The demand for AI chips has driven TSMC's profits beyond expectations. In the third quarter, revenue from advanced processes (including 7 nanometers and more advanced processes) accounted for 59% of the total, further increasing its share.

AI chip demand supports! TSMC's Q3 performance exceeds expectations, but net profit declines by 24.9% YoY | Earnings Report

Ideal Car-W fell nearly 5% in the afternoon. As of the time of writing, it has dropped 4.74% to HKD 124.5, with a turnover of HKD 499 million.

Hong Kong Stock Market News | Li Xiang Auto-W drops nearly 5% in the afternoon, with over 60,000 orders for the M7. Li Xiang plans to temporarily avoid Huawei's competition.

Want work-life balance? Maybe you should consider if this is not the right place for you!

"War" has begun! Google folks, roll up your sleeves!

台积电第三季度净利润 2110 亿元台币，预估 1904 亿元台币。第三季度毛利率 54.3％，预估 52.9％。

Turnaround: Jiangnan Clothier turns losses into profits

Jiangnan Clothier has successfully turned its losses into profits, marking a significant turnaround for the company.

Vinod Khosla believes that the demand for social work will disappear in 25 years.

Early investors in OpenAI: 80% of the tasks in our work will be replaced by AI, including finance and medical professionals.

JD.com makes a move towards instant retail.

让 ChatGPT 完全按照你的数据来生成内容。

微软 Azure OpenAI 支持数据微调啦！可打造专属 ChatGPT

Jay Chou's concert tickets, Nvidia graphics cards, and Nord Nord's weight loss pills - if you manage to get any of these, you're a winner in life.

What are the three hardest things to buy this year?

外资悲观情绪及外围流动性持续紧缩仍导致港股市场在 9 月震荡下行！目前港股市场底部或已确立，但海外的一系列风险因素，包括无风险利率的持续攀升，美国国债和商业地产市场、政府停摆以及地缘冲突等问题或阶段性扰动港股投资者情绪。

港股现在最危险的是什么？

恒生科技指数盘初跌幅一度扩大至 2%。

港股恒指低开跌 1.21％，国企指数跌 1.41％，恒生科技指数低开 1.64%。

Musk seems to be pessimistic about everything.

A disheartened Musk, a plummeting Tesla, "In the storm, even the strongest ship can encounter troubles."

市场的 “上行跟进” 是多头进一步推动今年市场反弹的下一步！什么信号来了？标普 500 指数即将决定美股牛市的命运，能成功吗？

美股已经出现可靠的买入信号？

比 GPT-4 运行成本更低的 Arrakis 模型，因表现不及预期被叫停。

首次曝光！OpenAI 遭遇罕见挫折，中断开发新 AI 模型

Oct 18 (Reuters) - TeslaCEO Elon Musk spent much of a call with analysts and investors on the electric car maker’s earnings discussing what he sees as the risks from high interest rates, consumer uncertainty and the “paycheck-to-paycheck” pressures on American workers.

FACTBOX-Elon Musk on interest rates, uncertainty and Tesla's costs

英伟达早早为下一个时代做好了准备！智能汽车，就是英伟达押注的下一个增长点。先有从小鹏 “挖人”，后有和富士康共建厂，但产能供应依然是逃不开的话题。

如何理解 “英伟达 + 鸿海”？黄仁勋也有 “造车梦”！

特斯拉（TSLA）美股盘后一度跌超 5.06%，最低触及 230.39 美元。

Under the continuous price reduction measures, Tesla's Q3 revenue and profits are lower than expected, and the market is concerned about the decline in profit margins.

Tesla's Q3 revenue and profits were both lower than expected, with operating profit margins falling to their lowest level since Q1 2021.

According to insiders, artificial intelligence startup OpenAI is reportedly in talks with potential investors to sell a portion of its employees' shares at a valuation of $86 billion.

AI giant OpenAI may seek to sell shares, with a valuation soaring to $86 billion.

