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.

월가의 화해 제스처는 과열된 투자 심리를 진정시키지 못했습니다. 이미 가격에 반영된 이익, 토큰 배분, 정책 불확실성이 복합적으로 작용하여 가격이 급등했다가 하락했습니다.

황런쉰 스캔들로 싱가포르 컴퓨팅 파워 제공업체 메가스피드가 주목받고 있다. 칩은 수출되지 않고, 동남아시아 데이터센터를 통해 중국에 컴퓨팅 파워가 다시 임대되는 방식인데, 수출 통제의 허점을 얼마나 오랫동안 악용할 수 있을까?

MEXC 금지 조치와 바이낸스와 OKX 간의 합의, 그리고 ICE(이민세관집행국) 도입에 이르기까지, 미국은 법 집행, 투자, 그리고 달러 표시 스테이블코인이라는 세 가지 전략을 통해 글로벌 거래소들을 자국의 금융 네트워크에 편입시키고 있습니다.

DeepSeek, AI Agent, Harness는 DeepSeek의 슈퍼 에이전트 개념을 구현하기 위한 "껍데기 제품"에 불과했습니다. Golden Finance는 "단 하나의 기능은 10일 만에 복제할 수 있지만, 수천 건의 불만 사항은 복제할 수 없다"고 말합니다.

IT 업계 임원이 사적인 스캔들에 휘말릴 때, 시장은 이미 정해진 반응 방식을 가지고 있습니다.

투자자들은 점점 더 분명해지는 사실에 직면할 수밖에 없습니다. 미국 경제는 경기 침체로 향하고 있는 것도 아니고, 크게 둔화된 것도 아닙니다. 오히려 새로운 성장세에 접어들고 있습니다.

시간이 흐르면서 다음 단계는 하드웨어 및 소프트웨어 요구 사항이 점진적으로 충족됨에 따라 "수익을 유지할 수 있는" 능력을 갖춘 기술/애플리케이션 계층 기업을 인수하는 것입니다.

다음으로 우리가 지켜봐야 할 것은 나스닥 지수의 하락세가 멈추는 시점뿐만 아니라, 미국 증시 조정이 유동성에 더 큰 영향을 미칠지, 그리고 암호화폐 시장이 자체적인 매수세를 회복할 수 있을지 여부입니다.

엔비디아 CEO 젠슨 황은 일요일 모든 임직원에게 공개 서한을 보내 혼외정사를 공식적으로 인정하고 아내에게 "불륜"을 저지른 것에 대해 사과했습니다. 이사회는 같은 날 독립적인 조사에 착수한다고 발표했습니다. 엔비디아 주가는 전날 밤 거래에서 3% 이상 하락하며 회사를 둘러싼 불확실성을 더욱 증폭시켰습니다.

갤럭시 디지털은 미국의 정부 분리 구조가 전반적으로 시장 친화적이라고 생각하지만, AI 거버넌스, 보안 위험 및 노동 시장에 미치는 영향은 여전히 ​​해결되지 않은 주요 과제라고 봅니다.