Guosheng Securities: Maintain "Buy" rating on XPENG-W with a target price of HKD 126Hong Kong stocks closed (10.30) | The Hang Seng Index fell 0.24%, the non-ferrous metal concept strengthened, and Ganfeng Lithium surged nearly 15% after earnings"AI Bubble" is trending! What were the peak signals of the "Dot-com Bubble" in 2000, and what did the "top" trend look like?Invesco: Expects the Federal Reserve to cut interest rates once again in December, continues to be optimistic about goldThe US-China meeting ends with market volatility; Google and Meta experience 'two different worlds' after hours | Today's Important News RecapGeely's British GamblePowell's hawkish remarks severely impacted Bitcoin: it briefly fell below $108,000 before struggling to recover to $110,000Tesla Cybercab will make its Asia-Pacific debut in November at the Shanghai Import ExpoIQM partners with NVIDIA to advance quantum error correction and achieve scalable quantum computingHong Kong stocks closed | The Hang Seng Tech Index fell nearly 0.7%, while the financial sector strengthened against the trend; Tencent rose 0.93%, and SMIC fell over 1%Everbright Securities: The Federal Reserve's interest rate cut cycle has begun, and Hong Kong stocks may continue to fluctuate upward in the futureAI benefits are greater than expected! Demand is surging, profit margins are extremely high, and "hard drive giant" Seagate Tech's stock price has soared to a new highBank of Japan Governor Kazuo Ueda: No preset path for interest rate hikes, but the economy is on trackInflation causes low-income consumers to "significantly decline," marking the third reduction in income expectations this year, as shares of American chain restaurant giant Chipotle plummetWeak job market and cooling real estate hide concerns beneath the strong performance of US stocksBank of America Securities: Raises Bank of China's target price to HKD 4.51, reiterates "Neutral" ratingInvestors bet on AI and governance reforms, South Korean stock market hits a record highNasdaq Surges Over 100 Points Following Fed's Rate Cut: Investor Fear Eases Further, Greed Index Remains In 'Fear' Zone商务部：美方将取消针对中国商品关税，中方将相应调整针对美方上述关税的反制措施In the AI boom, "black swans" are lurking: rising energy consumption in data centers may push up interest ratesTesla Gears Up For Cybercab Production At Gigafactory Texas, Posts Multiple Job ListingsFormer Bank of Japan Governor Haruhiko Kuroda: The interest rate differential between Japan and the U.S. is expected to narrow, and the yen will appreciate to 120-130 yen per dollarUnderstanding the Market | Cryptocurrency concept stocks decline, MEMESTRATEGY falls over 7%, BOYAA drops nearly 6%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?