Amazon's $38 billion OpenAI deal indicates that it is no longer a laggard in the field of artificial intelligencePfizer's third-quarter revenue was $16.65 billion, estimated at $16.59 billionGoldman Sachs and Morgan Stanley CEOs jointly issued a warning: U.S. stock valuations are too high, and a correction of at least 10% may occur!GTHT held an industry performance press conference, establishing systems and continuously integrating and merging, vigorously promoting ALL in AIU.S. gov. shutdown to trigger a 'dollar shortage'?Cui Dongshu: Traditional car companies have relatively low valuations, while new forces and Tesla's valuations are favored by investors1.1 million tokens per second! Microsoft and NVIDIA join forces to set a new AI inference recordTesla's automobile sales in China fell again in October, and there may be a downward trend for the entire yearHave new consumption stocks like MIXUE Ice City entered the hitting zone?Hong Kong Stock Review: Lack of Positive NewsThis week's vote on Musk's compensation plan may determine "Tesla's future"Wall Street warns: The market is too optimistic about inflation, beware of the risk of "hawkish surprises"Tesla's electric vehicle sales in China in October fell by 9.9% year-on-yearReconsidering Storage: How Long Can Price Increases Last?CITIC Construction Investment: Assigns "Buy" rating to Xiaomi Corporation-W, Series 17 structural improvement & continuous high-end transformationU.S. stock futures decline further, with Nasdaq 100 index futures down 1%, gold falling to $3,970, and cryptocurrencies experiencing widespread declinesAWS & OpenAI Ink Computing Agreement; Ele.me Starts Name Change｜Today's Important News RecapAfter warning of a bubble, the latest positions of the "Big Short" are revealed: 80% of the positions are short on Palantir Tech and NVIDIAStrong profits in overseas demand industries, Japanese stocks start the third quarter report stronglyFederal Reserve officials' hawkish statements boost the dollar, while copper prices continue to declineNight market volatility | Cryptocurrency concept stocks generally fell, Bit Digital dropped over 5%Japan's Finance Minister intervenes verbally in the exchange rate again, causing a sharp drop in the yen and significantly increasing the risk of interventionStorage chips are in "serious shortage," and the price increases of DRAM and DDR are "unstoppable." UBS raises target prices for Samsung and SK HynixHong Kong stock movement | Most non-ferrous metal stocks fell in the afternoon, LINGBAO GOLD dropped over 7%, CMOC and ZIJIN MINING fell over 6%Supply concentration + nuclear energy supercycle = a multi-year "uranium bull market"港股异动｜三大指数午后持续走弱，恒生科技指数跌近 2%The spokesperson of the Ministry of Commerce answered reporters' questions regarding issues related to Anshi SemiconductorCryptocurrency prices fell broadly, U.S. stock futures extended their declines, with Nasdaq 100 index futures down 1%Reminder: Please pay close attention to the following (all times are in Beijing time)Is the adjustment of gold prices nearing its end? Deutsche Bank: The sell-off of gold ETFs is weakening, and the impact of China's new tax policy is minimalHong Kong Stock Midday Review: Hang Seng Index and Hang Seng TECH Index Mixed; Chinese Banking Stocks RiseSoutheast Asian retail giant eyes CainiaoBetting on AI! Hedge fund mogul Dan Loeb is eyeing these two stocks and continues to hold Taiwan Semiconductor and NVIDIAUnderstanding the Market | Li Auto-W fell nearly 3%, with a cumulative decline of over 20% in stock price over the past month, and October delivery volume decreased by approximately 38% year-on-yearWaymo, a subsidiary of Google, accelerates its autonomous driving expansion, potentially entering three cities next yearPalantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.When Microsoft's CEO said, "Insufficient power may lead to chip accumulation," neither he nor Altman knew how much electricity AI actually requiresUnderstanding the Market | Apple concept stocks lead the decline, Apple's AI entry into China plan postponed again, reports say the R&D process faces technical bottlenecksGoldman Sachs: Despite Powell's hawkish stance, still considers a rate cut in December as the baseline forecastPalantir: Expensive Valuation is Biting Back!Microsoft invests billions to partner with Lambda for thousands of NVIDIA GPUs to ramp up the AI arms raceFrom "Stargate" to AWS's large computing order, OpenAI signs AI computing contracts vigorously, NVIDIA and storage giants win bigHua'an Xu Hantian: The core contradiction of the AI wave is "the business model is yet to be resolved," with a focus on two main lines in chipsHow the New Gold Policy Affects Market ParticipantsThe United States is heading towards a "liquidity crisis," and a "government shutdown" is equivalent to an interest rate hike? The next steps are crucial for the marketSaxo Bank: The long-term positive pattern for gold remains unchanged, the next upward trend "just awaits the favorable wind."South Korea's October inflation unexpectedly accelerated to 2.4%, which may prompt the central bank to extend the pause in its easing cycleUnderstanding the Market | Baidu Group-SW rose over 4% in early trading, with its subsidiary Luobo Kuaipao's weekly order volume exceeding 250,000 orders and a global operational network being established in multiple locations