The Bank of China performance meeting directly addresses the "thorny" topics: asset quality, operational efficiency, mortgage loans, and consumer loans all have responsesAlibaba Cloud regains ambitionHong Kong Stock Review: Insurance Companies' Profits SurgeThe most profitable healthcare stocks are stuck in a sideways trendNVIDIA's acquisition of AI startup Run:ai is under EU scrutinyThe inflation indicator most favored by the Federal Reserve unexpectedly accelerated, leading to calls in the market for a "pause in interest rate cuts."U.S. stock market early trading: All three major indices fell collectively, Microsoft dropped over 4%, Li Auto fell over 8%The Federal Reserve's favorite inflation indicator rebounds! The U.S. core PCE price index in September rose 2.7% year-on-year, with the month-on-month increase reaching the largest record in six monthsThe number of initial jobless claims in the United States last week was 216,000, the lowest level since MayAnnouncement on the evening of October 31 | Li Auto's Q4 revenue guidance is below expectations; Changying Tong plans to acquire Wuhan Shengyisheng Optoelectronics TechnologyThe big test for tech stocks arrives this week, with Apple and Amazon set to define industry trendsPre-market down over 20%! Estee Lauder withdraws fiscal year 2025 outlook and lowers dividend | Earnings report insightsLi Auto: Mixed feelings, can new pure electric products support Li Auto again?美股前瞻 | 三大股指期货齐跌，PCE 数据今晚出炉，苹果与亚马逊盘后公布财报Microsoft: What is constraining the growth of Azure? (1Q25 Conference Call Summary)Wall Street's Night of Terror: Overvaluation and Debt Become Halloween "Ghost Stories" for U.S. StocksLuckin Coffee: Will continue to expand in the future and explore innovative international operation models (3Q24 Summary)In the past 12 months, the S&P has risen by 40%, and the "Sharpe Ratio" has exceeded 3! Goldman Sachs: This has only happened four times in historyWall Street enters the best window period of the year; can U.S. stocks rise even higher?After the storm, has Luckin Coffee's brief honeymoon period arrived?CRIC: The top 100 real estate companies saw a month-on-month performance increase of 73% in October, achieving positive year-on-year growth for the first time this yearOn October 30th, Alibaba-W spent USD 19.9884 million to repurchase 1.6144 million sharesMissed the AI wave! Samsung's Q3 operating profit fell short of expectations, with chip profits plummeting by 40%, suggesting a potential start to supplying HBM3E to NVIDIA in the near futureMasayoshi Son's AI Ambition: Arm, which has tripled in value in a year, aims directly at NVIDIA?Ren Zhengfei: Artificial intelligence is an unstoppable trend. Young people should start their own businesses for their ideals without regretsMicrosoft disclosed its investment in OpenAI for the first time, totaling $13 billion, recorded using the "equity method."Eli Lilly plummets, "weight loss drug" hits a wall?Li Auto's Q3 revenue increased by 24% year-on-year, and net profit grew by 11% year-on-year. Q4 revenue guidance fell short of expectations | Financial Report InsightsRobinhood: Is the king of retail investors in the U.S. facing tragedy?Ueda Kazuo: The timing of the next interest rate hike is uncertain and will closely monitor U.S. economic dataBillionaire Philippe Laffont of Coatue Is Dumping Shares of Nvidia and Palantir and Piling Into This Artificial Intelligence (AI) Infrastructure JuggernautHong Kong Stock Market Closing (10.31) | Hang Seng Index closed down 0.31%, brokerage, domestic property, and photovoltaic stocks rose, while automotive stocks fell againWill Lucid Be Worth More Than Tesla by 2040?Li Auto-W's third-quarter vehicle deliveries reached a record high, with a net profit of 2.82 billion yuan, a quarter-on-quarter increase of 156.2%No matter who the next U.S. president is, the Federal Reserve will be forced to "backstop"!Bank of Japan Governor: Price trends in the second half of the year will align with targets, and if the outlook is achieved, interest rates will continue to riseNBA valuation soars, behind sports is still real estateUnderstanding the Market | XPENG-W rises nearly 3% against the trend, P7+ scheduled for November 7, and the split-type flying car is about to make its global debut"Bull Market" Extinguished! India's Nifty Index Plummeted 6% in October, Marking the Worst Month in Four Years, as Foreign Capital FleesTop venture capital firm a16z partner: The AI wave has several decades to go, it's just beginning now, and three tracks are rapidly developingInterest rate cut expectations change! Will the Federal Reserve and the Bank of England "pause rate cuts" together in December?Economists warn: October non-farm payrolls are unreliable, investors are likely to be disappointed!South Korean think tank: Trump's tariff policy will lead to a contraction in the South Korean economySignals of a cooling trend in AI chips? South Korea's semiconductor production declines for the first time in 14 monthsWhy did mortgage rates in the U.S. rise instead of falling despite the Federal Reserve's significant interest rate cuts?Three consecutive quarterly losses, stock price rises more than NVIDIA, can "Bitcoin proxy" MSTR continue to soar?Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)