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Thursday's Market Close | Stocks Rise as Yields Drop From Multi-Decade Highs The Dow rose 0.04%, the Nasdaq gained 0.04%, and the S&P 500 climbed 0.19%. Top News Federal Reserve Vice Chair Philip Jefferson said it may take more time to judge whether further interest-rate increases are needed. On October 1, the U.S. Treasury Department conducted a liquidity buyback operation for U.S. Treasury securities in the 10-to-20-year maturity range, valued at $6 billion. The operation received a total of $46.39 billion in offers. Anthropic PBC is set to meet prospective investors on October 14 in preparation for its initial public offering, according to people familiar with the matter, advancing its plan for a potential blockbuster listing even amid scrutiny over AI safety. The U.S. ISM Manufacturing PMI for September came in at 54.5, compared to an expected 55 and a previous reading of 54.6. Company News Amazon.com (AMZN) has agreed to purchase 690 megawatts of power from Constellation Energy Corp. in a deal that will help the largest U.S. nuclear operator boost capacity at its only reactors in Maryland. Meta Platforms (META) will introduce "Muse" to its AI glasses in the coming months. Google (GOOG) launched a guided visual feature for blind and low-vision users within Gemini Live on Android. Nvidia (NVDA): According to The Information, Nvidia and SoftBank have each completed the final $10 billion tranche of their respective $30 billion commitments to OpenAI's previous funding round.

🟢 Three catalysts are lining up for $UTHR. • Patent win: A U.S. court ruled that Liquidia’s Yutrepia infringes key UTHR patent claims covering inhaled treprostinil for PH-ILD. • Tyvaso expansion: The FDA has accepted its application for nebulized Tyvaso in IPF. If approved, it would become the first and only inhaled anti-fibrotic treatment for IPF. • Buybacks: UTHR is deploying the remainder of its $2B share repurchase authorization, bringing total capital returned through the program to $2B. Patent protection, a potential new indication, and aggressive capital returns are all moving at the same time. $UTHR is available to trade on StableStock: → app.stablestock.finance/trade/stock/UT… Not investment advice. For informational purposes only.

Nike 最新财报公布，转型进展再次成为市场焦点 $NKE Q1 营收为 112 亿美元，同比下降 4%，其中大中华区收入同比下降 22%。 虽然 EPS 优于市场预期，毛利率也有所改善，但公司预计全年营收仍将录得高个位数跌幅。 目前，Nike 部分业务已出现改善迹象，但大中华区表现以及整体复苏速度，仍是市场接下来关注的重点。 $NKE 可在 StableStock 交易： → https://app.stablestock.finance/trade/stock/NKE NFA，DYOR

美国9月非农就业人口增长2.9万人，大幅低于预期 美国9月非农就业人口增长 2.9万人，预期 9万人，前值 16.2万人。 美国9月失业率 4.2%，预期 4.1%，前值 4.1%。

Nike công bố báo cáo tài chính mới nhất, tiến độ chuyển đổi tiếp tục trở thành tâm điểm chú ý của thị trường $NKE ghi nhận doanh thu Q1 đạt 11,2 tỷ USD, giảm 4% so với cùng kỳ năm trước. Trong đó, doanh thu tại Trung Quốc đại lục giảm 22%. Mặc dù EPS cao hơn kỳ vọng của thị trường và biên lợi nhuận gộp có sự cải thiện, công ty vẫn dự báo doanh thu cả năm sẽ giảm ở mức một chữ số cao. Hiện tại, một số mảng kinh doanh của Nike đã có dấu hiệu cải thiện. Tuy nhiên, kết quả kinh doanh tại Trung Quốc đại lục và tốc độ phục hồi tổng thể vẫn là những yếu tố mà thị trường sẽ tiếp tục theo dõi. 📈 $NKE có thể giao dịch trên StableStock: → https://app.stablestock.finance/trade/stock/NKE NFA, DYOR

