Milan calls for a rapid and significant interest rate cut! Morgan Stanley pours cold water: the argument lacks persuasiveness and is unlikely to gain internal support from the Federal ReserveLei Jun's latest interview: Xiaomi has long given up on a quick victoryMeta launches AI short video stream "Vibes" encounters cold reception, users complain about "AI dross" intensifying commercialization concernsCMB International: Raises Alibaba-W target price to HKD 198, reiterates it as the preferred target in Chinese internetUsing large models to assist investment! Research institutions: By 2029, the scale of AI investment advisory will grow by 600%Costco (Minutes): 35 new stores to open in fiscal year 26, price increases only if absolutely necessaryStorage chips: The "Hunger Games" have begun, marking the start of a four-year upcycleUnderstanding the Market | Xiaomi Corporation-W fell over 4% as the Xiaomi 17 series smartphones were officially released, starting at a price of 4,499 yuanMaximum 100%! Trump's "Tariff Club" strikes furniture, heavy trucks, and pharmaceuticalsThe Middle Class is also "Weakening," and is Costco facing headwinds?Understanding the Market | Hua Hong Semiconductor rose nearly 8% in early trading, reaching a new high. Recently announced a restructuring with Huali Microelectronics. Goldman Sachs stated that the company has negotiated price increases with clientsSeptember Tokyo CPI unexpectedly remained flat, supporting the cautious stance of the Bank of JapanThe Hang Seng TECH Index in Hong Kong fell by 1%JD.com (9618) Large Capital Inflow Technical Rebound Target 155 Yuan | Peng WeixinXiaomi 17 starts at 4,499 yuan; Lei Jun: YU7 has delivered over 40,000 units since its launch, currently down 4%Bitcoin, Ethereum, XRP, Dogecoin Bleed As Hot Macro Data Dashes Rate Cut Hopes: Analyst Says '90% Of The Correction Is Over'Understanding the Market | XPENG-W rises over 6% again as XPeng announces entry into five European countries, with the first batch of new cars rolling off the production line at the Austria factoryBeware of the "volatile October" in the US stock market! Goldman Sachs warns: history shows it is more turbulent than other monthsHedge fund mogul Griffin: The Federal Reserve may cut interest rates again this yearIn 2008, the warning of the subprime mortgage crisis "made a name" for itself, and star hedge fund manager Einhorn warned that AI investments would result in "huge" capital lossesStock Market Today: Cipher Mining Slides on Bitcoin Weakness Despite Google-Backed AI Hosting AgreementImposing taxes on Chinese rare earth products under the guise of "security risks"? There are divisions within the G7The balance of reserves in the U.S. banking sector has fallen below $3 trillion, indicating "liquidity tightness" in the financial system, and the Federal Reserve needs to stop taperingThe Democratic Party is "firm in its stance" this time, and the U.S. government is "getting closer to a shutdown."Breakfast | Trump announces a new round of high tariffs: 100% on pharmaceuticals, 50% on building materials, 30% on furniture, 25% on heavy trucksLiquidity alarm sounded! U.S. banking reserves have fallen for seven consecutive weeks, breaching the $3 trillion markStocks and cryptocurrencies both fell, silver shines!Trump claims to impose a 100% tariff on brands and patented drugs, U.S. stock futures fluctuate slightlyAfter cutting 11,000 employees in three months, IT consulting giant Accenture warns employees: If they cannot accept "retraining" in the AI era, more people will leaveMeta's self-developed AI lagging signal? It is rumored to adopt competitor Google's Gemini model to optimize its advertising businessElon Musk claims Tesla's unboxing assembly process will achieve "5-second car manufacturing"The market's biggest "black swan": AI capital expenditure slows down, three major "time bombs" could be a nightmare for U.S. stocksThe increase after the Federal Reserve cut interest rates, the US stock market fell in three daysFederal Reserve's Logan: Should consider changing the interest rate tool benchmark, the federal funds rate benchmark is outdatedZhitong Hong Kong Stock Early Knowledge | Gold Approaches Record Highs, Horizon Robotics-W Plans to Place 639 Million SharesThe three major U.S. stock index futures fell collectively, Intel rose over 5% in pre-market trading, European stocks declined, and gold, silver, and copper all rose togetherWhy Alibaba Stock Was Underwater TodayWhy is the US stock market on the rise? JP Morgan strategists say this factor may be the key driverThe legal team works to prevent Trump's dismissal, and Federal Reserve Governor Cook receives collective support from former chairpersonsAnalyst: If the U.S. PCE inflation data rises, it may cause investors to worry that the interest rate cut expectations are too optimisticConsumers pursue cost-effectiveness, American middle class loves Costco, last season's revenue exceeded expectations with an increase of over 8% | Earnings report insightsThe Japanese yen fell 0.6%, approaching the 150 markTop 20 U.S. stock trading volumes on September 26: Institutions predict Oracle will correct by 40%Meta launches the Vibes platform, entering the AI video marketWhy Tesla Stock Dropped TodayFederal Reserve's Daly says further rate cuts may be needed, but the timeline is still unclearXiaomi (including Minutes): Fully Benchmarking iPhone! 'More for the Same Price' to the EndCostco Wholesale's total revenue for the fourth fiscal quarter was $86.16 billion, while analysts expected $86.03 billionMeta launches Vibes related to AI videos