此外，在美上市的 Hot news
Before the market opens on Wednesday, the three major futures indexes fell slightly.
Growth tech stocks are generally down in pre-market trading, with qualcomm falling nearly 3%.
China concept stocks show mixed trends in pre-market trading, with LI Auto Inc. rising more than 5%.
In addition, listed in the United States $Daqo New Energy (DQ.US)$Please use your Futubull account to access the feature.$JinkoSolar (JKS.US)$Please use your Futubull account to access the feature.$Canadian Solar (CSIQ.US)$ Pre-market trading is up significantly, with gains of 10.61%, 5.53%, and 4.09% respectively.
Donald Trump concept stocks are rising in pre-market trading, Wall Street continues to bet on the "Trump trade".
Donald Trump concept stocks continue to rise in pre-market trading. $Phunware (PHUN.US)$ Up nearly 20%. $Rumble (RUM.US)$ Increased by nearly 7%. $Trump Media & Technology (DJT.US)$ Rising more than 2%. On the news front, Wall Street continues to bet on the 'Donald Trump Trade,' with Goldman Sachs FICC Vice President Vincent Mistretta stating in his latest research report: 'The market is positioned for Trump's victory. This situation existed before the recent increase in the odds of Trump winning.' Goldman Sachs forex analysts Mark Salib and Fernando Alvarado Aguilar stated that various clients are buying this week, including hedge funds preparing for a potential Trump victory.
Tesla slightly drops in pre-market trading, with earnings to come after the market closes.
$Tesla (TSLA.US)$ The latest performance will be announced after hours. As of the time of writing, Tesla is slightly down in pre-market trading. Current analysis predicts that earnings and profit margins may 'bottom out and rebound,' with potential improvements on a month-to-month basis, but still facing pressure. The timing of the launch of affordable models, FSD, Robotaxi financing, and detailed progress in mass production will also be key points to watch during the conference call.
Legal battle is about to break out! Arm 'tears apart' qualcomm: plans to cancel its chip design license.
The new development of the long-standing technical licensing litigation between the two giants in the chip supply chain came. According to media reports on Wednesday, $Arm Holdings (ARM.US)$ Already issued a "final warning" and expressed the intention to revoke the latter's design architecture authorization within 60 days. $Qualcomm (QCOM.US)$ Issued an “ultimatum” stating the intention to revoke the latter's design architecture license within 60 days. Some analysts believe that if Arm ultimately wins the lawsuit and revokes Qualcomm's license, it may force Qualcomm and about 20 suppliers using the Snapdragon X processor to halt the shipment of new AI PCs, resulting in losses of up to tens of billions of dollars. As of the time of publication, both companies have fallen by about 3% in pre-market trading.
Spirit Airlines rose nearly 27% pre-market, having already risen over 43% in the past two trading days
$Spirit Airlines (SAVE.US)$ Rising nearly 27% pre-market, having already risen over 43% in the past two trading days. According to the Wall Street Journal, Spirit Airlines is resuming merger talks with Frontier, and the related negotiations are in the preliminary stages.
Starbucks fell more than 3% in pre-market trading, with poor performance, delaying the release of guidance.
$Starbucks (SBUX.US)$ Pre-market trading fell more than 3%. On the news side, Starbucks preliminarily estimated adjusted EPS for the fourth quarter to be $0.80, lower than analysts' expectations of $1.03. Fourth-quarter sales declined by 7%, worse than analysts' expected decline of 3.48%, marking the largest quarterly decline in four years. Fourth-quarter sales in China dropped by 14%, also lower than analysts' expected 10.5% decline. Fourth-quarter net revenue was $9.1 billion, below analysts' expected $9.36 billion. Starbucks announced a temporary halt in the release of the 2025 fiscal year performance guidance.
New Oriental fell more than 3% in pre-market trading, with a 30% year-on-year increase in net revenue for the first fiscal quarter of 2025.
$New Oriental (EDU.US)$ Pre-market trading fell more than 3%. The company's net revenue for the first quarter of the 2025 fiscal year increased by 30.5% to $1.435 billion, while net revenue (excluding revenue generated from East Buy's self-operated products and live e-commerce operations) rose by 33.5% to $1.278 billion year-on-year. New Oriental's attributable net profit for the first quarter of the 2025 fiscal year increased by 48.4% to $0.245 billion.
