," is there still a bottom for China Duty Free Group?U.S. third-quarter GDP growth fell short of expectations, with consumer spending being the biggest highlightThe market is starting to seriously consider a possibility: the Federal Reserve will skip!The actual GDP of the United States grew by 2.8% quarter-on-quarter in the third quarter, which was below expectations, while the core PCE price index rose by 2.2% quarter-on-quarter, exceeding expectations"The ADP Nonfarm Employment Change" far exceeded expectations, reaching the highest level in over a year! Expectations for the Federal Reserve to "pause interest rate cuts" are risingStraight plunge, down 30%! Super Micro Computer: Audit firm Ernst & Young resigned during the audit periodOctober 30 evening announcement | BYD's third-quarter revenue surpasses Tesla; major banks such as Agricultural Bank of China, Industrial and Commercial Bank of China, China Construction Bank, and Bank of Communications release financial reportsGoogle revitalizes "AI faith"! Will Microsoft and Meta's performance continue to gain momentum?After the release of the U.S. GDP data, U.S. Treasury yields roseQuick Review of the U.S. October ADP Data