Morgan Stanley strategists said European companies’ earnings growth accelerated this quarter, nearly matching the United States, as signs of a stronger-than-expected earnings season increased. According to Sina Finance, a team led by Regiane Yamagata wrote in a research note that year-over-year earnings growth was 28%, compared with 30% in the United States, and company reports prompted analysts to continue raising earnings estimates. The weighted share of stocks that beat expectations was 28%, while the breadth of upward revisions to forward earnings forecasts was 8%. After earnings reports were released, technology hardware, utilities, and high-performance computing led earnings upgrades; semiconductors and technology hardware were also the main drivers of upward earnings revisions.

Thailand aims to raise vehicle production to 1.95 million by 2030 and 2.5 million by 2038. According to Sina Finance, the Board of Investment said in a press release following a Monday meeting chaired by Finance Minister Ekniti Nitithanprapas that the auto industry also targets an additional 640 billion baht ($19.1 billion) in revenue by 2030. The public-private initiative supports multiple powertrain technologies, including electric vehicles and pickup trucks, and aims to encourage new EV production in Thailand, increase local parts use, attract investment in EV components, and expand recycling of vehicles, batteries, and electronic components. The auto plan is part of the government’s “Reinvent Thailand” strategy, which covers seven industries and targets more than 5.4 trillion baht in additional revenue by 2030. The broader strategy aims to push economic growth above 3%, raise investment to 30% of GDP, and place Thailand among the world’s 20 most competitive economies. The 2030 vehicle production target is about 34% above the 1.45 million vehicles expected this year. The plan also targets an additional 500 billion baht in annual tourism revenue by 2030, including through cruise tourism and efforts to promote five regions, including Bangkok, Phuket, and Chiang Mai, as global livable destinations. Other sectors covered include agriculture and food processing, smart electronics, health and wellness, retail, and the creative economy.

The Agnelli family sold a $700 million stake in CNH, according to Bloomberg. CNH Industrial NV agreed to sell 70% of its construction equipment business to a unit of Japan’s Kobe Steel as the family streamlines its industrial holdings.

Ankr’s Ethereum cross-chain bridge is under attack, with about $292,000 lost so far and the incident ongoing. According to Foresight News, Blockaid reported that the attacker made five withdrawal calls on Ethereum and used a small deposit on Optimism to unlock all assets held in the bridge and transfer them to a newly created address.

According to ChainCatcher citing Beating AI, Alibaba has launched Qianwen Office 2.0 with a new feature that lets AI begin tasks when specific messages, approvals, or to-do events arrive, expanding beyond the product’s previous scheduled-task capabilities. For example, after a manager sends an assignment on DingTalk, AI can automatically turn it into a to-do item based on rules set in advance. Users can review the results and modify or disable the rules at any time. Tasks can run locally or in the cloud; cloud-based tasks continue running even when the user’s computer is off.

Russia’s seizure of Japan Tobacco Inc.’s local assets risks reducing the Japanese government’s available spending funds as Prime Minister Sanae Takaichi pursues a costly policy agenda, according to Bloomberg.

According to CNBC, Goldman Sachs strategists led by William Marshall said major government bond yields could settle into ranges and rate volatility could ease if risk-asset volatility diminishes and energy-price relief holds. The 10-year Treasury yield was around 4.87% after rising above 5.25% in early October, while the MOVE Index was around 93 after exceeding 113 in early October. If risk assets stabilize, Goldman sees the 10-year Treasury yield trading in a 4.75-5.0% range.

According to RTHK, HKET and UDN Money, Japan's Nikkei 225 closed at 58,775.50, up 1,340.73 points or 2.33%, after touching an intraday high of 59,440. The broader TOPIX ended at 3,818.16, up 2.97%. Sony closed 3.74% higher and Tokyo Electron added 2.77%, while SoftBank Group fell 4.20%. Seoul's KOSPI closed at 5,018.85, down 40.84 points or 0.81%. Daishin Securities analyst Lee Kyoung-min said investors were looking for direction as bargain buying in semiconductors continued, adding that the scandal involving Nvidia CEO Jensen Huang caused fresh unease. Samsung Electronics rose 0.64% to 189,900 won and SK hynix edged up 0.35% to 1,136,000 won, while LG Energy Solution fell 5.78%, Hyundai Motor lost 2.86% and Hanwha Aerospace declined 3.18%. Hong Kong stocks opened higher but closed lower, with the Hang Seng Index ending at 24,448.95, down 32.91 points or 0.13%. The Hang Seng Tech Index fell 0.92% to 4,040.73. Main-board turnover was HK$173.71 billion. Meituan dropped 6.53%, the worst performer among blue chips, while SMIC rose 1.01% and Hua Hong Semiconductor gained 2.35%. Taiwan's TAIEX closed at 41,661.70, up 1,960.06 points or 4.94%, ending a seven-session losing streak, as the National Stabilization Fund announced it would enter the market. TSMC rose 4.68% to NT$2,235, Delta Electronics added 9.95%, MediaTek climbed 9.88% and Hon Hai gained 6.46%. In mainland China, A-shares were mixed. The Shanghai Composite closed at 3,660.79, up 0.32%, while the Shenzhen Component fell 0.27% to 11,145.49 and the ChiNext Index slipped 0.27% to 2,458.56.

According to Jin10, Iraq's State Oil Marketing Organization (SOMO) set the official selling price for Basra Medium crude bound for Asia in December at a discount of $8.80 per barrel to the Oman-Dubai average.

华尔街的橄榄枝没能托住HYPE：利好兑现、代币分配与政策变数叠加，价格冲高后掉头走低。

黄仁勋的绯闻把新加坡算力商 Megaspeed 推到台前：芯片不出境，算力经东南亚机房租回中国，出口管制的缝还能走多久？

从MEXC被禁、币安和解到OKX引入ICE，美国正用执法、投资与美元稳定币三条线，把全球交易所纳入自己的金融网络。

DeepSeek,AI Agent,Harness,当年的「套壳产品」先跑通了DeepSeek Super-agent的设想 金色财经,一个功能十天就能抄走，几千次的不满意是抄不走的。

科技行业高管爆出私德风波，市场早有一套熟门熟路的反应剧本。

投资者不得不重新面对一个越来越清晰的事实：美国经济并没有走向衰退，甚至没有明显放缓，而是在经历新一轮再加速。

随着时间的推移，接下来要买在硬软件需求慢慢被满足的过程中，那些预期拥有“能够把利润掐在手上”能力的技术层/应用层公司。

接下来需要观察的，不只是纳斯达克什么时候止跌，还要看美股调整是否会进一步影响流动性，以及加密市场能否重新获得独立买盘支撑。

英伟达CEO黄仁勋周日发出全员公开信，正式承认婚外情并道歉称对妻子“不忠”，董事会同日宣布启动独立调查。英伟达夜盘跌超3%，公司面临的不确定性进一步上升。

Galaxy Digital认为，美国分立政府格局整体而言通常对市场友好，但 AI 治理、安全风险以及对劳动力市场的冲击，仍是悬而未决的重大议题。