Miniso continued to rise more than 4% in pre-market trading, following a 16% consecutive increase over the previous 3 days, with institutions bullish on its Q3 performance.
$MINISO (MNSO.US)$ Pre-market trading in US stocks rose more than 4%, with the stock previously rising for 3 consecutive days by 16%. On the news front, a Citigroup analyst wrote in a report that due to the strong growth in overseas markets, Miniso's third-quarter revenue may increase by 20% year-on-year. Nomura expects Miniso's third-quarter performance to be stable, with overseas markets expected to see a 57% year-on-year sales increase in the fourth quarter.
McDonald's fell nearly 7%, with severe E. coli infections reported in multiple McDonald's locations in the USA.
On Tuesday, the Centers for Disease Control and Prevention (CDC) in the USA announced that an E. coli outbreak in 10 states has infected 49 people, hospitalized 10 people, and resulted in 1 death. Those infected all reported having eaten at McDonald's during investigations. At the time of writing, pre-market trading has fallen nearly 7%. mcdonald's (MCD.US) Pre-market trading fell nearly 7%.
Microsoft is set to usher in the era of AI agents! Numerous call options are making huge profits of over 10 times.
The era of AI agents is about to begin! $Microsoft (MSFT.US)$ Yesterday rose by more than 2%, the call options ratio increased slightly to 70%; options trading volume increased by 1.98 times overnight to 0.507 million contracts. On the options chain, the bulls hold the main position. The call option with a strike price of $430 expiring this Friday has the highest trading volume of 0.056 million contracts, with an open interest of 8,000 contracts.
In addition, multiple call contracts expiring this Friday with strike prices ranging from $435 to $447.5 have earned profits of over 10 times.
On the news front, starting next month, Microsoft will allow enterprises to create personalized autonomous artificial intelligence (ai) agents, and will also launch 10 new AI automated agents aimed at helping enterprise employees complete tasks more efficiently.
Global macro
Bank of America CEO: The Fed should be cautious about interest rate cuts and not be "too aggressive".
Bank of America CEO suggests that the Fed should not cut interest rates too aggressively. He also stated that the US economy will not 'land', the Federal Reserve will maintain a hawkish stance for a longer time. It is expected that the Fed will cut rates by another 50 basis points before the end of the year, then four 25 basis points rate cuts in 2025, eventually lowering the rate to 3.25%.
Are all roads leading to inflation? Legendary investor is currently shorting US bonds and long on gold and bitcoin.
Legendary investor Paul Tudor Jones believes that whether Trump or Harris wins the presidential election, US inflation will rise - both are making 'crazy' promises of tax cuts and increased fiscal spending, turning a blind eye to America's deficit issue. If this problem is not addressed, the US will need to escape debt through inflation. Therefore, he is avoiding fixed income, shorting long-term US bonds, and bullish on gold and bitcoin.
Risk aversion surges! Spot gold price breaks through 2750 for the first time.
$XAU/USD (XAUUSD.CFD)$ The price historically breaches the 2750 mark for the first time, reaching a high of $2758.51 per ounce. Gold prices have risen by over 33% year-to-date. Analysts believe that the escalating tensions in the Middle East, the latest developments in the U.S. presidential election, enhance the appeal of gold as a safe-haven asset; coupled with several central banks entering an interest rate reduction cycle, precious metal prices typically benefit from lower rates.
Bitcoin bulls counterattack? Options traders bet: it will break through the $0.08 million mark by the end of November.
Options traders are increasing their bets, expecting Bitcoin to hit a historical high of $80,000 before the end of November, regardless of the outcome of the U.S. presidential election. Data shows that open interest in call contracts expiring on November 29 is concentrated around $80,000, with the second most popular strike price at $70,000. For call options expiring on December 27, open interest is focused around $100,000 and $80,000, while the most popular strike price for call options expiring on November 8 is $75,000.
Bilibili rose more than 3% pre-market trading and was upgraded to "buy" by UBS, which raised its EPS estimate per share.
Reminder for US Macro Events
(All in Peking Time)
At 21:00, Federal Reserve Governor Bauman delivered a speech at the 8th Financial Technology Annual Conference hosted by the Federal Reserve Bank of Philadelphia.
By 22:30, the US Energy Information Administration (EIA) crude oil inventory until the week of October 18th.
The next day
02:00 Federal Reserve Releases Beige Book on Economic Conditions
Editor/Somer
