Bessent: Some sectors of the U.S. economy have already fallen into recession, and if the Federal Reserve does not further cut interest rates, other sectors will also declineFive Leading Indicators of "Shorting the U.S. Stock Bubble" in the Eyes of Wall StreetZhitong Hong Kong Stock Early Knowledge | The Ministry of Finance and the State Administration of Taxation issued an announcement on tax policies related to gold. The Nasdaq recorded an increase for the 7th consecutive monthCan global central banks be more accommodative?Hyundai Motor's stock price rises influenced by third-quarter financial report and NVIDIA conferenceLast week, the speed at which Western investors "withdrew from gold" set a recordTrump: Will not give NVIDIA's Blackwell chip to "others"A new round of "Super Week" is coming! Multiple AI leading companies' earnings reports are the highlight, and the market is facing the test of "data drought."Breakfast | China and the United States will successively release key data, and the U.S. government shutdown may come to an end todayReminder: Please pay close attention to the following (all times are in Beijing time)During the investigation of Tesla's door malfunction issue in the United States, the number of owner complaints increasedBesenet: If inflation decreases, the Federal Reserve should cut interest ratesThe incremental power demand of data centers in the United States, "off-grid solutions" address "1/4 to 1/3," with fuel cells meeting "25-50%"Eli Lilly: On the eve of the "strongest new product cycle in the history of biopharmaceuticals"November's "Anti-Fundamentals" and "Forward Betting"A Detailed Analysis of the U.S. Data Center Frenzy: 45GW, $2.5 Trillion Investment, Who is Building, and Who is Paying?Data center impacts consumption? AI influences the U.S. midterm election landscape, the reason is: electricity prices!Next week's key focus: U.S. Supreme Court hears tariff case, China-U.S. economic data, Tesla shareholder meeting, AMD earnings reportFrom "mass layoffs" to "better than expected" – This week's most "reversed" company: AmazonAnthropic's soaring valuation drives Alphabet and Amazon to profit billions of dollarsNikkei surged 7,580 points in October, and these 4 companies contributed 75%!36 people reporting to Jensen Huang at NVIDIAJust now, Amazon's "AI turning point" has appeared?Whether the Federal Reserve will cut interest rates in December may depend on "when the U.S. government shutdown ends."CICC Quick Review on Public Fund Performance Benchmark "New Regulations": Style Drift Shifts Towards Alpha Creation, Returning to the Essence of Investment ResearchThe yen has fallen to an 8-month low, is Japan going to intervene? The new finance minister warns: closely monitoring with a sense of urgencyCould this be a barometer for the "AI bubble"?After a market value of $5 trillion, NVIDIA is still "cheap"Altman "Yin and Yang" Tesla, Musk responds: This is very in line with your "nature"Berkshire Hathaway's top five holdings in Q3 remain American Express, Apple, Bank of America, Coca Cola, and ChevronBerkshire Hathaway's net profit for the third quarter was USD 30.796 billion, compared to USD 26.251 billion in the same period last yearEverbright Securities: Amazon's third quarter AWS accelerates growth, AI e-commerce brings revenue incrementOctober New Energy Vehicle Companies Report Card: Leapmotor's deliveries exceed 70,000 for the first time, XPeng and Nio set new records, Xiaomi's deliveries stabilize at 40,000How big is the current AI bubble? UBS: This round of bubble is more "reasonable" than during the TMT period, and the three major topping signals have not yet appearedGoogle invests billions of dollars in India as the AI investment wave surrounding "data centers" sweeps through the Indian stock market[Chart Update] The end of preventive rate cuts! Fu Peng interprets the signals from Powell's Federal Reserve meeting【Fu Peng's Article】"Most terrible in decades"! Goldman Sachs warns that American middle-class consumption is "losing momentum," and the 25-35 age group is "tightening their wallets."Betting on Anthropic's great success, Google and Amazon gain over 10 billion in paper profitsMicrosoft's financial report leaked OpenAI's financial data: a quarterly loss of $11.5 billionGoldman Sachs traders: The rise of U.S. stocks is "extremely narrow," with the seven giants repeatedly hitting new highs but overall underperforming the global marketIs a rate cut in December in doubt? Rare disagreements within the Federal Reserve in six years, "Bond King" Gross takes action to short U.S. Treasuries!Divisions within the Federal Reserve deepen: Three officials express concerns about inflation and publicly oppose interest rate cuts this weekThe more Jensen Huang sells, the more NVIDIA rises! Cashing out has exceeded 1 billion, and the market value has reached 5 trillion!New force car manufacturers collectively announced October sales dataThe Ministry of Finance and the State Administration of Taxation issued a notice regarding tax policies related to goldThe narrative of the Federal Reserve's interest rate cut has changed! The market reduces bets on a rate cut in December, and the "anchor of global asset pricing" stabilizes above 4% againTwo departments: Taxpayers who do not sell standard gold through exchanges should pay value-added tax according to current regulationsMultiple regional Federal Reserve presidents express caution over excessive rate cuts, and the dollar index rises for the third consecutive dayThe interest rate on U.S. I Bonds slightly rises to 4.03%, with the fixed rate lowered but still outpacing most savings productsJensen Huang completes over $1 billion stock sale plan