Apple is no longer focused on the high-end PC market, and the first "low-priced Mac" equipped with an iPhone chip is about to be launchedGlobal risk assets plummet, "scaring" gold buyers! After a sharp decline, gold prices stabilize and reboundUber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long timeEast Asia Securities: Raises Alibaba-W target price to HKD 196 and downgrades rating to "Buy"Understanding the Market | AI concept stocks all declined as market concerns over high valuations of AI intensified. Institutions claim that Hong Kong stocks in the technology sector have attractive levels in the medium to long termUnderstanding the Market | Bitcoin concept plummets across the board, Bitcoin falls below $100,000 for the first time since June, Ethereum once dropped 15%AMD: 'Tied to' Open AI? Not a 'Backup' LifesaverThe Hang Seng Index opened down 0.97%, and the Hang Seng Tech Index fell 1.75%Today marks the first major election during Trump's term! The market will receive important data to predict next year's U.S. "midterm" landscapeNVIDIA's market value evaporated by 1.4 trillion yuan overnight, and CEO Jensen Huang had just completed a $1 billion reduction planThe Asia-Pacific stock market fell across the board, with South Korean stock index futures dropping 5%, leading to a suspension of programmatic trading sell ordersAt a sensitive moment, alarms are ringing in the U.S. stock market! The famous valuation indicator has "broken the red line for the second time in history," the last time being in 1999The "Black Tuesday" for retail investors in the US stock market: Under the pressure of earnings reports and short selling, meme stocks and the cryptocurrency market both declineAmerican retail giant "consecutive explosions": "Papa Johns" plummets, Yum! Brands considers selling "Pizza Hut"Institutions claim Tesla's October sales in the UK halved year-on-yearUS Stock Fund Activity List | NVIDIA Drops Nearly 4%, Targeted by Major Institutions for Large-scale Short Selling"The Hottest PE" Apollo aggressively issued $75 billion in "private loans" in the third quarter, a year-on-year increase of 21%! CEO: If you don't want to invest in overvalued stocks, just invest in PESuper Micro Computer's Q1 revenue plummeted by 15%, with gross margin collapsing to 9%, and the stock price fell sharply by 10% in after-hours trading | Earnings Report InsightsBYD begins to abandon DiChainUSD 100 again "breaking through": deductions and impactsBreakfast | US stocks faced a "Black Tuesday," with all three major indices hitting new lows in over a week, led by declines in technology stocksOvernight U.S. Stocks | Wall Street CEOs collectively issue warnings! Three major indices all fell, NVIDIA dropped 4%AMD's revenue greatly exceeded expectations, but the guidance failed to impress investors, leading to post-market fluctuations and declines in stock price | Earnings Report InsightsElon Musk stated that Tesla's AI5 chip will not be mass-produced until 2027, and the AI6 will not be available until 2028Foreign capital has been intensively researching A-shares since October, covering 309 companies, with a focus on "technology-related" contentReminder: Please pay close attention to the following (all times are in Beijing time)After a significant rise in stock prices, AMD's outlook has failed to impress investorsNovember 5th External Headlines: U.S. Government Shutdown Ties Record, IBM Lays Off Thousands, Bitcoin Drops Below $100,000, Apple Plans to Launch Low-Priced LaptopsEli Lilly and Novo Nordisk's "influencer weight loss drug" is expected to be included in the U.S. healthcare insurance! The thousand-dollar weight loss drug may see an 85% price reductionAMD's third-quarter revenue was $9.25 billion, while analysts expected $8.74 billion.
Capital expenditure for the third quarter was $258 million, with an expectation of $219.7 million.
Fourth-quarter revenue is expected to be between $9.3 billion and $9.9 billion, while analysts expect $9.21 billionSuper Micro Computer's net sales for the first fiscal quarter were $5.02 billion, while analysts expected $6.09 billion.
The company expects full-year net sales of at least $36 billion, up from its previous estimate of at least $33 billion.
For the second fiscal quarter, net sales are expected to be between $10 billion and $11 billion, while analysts expected $8.05 billion.
Super Micro Computer's stock fell over 10% in after-hours tradingGeneral Motors, Tesla, and Toyota urge the U.S. to extend the USMCA free trade agreement's termUber: Performance is flawless, but scared by Robotaxi again?Apple is preparing to launch a low-cost laptop to compete with Chromebooks and Windows computers"Big Short" Michael Burry warns of AI bubble, his fund shorts NVIDIAApple plans to launch its first low-priced Mac, priced well below $1,000, challenging Microsoft and ChromebooksSpotify (Minutes): Currently focusing on further activating the user ecosystemAI frenzy cannot withstand the harsh reality: Companies lower AI agent expectations, full automation still requires several yearsAI computing power demand is insane, Microsoft's "New Cloud" transaction volume exceeds 60 billion USDGoldman Sachs CEO predicts: A wave of large mergers and acquisitions in the U.S. will erupt within two years, and investor interest in China is increasingConfidence in the U.S. stock market bull market is in crisis, urgently needing AMD's earnings report to save the situationAmazon claims that the utility company under Berkshire Hathaway failed to provide sufficient power for data centersCan Spotify's new price hike cycle take off again?The awkward truth behind the rise of US stocks: Apart from the seven giants, the other 493 stocks are "in deep trouble"After Burry issued a bubble warning, he disclosed short positions in NVIDIA and Palantir TechUber's Q3 total bookings surged by 21%, but operating profit fell short of expectations, dropping over 4% in pre-market trading | Earnings report insightsThis Double 11, 5 million merchants have become accustomed to using AI