4.6% Expected vs. ActualTerminating work-from-home policy triggers employee dissatisfaction, Amazon executives warn: "If you're not willing, then get lost!"Li Auto's cumulative deliveries exceed 1 million vehiclesMarket Insight | Auto stocks rise in the afternoon, BYD Company Limited up more than 5%, October performance of car companies expected to remain strongThe Federal Reserve may not cut interest rates in November? Moody's refutes!Hong Kong Stock Concept Tracking | National relevant ministries are expected to establish a Low Altitude Economy Special Management Bureau, with great development potential in the low-altitude sector (including concept stocks)Market Insight | Semiconductor stocks rise in the afternoon, with Taiwan Semiconductor's performance boosting market confidence. Incremental policies are expected to drive the industry chain beyond expectations3nm, in high demand"The economy does not land" and "Trump trades" dominate the U.S. marketWu Qing: Agreed to allow 20 securities firms and fund companies to apply for central bank swap facilities, further deepening capital market reformsPopular Chinese concept stocks and China asset ETFs strengthen in the US stock night marketContinuing to invest efficiently, Netflix's vision goes beyond streaming media (3Q24 earnings call minutes)Hong Kong Stock Market Midday Review | Hang Seng Index rises by 0.75%, financial policies boost the strength of Chinese brokerage sectorHong Kong Stock Market Midday Review: People's Bank of China officially launches SFISF operation, Chinese securities firms' stocks riseXi Jinping: Promoting Chinese-style modernization, with technology taking the leadOvervalued + cornerstone unlocking, short-term impressive performance difficult to save Tianjudihe still stuck in the quagmire of breakingBig Winner, or Insurance Institution!El-Erian: Market mispricing, expecting ECB rate cut to exceed Fed'sMarket Insight | BYD ELECTRONIC Surges Over 5%, Leading the Smartphone Industry Chain, Android Smartphone Shipments Expected to Further Recover in the Fourth QuarterMorgan Stanley: Arista Networks' data center business growth momentum strengthens, raising target price to $410 USDLess than 3 months later, state-owned large banks have once again lowered deposit interest rates, with interest rates on various deposits generally decreasing1. Tesla's transfer of Bitcoin may be due to compliance requirements, internal audits, fund restructuring, or UTXO consolidation. 2. Bitcoin exchange reservesHow high can the soaring Netflix "fly"?Market Insight | Lenovo Group rises more than 3%, new servers to be equipped with NVIDIA Blackwell PC momentum may continue until the end of the yearNVIDIA's AI dominance is solid, with Bank of America optimistic that the stock price could rise another 40%Amazon AWS: System equipped with NVIDIA's new AI chip delayed until early 2025Gold price continues to hit new highs! Safe-haven sentiment rises as spot gold breaks above $2700After Taiwan Semiconductor's "quarterly report explosion": Wall Street praises endlessly and raises target prices one after another!Taiwan Semiconductor's third-quarter performance exceeded expectations, Wei Zhejia denies that AI demand is a bubbleTaiwan Semiconductor responds to US investigation into HuaweiBoth ASML and Taiwan Semiconductor are giants in the semiconductor industry. Why did ASML plummet while Taiwan Semiconductor surged?Economics, what are we expecting?Understanding the Market | Automotive stocks weaken, major differences remain in China-Europe electric vehicle tariff negotiations, XPeng denies compromising with the European Union behind closed doorsMarket Insight | XPENG-W opens more than 3% lower, the company denies reaching a private agreement with the European Union on electric vehicle tariffsMarket Insight | Gold stocks generally open higher, gold price hits another historical high, several gold mining companies expect positive performance in the first three quartersSunac China: 20% discount on rights issue to "extend life", who is the brave "white knight"?UBS: Soft start to earnings season does not disrupt AI growth story October is the most volatile month in the history of tech stocksThe People's Bank of China, China Securities Regulatory Commission, and China Banking and Insurance Regulatory Commission jointly held a symposiumMarket needs urgent correction! ECB rate cut to exceed Fed'sCitibank: If the Middle East conflict continues to escalate, oil prices may soar by more than 60%!Japan's core CPI growth rate slowed down in September, and the Bank of Japan is expected to stand pat at the end of this monthHong Kong Stock Concept Tracking | International gold price hits a new high, institutions: Next year, the spot gold price is expected to reach $3,000 (with concept stocks)Insiders: Tesla's FSD has not yet been approved in China. Musk once sought to obtain some dataFirst increase in four months! Japan, the top "creditor" of the United States, increased its holdings of US Treasury bonds in August, while China's holdings approached the lowest level since 2009Breakfast | Netflix soared 5% after hours, Taiwan Semiconductor surged 13% intraday, NVIDIA hit a new high intradayWall Street investment banks issue a warning to AppleOvernight US Stocks | Dow Jones, Gold Hit New Highs; Taiwan Semiconductor Up 10%, Netflix Q3 Users Exceed Expectations, Up 5% After HoursA Bank of America strategist who correctly predicted the rise: Chinese stock market is expected to continue to riseAfter-hours surge by 5%, Netflix's Q3 performance is all positive! Profits exceed expectations by nearly 45%, with a surprising increase of over 500,000 subscribersReminder: Please pay special attention today (all times are in Beijing time)