Storage chip prices are skyrocketing, hurting PC and server manufacturers! Morgan Stanley: For every 10% increase, OEM gross margins decline by 45-150 basis pointsMeta executives: AI investment looks aggressive but not crazyMorgan Stanley significantly reduced its holdings in star AI stocks in Q3, with tech giants only increasing their positions in Microsoft and AmazonThe Japanese stock market fell 1% at the beginning of trading, with retail stocks experiencing significant declinesAlibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News RecapNVIDIA Q3 holdings "remain unchanged," CoreWeave maintains its position as the top holding with an 86% shareCITIC Securities International: Raises Tencent Holdings Limited's target price to HKD 766 and maintains "Buy" ratingBank of America Q3 Holdings: Microsoft and NVIDIA remain the top two holdings, significantly buying put options on the S&P 500 Index ETFConcerns over fiscal expansion trigger a sharp sell-off of Japanese long-term bonds, with the 20-year yield soaring to its highest level since 1999ECB officials warn: Systemic risks of stablecoins cannot be ignored, once faced with a run or forced to shift interest rate policyAlibaba Qianwen APP public beta ignites the software sector: valuation and profitability both bottoming out, AI applications accelerating implementation, industry showing initial signs of recovery!The end of AI is electricityIs a Wall Street consensus emerging? JP Morgan has just drawn a "key defense line," and Goldman Sachs also warns that 6,725 points for the S&P is the dividing line between bulls and bearsKaiYuan Securities: Maintain Tencent Holdings "Buy" rating as AI applications deepen, driving growth in both new and old gamesGemini 3 "premiere screening" effect is explosive: seamless integration of different games, highly realistic SVG animationsAlibaba's AI Super Portal -- Qianwen APP officially launched, free accessEverbright Securities: Supply growth remains constrained, optimistic about investment opportunities in copper, aluminum, and steelThe AI bubble theory resurfaces! Silicon Valley venture capital guru Peter Thiel liquidates his holdings in Nvidia and embraces the "safe haven" Apple"Cost of living" has become a key focus for Trump, Bank of America: The White House will increase "price intervention," the trade war is "over."Hong Kong Stock Market Mid-Review: Hang Seng Index closed down 0.8%, tourism and sightseeing stocks led the market declineEarnings Preview | AI chip giant NVIDIA faces another major test, Wall Street bets on "better than expected + upward guidance"The US stock market faces a "critical defense line," testing the determination of bulls. If it breaks below, it will confirm a downward trend until "early next year."The Hang Seng TECH Index after the pullback shows significant cost-effectivenessHedge Fund CIO: Everyone is preparing for 2026, "Trump will win the midterms at all costs," "People expect a surge in the first quarter, then sell in May."Another Federal Reserve official "falls" due to illegal stock trading! Kuger resigns after being exposed for multiple violations of the quiet period regulations"If you are a modeling company, you may have a winner's curse" – Interpreting Microsoft's "50-Year AI Architecture" Strategic ThinkingJapan's GDP shrank for the first time in six quarters, with a decline smaller than expected, and the 10-year Japanese government bond yield hit a 17-year highJP Morgan interprets CATL: Large energy storage orders, H-share unlock, and inclusion in the Hang Seng Tech IndexUnderstanding the Market | Gold stocks collectively decline, CHINAGOLDINTL falls over 4%, spot gold experienced a significant pullback last FridayCITIC International: The 27,000 level in Hong Kong stocks faces significant resistance; technology stocks need new catalysts to riseUnderstanding the Market | Alibaba-W rises over 1%, Qianwen APP officially launches public testing today, entering the AI to C marketFrom Mag 7 stock prices soaring to Buffett's "Last Dance" building a position in Google, Wall Street giants are firmly betting on the AI waveJapan's GDP declines for the first time in six quarters, a large-scale economic stimulus plan is imminentUnderstanding the Market | INNOSCIENCE rises over 5% as Bank of America is optimistic about the company's long-term growth prospects, with collaboration with NVIDIA bringing potential for revenue increaseLiquidate Nvidia! "The tech tycoon behind the White House" Peter Thiel significantly reduced his holdings in the third quarter, and newly bought Microsoft and AppleCaitong Securities: Maintains Tencent Holdings "Buy" Rating, 3Q25 Performance Exceeds ExpectationsSaudi Sovereign Fund Withdraws Significantly from U.S. Stocks in Q3: Liquidates Nearly 12 Stocks, Reducing Holdings to a New Low for the YearAlmost all factors are "favorable," and the U.S. bond market is expected to achieve its "best performance" since 2020After the recent pullback, what is the valuation of "AI shovel stocks"?U.S. stock night market | Alphabet A surged nearly 6%, Berkshire Hathaway bought a large amount of the stock in the third quarterThe path of interest rate cuts changes: the election situation outweighs everythingThe Nasdaq rebounded on Friday, "temporarily halting" large-scale liquidations, Bank of America: "Bottom-fishing" can wait for the next wave of CTA liquidations"Performance and its stunning," Google’s large model rarely creates "momentum" before its release, will Gemini 3.0 debut this week?Bescent stated that "Congress approval is needed," and Trump's $2,000 tax rebate has become a "bad check"?This year's peak increase of 30% has been "completely wiped out," and Bitcoin has fallen into a bear marketU.S. Treasury bulls hold their breath as the "data tide" leads to intense competition between rate cut expectations and uncertaintiesWill the grand narrative be reversed?