NBA valuation soars, behind sports is still real estateUnderstanding the Market | XPENG-W rises nearly 3% against the trend, P7+ scheduled for November 7, and the split-type flying car is about to make its global debut"Bull Market" Extinguished! India's Nifty Index Plummeted 6% in October, Marking the Worst Month in Four Years, as Foreign Capital FleesTop venture capital firm a16z partner: The AI wave has several decades to go, it's just beginning now, and three tracks are rapidly developingInterest rate cut expectations change! Will the Federal Reserve and the Bank of England "pause rate cuts" together in December?Economists warn: October non-farm payrolls are unreliable, investors are likely to be disappointed!South Korean think tank: Trump's tariff policy will lead to a contraction in the South Korean economySignals of a cooling trend in AI chips? South Korea's semiconductor production declines for the first time in 14 monthsWhy did mortgage rates in the U.S. rise instead of falling despite the Federal Reserve's significant interest rate cuts?Three consecutive quarterly losses, stock price rises more than NVIDIA, can "Bitcoin proxy" MSTR continue to soar?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 outMasayoshi 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 BitcoinCryptocurrency 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