AI data centers consume a lot of electricity, Google is also seeking to shift to nuclear energyApple's senior management "changing blood": Global Procurement Director Dan Roskos to retireFrontier Securities Chief Investment Strategist: The "hard times" for the US dollar seem to be overMorgan Stanley: US Core CPI Expected to Rise Moderately in September, Overall Inflation Decline May Affect Future Interest Rate DecisionsBTIG: US software stocks have a "bright future", Datadog is worth paying attention toCPI is causing a stir again! Could it press the "pause button" on the Fed's rate cut?The "Three Heads" of the Federal Reserve: Soft landing of the US economy can be expected, supporting a 25 basis point rate cutMarket Analysis | Auto stocks experience significant pullback, LI AUTO-W drops over 11%, XPENG-W drops over 10%Guo Lei: Macro background and trend analysis of the rapid revaluation of the current stock marketNational Press Conference: Next year, continue to issue ultra-long-term special national bonds to further support the "dual circulation" development strategyReminder: Please pay special attention today (all times are in Beijing time)Market Insight | Gold stocks collectively decline as expectations of a significant rate cut by the Federal Reserve cool down, while the rebound of the US dollar and US bonds puts pressure on gold pricesHow is the Q3 performance outlook for Internet stocks? Piper Sandler is optimistic about Google, Pinterest, and moreHuili: Escalation in Middle East conflict, gold to challenge historical highs again this year, targeting $28001. JPMorgan Chase: The cryptocurrency market will be influenced by several key factors in the coming months. 2. Report: Bitcoin remains the best-performing asset so far this yearCICC: How much room is left after the big rise?Zheng Zhaejie: Timely remind of abnormal growth in confiscated income, and conduct rechecks when necessaryNVIDIA surpasses Microsoft in market value to become the world's second largest company, with Apple in first placeDirector of the National Development and Reform Commission, Zheng Zhajie: Increase support for local debt replacementThe market refocuses on the US CPI! It is crucial whether the Federal Reserve will press the "pause button" on interest rate cutsThe selling wave of US Treasury bonds intensifies, betting on a 50 basis point rate cut to prevent a collapseThe State Council Information Office press conference begins, with the National Development and Reform Commission's "one director and four deputy directors" in attendance港股跳水，恒生科技指数一度大跌近 7%Yesterday, a total of 33 Hong Kong stocks were repurchased by companies, with Tencent Holdings having the largest repurchase amountDaily Hong Kong Stock Market News Briefing (Tuesday, October 8th)Reminder: At 10:00 Beijing time, the State Council Information Office will hold a press conference to introduce the relevant information on "Systematically implementing a package of incremental policies, solidly promoting the improvement of economic structure and development momentum towards betterment"The hot non-farm data suppresses the Fed's rate cut expectations, bringing the "global asset pricing anchor" back to 4%Super Micro Computer discloses quarterly GPU deployment data, driving NVIDIA's stock price upSenior official of the Federal Reserve warns: Do not ease too quickly, lean more towards patienceBreakfast | US stocks and bonds both fell, Chinese concept index rebounded sharply in a V-shaped manner, Chinese asset ETF surgedOverweight A-shares! International investment banks speak out collectivelyFuguo Bank downgrades Amazon's rating: Strong cloud computing performance cannot hide short-term concernsNational Day holiday Chinese assets become "hot favorite"! Can A-shares be expected today?"Strong Non-Farm Payrolls" dispels expectations of a significant rate cut by the Federal Reserve, causing the gold price to fall from record highsSenior Fed Official Temporarily Does Not Buy into Bright Non-Farm Payrolls: Overall Risk Balance Slightly Leans Towards Labor Market Facing HeadwindsGoldman Sachs released three heavyweight research reports over the weekend: lowering the forecast for the U.S. recession, expecting the Chinese stock market to rise another 15% to 20%NVIDIA CEO Jensen Huang announces CES schedule: will release RTX 50 series graphics cardsGoogle suffers a major setback in the antitrust case, and its dominant position in the Android app market may be overturnedThere is almost no sign of slowing down, the bull market in US stocks will celebrate its two-year anniversary!Epic wins the lawsuit! US judge rules that Google must open the Android system to third-party storesOvernight US Stocks | Three major indexes fell, some Chinese concept stocks continued to soar, and the Golden Dragon Index closed higher against the marketAI chip positive news! Super Micro Computer stated that it has shipped over 100,000 new liquid-cooled GPU solutions in the current quarter, leading to a nearly 18% increase during trading hoursThe two-year US Treasury yield rose by about 8 basis points to test the 4% level, while rising oil prices have made investors worried about the risk of a rebound in US inflationTesla ‘extremely unlikely’ to reveal efficient path to Robotaxi commercialization: analyst