Bank of America Merrill Lynch upgrades the materials sector rating, expecting rate cuts to drive profit reboundMicrosoft competes head-on with Google's AI search service, Windows AI assistant upgraded significantly: Copilot can analyze website content, engage in GPT-like voice conversationsReminder: Please pay special attention today (all times are in Beijing time)Nasdaq fell by 1.5%, Meta and defense stocks hit new highs, Chinese concept stocks rose by over 5% against the market, oil prices rose by 5% before pulling back from highsiPhone 16 demand warning! Barclays cuts orders for key components by 3 million, Apple's target price slashed by 20%Alibaba Call Options Update: It's Time To Sell Puts After The RallyAI 数据中心规模太大，微软融资租赁支出将超千亿美元，利润率料承压Google's Waymo Is Leading The U.S. Robotaxi Race以太坊日内跌幅达 5.00%，现报 2472 美元/枚。加入华尔街看衰油价队列，德银猛砍明年布油价格预测 18%Realty Income Stock Should Continue To Appreciate As The Fed Cuts Rates美研究机构：中国刺激措施利好美股，建议买入这两个板块U.S. Stock Market Update | Chip stocks decline, NVIDIA falls more than 3%U.S. Stock Market News | Hong Kong Stock Market receives increased holdings from Morgan Stanley, Bilibili surges over 6%Apple's stock price falls as analysts continue to search for early signs of demand for new iPhone modelsUS Stock Market News | Cryptocurrency concept stocks fall, Coinbase drops more than 7.8%US Stock Market Update | Chinese concept stocks continue to rise, with the Golden Dragon Index up 2.44%The White House says Iran is preparing to attack Israel, causing a sharp drop in US stocks and a rise in oil pricesiPhone 16 series may face the fastest production cut in recent years, Barclays maintains Apple's "underweight" rating外盘头条：美国制造业连续第六个月萎缩 特斯拉料录得今年首季度销量增长 波音考虑通过发股筹资 100 亿美元BlackRock CEO: The U.S. economy will not "land" - the market's expectations for a rate cut by the Federal Reserve are excessiveGoldman Sachs Chief Global Equity Strategist: US stock market rally will slow down, valuation expansion will also depend on Europe and ChinaDigitalOcean offers access to Nvidia GPUs for AI applicationsWith an average trading volume of 4.7 times, increasing participation of retail investors... Understand the record-breaking rebound of the Chinese stock market with nine charts!美股前瞻 | 三大股指期货涨跌不一 鲍威尔打压市场大幅降息预期Nvidia said to halt development of GB200 NVL36*2 dual-rack 72 GPUs: analystElectric Vehicle September Report: Li Auto, XPeng set a new record for monthly deliveries, Leapmotor doubles year-on-year, Xiaomi SU7 surpasses 10,000 units for the 4th consecutive monthWells Fargo stock poised for liftoff with potential asset cap lift: Barron'sTop movers as S&P 500 clocks another quarter of growthThe road to Japan's interest rate hike is overshadowed! Minutes from September show policymakers leaning towards caution, focusing on market sentiment impactBlackRock CEO warns: The market is seriously mistaken, the Fed will not cut interest rates so many times!VICI Properties: Ready To Rip Higher As The Fed Shifts LowerRate cut in October possible? Eurozone CPI fell by 0.1% month-on-month in September, the largest decline since January 2024Hong Kong stocks trade continuously for 11 days, what should you buy in the Hong Kong stock market?Lei Jun: Xiaomi SU7 delivery lead time has been scheduled to February next yearWill the US economy decline in 2025? Top economists are placing their bets!Nvidia, Broadcom among semis to see 'greatest expansion' by fund managers: BofAApple possibly cuts Q4 iPhone 16 builds by 3M: Barclays"Stock God" Buffett increases stake in Japanese stocks again? Berkshire Hathaway plans to issue yen bonds, leading to a rise in trading companies' stocksTesla wins lawsuit regarding whether FSD system misled investorsTesla (TSLA) bull Gene Munster shares Q3 2024 delivery estimatesNvidia competitor Cerebras files for U.S. IPOMeta will expand its artificial intelligence innovation investment in VietnamAlibaba, PDD, JD.com's combined market value is only a quarter of Amazon's, Goldman Sachs: Significant room for revaluation of China's e-commerce valueLi Dongsheng bets another hundred billion on the "crossroads" of LCDOptimistic expectations of interest rate cuts + Middle East risks drive gold Q3 surge by 13%, marking the best quarterly performance in 8 yearsMajor Japanese companies are more optimistic than expected, supporting the Bank of Japan to continue raising interest ratesJapanese stocks rebound, trading companies strong, Berkshire Hathaway plans to issue bonds triggering investment speculationLI AUTO-W delivered 53,709 vehicles in September 2024, setting a new record for monthly deliveriesTaiwan's weighted stock index rose by 0.8%, led by Taiwan Semiconductor