Understanding the Market | Li Auto-W rose over 2% after earnings, MEGA recall event impacted performance, will bet on embodied intelligenceMorningstar: Alibaba-W is still undervalued, with a fair value of HKD 251 per shareAI "faith" vs urban investment "faith"China Merchants International: Downgrades Li Auto-W to "Hold" rating with a target price of HKD 70, expecting price cuts to boost next year's new generation salesHaitong International: The overseas innovative drug industry chain has shown a structural recovery trendTPU challenges GPU, but Bank of America suggests: buy NVIDIA, Broadcom, and AMDAnthropic releases Agent paper again: Thinking like human engineers to solve the "long-range task" problemUnderstanding the Market | Xiaomi Corporation-W rose over 4%, with a total repurchase amount exceeding HKD 1.2 billion this month. Institutions indicate that the company's valuation is attractiveGuosheng Securities: Strategically and tactically optimistic about A-share assets, especially in AI, new productivity, self-controllable, and the overseas expansion themeIntel denies allegations of TSMC executives leaking trade secrets4.82 million investors rushed to buy Moore Threads, who got the shares?Has China completely bid farewell to gas shortages after three consecutive years without a gas crisis?"Gold prices will reach a maximum of $5,000 in 2026, with silver and platinum group metals following suit for a rebound"! Deutsche Bank significantly raises its gold price forecast for next yearAI not only "lacks electricity," but also "lacks water"!Relying on the Japanese yen, the South Korean won is expected to break free from its downturnThe Bank of Korea has maintained interest rates unchanged for four consecutive times, with steady growth coexisting with ongoing financial risksUnderstanding the Market | KARRIE INT'L rose over 6% after earnings, with a mid-term net profit of HKD 102 million. The company successfully gained inclusion in NVIDIA's server supplier listNVIDIA sends a memo to analysts rebutting Michael Burry's claimsCITIC Securities: Maintains Alibaba-W "Buy" rating with a target price of HKD 201For every 500,000 units sold, earnings per share will increase by 3%! Morgan Stanley: Google's external sales of TPU will bring moderate improvements to sales and profitsThis cryptocurrency winter may threaten the entire financial marketGoldman Sachs issues another bullish declaration on gold: it may rise another 20% next year, targeting $4,900The true "big player" in gold: "stablecoin leader" Tether"AI New King" Google's market value approaches 4 trillion, Morgan Stanley predicts: by 2027 "exports" will reach 1 million TPU!CICC: Maintains Li Auto-W outperform rating, lowers target price to HKD 100Dan Bin "soul voice": When in panic, you must dare to buy and stand in the correct currency and asset structureThe debate between "The Big Short vs NVIDIA" continues! "The Big Short" refutes NVIDIA's response point by point: Can't believe this comes from the world's most valuable companyThe surge of US and European investments in Australia's rare earths: Mining companies' stock prices rise by 900%, deep processing capabilities questionedFrom Xiaomi to HP, multiple technology companies warn of "memory shortages," and Dell's conference call states, "We've never seen costs rise this quickly.""The Big Short" Barry responds to NVIDIA memo, stating he still holds its put optionsUS Stock Fund Activity Rankings | Broadcom Rises Over 3%, Hits All-Time HighJP Morgan: Severe supply surplus may push oil prices down to $30 by 2027The United States has extended the exemption period for some tariffs on China until November 10, 2026Zhitong Hong Kong Stock Early Knowledge | NIO-SW's third-quarter financial report exceeded expectations, quantitative faction's dark market rose nearly 200%The Federal Reserve's Beige Book highlights the Fed's dilemma: a weak job market and persistent inflationary pressures coexistSouth Korea establishes a task force to promote the deployment of NVIDIA GPUsProfiting greatly from cryptocurrency trading, investment bank revenue exceeds $1 billion! The "Wall Street former employer" of the U.S. Secretary of Commerce achieves record performance, with his son serving as chairman"Smart money" enters to bottom-fish U.S. stocks!Market expectations for a rate cut by the Federal Reserve in December have risen to 82%Bitcoin rises above $90,000, options market signals a shift in sentimentThe Federal Reserve's Beige Book shows that both consumption and employment have softened, and JP Morgan has changed its stance, stating that the bank may continue to cut interest rates in DecemberMIT research finds: Artificial intelligence can already replace 11.7% of the U.S. workforceOracle surged over 6% during trading, and Wall Street's "bottom-fishing" faction expects the stock price to rebound by 90%Investors say: Hassett's leadership at the Federal Reserve may put pressure on the dollarApple Inc. may face fines of up to $38 billion in the antitrust case in IndiaWhy did Didi also fall when the food delivery war didn't reach it?First large-scale drug price negotiation in the U.S. Medicare: Average price reduction of 44% for 15 drugs