Understanding the Market | Alibaba-W rose over 4% in the afternoon as Morgan Stanley raised its capital expenditure forecast for Alibaba, further driving growth in cloud businessThe shadow of a U.S. government shutdown boosts risk aversion, with spot gold breaking through the $3,800 mark and silver continuing to hit a fourteen-year highMorgan Stanley is optimistic about the retail industry in 2026: Home Depot, Best Buy, and Wayfair are included in the key focus listHong Kong Stock Market Mid-Review: Hang Seng Index rises 1.35%, battery stocks lead the gainsGold breaks records again! Government shutdown and Federal Reserve uncertainty become the best driversJiangyin International: Trump's increased tariffs on pharmaceuticals have limited impact on China's pharmaceutical industry, suggesting a focus on AKESO and othersUnprecedented! Global capital expenditure surges, while employment growth stagnates – the "AI era" has arrivedTwo tickets "Eagle Cry" press down on Ueda and men, the call for the Bank of Japan to raise interest rates in October is getting louderJensen Huang Calls OpenAI The Next Multi-Trillion-Dollar Hyperscaler As Nvidia Pledges $100 Billion: 'This Is Some Of The Smartest Investment...'Bitcoin, Ethereum, Dogecoin, XRP Spike: Analyst Predicts 'Monday Morning Sweep' For BTC Before A 'Great' Q4IBM is the "true quantum leader," but the market is overreacting to HSBC newsThe pricing is not "surprising" enough, Morgan Stanley predicts: Li Auto i6 may become a "slow-burning" modelS&P 500 high valuation may become the "new normal," AI and profit growth reconstruct market logicCICC: Maintains Li Auto-W outperform rating with a target price of HKD 108The Buffett Indicator soars to 218%, a historical high. Is the US stock market really overheating this time?Prediction: Apple Will Stage a Major Comeback in the Next 5 Years. Here's 1 Reason Why."Mag 7" is outdated? Wall Street wants AI!Everything the Market "Doesn't Want to Know" About the U.S. Government ShutdownNext week's heavy schedule: Another Chinese Golden Week, the U.S. government "threatens a shutdown," and non-farm payroll data is "uncertain."Breakfast | This week's key focus: The U.S. government "threatens a shutdown," non-farm payroll data "uncertain"Bank of America Hartnett: Key indicators show that AI is not yet at risk, beware of the impact of a dollar rebound on popular tradesWhat does the warning of risks from Federal Reserve Chairman Powell, from Greenspan's "irrational exuberance" to Powell's "high valuations in the U.S. stock market," mean for the market?Success or failure depends on non-farm payrolls?The "dual bull" narrative faces a significant test! Non-farm payroll data may set the tone for the Federal Reserve's interest rate cut pathMinsheng Securities: Market interest rate cut expectations are "overheated," and the Federal Reserve may cool optimistic expectationsChasing the profits of "Chainsaw"! Investors are betting big on the return of volatility in the US stock marketNew Stock News | JINGDONG Industrials updates prospectus and has become the largest participant in China's MRO procurement service marketZhitong Hong Kong Stock Early Knowledge | Eight departments issued a document to promote stable growth in the non-ferrous metal industry, Hong Kong will build a global hub for fixed income and currency productsPrediction: 1 Artificial Intelligence (AI) Stock Will Be Worth More Than Nvidia and Palantir Combined by 2030Nvidia Hits an All-Time High After Striking a Deal with OpenAI. Is the "Ten Titans" Growth Stock a Buy?Is This a Red Flag for Tesla's Upcoming Q3 Deliveries Update?Nvidia CEO Jensen Huang Once Offered To Cry With Masayoshi Son Over A Missed Fortune, But That's Not Their Only RegretWill Tesla Stock Pop or Drop in 2026?AI video generation "covert battle" is gaining momentumIntel, Marvell, Electronic Arts Are Among The Top 10 Large-Cap Gainers Last Week (Sep. 22 - Sep. 26): Are The Others In Your Portfolio?Model Y Fails A Road Test, Tesla's Production Patent For Cybercab And More: This Week In MobilityMicrosoft Stock Keeps Beating the Stock Market. Time to Buy?Tesla Is About to Launch a New Vehicle. It May Be a Game-Changer.AI Daily | Cashing out over 700 million USD! Jensen Huang has sold NVIDIA shares for four consecutive months, still holding over 74 million shares of NVIDIA stockRising electricity prices lead to resistance from residents, U.S. data centers face challenges, solar energy and storage will be key in the short termCITIC Securities Co., Ltd.: The most important aspects of the structural market remain "resource security, corporate overseas expansion, and technological competition," with limited room for other factorsApple's iPhone 17 Demand, Oracle's Co-Ceo Shuffle, Micron's Earnings Preview And More: This Week In TechPrediction: This Quantum-AI Stock Could Be the Nvidia of the 2030sGoldman Sachs warns: The risk of the U.S. economy "re-accelerating" is risingWhy Astera Labs Stock Plummeted This Week理想（含发布会实录）：i6 订单火了，为何股价还是 “见光死”？3 Reasons Why Oracle's Cloud Computing Deals With Meta Platforms and OpenAI Make The "Ten Titans" Growth Stock a Top Buy NowMy Honest Opinion of Tesla Stock