Laporan Keuangan Terbaru Nike Dirilis, Progres Transformasi Kembali Menjadi Sorotan Pasar NKEmencatatpendapatanQ1sebesarUS11,2 miliar, turun 4% YoY. Sementara itu, pendapatan dari wilayah Greater China turun 22% YoY. Meskipun EPS berhasil melampaui ekspektasi pasar dan margin kotor menunjukkan perbaikan, perusahaan memperkirakan pendapatan sepanjang tahun masih akan mengalami penurunan pada kisaran satu digit tinggi. Saat ini, beberapa lini bisnis Nike mulai menunjukkan tanda-tanda perbaikan. Namun, kinerja di Greater China dan kecepatan pemulihan secara keseluruhan masih menjadi fokus utama pasar ke depannya. 📈 $NKE tersedia untuk diperdagangkan di StableStock: → https://app.stablestock.finance/trade/stock/NKE NFA, DYOR

这是一份对 Fed 偏鸽、对经济偏空的数据；短期市场更可能先交易前者：经济降温 → Fed 不加息 → 利好股票 但接下来必须观察就业疲软究竟是一次波动，还是开始向消费和企业盈利传导：经济降温 → 盈利预期下修 → recession / growth scare

🟢 Nike’s turnaround remains in focus after its latest earnings. $NKE reported Q1 revenue of $11.2B, down 4% YoY, while Greater China revenue fell 22%. EPS beat expectations and gross margin improved, but the company now expects full-year revenue to decline by a high-single-digit percentage. Progress is showing in parts of the business, but China and the pace of the broader recovery remain key areas to watch. $NKE is available to trade on StableStock: → app.stablestock.finance/trade/stock/NKE Not investment advice. For informational purposes only.

Market Preview | September Non-Farm Payrolls Miss Expectations; Major Futures Rise Most semiconductor stocks rose in pre-market trading: Arm and Marvell Technology gained over 2%, Intel rose nearly 2%, Nvidia, AMD, and Broadcom climbed more than 1%, while SK Hynix fell nearly 1%. Memory-related stocks generally declined in pre-market trading: Seagate Technology dropped nearly 13%, Western Digital fell nearly 9%, and SanDisk slid over 1%. Top News According to Reuters, the EU is discussing the release of diesel stockpiles; France has proposed that Europe release 50 million barrels of diesel, while IEA member nations release 50 million barrels of crude oil. Federal Reserve Governor Bowman stated there is no urgent need for further interest rate adjustments this year. Citing sources and a statement from SoftBank, *The Information* reported that Nvidia and SoftBank have each finalized their respective $30 billion investment commitments by completing the final $10 billion tranche of OpenAI's latest funding round. According to Axios, two US officials and a regional source revealed that the US military has deployed two additional Patriot missile defense systems to the Middle East in recent weeks to protect oil and gas facilities in Saudi Arabia and Qatar. Company News Broadcom (AVGO): Sources told foreign media that Broadcom's Wall Street banking syndicate is beginning to raise $60 billion in new financing for AI chips to support companies such as Anthropic. Amazon (AMZN): Citing informed sources, the Financial Times reported that Amazon plans to sell approximately $8 billion worth of high-end Nvidia chips to external investors through a newly established special purpose vehicle (SPV) in order to optimize its balance sheet. Meta Platforms (META): On Thursday, the state of New Mexico asked a judge to order Meta Platforms to pay between $35 billion and $40 billion in fines; a jury had previously found the company liable for misleading state consumers regarding Faceb

