Inflation is not dead? Multiple upward risks still exist!"Bull returns quickly"! The semiconductor sector is strong, with the semiconductor ETF hitting the daily limit up with trading volume exceeding 4.4 billion yuan"The Trump Trade" restarts, what's different?Meet the Unstoppable Growth Stock That Could Join Apple, Nvidia, and Microsoft in the $3 Trillion Club by 2028.美股盘前：中概股普涨， 哔哩哔哩涨约 8%，奈飞涨约 5%The culprit who caused ASML to collapse? Rumor has it that Samsung delayed the receipt of EUV lithography machines and other equipmentThe detailed rules for the 500 billion yuan swap convenience operation have been released, with a maximum pledge rate of not more than 90%Market Insight | SunArt Retail surges over 5% again, receives third-party expression of interest for full acquisition, rumored to be most likely acquired by Hillhouse CapitalWho will win the Wall Street AI banking competition? JPMorgan Chase has taken the lead4.6% 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)奈飞高管解读 Q3 财报：预计明年营收 430 至 440 亿美元 广告收入同比翻一番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?