In the third quarter, Tesla's revenue growth YoY slowed down to 9%, which was lower than expected. The EPS profit also decreased dramatically by 37%, and the gross margin continued to decline throughout the year. The free cash flow was far below expectations, while the revenue from carbon credits doubled MoM. The ongoing price reduction of Tesla vehicles continued to impact profitability and revenue, and the factory upgrades added to the challenges. Tesla reiterated its production target of 1.8 million vehicles for this year and mentioned that it is currently training the Optimus robot with AI, with the training scale expanding by more than double. The first batch of deliveries for the electric pickup truck, Cybertruck, is scheduled for November 30th. Musk stated that it is difficult to increase production of the Cybertruck and it would take at least 18 months to contribute to free cash flow. It is possible that 250,000 vehicles will be delivered annually by 2025. After-hours trading saw Tesla's stock initially drop by over 2%, then rebounded before falling nearly 4%.

Tesla's Q3 gross margin continues to decline under the impact of price cuts, while increasing investment in AI, with the Cybertruck pickup truck becoming the focus. | Earnings Report Insights

In the third quarter, Netflix's revenue and profit both achieved year-on-year growth.

Netflix Q3 earnings report exceeds expectations, announces price increases in the US, UK, and France, and surges more than 12% after hours.

港府下周《施政报告》或将放宽来港合资格专才买楼放宽买家印花税、港人买第二个物业减印花税等政策。

香港楼市可能适度 “减辣”！

Despite Netflix's guidance for the fourth quarter being slightly below expectations, the market is satisfied with its significant increase in users in the third quarter and the upward revision of its full-year operating profit margin and free cash flow guidance. The price increase in the largest markets in Europe and the United States highlights its dominant position in the industry, with a quarterly MoM increase of nearly 70% in advertising package users. The number of new users in the third quarter was second only to the peak of the pandemic, and the free cash flow was the second largest in its history.

After-hours surge of 13%! How impressive is Netflix's Q3 earnings report?

Although United Airlines' third-quarter performance exceeded expectations, the suspension of flights to Israel due to the Israeli-Palestinian conflict, coupled with a significant increase in aviation fuel costs, has resulted in the company's fourth-quarter performance guidance falling short of expectations, causing the stock price to plummet by over 8% during trading on the 18th.

The shockwaves of the Israeli-Palestinian conflict have arrived! Airlines are heavily impacted, oil prices surge, flights are suspended, and United Airlines plummets | Earnings Report

大盘指数 “拼图” 来了！深圳 50 正式发布，易方达、富国火线上报 ETF 材料

特斯拉 “降价促销” 后的毛利率和需求前景成了三季报的焦点。

比亚迪业绩炸了，压力给到特斯拉

明年美国经济将出现更多疲软迹象

外资看财报之高盛：将继续缩减商业地产敞口

TikTok is going to fight a tough battle.

If geopolitical uncertainties escalate further, any relief rebound in the US stock market before the end of the year will be short-lived! Should we enter or exit?

Latest Key Risk in US Stocks: Beware of Escalation in Middle East Situation!

Q3 比亚迪净利润有望突破百亿大关

不惧价格战，Q3 比亚迪销量、利润同创新高 | 见智研究

Andreessen has released a "Manifesto of Technological Optimism," stating that artificial intelligence will become the key to the new era.

Venture capital giant Marc Andreessen: Technology is the only source of growth

中金预计，本轮库存和增长修复路径有可能更多是 “U” 型而非 “V” 型，这也就意味着全局性的补库存和价格上涨可能性不大，可以更多聚焦结构性较低库存带来的价格弹性。股市层面，仍以结构性机会为主也意味着哑铃型配置依然适用。

中金：中美库存周期的错位与共振

Wilson pointed out that the average condition of the S&P 500 index constituents seems to be much worse, and the trend of most stocks is not as good as it appears on the surface. The leading position of the "Tech Seven Giants" is also shrinking, and the momentum is weakening.

