Wall Street enters the best window period of the year; can U.S. stocks rise even higher?After the storm, has Luckin Coffee's brief honeymoon period arrived?CRIC: The top 100 real estate companies saw a month-on-month performance increase of 73% in October, achieving positive year-on-year growth for the first time this yearOn October 30th, Alibaba-W spent USD 19.9884 million to repurchase 1.6144 million sharesMissed the AI wave! Samsung's Q3 operating profit fell short of expectations, with chip profits plummeting by 40%, suggesting a potential start to supplying HBM3E to NVIDIA in the near futureMasayoshi Son's AI Ambition: Arm, which has tripled in value in a year, aims directly at NVIDIA?Ren Zhengfei: Artificial intelligence is an unstoppable trend. Young people should start their own businesses for their ideals without regretsMicrosoft disclosed its investment in OpenAI for the first time, totaling $13 billion, recorded using the "equity method."Eli Lilly plummets, "weight loss drug" hits a wall?Li Auto's Q3 revenue increased by 24% year-on-year, and net profit grew by 11% year-on-year. Q4 revenue guidance fell short of expectations | Financial Report InsightsRobinhood: Is the king of retail investors in the U.S. facing tragedy?Ueda Kazuo: The timing of the next interest rate hike is uncertain and will closely monitor U.S. economic dataBillionaire Philippe Laffont of Coatue Is Dumping Shares of Nvidia and Palantir and Piling Into This Artificial Intelligence (AI) Infrastructure JuggernautHong Kong Stock Market Closing (10.31) | Hang Seng Index closed down 0.31%, brokerage, domestic property, and photovoltaic stocks rose, while automotive stocks fell againWill Lucid Be Worth More Than Tesla by 2040?Li Auto-W's third-quarter vehicle deliveries reached a record high, with a net profit of 2.82 billion yuan, a quarter-on-quarter increase of 156.2%No matter who the next U.S. president is, the Federal Reserve will be forced to "backstop"!Bank of Japan Governor: Price trends in the second half of the year will align with targets, and if the outlook is achieved, interest rates will continue to riseNBA 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 law