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Today’s Key News Recap

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1210 | Dolphin Research Focus: 🐬 Macro/Industry 1) Market chatter suggests a RMB 400bn mortgage interest-subsidy program has been set. The standard subsidy rate would be 1%, while loans tied to risk regions and distressed developers could get 2%.No official document has been released yet. If implemented, it would directly lower borrowers' mortgage costs.Enhanced subsidies for risk regions and developer-linked loans would precisely ease localized housing-market stress and reduce developers' funding-chain risk. It would also support new-home demand...

FL2CSOPGOLD

SPDR Gold Shares

Alphabet - C

Alphabet

CHINA VANKE

Taiwan Semiconductor

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Palantir Tech

Microsoft

Pro Ultr Silver

Vanke

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

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1127 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Office of the United States Trade Representative announced that the exemption of certain tariffs on Chinese goods, established under Section 301 due to issues related to technology transfer and intellectual property, will be extended until November 10, 2026. The original exemption was set to expire on November 29. In the short term, this can provide a 'safe period' for Chinese export enterprises in terms of orders and profits, and also reduce costs for American importers and consumers. However, the overall tariff framework remains unchanged, and the competition between China and the U.S. in high-tech fields will continue...

Meituan HK SDR 5to1

MEITUAN

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BABA-WR

Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

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LI AUTO-W

Li Auto

News

Morgan Stanley

Alibaba HK SDR 5to1

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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Alibaba AI Glasses Enter the Market, Meituan Financial Report to be Released Tomorrow | Today's Important News Recap

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1113 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. Trump signed a temporary federal government funding bill passed by both houses of Congress at the White House, ending the longest federal government shutdown in history that lasted 43 days. In the short term, it can restart federal services, issue back pay to employees, alleviate the impact on people's livelihood such as aviation delays and welfare interruptions, and resume the release of economic data to stabilize market expectations. However, the bill is only a temporary solution and does not address core differences such as healthcare subsidies and the remaining 9 annual appropriations, so there is still a risk of a shutdown after January 30...

BIDU-SW

BIDU ADR US

Meta Platforms

Rivian Automotive

BILIBILI-W

Applied Materials

NVIDIA

Disney

Tesla

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Baidu HK SDR 10to1

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Tencent HK SDR 10to1

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Alibaba's 'Qianwen' plans to revamp to catch up with ChatGPT; Baidu's Kunlun Chip Supernode unveiled | Today's Important News Recap

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1017 | Dolphin Research Focus: 🐬 Macro/Industry 1. Shares of two U.S. regional banks plummeted due to loan fraud and bad debt issues, with the regional bank index posting its worst performance since April. Risk aversion sentiment pushed up U.S. Treasury and gold prices. The event highlights potential risks in the credit market, and concerns about 'more risk points' will suppress sentiment in financial stocks, while reinforcing expectations for the Federal Reserve to maintain an accommodative stance. 🐬 Individual Stocks 1. $Micron Tech(MU.US) Micron Technology's U.S. stock fell in after-hours trading. According to reports, Micron will stop selling server chips to Chinese data centers...

CHINA MOBILE

Micron Tech

CATL

CTG DUTY-FREE

Charles Schwab

Financial Select Sector SPDR Fund

LENOVO GROUP

China Mobile

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LENOVO GROUP-R

Lenovo Group

CATL HK SDR 30to1

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Micron to Stop Selling Server Chips to Chinese Data Centers; Meta Plans to Raise $30 Billion to Build Data Centers | Today's Important News Recap

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1017｜Dolphin Research Focus: 🐬 Macro/Industry 1. Fed Beige Book Sets Tone for 'Soft Landing': The latest Fed survey shows that economic activity has been 'essentially flat' in recent weeks, with stable employment but some sectors starting to lay off workers. Tariffs have pushed up input costs while end-product price increases have been limited. Powell simultaneously hinted that 'balance sheet reduction may end in the coming months,' slightly raising expectations for easing. 2. US-China Tariffs Enter 'Talks-Negotiation' Window: US officials collectively criticized China's rare earth export controls on Wednesday but emphasized 'no intention to escalate the conflict.' The market interprets this as a possibility of reaching limited exemptions before November 1, with the VIX retreating from its high...

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NIO Inc. USD OV

Pro Shrt Vix Shrt Future

S&P 500

Global Industrial

TSMC Profit Surprises; Nio Sued by Singapore Sovereign Wealth Fund｜Today's Important News Recap

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1015 | Dolphin Research Focus: 🐬 Macro/Industry 1. Federal Reserve Chairman Jerome Powell stated on Tuesday that the central bank may end its balance sheet reduction (QT) in the coming months to prevent liquidity tightness in the short-term funding markets. The dollar index fell in response, providing strong upward momentum for gold priced in dollars, pushing gold prices to new highs. 2. This year's Double 11 promotion started on October 9, with JD.com and Douyin taking the lead, followed by platforms like Taobao, starting 5 days earlier than last year, further extending the event period...

MIXUE GROUP

JD-SW

ByteDance

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JD.com

JD HK SDR 10to1

ASML Rises Post-Earnings; Mixue Blends into Beer Market | Today's Important News Recap

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1009 | Dolphin Research Key Focus: 🐬 Stock 1, $BILIBILI-W(09626.HK) Bilibili rose over 7%. In terms of news, on September 10th this year, Bilibili first revealed a new Three Kingdoms-themed casual asymmetric competitive card game &#34;Three Kingdoms: Hundred Generals&#34;, and scheduled to start testing in October. Previously, the game &#34;Three Kingdoms: Strategy Under Heaven&#34; exclusively represented by the company performed excellently, and the market is full of expectations for its subsequent game product reserves. In addition, recently OpenAI released Sora2, sparking market attention on AI video generation technology...

Destiny Tech100

Apple

Alibaba forms a robotics AI team; Bilibili continues to rise｜Today's Important News Recap

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