Goldman Sachs: Tencent's third-quarter performance exceeded expectations, driven by AI growth across all businesses, maintaining a target price of HKD 770Behind JD.com's Q3 profit pressure: high costs of food delivery, slowdown in core electronics and home appliances business, AI-driven advertising becomes a growth highlightGoogle proposes to amend European advertising technology policies, rejecting business breakupNVIDIA's earnings report day may be awkward? Well-known analyst: Even if the performance is strong, the market will be "nervous"Hong Kong Stock Market Closing (11.14) | Hang Seng Index closed down 1.85%, technology stocks significantly under pressure, some pharmaceutical stocks once again in demandAccording to reports, due to the worsening supply shortage, Samsung will raise memory chip prices by up to 60%The high city cabinet supports easing, and verbal intervention by officials has failed, putting the yen defense battle in a dilemmaMorgan Stanley Q3 Holdings: Technology stocks remain the main force, NVIDIA surpasses Microsoft as the top favoriteChina Galaxy Securities: The Southeast Asian snack market is rapidly expanding, and domestic snack companies may welcome new opportunities for overseas expansionBank of America Securities: Maintains "Buy" rating on Tencent with a target price of HKD 780Berkshire completes the issuance of 210.1 billion yen in bonds, has ammunition ready to increase holdings in the five major trading companies?Guojin Securities: Global forklift demand is on the rise, and embodied intelligence is expected to open up new growth space for the industryGoogle submits a rectification plan to the EU for a $3.4 billion advertising technology fineThe heavy cost of betting on AI: Oracle's debt surges, market value evaporates by over $250 billion in a monthThe Asian AI boom cools down, and foreign capital withdraws from the Japanese and South Korean stock markets at the fastest pace in seven monthsUnderstanding the Market | SMIC fell over 3%, briefly rising over 2% in early trading, with a 28.9% year-on-year increase in net profit for the third quarterNext Stop in the AI Boom: Hedge Fund Giant Point72 Targets Asian Currencies such as Chinese and Korean as Next Year's Biggest WinnersDaiwa: Tencent's third-quarter performance is stable, reiterates "Buy" rating with a target price of HKD 750Cathay Securities and Haitong Securities: Maintain Tencent Holdings Limited "Buy" rating with a target price of HKD 785How much longer will U.S. stocks fall? Historical data shows that after a big rise, the average selling wave lasts for 25 trading days, and it has already been 21 daysChina Merchants Bank International: Market expectations for a Federal Reserve rate cut in December have decreased, and investors' concerns about the high valuations of technology stocks continue to fermentUnderstanding the Market | XPENG-W fell over 5%, but its stock price has still increased by more than 1.1 times this year. The third-quarter report will be released next weekUnderstanding the Market | CIMC soared over 7% in the afternoon as energy storage containers attracted market attention, and the company has strong cost competitivenessTencent once again aims for 7 trillionNVIDIA-supported Australian artificial intelligence company Firmus raises $325 millionElectricity changes the AI competition landscape! Goldman Sachs tested: By 2030, America's "backup power" will fall below the critical line, while China still has up to 400GWIn the face of competition from ByteDance's "Soda Music," Tencent Music's growth relies on "premium memberships + offline concerts."Why U.S. stocks need to be wary of "big short" liquidations? Their rise to fame is a history of bubble warningsDWS: U.S. stocks may benefit from corporate earnings growth and interest rate cuts; European stocks still have investment opportunities outside of technologyIn October, China's industrial added value above designated size increased by 4.9% year-on-year, with a good growth momentum in high-tech manufacturing, while crude steel production decreased by 12% year-on-yearSMIC (Minutes): Storage price increase, terminal manufacturers are becoming more conservative in their plans for next year.The takeaway battle enters the second half: order volume declines, average order value rises, Meituan is expected to achieve breakeven by mid-next yearAdvertising and gaming are both experiencing explosive growth! AI is opening up new monetization opportunities for TencentAfter Jensen Huang's visit to Taiwan and his request for "production capacity," is Taiwan Semiconductor urgently adding expansion plans? It may raise capital expenditures for 2026CICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 700BlackRock Q3 increases investment in tech giants: adds to its top holding NVIDIA, while simultaneously reducing holdings in Apple and AlphabetNational Bureau of Statistics: The national economy operated steadily in October, with a continuous trend of progress amid stabilityAPP Store rules undergo another transformation: Apple seizes the "mini program economy" opportunity, cutting commission by half to 15%Technology stocks fell sharply, with Baidu dropping 8%, causing Hong Kong stocks to decline over 300 points and fall below the 27,000-point mark againUnderstanding 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%