① As of press time, Dow Jones futures rose 0.48%, S&P 500 futures rose 0.63%, and Nasdaq futures rose 0.81%. Apple rose 0.61%, and Apple Intelligence is about to be released.
② Most popular Chinese concept stocks rose, with Miniso rising over 7%. Prior to trading, most popular Chinese concept stocks rose, with Bilibili up 4.12%; JD.com and Alibaba have risen by over 2%; Baidu rose by over 1%, while Miniso rose by 7.47%.
③ Da Mo: Policy changes after the US election are crucial for the market. Da Mo predicts that in the context of Trump's victory, tariffs may be introduced first due to the broad discretion of the US president in trade policy. Due to significant fiscal policy changes requiring control of both houses of Congress and time-consuming legislation, they may be implemented last. If the United States implements all the tariffs currently under discussion, it could drag down real GDP growth by 1.4% and push up inflation by 0.9%.
④ On October 27th local time, McDonald's announced that the beef patties in its burgers are not a source of E. coli contamination. McDonald's will resume sales of burger products that were temporarily delisted due to E. coli contamination next week. However, the burgers that will resume sales will not contain raw onion slices, which are currently considered a source of contamination.
⑤ According to data from Morningstar, more than one-third of the more than 20 ETFs named after AI were launched this year, as asset management giants are using ETFs to seize the market and lay out AI. This batch of artificial intelligence ETFs currently has assets of $4.5 billion, bringing it closer to the $5.5 billion nuclear themed ETF.
⑥ Citigroup has lowered its forecast for Brent crude oil prices to $60 per barrel for the next 12 months, as the risk premium driven by geopolitical risks in the Middle East gradually recedes. Analysts such as Max Layton stated that Israel's military actions against Iran over the weekend are unlikely to be perceived by the market as an escalation that could affect oil supply. Among them, the three-month Brent oil price outlook has been lowered from $74/barrel to $70/barrel, and the 6-12 month outlook has been lowered from $72/barrel to $60/barrel.
⑦ LG Energy's Q3 profit fell nearly 40% year-on-year. According to a statement released by LG Energy on Monday, the company's operating profit for the three months ending September 30 was KRW 448.3 billion (USD 323 million), higher than analysts' expectations of KRW 440.3 billion, a year-on-year decrease of 39%. Excluding tax credits from the US inflation reduction bill, LG Energy's Q3 operating loss was KRW 17.7 billion.
⑧ Boeing reportedly plans to raise over $15 billion in funding as early as Monday. Foreign media quoted insiders as saying that Boeing plans to start financing as early as Monday, which will help the struggling aircraft manufacturer increase liquidity. One of the insiders said that Boeing is expected to raise over $15 billion through this financing, and added that the amount may still increase depending on demand.
⑨ ING: Due to the strong performance of the US economy before the election, the US dollar is expected to further rise. ING analyst Chris Turner stated in a research report that the upward trend of the US dollar is likely to continue. There are signs that the US economy is strong, while the Eurozone economy is weak, coupled with the possibility of Republican presidential candidate Donald Trump winning next week's US presidential election, all of these factors are boosting the US dollar.
⑩ 22:30 Beijing time, Dallas Fed Business Activity Index for October in the United States. Apple will release Apple Intelligence on October 28th.
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