The earnings season for US tech giants kicks off with insufficient "firepower." Is the "AI boom" expectation overhyped or is it a technical profit-taking adjustment?Is the Fed signaling a pause in rate cuts? Tonight reveals the final clues for next week's actions by the Federal Reserve1. Trump: Congratulations on the 16th anniversary of the Bitcoin white paper. 2. If Bitcoin falls below $70,000, the cumulative long position liquidation intensity on mainstream CEX willThe increase is four times that of Bitcoin during the same period, and MSTR needs to raise another $42 billion to continue buying coins!Amazon: Profits have surged again, but massive Capex has "cast a shadow"Understanding the Market | MEITUAN-W rose over 3% in early trading, reported that Didi Chuxing and Meituan are accelerating generative AI research and developmentBuffett continuously increased his holdings in Sirius XM, and Berkshire's shareholding ratio rose to 33%Understanding the Market | Apple concept stocks fell broadly in early trading, Q TECH dropped over 4%, and Apple's Greater China business faced pressure in the fourth fiscal quarterBefore the U.S. election, global largest Bitcoin ETF saw record inflowsApple: A massive loss of 10 billion, can it withstand?OpenAI launches ChatGPT search feature, Google’s dominant position tremblesChina Securities Journal front page published an article by Hua Sheng: The wave-like "slow bull" of the Chinese stock market and the long-term goal of economic prosperity and development can definitely be achievedMing-Chi Kuo: Apple will launch its own Wi-Fi chip next year to reduce reliance on BroadcomAll Mag 7 stocks fell, and the Nasdaq plummeted! Did the earnings reports of the giants collapse?Amazon's Q3 earnings significantly exceeded expectations, with accelerated growth in cloud revenue, rising 6% in after-hours trading | Earnings report insightsDaily Hong Kong Stock Market News Summary (October 30, Wednesday)PCE data is a mixed bag! Will the Federal Reserve still cut interest rates twice as scheduled this year?Intel's Q3 data center and AI revenue, as well as Q4 EPS guidance, exceeded expectations, rising over 14% in after-hours trading | Earnings report insightsApple (AAPL) Q4 2024 Earnings Call TranscriptiPhone revenue recovery is difficult to "drive up"! Apple's business in China is under pressure, and revenue growth this quarter may slow downAll three pillar businesses are making efforts, Amazon's Q3 performance exceeds expectations"Trump Trade" and Responding to "Trump Trade"In the first three quarters, the number of transactions for mainland buyers purchasing properties in Hong Kong reached a record high, with an average expenditure of HKD 11 millionBreakfast | Tech stocks significantly adjusted, S&P and Nasdaq ended 5 months of consecutive gains, Amazon and Intel's earnings reports exceeded expectationsReminder: Please pay close attention to the following (all times are in Beijing time)Economists expect that the U.S. non-farm payrolls in October may experience the slowest growth in nearly four years due to the dual impact of hurricanes and strikesWhy Microsoft Stock Is Sinking TodayLi Auto Q3 conference call: Production expansion is needed by the Spring Festival of 2025 to meet demand, with a goal of capturing over 25% market share in the high-end new energy segmentRoblox's growth lifeline is "breaking the circle"The Bank of China performance meeting directly addresses the "thorny" topics: asset quality, operational efficiency, mortgage loans, and consumer loans all have responsesAlibaba Cloud regains ambitionHong Kong Stock Review: Insurance Companies' Profits SurgeThe most profitable healthcare stocks are stuck in a sideways trendNVIDIA's acquisition of AI startup Run:ai is under EU scrutinyThe inflation indicator most favored by the Federal Reserve unexpectedly accelerated, leading to calls in the market for a "pause in interest rate cuts."U.S. stock market early trading: All three major indices fell collectively, Microsoft dropped over 4%, Li Auto fell over 8%The Federal Reserve's favorite inflation indicator rebounds! The U.S. core PCE price index in September rose 2.7% year-on-year, with the month-on-month increase reaching the largest record in six monthsThe number of initial jobless claims in the United States last week was 216,000, the lowest level since MayAnnouncement on the evening of October 31 | Li Auto's Q4 revenue guidance is below expectations; Changying Tong plans to acquire Wuhan Shengyisheng Optoelectronics TechnologyThe big test for tech stocks arrives this week, with Apple and Amazon set to define industry trendsPre-market down over 20%! Estee Lauder withdraws fiscal year 2025 outlook and lowers dividend | Earnings report insightsLi Auto: Mixed feelings, can new pure electric products support Li Auto again?Microsoft: What is constraining the growth of Azure? (1Q25 Conference Call Summary)Wall Street's Night of Terror: Overvaluation and Debt Become Halloween "Ghost Stories" for U.S. StocksLuckin Coffee: Will continue to expand in the future and explore innovative international operation models (3Q24 Summary)In the past 12 months, the S&P has risen by 40%, and the "Sharpe Ratio" has exceeded 3! Goldman Sachs: This has only happened four times in historyWall 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 shares