Chip giant Nvidia will release its financial report on Wednesday local time, and the market is closely monitoring the demand and shipment of its new generation AI chip Blackwell. Technology giants such as Microsoft, Google, and Meta have all announced in their recent financial reports that they will expand their investment in AI infrastructure such as supercomputers. Investors are optimistic about the driving effect of these investments on Nvidia's performance gr ... 阅读全文

On November 19th local time, the three major US stock indexes closed with mixed gains and losses. The Nasdaq rose 1.04%, the S&P 500 index rose 0.4%, and the Dow Jones Industrial Average fell 0.28%. Most of the "Technology Seven sisters" rose. Nvidia rose nearly 5%, with its market value increasing by $168.3 billion overnight (approximately RMB 1218.3 billion). Tesla and Netflix soared by over 2%, Amazon, Google, and Meta rose by over 1%, and Apple saw a slight i ... 阅读全文

Top 20 US Stock Exchange Transactions: Supermicro Computer Surges Over 30%, Company Submits Compliance Plan. Ranked 6th, Supermicro Computer closed up 31.24%, with a transaction volume of 6.512 billion US dollars. On Monday and Tuesday, the stock has risen by over 50% cumulatively. On the news front, the company has hired a new independent auditor and submitted a compliance plan to the NASDAQ exchange, effective immediately. BDO USA is a member firm of BDO Intern ... 阅读全文

The Nasdaq China Golden Dragon Index closed down 0.75%, while Xiaopeng Motors fell more than 3%. On the evening of November 19th, Xiaopeng Motors released its third quarter report, which showed that in the third quarter, Xiaopeng Motors achieved a total revenue of 10.1 billion yuan, a year-on-year increase of 18.4% and a month on month increase of 24.5%; But the net loss further expanded to 1.81 billion yuan, with a cumulative loss of 4.46 billion yuan in the fir ... 阅读全文

Xiaopeng Motors releases' strongest financial report in history ', performance poster mentions' swimming in a sea of blood' On the evening of November 19th, Xiaopeng Motors released its strongest financial report in history, showing a record high gross profit margin of 15.3% for the third quarter of 2024; The operating revenue increased by 24.5% month on month, reaching 10.1 billion yuan. He Xiaopeng, Chairman and CEO of Xiaopeng Motors, believes that this reflec ... 阅读全文

On November 20th, Caixin News Agency reported that after examining the supply chain, Tom O'Malley, an analyst at Barclays Bank, the second largest bank in the UK, and his colleagues believe in their latest research report that Apple will release the iPhone SE4 in March 2025. The biggest highlight of the phone is the installation of Apple's independently designed 5G modem. The report also indicates that the new iPhone SE4 is expected to adopt a design similar to t ... 阅读全文

On the evening of November 19th, Xiaopeng Motors released its financial report, which showed that in the third quarter of 2024, the company's revenue was 10.1 billion yuan, an increase of 18.4% compared to the same period in 2023, and a month on month increase of 24.5% in the second quarter of 2024; Net loss of 1.81 billion yuan, compared to a loss of 3.89 billion yuan in the same period of 2023 and a loss of 1.28 billion yuan in the second quarter of 2024; Gross ... 阅读全文

On November 20th, Qifu Technology released its financial report for the third quarter of 2024. The company has served 162 financial institutions, with a registered user base of 254.3 million and a third quarter revenue of RMB 4.3702 billion. On the basis of executing 85% of the original repurchase plan, the company announced a new repurchase plan, which will repurchase up to $450 million worth of American depositary shares or Class A common shares in the next 12 ... 阅读全文

[US retail industry warns! Wal Mart: If Trump raises tariffs, we will have to raise prices] John David Rainey, chief financial officer of Wal Mart, the largest US retailer, said on Tuesday that if Trump's proposed tariffs take effect, he may have to raise the prices of some goods.

