Understanding the Market | Cryptocurrency Concept Stocks Decline, BOYAA Drops Over 5%, Bitcoin Falls Below $100,000Elon Musk's major shift! It is reported that Tesla is developing support for Apple CarPlayUnderstanding the Market | Gold stocks collectively decline as multiple Federal Reserve officials signal a hawkish stance, leading to significant fluctuations in international gold pricesThe U.S. liquidity indicators show signs of "tightening" again, is the market pushing the Federal Reserve to "restart QE"?In the third quarter, nearly full production! Zhao Haijun of SMIC: Supply will still be insufficient in the fourth quarter, and annual revenue is expected to exceed 9 billion USDThe Hang Seng Index opened down 1.5%, and the Hang Seng TECH Index fell 2.2%Hedge funds are selling U.S. consumer stocks at the fastest pace in five years!SMIC's Zhao Haijun: Expected annual revenue exceeds 9 billion USDThe Federal Reserve's inflation hawks are rising, intensifying internal divisions, with December rate cut expectations dropping to 50%Why did US stocks suddenly plummet as high-flying stocks collectively nosedived?Berkshire significantly reduced its holdings in Apple and Bank of America in the third quarter?CITIC Securities: Fiscal + Monetary Double Easing, 2026 US Stock Market Upward Momentum ContinuesTech stocks and digital currencies are being sold off as the U.S. market continues the "risk-off mode" that began this monthInnovative "savings" method! Robinhood launches "Cash Delivery," allowing users to avoid going to ATMsOklo, IonQ, Coreweave, Bloom Energy... In the past month, these "quantum, AI, energy" stocks have already "dropped significantly."Kioxia's thunderstorm, Seagate's plunge, the "hottest" American storage stocks all fell sharplyThe "Big Short" Fund Liquidation Letter Circulating OnlineBreakfast | US stocks plummet! Tesla falls over 6%, leading the decline in tech stocksBlue Origin, owned by Bezos, completes its first NASA launch mission, with the "New Glenn" rocket booster landing safelyReminder: Please pay close attention to the following (all times are in Beijing time)Is the global dollar safety net changing? Europe discusses creating an alternative to the Federal Reserve's liquidity mechanism"Should maintain restrictions" VS "Should support employment" Divergent views among Federal Reserve regional presidents on whether to continue cutting interest ratesTrump advisor Hassett: It is estimated that the government shutdown will cause 60,000 people to lose their jobsTesla AI executive says: 2026 will be the toughest year for employeesGoogle launches AI computing service dedicated to cloud privacy protectionAMD drives a lofty goal of $20 earnings per share with AI momentumMeta launches a $1 billion artificial intelligence data center constructionThe medium- to long-term U.S. Treasury yields rose by more than 4 basis points, as investors expressed doubts about the Federal Reserve's prospects for a rate cut in DecemberIntel is abandoned by OpenAI for hardwareWorried about the weaponization of "dollar swaps," European officials discuss preparing for the "worst-case scenario": building their own dollar reserve poolTencent (Minutes): Emphasizes AI, but Lowers Full-Year Capex GuidanceJD.com (Minutes): The goal of food delivery is to 'sustain itself', and overseas investments will be made cautiously in the long term.JD.com: Even without state subsidies, still needs to 'strike everywhere'Tesla has developed support for Apple's in-car connectivity solution, Apple CarPlay, and has initiated preliminary testing. It is expected to be launched in the coming monthsDue to fire risk, Tesla recalls 10,500 Powerwall 2 batteries in the U.STencent: Not playing heartbeats with Meta, just seeking stable happinessApple's appeal against the UK App Store commission ruling was rejectedU.S. stock movement | BioNTech fell over 6%, news reports that Pfizer seeks to sell its stake to cash out over $500 millionDriven by AI demand, Kioxia's Q3 revenue increased by 30.8% quarter-on-quarter, while net profit fell by over 60% year-on-year, and the profit guidance fell short of expectations | Financial Report Insights马斯克旗下 xAI 融资 150 亿美元，将于 12 月 12 日完成 E 轮融资SMIC: Not Competing for Short-term Results, Is AI 'Domestic Chip' the True Belief?