Article
🧭 Today’s Focus｜October 29▸ Global markets: The three major U.S. stock indexes closed slightly higher; the Federal Reserve kept interest rates unchanged; Google plunged approximately after hours, dragging Nasdaq futures down approximately 10%; gold fluctuated near 1%; 4050 USD fluctuated nearby;BTC fell back to around the 80000 USD level, as the market awaits tonight’s U.S.PCE data ▸ Asian markets:AI the rebound was mixed, and Samsung Electronics fell approximately intraday after its earnings report 4%; the Nikkei 225 retreated from its highs to gain approximately 0.3%; Hong Kong’s Hang Seng Index rose approximately 0.2%and the Hang Seng Tech Index fell 0.5%, putting pressure on technology stocks
📊 Market Thermometer ▸ U.S. stocks: Nasdaq up 0.27%；26,549.85 points ▸ Gold:COMEX gold futures fell 0.56%；4,051.60 USD/ounce ▸ Crypto Fear & Greed Index: 51(neutral) ▸ETF funds:BTC spot ETF net inflows 1.3M；ETH spot ETF net inflows 23.4M
📈 Global Markets & Macro Samsung’s third-quarter net profit 56100000000 USD, up year on year by 526%
Microsoft’s first-quarter revenue grew year on year by 19%，Azure cloud computing revenue grew 48%above expectations, and rose after hours by 3%
Google parent Alphabet’s third-quarter revenue and profit both missed expectations,AI its return on investment was questioned, and it plunged nearly after hours 10%
Oracle expects 2029 fiscal-year free cash flow to reach 30000000000 USD and its stock briefly rose more than 9%
Unitree Robotics’ first quarterly report after listing showed third-quarter revenue up nearly year on year by 70%while net profit attributable to the parent declined 17.37%; the company also partnered with Sequoia China to launch the “Shanyu·Venture Creation Program,” investing in early-stage projects in embodied intelligence and robotics
🟠 Crypto Markets DeFi token value-capture analysis chart (business scale and value accumulation, including the strength of buyback, burn, and distribution mechanisms)
“Silicon Valley 101” conversation with Vitalik:AI security, Anthropic control, and FLI capital flows
A new round of TGE wave coming? 19 projects may debut in rapid succession in the fourth quarter (PA original)
🤖 AI·Robotics·Technology Google released Gemini 4 Carbon, claiming a “significant leap” in cybersecurity capabilities
Tencent will release a new Hunyuan model Hy4 、Hy4 flash
Anthropic expanded its AI for Science program, adding 20 scientific foundations, research institutions, and research teams
ChatGPT introduced SMS communication with dots, supporting task delegation via iMessage or RCS and receipt of proactive updates