When the physical storage of data centers can no longer withstand the "AI faith," the storage "super cycle" has already begunApple and Amazon's profit boosts market sentiment, US Nasdaq futures rise over 1%, spot gold fluctuates downward, and cryptocurrencies declineOpening: U.S. stocks opened higher on Friday, with Amazon leading the rebound in technology stocksTwo Federal Reserve officials adopt a hawkish stance: the job market is stabilizing but inflation remains high, and hopes for a rate cut in December are slimThe AI counterattack of cloud computing giant Amazon has quietly begun!7000 points become a key psychological barrier: The options market indicates that the S&P 500 may enter a consolidation phase in the next two monthsZhitong Hong Kong Stock Analysis | The end-of-month curse re-emerges as the Hang Seng Index falls below the threshold, with negotiations on the pharmaceutical catalog triggering a surge in fundsFederal Reserve's Schmid: The labor market is generally balanced, inflation is too highBarclays and Bank of America "surrender," Wall Street no longer expects the ECB to cut interest rates in DecemberU.S. Stock Market Outlook | Apple and Amazon's earnings reports ignite the stock market, Nasdaq futures rise over 1%Reddit (Minutes): There are still user penetration opportunities among specific groups in North AmericaReddit（纪要）：北美仍有特定人群的用户渗透机会"Big Short" Burry subtly warns: Sometimes we see bubbles, the only winning move is not to playCHERY AUTO Fengyun is going to be "unreserved" againNVIDIA deepens its AI footprint in South Korea: assisting Samsung, SK, and Hyundai in building AI factories, Samsung may supply its HBM4 chipsReddit: Another unexpected surge, how to view the correction of expectation differences before and after the earnings report?With a new department in charge, Lei Jun is ready to bet once againLi Qiang presided over a State Council executive meeting to study the deepening of reforms in key areas and the expansion of institutional opennessThe 7000-point "magnetic field" is effective, with options positions clustered around the S&P 500 integer level, but then whatNokia receives a $1 billion investment from NVIDIA, strongly entering the core AI targets in EuropeLi Auto apologizes for the MEGA fire incidentLi Auto responds to the MEGA 2024 model recall: The fire incident has not yet formed a final technical conclusion, and internal investigations show insufficient corrosion resistance of the coolant from the same batchStarting next week, U.S. stocks will enter standard time, with opening and closing times delayed by one hourNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 8.719 billion, with Northbound selling chip stocks and technology stocks, reducing Tencent holdings by over HKD 1.2 billion throughout the dayIn order to seize the Indian AI market, Google, OpenAI, and Perplexity collectively offer memberships!Azure acceleration is in sight, Microsoft's AI layout continues to advance, and Wall Street recommends buying on dipsNVIDIA has reached an artificial intelligence cooperation agreement with major South Korean companies such as Samsung ElectronicsLarge models and AI glasses, Zuckerberg wants them all! Wall Street, however, questions: Meta's frenzied spending resembles that of the metaverse back in the dayHong Kong's GDP grew by 3.8% year-on-year in the third quarterAmazon and Apple ignite the tech market! The Nikkei index hits a new high, with a monthly increase reaching a 30-year recordCSC Zhou Junzhi: The China-US Busan meeting changes the global asset directionCopper prices break through the "11,000 USD ceiling"! Goldman Sachs "bears": any breakthrough is temporary, and copper prices will reverse in early next yearNew Stock Dark Market | MININGLAMP-W initially surged over 115% in the dark market, earning HKD 6,512 per lotNVIDIA trading boosts Korean stocks to break through 4100 pointsUnderstanding the Market | TOUYUN BIOTECH soared over 70% in the afternoon, Shanxi TOUYUN BIOTECH signed a 1 billion yuan order for Rhizoclonium productsAs the market falls into the debate of "bubble," the US dollar quietly reaches a three-month highUnderstanding the Market | HSSP INTL fell over 55% in the late trading session, recently experiencing a shift in positions, previously named by regulators for concentrated shareholdingSK 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 roboticsSamsung Electronics stated that it will collaborate with NVIDIA to develop HBM4 chips and deploy over 50,000 NVIDIA GPUs