Strong profits in overseas demand industries, Japanese stocks start the third quarter report stronglyFederal Reserve officials' hawkish statements boost the dollar, while copper prices continue to declineNight market volatility | Cryptocurrency concept stocks generally fell, Bit Digital dropped over 5%Japan's Finance Minister intervenes verbally in the exchange rate again, causing a sharp drop in the yen and significantly increasing the risk of interventionStorage chips are in "serious shortage," and the price increases of DRAM and DDR are "unstoppable." UBS raises target prices for Samsung and SK HynixHong Kong stock movement | Most non-ferrous metal stocks fell in the afternoon, LINGBAO GOLD dropped over 7%, CMOC and ZIJIN MINING fell over 6%Supply concentration + nuclear energy supercycle = a multi-year "uranium bull market"港股异动｜三大指数午后持续走弱，恒生科技指数跌近 2%The spokesperson of the Ministry of Commerce answered reporters' questions regarding issues related to Anshi SemiconductorCryptocurrency prices fell broadly, U.S. stock futures extended their declines, with Nasdaq 100 index futures down 1%Is the adjustment of gold prices nearing its end? Deutsche Bank: The sell-off of gold ETFs is weakening, and the impact of China's new tax policy is minimalHong Kong Stock Midday Review: Hang Seng Index and Hang Seng TECH Index Mixed; Chinese Banking Stocks RiseSoutheast Asian retail giant eyes CainiaoBetting on AI! Hedge fund mogul Dan Loeb is eyeing these two stocks and continues to hold Taiwan Semiconductor and NVIDIAUnderstanding the Market | Li Auto-W fell nearly 3%, with a cumulative decline of over 20% in stock price over the past month, and October delivery volume decreased by approximately 38% year-on-yearWaymo, a subsidiary of Google, accelerates its autonomous driving expansion, potentially entering three cities next yearPalantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.When Microsoft's CEO said, "Insufficient power may lead to chip accumulation," neither he nor Altman knew how much electricity AI actually requiresUnderstanding the Market | Apple concept stocks lead the decline, Apple's AI entry into China plan postponed again, reports say the R&D process faces technical bottlenecksGoldman Sachs: Despite Powell's hawkish stance, still considers a rate cut in December as the baseline forecastPalantir: Expensive Valuation is Biting Back!Microsoft invests billions to partner with Lambda for thousands of NVIDIA GPUs to ramp up the AI arms raceFrom "Stargate" to AWS's large computing order, OpenAI signs AI computing contracts vigorously, NVIDIA and storage giants win bigHua'an Xu Hantian: The core contradiction of the AI wave is "the business model is yet to be resolved," with a focus on two main lines in chipsHow the New Gold Policy Affects Market ParticipantsThe United States is heading towards a "liquidity crisis," and a "government shutdown" is equivalent to an interest rate hike? The next steps are crucial for the marketSaxo Bank: The long-term positive pattern for gold remains unchanged, the next upward trend "just awaits the favorable wind."South Korea's October inflation unexpectedly accelerated to 2.4%, which may prompt the central bank to extend the pause in its easing cycleUnderstanding the Market | Baidu Group-SW rose over 4% in early trading, with its subsidiary Luobo Kuaipao's weekly order volume exceeding 250,000 orders and a global operational network being established in multiple locationsInsurance capital of hundreds of billions "hidden large accounts" surfaceUnderstanding the Market | TIAN CHENG HLDG resumes trading with a high opening of over 45% as the company announces an increase in the placement price and plans to place up to 60 million sharesThe US Dollar Index is just one step away from the 100 markWind power giant Ørsted "cuts off its arm to survive": sells half of the shares of the "world's largest offshore wind farm" to PE giant Apollo for $6.5 billionU.S. stock night market | iHeartMedia soared 64%, reports say Netflix is in talks with it to license video podcast contentPalantir conference call: AI brings "extraordinary growth," the "40 rule" rarely breaks 100, CEO blasts Wall Street "We delivered the best performance in software company history, yet you have always been wrong!"Cipher Mining and Iren soar, while the cryptocurrency market is "bleeding profusely," Bitcoin miners, however, "surge due to AI.""The Nasdaq has risen for 7 consecutive months," "Mag 7 rises alone," investors seem to firmly believe that U.S. stocks will only go up? "The most optimistic people" are starting to worryThe American business community, congressional members, and former government officials join forces to "encircle" Trump, all to abolish tariffs!On "The Art of Valuation," Tesla is no match for Palantir?Netflix makes two purchases in a month, "video podcasts" are becoming increasingly popularPalantir's third-quarter revenue exceeded expectations, raising the full-year revenue guidance | Financial Report InsightsUS Stock Fund Activity List | NVIDIA rises over 2%, institutions raise target price to $350, believing NVIDIA's market value is expected to reach $8.5 trillionZhitong Hong Kong Stock Early Knowledge | The Hong Kong Securities and Futures Commission issues new guidelines to facilitate licensed virtual asset trading platforms, Amazon hits a historic highDu's gene therapy late-stage trial fails, precision gene leader Sarepta plunges over 39% in after-hours tradingA door defect caused five people to be trapped inside and burned to death, Tesla is sued againSamsung SDI stated that it is in talks with Tesla to supply batteriesBreakfast | Palantir surged 7% in after-hours trading, with third-quarter revenue exceeding expectations, skyrocketing 63% to set a new recordReminder: Please pay close attention to the following (all in Beijing time)