The AI investment frenzy sees "divine returns"! Google's and Amazon's quarterly profits surge, and the behind-the-scenes driver is actually the same AI unicornIn October, RatingDog's China Manufacturing PMI fell to 50.6, indicating a slowdown in the expansion of the manufacturing sectorRich enough to rival nations! NVIDIA becomes the only member of the "5 Trillion Club," with a weight exceeding nearly half of the S&P 500 companies combinedZhitong Decision Reference | The Market's Strength Still Relies on Technology to Drive ItHong Kong stocks movement | Gold stocks broadly decline as gold trading tax policy undergoes adjustment, gold prices drop in early tradingOn the anniversary of Trump's election, the US stock market rose 18%, with AI frenzy replacing tax cuts as the market's "main engine."Taiwan Semiconductor launches a "four consecutive years of price increases" plan, with an estimated increase of about 5-10% for processes below 5 nanometersThe tariff war reaches a final verdict! Trump suddenly abandons the Supreme Court hearingCICC: Who are the main players and incremental funds in the Hong Kong stock market?The United States seeks to expand "dollarization," with Latin America as the primary target, and Argentina at the forefront?"Stock God" Buffett's farewell season marks a legendary career! Berkshire's Q3 operating profit surged 34%, leaving a record cash for the "Abel Era."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 billion