Hong Kong stock market intraday | The Hang Seng Tech Index fell over 1% under pressure, while the internet sector rose against the trend; Tencent Holdings increased by 0.62%, Meituan rose by 2.70%Microsoft CFO Amy Hood Says Cloud Revenue Figures 'Could Be Higher,' But Azure Is 'Short On Capacity' As AI Demand SoarsGoogle (Minutes): We are the only full-stack AI cloud platformCathay Securities and Haitong Securities: Under the "fog" of data, the Federal Reserve's divergence increases, expecting a preventive interest rate cut cycle to continueNomura Securities: The Federal Reserve will not cut interest rates this yearThe Bank of Japan maintained interest rates as scheduled, with two "hawkish" members voting againstForget about gold, now is the shining moment for aluminumTianfeng Guo Mingqi: NVIDIA AI Server Power Supply Planning RoadmapFidelity: Preventive rate cut policy helps boost valuations, raises the U.S. stock market to "overweight"JP Morgan Asset Management: The U.S. government shutdown may affect the Federal Reserve's decisions, expecting one rate cut in the first half of next yearThe market's "frightening" moment at noon: U.S. stock futures, digital currencies, and other risk assets plummeted sharply before quickly narrowing their lossesMeta (Minutes): Computing power is ready to use, no worries about excessWolfspeed (Minutes): Weak SiC demand will persist throughout the fiscal year 2026Microsoft (Minutes): Data centers to double within 2 years, not serving as 'single large customer' stewardMeta conference call: "Before the arrival of 'super intelligence', continue to aggressively invest in infrastructure, even if there is short-term excess it can be resolved."Domestic GPU manufacturers accelerate the approval process, what is the deeper meaning behind it?Xi Jinping and Donald Trump shake hands for a photoElon Musk's trillion-dollar compensation plan faces obstacles! Tesla's major shareholder, the California Public Employees' Retirement System, plans to vote against itMeta: AI investment in 'reckless driving', is the faith in capital going to be exhausted?Intel conference call: Strategic cooperation with NVIDIA will open up markets through NVLink technology, and chip capacity tightness is expected to last until 2026Google Conference Call: AI commercialization fully realized, cloud business backlog orders surged by 46%, Gemini monthly active users exceeded 650 millionRare Earth "Dual Heroes," Performance Soars!Hong Kong Monetary Authority: Interest rate cuts have a positive effect on Hong Kong's economy and property marketAberdeen Investment: The Federal Reserve has not committed to a rate cut in December, and market focus shifts to China-U.S. trade negotiationsDongfang Securities: Maintains Buy rating on Xiaomi Corporation-W with a target price of HKD 71.65After being 'superficially harmonious but actually at odds' with OpenAI, is Microsoft still appealing?Hong Kong Stock Market | The Hang Seng Index rose nearly 0.8%, with retail technology strengthening together; Alibaba rose 1.99%, and Ping An rose 3.65%Microsoft conference call: Order surge, Azure in short supply, data center tightness expected to last until 2026Meta, Alphabet, Chipotle, Microsoft And Starbucks: Why These 5 Stocks Are On Investors' Radars TodayOn the night of tech giants' earnings reports, stock prices fluctuated, but capital expenditures are surgingBitcoin, Ethereum, XRP, Dogecoin Dip As Fed Chair Powell Pours Cold Water On December Rate Cut Hopes: Analyst Says Watch Out For These Key BTC LevelsHong Kong Stock Movement | Copper prices rise, copper industry stocks collectively increase, JIANGXI COPPER up over 8%Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on GrowthCICC: The "Next Step" of the Federal ReserveGoogle's Dramatic Turnaround: From AI 'Sacrifice' to AI 'Trendsetter'Understanding the Market | Photovoltaic Stocks Rise Collectively, 17 Companies Have Basically Signed for Photovoltaic Capacity Storage, Expected to Lead the Industry's Supply-Side ReformBenefiting from the AI frenzy, "engineering machinery leader" Caterpillar's performance exceeded expectations, and its stock price soared to a record highCITIC Securities Co., Ltd.: FOMC divergences widen, Powell downplays December rate cut expectationsNight market fluctuations | Google's earnings report shines with a nearly 7% increase, Microsoft's cloud business falls short of expectations with a drop of over 3%, Meta's profits plummet by over 80%, and its stock price drops by over 6%NVIDIA's Super Evolution! Grasping both hardware and software, a major shift in intelligent drivingElon Musk responds to "Tesla fleet as a data center": increasingly confident that this is feasibleThe Federal Reserve has reasons for hawkish statements, but over time it will still be dovish"Federal Reserve News Agency": Powell's press conference "rarely tough" highlights the "internal turmoil" of the Federal Reserve, and a rate cut in December is "far from certain"Jensen Huang's "most underrated" life advice: Endure pain and invest for the long termCICC: The Federal Reserve lowered interest rates by 25 basis points as expected, and the stimulus effect of this round of rate cuts may be weaker than in previous cyclesHong Kong Economic Journal: The Hong Kong Securities and Futures Commission will conduct a consultation on optimizing the listing rules for dual-class sharesMeta plummets after earnings! One-time tax expenses drag Q3 net profit down by 83%, continuous surge in AI investments raises market concernsMeta Platforms (META) Q3 2025 Earnings Call TranscriptNVIDIA's market value surpasses $5 trillion, Jensen Huang's net worth reaches $180 billion, Musk is amazed