港股收市 | 恒指、科指双双跌超2% 港股三大指数齐跌，恒生指数跌2.60%，恒生科技指数跌2.26%，国企指数跌2.31%。 热门新闻 市场有报道指，欧洲可能释放柴油及原油库存，以缓解全球供应短缺。 《路透》早前报道，欧盟成员国正讨论法国提出释放更多柴油储备的建议，此前特朗普政府施压要求采取行动。报道引述一名熟悉讨论细节但未具名的消息人士称，法国提议欧盟国家释放5,000万桶柴油储备，而国际能源署成员则释放5,000万桶原油。 恒生指数公司将于2026年11月20日(星期五)宣布2026年第三季度之恒生指数系列检讨结果。恒生指数系列的第一组指数及第二组指数的成份股变动分别将于2026年12月7日(星期一)及2026年12月 14日(星期一)生效。 香港政府统计处公布，今年8月的零售业总销货价值的临时估计为321亿元，按年上升5.6%，优于市场预期的升4.2%。今年7月的零售业总销货价值的修订估计按年上升4.5%。在今年8月的零售业总销货价值中，网上销售占8.7%。该月的零售业网上销售价值的临时估计为28亿元，按年上升9.9%。今年7月的零售业网上销售价值的修订估计按年上升9.6%。与去年同期比较，今年首八个月合计的零售业网上销售价值的临时估计上升23%。 澳门博彩监察协调局公布，9月澳门幸运博彩毛收入按年下跌1.2%至180.63亿澳门元，连续四个月下跌，市场原预期为上升2.2%；按月比较，赌收更大跌17.5%。今年首九个月，幸运博彩毛收入按年增加3.2%至1,871.16亿元。 个股新闻 港铁 00066 公司公布，今日与政府在任何一方均不承认负有任何责任的情况下，分别就高速铁路(香港段)项目及沙中线项目订立两份和解契据。根据高速铁路(香港段)和解契据，港铁须向政府支付22.5亿元，以就因高速铁路(香港段)协议而产生或与之有关的所有申索及潜在申索达成完全及最终和解，惟若干有限例外事项除外；根据沙中线和解契据，就因沙中线协议而产生或与之有关的所有申索及潜在申索达成完全及最终和解，惟若干有限例外事项除外，且任何一方毋须支付任何和解金额或其他财务补偿。 新世界发展 00017 公司公布截至2026年6月底止年度业绩，受累11 SKIES项目相关之非现金耗蚀亏损及拨备所致，亏损扩大至281.49亿港元，上年同期蚀163.02亿港元。但11 SKIES相关安排已达成协议。于2026年9月30日，集团与机管局订立终止契据，据此，双方同意提前终止11 SKIES合约。就有关终止而言，集团已同意于2027年4月1日(终止日期)将11 SKIES项目交还予机管局。机管局已同意，自终止日期起，不可撤回及无条件地解除集团因11 SKIES合约产生或与之相关的任何及所有申索及责任。机管局进一步同意，于终止日期解除集团根据11 SKIES合约向机管局提供的所有履约保证。 腾讯 00700 英国《金融时报》引述知情人士称,腾讯已同意租用甲骨文位于东南亚的多座数据中心,租期5年。知情人士表示,这项交易使腾讯得以使用约10万枚在中国无法获得的先进人工智能(AI)晶片,从而进一步推进其AI 模型发展。该协议预计价值约70亿美元,交易包括约30%的预付款。 赛力斯 09927 华为与赛力斯达成新五年合作，双方将持续锚定问界高端智能汽车品牌核心定位，联合组建问界业务专属团队，进一步升级问界业务，以专属专营更好地服务问界用户，持续推动问界新豪华品牌向上。双方致力于为用户带来更极致的高端智能电动汽车产品和更优质的出行体验，进一步推动中国汽车产业高质量发展，打造中国新豪华智能汽车标杆品牌。

Friday's Market Close | Nasdaq 100 Climbs to Record as Jobs Curb Fed Bets All three major US stock indices closed higher: the Nasdaq rose 1.19%, the S&P 500 gained 0.74%, and the Dow Jones Industrial Average climbed 0.49%. Top News Iran stated it has responded to the US proposal; the Strait of Hormuz will not reopen until conditions are met. (Weekend) A statement revealed that OPEC+ decided during Sunday's meeting to maintain oil production quotas for November at current levels. (Weekend) US President Trump announced the formation of a "Super-Intelligence Task Force" (SIF) tasked with coordinating federal efforts to ensure the US maintains its global lead in the field of super-intelligence. (Weekend) The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs. G7 leaders pledged not to impose export restrictions on energy and energy products among the seven nations. Yonhap News: An official from South Korea's Ministry of Trade, Industry and Energy stated that the $8.4 billion oil project mentioned by US President Trump was not part of any agreement between South Korea and the US. Company News Boeing Co. (BA): A Federal Aviation Administration panel determined that a software glitch affecting Boeing 737 Max aircraft posed no safety risk—a positive outcome for the US planemaker as it seeks regulatory approval for the largest variant of its popular narrow-body family. Tesla Inc. (TSLA) reported better-than-expected sales for the third quarter, signaling stability for the company's core business during a challenging period for the electric vehicle market. SpaceX (SPCX): The team completed three Falcon rocket launches and four first-stage landings in under 13 hours, while also successfully executing SpaceX's 21st human spaceflight mission. Google (GOOG) raised the price of the Pixel 10a—an affordable phone launched just seven months ago—by $100 to $599, reflecting how the ongoing memory ch