Morgan Stanley bear Wilson: US stocks to fall 10% by the end of the year, S&P to drop to 3900 points.

习近平同俄罗斯总统普京会谈。

在如今国内的新能源汽车市场逐渐饱和，新能源汽车渗透率短时间难有进一步提升的情况下，比亚迪选择转战海外，并得到大部分海外新能源汽车市场的认可和追捧，这将有望成为比亚迪后续汽车销量和利润新的增长点。

再创新高比亚迪！为何不惧价格战？

投资者对未来经济增长预期悲观，但美国股市依然保持了良好环比增长。

美银基金经理调查：美股走势已经显著脱离基本面

由于纯电车型的成本更高，技术要求更高，补能网络也是一笔大投入，加上还要在已有的增程式车型中不断提升产品力以维持市场份额，意味着未来理想的财务数据或许不会像现在那么好看。

未来五年，理想汽车为什么不可能再交出 “满分财报” 了？

According to PitchBook data, the financing amount of global AI companies in the third quarter increased by 27% compared to the same period last year. At the same time, the total transaction amount of startups decreased by 31% compared to the same period last year, reaching 73 billion US dollars.

AI financing reaches a new high, but other technology sectors may enter a winter season.

“关于竞争，我们喜欢创造需求并定位自己；当我们下重注时，实际上已经提前应对了所有可能的风险！” 这也就是说，英伟达押注新技术的时候，已经看到了所有的可能性！

黄仁勋最新专访：万亿英伟达的 “离谱”，还能再续下去吗？

中国 9 月规模以上工业增加值同比 4.5%，预期 4.4%，前值 4.5%。

中国 9 月社会消费品零售总额同比 5.5%，预期 4.9%，前值 4.6%。

中国三季度 GDP 同比 4.9%，预期 4.5%，前值 6.3%。

US chipmaker Nvidia has submitted documents to the US Securities and Exchange Commission stating that the US government is tightening its export control on chips to China and expanding it to countries such as Saudi Arabia, the United Arab Emirates, and Vietnam. The company's chips that exceed multiple performance restrictions are affected, including A100, A800, H100, H800, L40, L40S, and RTX 4090 chips, as well as DGX and HGX systems. The company stated that some of the affected products have headquarters in China and the aforementioned countries.

Nvidia indicates that the tightening of chip restrictions in the United States may affect the development of some products and may require a shift in operations.

Taobao opened high and fell low, Douyin's main traffic is fading, it's time for Dongfang Zhenxuan to come up with some tricks.

East Selection "binds" fans with a 199 yuan offer | Insight Research

比隆基更早选择 BC 路线，爱旭：上半年 ABC 组件已实现部分销售，平均单瓦不含税收入约 2.20 元，交付效率可达 24%。

爱旭股份宣布：力争九个月，ABC 成本追平 TOPCon！

路透纽约 10 月 17 日 - 美国银行周二在一篇报告中指出，对冲基金上周买入美国所有行业的股票，但主要是金融行业。

对冲基金在财报发布前大举买入金融股 -- 美国银行

英伟达在一份监管文件中表示，对某些产品的出口管制可能会影响公司及时完成产品开发的能力。还可能影响对相关产品现有客户提供支持的能力，以及向受影响地区以外的客户供应相关产品的能力。

英伟达：美国出口管制规定可能影响产品开发

General Motors said that the delay in production until the end of 2025 is to better manage capital investment and meet the demand for electric vehicles. Earlier this month, the strike cost the company $200 million in the third quarter. To guard against the possibility of the strike lasting for several months, General Motors has obtained an additional $6 billion in credit.

General Motors delays production of electric trucks by one year, denies any connection to the automotive industry strike.

In Tuesday's US stock market, Nvidia plummeted by as much as 7.8% at one point, marking its largest intraday decline since December 2022. The Philadelphia Semiconductor Index also dropped by over 2% during the trading session.