HK, US stocks top stories
Nvidia chip shift to smartphone-style memory to double server-memory prices by end-2026 - CounterpointBOSS Zhipin (Minutes): Customer Renewal Rebounds, Growth Rate Bottoms Out and RecoversBoss Zhipin: Not Surprising, but Still StrongGoldman Sachs buy-side research feedback: AI will still be the main theme in 2026, but the focus has shifted to TPU and high-end packaging and testingThe Trump administration adjusts the release dates for multiple economic data, including retail sales and durable goodsReview of the three rounds of gold price increase cycle: How is gold priced?Learning from history, when will the capital expenditure boom turn into a bubble burst?Wall Street comments on Xiaomi's financial report: Q3 performance overall exceeded expectations, rising memory prices will suppress smartphone gross margins, and key variables lie in vehicle deliveries and progress of new modelsWall Street views PDD Q3 financial report: Operating profit returns to growth due to low base, Temu's profitability turning point establishedDuan Yongping Q3 holdings: significantly increased holdings in Berkshire Hathaway, reduced NVIDIA holdings by 38%, decreased positions in Apple, Pinduoduo, and Alphabet, and established a position in ASMLOn the eve of NVIDIA's earnings report, market sentiment is cautious, U.S. stock index futures collectively turn positive, Japanese stocks and bonds suffer losses, while gold and silver both riseSupply tight! NVIDIA chips are reported to switch to mobile-style memory, analysis: this move may lead to a doubling of server memory prices next yearKUAISHOU's Q3 revenue increased by 14% year-on-year, net profit increased by 37% year-on-year, AI revenue exceeded 300 million, and DAU reached a historical high for three consecutive quarters | Financial Report InsightsDebt Leverage in the AI Frenzy - The "Perfect Formula" for the Next Financial Storm?Nio's intelligent driving chip supplied externally for the first time; Nvidia's earnings report countdown｜Today's important news reviewThe U.S. deficit rate in 2026 may approach 6.2%, with a financing gap of $5.5 trillion over the next five years, is a wave of medium and short-term bond issuance approaching?On Thursday, the financial report that determines the fate of the global market is here!