Alibaba Group (BABA) Q3 2024 Earnings Call TranscriptThe 10-year U.S. Treasury yield rose by about 13 basis points this week, as traders' expectations for a Federal Reserve rate cut cooled brieflyAlibaba Q2 conference call: Continuing to invest in e-commerce AI computing power, with significant new user growth potential in collaboration with WeChat PayWith Musk's backing, SpaceX is "rich": valuation may exceed $250 billion, the second-in-command urges regulators to "hurry up," we have nearly 5 million customers"Most lethal in history" U.S. Health Secretary nomination! Vaccine stocks have plummeted for several consecutive days, and Kennedy has been criticized as the number one threat to public healthAlibaba: When will the turning point for Taotian come (2Q25 conference call)After squatting for too long, can Alibaba still jump?Castle Securities: Trump's tariff increases are unlikely to affect the Federal Reserve's interest rate pathU.S. retail sales in October increased by 0.4% month-on-month, slightly exceeding expectations, with the previous value significantly revised upward and a surge in automobile purchasesFederal Reserve's Goolsbee: Interest rates may be much lower in the next 12 to 18 monthsThe Federal Reserve's interest rate cut expectations have cooled significantly! U.S. retail data exceeded expectations, and "re-inflation" is gradually coming into viewWall Street tycoon warns: Powell cannot solve the stagflation problem!"Terrifying data" exceeds expectations, Federal Reserve interest rate cut expectations "cool down"!What kind of company is Natera, the largest holding of Druckenmiller?With the increase in the market value of equity holdings, Alibaba's Q2 net profit surged 63% year-on-year, and revenue grew 5% year-on-year | Financial Report InsightsAlibaba-W released its interim results, with net profit attributable to ordinary shareholders of RMB 68.143 billion, an increase of 9.84% year-on-yearTraders, don't panic! The tariff issue will not actually impact the Federal Reserve?BlackRock crazily bought Apple in Q3, continuing to favor the "Seven Sisters" of US stocks!Alibaba-W released its third-quarter results, with a net profit of 43.547 billion yuan, an increase of 63% year-on-year. Gaode's daily active users peaked at over 300 million, setting a new historical highNVIDIA discloses investment landscape: holds over $60 million in Applied Digital, with the largest stake still in ArmZhitong Hong Kong Stock Analysis | Two Major Events Stabilize Hong Kong Stocks, Unique Stocks Gain Momentum Again"Galaxy Bank" executive changes, ICBC senior business director announces resignationZEEKR: A nearly 25% plunge overnight, is swallowing Lynk & Co a blessing or a curse?The yen continues to decline! Will the Bank of Japan Governor signal a rate hike in December next week?If "Asset Management 2.0" is centered around ETFs, then "Asset Management 3.0" will be: "tokenization"?Morgan Stanley Q3 Holdings: Apple Becomes the Top Holding Stock, Reduces Positions in NVIDIA and AmazonMorgan Stanley Q3 US stock holdings released: Microsoft firmly holds the top position in major holdings, while popular AI chip stocks like AMD have seen reductions in holdings持仓规模三连降！巴菲特三季度继续抛售苹果，建仓达美乐披萨After the autumn recruitment, there is another winter recruitment. Is China Merchants Bank starting to ramp up its talent acquisition?Why does PDD only offer a 10 times PE?On November 14th, Alibaba-W spent USD 19.9744 million to repurchase 1.7624 million sharesWill Trump 2.0 destroy the dollar hegemony? Nomura: The risk of rising U.S. Treasury yields far outweighs the risk of a significant depreciation of the dollarNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 922 million, tech stocks continue to be favored, and domestic capital continues to increase its holdings in Tencent by over HKD 600 millionThis Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking AboutHow much gold can one Bitcoin be exchanged for? Tracking the price changes of the two assets with "Bitcoin to Gold Ratio" | Financial MaterialsBought two new stocks! "Stock God" Buffett finally takes actionDoes Trump really have a positive impact on Bitcoin? Not necessarilyThe 2016 version of the "Trump Trade" reversed completely, what about this time?Meet the Supercharged Growth Stock Headed to $4 Trillion Over the Coming 12 to 18 Months, According to 1 Wall Street Analyst (Hint: Not Nvidia)David Tepper, who loudly calls for "buying China": Reduced holdings in Alibaba, increased holdings in PDD and JD.comDruckenmiller made significant adjustments in the third quarter: established positions in American bank stocks and Broadcom, and continued to increase holdings in the "number one position" NateraNVIDIA's investment leads to a surge in this AI stock after hoursNVIDIA's understanding and layout of AI, Jensen Huang clarified here特朗普盟友提议：卖黄金储备，买 100 万枚比特币！It is reported that the FTC plans to investigate Microsoft's anti-competitive behavior in the cloud computing business