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Market Preview | Expectations for an October rate hike cool; major futures fluctuate in pre-market trading. Most tech stocks fell in pre-market trading: Intel dropped over 4%, AMD and Micron fell more than 0.5%, while Tesla, Meta, and Apple saw slight declines; Nvidia rose over 0.5%, with Microsoft, SpaceX, and Broadcom posting modest gains. Optical communications stocks mostly rose in pre-market trading: Credo and Marvell Technology gained about 0.6%, while Ciena, Astera Labs, Lumentum, and Applied Optoelectronics saw slight increases; Corning fell over 0.6%, and Coherent dropped about 0.3%. Top News A Financial Times survey reveals that Australian Retirement Trust (ART)—managing approximately $260 billion in assets—Canada’s La Caisse ($388 billion), and the UK’s People’s Pension (roughly £45 billion) are currently underweight on US equities relative to global benchmark indices. David Robinson, who leads transparency efforts for OpenAI’s safety team, argued in an article for *The Atlantic* that AI companies should operate more like nuclear power plants: "implementing layers of redundancy and conducting careful, time-consuming planning to prevent sporadic, inevitable human errors from opening the door to catastrophe." The CEO of Saudi Aramco stated that while the world held nearly 10 billion barrels of oil in inventory when the crisis began, nearly 3 billion barrels of crude supply have since been lost—an amount equivalent to roughly half of the total crude oil and petroleum products typically transported through the Strait of Hormuz. According to DeFi Rate, US District Judge Martha M. Pacold (Northern District of Illinois) partially granted a motion for a preliminary injunction on October 2 regarding a case involving Kalshi, Coinbase, and the CFTC. The ruling prevents Illinois from applying its sports betting licensing requirements and related criminal provisions to the Kalshi contracts in question, determining that such contracts likely constitute "swaps" un