On the 1000th day of the Russia-Ukraine conflict, geopolitical tensions seemed to become a major obstacle to the market overnight. Fortunately, in the end, the stock, bond, and foreign exchange markets on this day were still relatively stable On Tuesday, many Wall Street traders were clearly focused on the Russia Ukraine situation. Firstly, the Russian Ministry of Defense stated that on the early morning of the 19th local time, the Ukrainian military used six Ame ... 阅读全文

The security of artificial intelligence (AI) has once again attracted people's attention, as Google chatbot responds to users with "please die". According to reports, Google's artificial intelligence chatbot Gemini responded verbally to a Michigan college student and told him to "go die".

On November 20th, Southern Finance and Economics reported that Innolux (NASDAQ: ILMN) announced today that it will launch a new version of its flagship cancer research detection product, TruSight Oncology 500 v2 (TSO 500 v2), to achieve genomic panoramic variation analysis (CGP). The test is currently under development and is scheduled for global release in mid-2025. TSO 500 v2 will be able to evaluate all mutation categories and immune tumor biomarkers of hundre ... 阅读全文

In the third quarter of 2024, Ctrip (09961/TCOM) saw a significant increase in performance. After deducting sales tax and additional taxes, its net income was 15.873 billion yuan, a year-on-year increase of 15.52%, and its operating profit was 5.006 billion yuan, a year-on-year increase of 28.06%. The operating profit margin also increased from 28.43% in the same period last year to 31.48%. After the disclosure of the third quarter financial report, Ctrip's Hong ... 阅读全文

According to informed sources, Sony Group is considering acquiring Japanese publisher Kadokawa. The two companies have held talks and discussions are still ongoing. Sony may also decide not to make a formal offer. Both entertainment groups are major shareholders of FromSoftware Inc. FromSoftware is the developer of popular PlayStation games such as Elden Ring and Bloodborne Curse. (Bloomberg)

On November 20th, Zhongtong Express announced its unaudited financial performance for the third quarter of 2024. According to the financial report, the company's parcel volume in the third quarter was 8.72 billion, a year-on-year increase of 15.9%; Adjusted net profit increased by 2.0% to 2.39 billion yuan; Revenue of 10.68 billion yuan, a year-on-year increase of 17.6%; The cash flow generated from operating activities was 3.11 billion yuan. From the perspective ... 阅读全文

The world's largest alternative asset management company, Blackstone Inc. (NYSE: BX), believes that people should rekindle their love for real estate. On November 19th, Jon Gray, President and Chief Operating Officer of Blackstone Group, stated at the 2024 International Financial Leaders Investment Summit that there should be a renewed passion for real estate. In January, we publicly stated that we believed the real estate market was not suitable for investment, ... 阅读全文

On November 20th, Sony's Japanese stock rose nearly 5%, hitting a new high since July, after releasing a new flagship full frame camera.

On November 19th local time, Microsoft released Azure AI Foundry, a one-stop AI development platform that allows users to easily switch between large language models that support artificial intelligence. The Azure AI Foundry SDK is now available in Python and C # versions, and a JavaScript version is about to be released. Azure OpenAI services provide access to OpenAI models, including GPT-4o, GPT-4o mini, GPT-4, GPT-4 Turbo with Vision, DALLE-3, Whisper, and Emb ... 阅读全文

On the morning of November 20th, Alibaba announced on the Hong Kong Stock Exchange that it would price $2.65 billion in US dollar denominated senior unsecured notes and RMB 17 billion in RMB denominated senior unsecured notes. Among them, the issuance of US dollar bonds is expected to end on November 26, 2024; The issuance of RMB bonds is expected to end on November 28, 2024. The net proceeds raised will be used for general company purposes, including repaying ov ... 阅读全文

With the disclosure of the US 13F filing, the holdings of global asset management giants as of the end of the third quarter have come to light. From the data point of view, Wall Street institutions have a more consistent view of Alibaba, JD, Pinduoduo and other Chinese Internet leaders. Michael Barry, the "big short", David Tepper, the legendary hedge fund figure, and Soros, the "financial magnate", all increased their holdings of multiple Chinese concept stocks ... 阅读全文