SK Group Chairman Chey Tae-won meets with NVIDIA CEO Jensen HuangSamsung and SK Group each deploy 50,000 NVIDIA GPUs to build an "AI factory" to promote smart manufacturingThe AI "super cycle" drives a 33% increase in capital expenditures for American Electric Power (AEP), with the CEO stating that "the increase in electricity prices will be within a reasonable range."The South Korean Ministry of Science and Technology discusses strengthening artificial intelligence cooperation in the public sector with NVIDIAThe valuation of the power generation business has surpassed that of NVIDIA and GE Vernova! Morgan Stanley: Caterpillar is severely overvaluedApple's net profit surged by 86%, Amazon set a quarterly historical recordIf Musk's "trillion-dollar compensation" is rejected, Tesla will immediately drop over 10%?LG Electronics announced that it will expand its cooperation with NVIDIA in the fields of AI and roboticsNVIDIA reaches an artificial intelligence agreement with a South Korean companySamsung Electronics stated that it will collaborate with NVIDIA to develop HBM4 chips and deploy over 50,000 NVIDIA GPUsNVIDIA will deploy 260,000 GPUs in South Korea to build an artificial intelligence factory together with Samsung, Hyundai, and othersHyundai Motor stated that it will strengthen its cooperation with NVIDIA to deploy 50,000 NVIDIA GPUsBOCOM INTL: The Federal Reserve's preventive rate cuts continue, and the uncertainty of the short-term policy path is expected to increaseCoinbase (Minutes): Driving comprehensive asset on-chain around 'Trading and Payment'+55.41%! Lithium battery third quarter report performance explosionCoinbase: Short-term recovery expected, long-term ecosystem still needs accelerated expansionReminder: Please pay close attention to the following (all times are in Beijing time)Hong Kong Stock Midday Review: Hong Kong stocks opened lower and continued to decline, with the Tech Index closing down 1.9% and chip stocks fallingMicrosoft's stock fell after the earnings report? Morgan Stanley: The company's growth is accelerating, the market got the focus wrongNCI earnings conference transcript! Executives respond to "net investment return rate under pressure"Electricity, heat dissipation, metals, and engineering construction, China's AI data center's "non-IT infrastructure" will be an 800 billion marketAmazon (Minutes): Computing power supply to double again by 2027No interest rate hike, but there is a significant change at the Bank of JapanGoogle's momentum surpasses Meta, with the outcome in 2026 depending on the capabilities of the next-generation modelsFrom models, cloud to applications "full-line positioning", Goldman Sachs: Google's "full-stack AI" advantage fully demonstratedCan the global stock market carnival last into the new year? Chongqing study tour discussion: A chat with Fu Peng and Yu Le about asset allocation trends in 2026Understanding the Market | FUSEN PHARM surged nearly 74% during the session as Enzalutamide soft capsules were approved for market launch, and Metformin and Ertugliflozin tablets are expected to be selected for national centralized procurementUnderstanding the Market | SYNAGISTICS plummets over 17% to a new low, plans to issue convertible bonds to raise approximately HKD 260 million for investment in gold and related productsFor the second time in ten years! Netflix announces a "10-for-1" stock split to facilitate employee option exercisesFederal Reserve turns hawkish? Barclays: Powell aims to "break the inevitable rate cut expectations," and data supports more rate cutsApple (Minutes): Increase AI investment, launch new version of Siri next yearUnderstanding the Market | CRRC fell over 8%, with a year-on-year decline of 10.7% in net profit attributable to the parent company in the third quarterWater fees trigger inflation in Tokyo "bomb" Bank of Japan's interest rate hike gains support Yen rises in responseAWS major reversal, has Amazon finally 'seen the light at the end of the tunnel'?The "stock god" is two months away from "retirement," and the "stock god premium" of Berkshire Hathaway is already goneUnderstanding the Market | XINTE ENERGY fell nearly 8% during the session, with a net loss of 526 million yuan in the first three quarters. The market is paying attention to the polysilicon storage planUnderstanding the Market | DEEPEXI TECH continues to rise against the market trend, with an intraday increase of over 14%. The company is a provider of enterprise-level large model AI application solutionsXi Jinping will attend the 32nd APEC Leaders' Informal Meeting and deliver an important speechApple conference call: Expected to welcome the strongest iPhone quarter in history, significantly increasing AI research and development investmentAmazon conference call: While laying off employees, it makes a massive bet of hundreds of billions on AI. The CEO says, "The faster we increase capacity, the faster we can monetize."Apple: iPhone maintains its central position, when will AI reveal its true form?Liquidity concerns intensify, traders heavily bet on the federal funds rate spreadFearless of AI's huge spending concerns! Meta's bond issuance received a record oversubscription of $125 billionCITIC Securities: The meeting between the Chinese and U.S. presidents went smoothly, Hong Kong stocks' risk appetite may rise, and U.S. stocks still have allocation valueTrading volume hits a new high! Coinbase's revenue surged by 55%, and the CEO stated that details on "stock tokenization and prediction markets" will be showcased in December, continuing the move towards a "universal exchange."Amazon CEO says massive layoffs are unrelated to AI: "It's about culture"Undeterred by a market value evaporation of $200 billion, Meta issued a record $25 billion in bonds, even raising U.S. Treasury yieldsThe whole world is speculating on technology stocks! The AI frenzy is also reshaping the Asian stock market