Amidst the clamor of AI bubble theories, Microsoft refutes with real money: investing $10 billion in a data center on the coast of PortugalIn one night, three key executives of Tesla left, and the Model 3, Model Y, and Cybertruck simultaneously lost their heads!Meta's Chief AI Scientist LeCun is reported to be leaving to start a business, with disagreements over the "superintelligent" vision with ZuckerbergAs peers fall into the "AI cash-burning competition," Apple has become a safe haven in the tech sectorFinancial Report Express | Nebius rises over 2%, third-quarter revenue increases by 355% year-on-yearU.S. Stock Outlook | The three major stock index futures are mixed, the U.S. government is expected to restart on Wednesday, and SoftBank has fully divested from NVIDIAFinancial Times: Meta's Chief AI Scientist Yann LeCun plans to leave the companyThe "Air" War in the tech circle, Apple has already failedEarnings Report Express | Sea falls over 6% in pre-market, Q3 earnings per share below expectationsHesai Technology turned a profit in Q3, with LiDAR shipments increasing more than twofold year-on-year, raising the full-year net profit guidance | Earnings Report InsightsHong Kong Stock Review: China Mobile has also reached a new highReports indicate that Google plans to invest approximately $6 billion in Germany to enhance data centers and AI infrastructureEuropean Central Bank officials say inflation risks are becoming balanced, and further interest rate cuts are unlikely in the near termDomestic brain-computer interface products have entered the approval "green channel" for the first timeIndustry insiders say Google plans to invest billions of euros in GermanyMajor changes in the U.S. corporate bond market: Trading "stockification"Tesla plans to expand its Texas Gigafactory to produce 10 million units of the Optimus humanoid robot annually!Bank of America: The "AI bubble theory" is a "real benefit" for chip stocks, avoiding excessive crowding, NVIDIA is undervaluedCNQQ: The Chinese version of the Nasdaq 100Pre-market news | XPeng surged over 6%, favored by multiple major banks; BigBear.ai skyrocketed over 21%, Q3 performance exceeded expectationsNational Development and Reform Commission: Strengthen the coordination of investment, fiscal, and financial policies to more precisely allocate credit resources to private enterprisesThe People's Bank of China: We will continue to promote the transformation of the monetary policy regulation framework, placing greater emphasis on the role of price-based regulationThe People's Bank of China released the Monetary Policy Implementation Report for China in the third quarter of 2025UBS: NVIDIA's Q3 performance is expected to exceed expectations again, with key points focusing on export restrictions and customer concentration risksXPeng surged 17% in a single day; Intel AI Chief jumps ship to OpenAI | Today's Important News RecapWill the "revolution" of AI applications be in Apple's next big model?Concerns over the AI bubble continue to escalate, leading to a sell-off of bonds from U.S. tech giants, with Oracle being the hardest hitUnderstanding the Market | XPENG-W's increase expands over 18%, stock price hits a three-year high, institutions say the prototype of AI embodied intelligence giants is beginning to emergeThe soaring valuations of technology stocks have driven a significant increase in SoftBank's profits, and the company has sold its holdings in NVIDIA in OctoberAs the restructuring deadline approaches, Under Armour is still "searching for the bottom"He Xiaopeng's five pushes for range extension have finally landedSoftBank Group announced that it sold all its shares in NVIDIA for $5.83 billion in OctoberElon Musk says Tesla and xAI are "moving towards integration"Morgan Stanley: The end of QT by the Federal Reserve does not equal the restart of QE, and future balance sheet expansion is not easing; the Treasury's bond issuance strategy is the key!Zhao Yin International: CXO companies' performance may recover in the second half of the year, optimistic about SINO BIOPHARM and WUXI XDC, etcThe AI frenzy "sucks" global capital, has AI caused the dollar to "bottom out"?Hong Kong Stock Mid-Review | Hang Seng Index fell 0.20% in the morning session, XPeng surged over 15% against the trendBefore NVIDIA's earnings report, Citigroup shouted: Buy! AI demand far exceeds supply, the bubble theory does not hold waterOver $5 trillion! JPMorgan Chase: Global AI infrastructure is "unprecedented in scale" and will impact all capital marketsMorgan Stanley: The market underestimates the significance of xAI for Tesla, FSD 14.3 may become the "steam engine moment" for autonomous drivingTop fund Coatue's latest thoughts: How AI is changing investment?Plaxis: It is expected that the inflation pressure in the United States caused by tariffs will ease next year, focusing on international value stocks and small-cap stocksThis may be the conversation that best reflects OpenAI's "true intentions"! Altman: Give us a few months, we're not that crazy, we have plansApple plans to add new features such as maps to the iPhone satellite service"The Big Short" switches to "battle mode"! Burry: Tech giants "underestimating depreciation leads to inflated profits," Oracle's profits inflated by 26.9% in 2028, Meta inflated by 20.8%Famous quantitative investor on Wall Street: U.S. stock valuations are high but have not yet formed a bubbleCoreweave conference call: This year's capital expenditure guidance is lowered by 40%, mainly due to delivery delays and the continued strength of older generation GPU pricesUnderstanding the Market | XPENG-W opened over 9% higher, recently released multiple achievements in physical AI, and received positive endorsements from several major banks