Market
Close on October 23: The three major U.S. stock indices showed mixed movements, with the Nasdaq experiencing its largest decline since June, while international oil prices soared.
On October 23, most of the popular Chinese concept stocks declined, with NetEase falling by more than 3% and Alibaba falling by 2.48%.
Macro
Trump threatens military action against Iran again: We have already dealt a heavy blow to them, and it could possibly escalate further.
Trump made a phone call demanding that Musk lift the speed restrictions on Ustar Chain, and subsequently, some of the Ukrainian military's communications were restored.
Company
Western Digital's financial report far exceeded expectations: profit grew by 161%, gross margin approached 60%, but the stock price has been cut in half from its peak.
Western Digital's financial report and guidance both exceeded expectations, yet its stock price tumbled by 8% after the market closed: Rising costs and increased capital expenditures have sparked concerns.
OpenAI is nearing completion of a financing round worth up to $30 billion, with a pre-investment valuation reaching $1.25 trillion, led by investors from the United Arab Emirates.
The US IPO market has fallen into a "paralysis," and Anthropic is expected to break the deadlock.
SpaceX It is reported that negotiations are underway to lease 80,000 communication base stations across the United States, with the aim of becoming the fourth largest national mobile operator in the country.
Rivian acquires AI Company Third Dimension, utilizing 3D simulation technology to accelerate the development of autonomous driving, with road tests set to begin in December.
Comment
A rebound does not indicate a change in fundamental conditions; DoubleLine, the deputy chief investment officer, continues to be bearish on long-term U.S. bonds.
U.S. stock market: Sell-off in tech stocks drags down the Nasdaq 100 index, with a sense of risk aversion enveloping Wall Street.