港股收市 | 三大股指齐涨，PCB、光通信、半导体股走强 港股三大指数齐涨，恒生指数涨0.28%，恒生科技指数涨0.62%，国企指数涨0.26%。 热门新闻 美国国债孳息率周一下跌，此前一周债市大幅抛售，投资者关注联储局最新会议纪录。根据芝商所FedWatch工具，交易员目前预计联储局在下次会议维持利率不变的机率接近82%。 G20贸易部长会议于9月30日至10月1日在美国威斯康星州密尔沃基举行。国家商务部新闻发言人表示，本次G20贸易部长会议，成员围绕主席国美方设置的反对粮食武器化、应对产能过剩、消除强迫劳动、调整最惠国待遇原则等议题交换意见，并就粮食议题达成联合声明，其余议题未形成成果文件。 晨星表示，中国AI驱动的市场升势正重塑主动型与被动型基金的投资格局，经分析5,630只中国注册基金的表现，发现截至2026年6月底的过去一年及三年期间，只有不足40%主动型基金表现跑赢被动型基金。该行指出，于截至2026年6月的过去一年间，中国A股市场在持续波动中上涨，业绩表现日益分化，继续对寻求产生超额回报的主动型基金经理构成重大挑战，仅30.3%主动型基金在过去12个月存活并跑赢被动型同业。晨星认为，AI协助了被动型基金大盘成长基金跑赢多数主动经理，但在专门科技基金中，AI也为基金经理提供了实际帮助。 消息面上，PCB产业链上演量价行情，上游领域，建板本年度已经发布7轮涨价通知，CCL龙头台湾南亚塑胶自9月起再度上调20%的产品价格，与此同时，涨价正向下游全面传导：江西宏瑞兴科技此前宣布覆铜板出厂价上调10%；玻纤龙头中国巨石9月对电子布厚布、薄布分别提价15%与20%。 个股新闻 中国电信 00728 公司前员工郑某实名举报中国电信多名高层，指「国家工业互联网大数据中心」项目存在组织围标串标、伪造合同等问题，涉及违规套取3,800万元人民币财政资​​金。当中包括一个核心软件开发项目13日「完工」，却上报33,779人日的工作量；四间电信全资子公司内部围标串标，采购预算金额3,504.95万元，中标金额3,504万元，预算与中标价吻合度达99.97%；7,700万元自筹配套资金大面积造假，造假方式包括订立虚假合同、虚高采购、账面调账、虚假费用列支等，且高层对此完全知情。此外，账目还存在资金违规分流、责任人带病破格提拔、政企与工联院双向人事利益输送等问题。 汇丰 00005 公司今天宣布，透过金管局的「商业数据通」，扩大贸易、货运及企业数据合作伙伴网络，为香港中小企提供更贴合跨境发展需要的银行服务。透过建基于「商业数据通」的 CargoX 项目，汇丰接通港口社区系统和香港国际机场货运数据平台，获取货物及航运数据。汇丰同时参与 「货贸通」，利用「商业数据通」连接至上海市数据局建设的数字贸易平台，获取长三角地区的贸易报关数据。 立讯精密 02475 致丰工业电子宣布，立讯精密与致丰工业电子，就可能买卖该公司全部已发行股本75%，订立不具法律约束力的谅解备忘录。若潜在交易落实并进行至完成，将导致该公司的控制权出现变动，并触发收购守则规则26.1项下的强制性全面要约。 阿里巴巴 09988 《彭博》引述知情人士报道,阿里巴巴集团已与西班牙清洁能源生产商 Solaria Energía y Medio Ambiente SA 进行洽谈,后者可能为阿里在西班牙的一座数据中心供电。知情人士表示,阿里已与 Solaria 进行初步磋商。目前考虑中的 Solaria 发电设施位于Puertollano,距离马德里以南约240公里。据报,这项拟使用可再生能源的计划仍处于初步阶段,推进程度不及阿里近期宣布的其他欧洲数据中心项目。阿里也与其他潜在电力供应商进行接洽。

Monday's Market Close | S&P 500 Closes In on Record High as Tech Rallies Major U.S. stock indices closed higher across the board: the Nasdaq rose 1.05% to hit a new record closing high, the Dow gained 0.18%, and the S&P 500 climbed 0.66%. Top News According to U.S. officials, President Trump will relax restrictions on the use of tax-exempt diesel fuel varieties. The yield on the U.S. 30-year Treasury bond rose to 5.69%, reaching its highest level since 2002. U.S. September ISM Non-Manufacturing Index: Actual 54.9; Expected 55.0; Previous 55.4. U.S. September S&P Global Composite PMI (Final): Actual 58.4; Expected 58.4; Previous 58.4. Company News SpaceX(SPCX) is proposing the construction of a natural gas pipeline in Florida to supply fuel for its Starship rockets launched from Cape Canaveral. Cerebras Systems Inc.(CBRS) shares rallied after OpenAI CEO Sam Altman described the company as a "close partner," noting that the two firms are deeply engaged in pushing the boundaries of speed. C.H. Robinson Worldwide Inc.(CHRW) agreed to acquire trucking brokerage firm RXO Inc. in a deal driven by the belief that artificial intelligence can help improve efficiency within a challenging freight market. Google (GOOG): Google Ads will permit online lottery advertisements in Colombia starting October 21, 2026.

原来我以为你们会爆炸式增长

我也以为是爆炸式增长

结果现在空放了个p