安卓人，再一次遥遥领先！ 安卓诈骗防护，领先iPhone 10月30日，谷歌发布博文称，他们联合YouGov在美国、印度、巴西调查超5000名用户，针对安卓与苹 果系统的短信诈骗防护能力做了对比，结果显示安卓大幅领先iPhone。 具体来看，调查前一周内未收到任何诈骗短信的安卓用户，比iOS用户多58%；iOS用户报告每周收到三 条及以上诈骗短信的可能性，比安卓用户高65%。 此外，安卓用户中认为设备防诈骗保护"非常有效"或"极其有效"的比例，比iOS用户高20%。 报告进一步强调谷歌自家Pixel设备的安全性优势：Pixel用户未收到任何诈骗短信的可能性，比iPhone用 户高96%。 谷歌还委托另外两家专业机构开展更细致的调查，评估安卓与苹果的AI驱动反诈骗保护功能，覆盖电 子邮件、消息、电话、浏览、屏幕共享等九个维度。 结果显示，安卓系统的AI保护涵盖了所有方面，iOS仅两个。 另外一家安全公司LeviathanSecurityGroup，则直接对四台手机的33项安全功能进行对比测试。 比如它主要是让用户去回忆，依靠的是主观感受，并没有对收到的短信进行分析，准确性存在很大误 差。 另外，谷歌也没有提供这 ...

Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cray America.other people and friends. I'm just trying to make a little bit of money. My job is not just to entertain, but to educate you.So, call me at 1800743 CNBC or tweet me at Jim Kramer. We made it through October without a crisis or nasty decline. And I, for one, I'm shocked.Today, like so many other days this month, after a higher open, it looked like we were going to get clocked. But then the market found its footing. Strangely, the Dow finishing up ...

Core Insights - In October, US stock markets closed positively with all three major indices rising: Nasdaq up 0.61% and a cumulative increase of 4.7% for the month, S&P 500 up 0.26% with a 2.27% monthly gain, and Dow Jones up 0.09% with a 2.51% increase for the month [1] Market Performance - Nasdaq achieved a seven-month consecutive increase, while both Dow Jones and S&P 500 recorded six consecutive months of gains [1] - The Nasdaq China Golden Dragon Index rose by 0.53% but experienced a cumulative decline of 4.19% in October, ending a previous five-month winning streak [1] Notable Stock Movements - Micron Technology saw a significant rise of 33.82%, marking its third consecutive month of gains - Alphabet's Class A shares (Google A) increased by 15.67%, continuing a seven-month upward trend - Broadcom rose by 12.04%, also achieving a seventh consecutive month of growth - Amazon increased by 11.23%, Nvidia by 8.53%, TSMC by 7.57%, and Apple by 6.18%, with Apple experiencing its fifth consecutive month of gains - Tesla rose by 2.66%, marking its third consecutive month of increase - Microsoft saw a slight decline of 0.03%, while Meta Platforms dropped by 11.71%, marking its third consecutive month of decline [1] Top Market Capitalization - The top ten companies by market capitalization in the US stock market are Nvidia, Apple, Microsoft, Alphabet Class C, Alphabet Class A, Amazon, Broadcom, Meta, TSMC, and Tesla [1]

Market Overview - Amazon shares surged nearly 10% following strong earnings, boosting tech stocks, while major US indices closed higher. Apple opened high but closed slightly down. Meta fell 2.72%, marking a nearly 12% decline in October [3] - The 10-year US Treasury yield dipped by 0.4 basis points, with a weekly increase of 9.23 basis points. The dollar rose for three consecutive days, gaining 0.27% [3] - Bitcoin rebounded by 1.80%, testing $111,000, while Ethereum saw a rise of over 3.9% [3] - Spot gold decreased by 0.55%, trading at $4002, briefly falling below $4000. Oil prices fluctuated due to the situation in Venezuela [3] Key Economic Indicators - China's official manufacturing PMI fell to 49 in October, while the non-manufacturing index rose to 50.1, indicating expansion in three key sectors [22] - High-tech manufacturing, equipment manufacturing, and consumer goods sectors maintained expansion with PMIs of 50.5%, 50.2%, and 50.1% respectively [22] - The new orders index remained at 46.0%, indicating weak market demand in the non-manufacturing sector [22] AI Sector Developments - Nvidia reached a significant AI agreement with South Korean tech giants, deploying 260,000 Blackwell chips to create Asia's first "Industrial AI Cloud" [25] - The AI sector is witnessing a shift towards off-balance-sheet financing, with companies like Meta raising $30 billion through special purpose vehicles (SPVs) [26] Company Performance - The "hottest AI sector" saw mixed results, with "Yizhongtian" experiencing significant growth, while only Zhongji Xuchuang met high expectations with a steady increase in revenue and profit margins [23] - The lithium battery industry reported a notable recovery, with a 32.86% year-on-year increase in net profit for the first three quarters, driven by surging demand in energy storage [30] International Relations Impact - Xi Jinping emphasized the importance of open development and economic globalization during the APEC meeting, proposing five key suggestions to maintain trade stability and promote inclusive growth [20] - The meeting between Xi and Canadian Prime Minister Carney highlighted the need for mutual understanding and cooperation in various sectors, including trade and energy [20]

Market Overview - The market managed to avoid a crisis or significant decline in October, with the Dow finishing up 41 points and the NASDAQ increasing by 61 points [1] - Despite a strong opening, the market initially faced challenges but ultimately found stability [1] Company Performance - Amazon's stock surged nearly 10% to an all-time high, reflecting positive investor sentiment [2] - In contrast, Apple's stock opened strong but lost all its gains, indicating mixed performance among major tech companies [2] - Alphabet was the only major tech company to perform well, while Meta experienced a significant decline, dropping more than 100 points in two days [2] Investment Sentiment - Wall Street is skeptical about heavy capital spending in AI, particularly regarding Meta's strategy under Mark Zuckerberg [3][4] - Despite skepticism, there is a belief that owning strong stocks is a good defense in a challenging market, emphasizing the importance of a diversified portfolio [4] - Long-term investment is encouraged, with a focus on holding stocks rather than frequent trading [5] Economic Context - Many consumer-serving companies are facing challenges due to inflation, government shutdowns, and concerns about AI impacting jobs [6] - The earnings season has concluded without major disruptions, suggesting resilience in the market [6][7]

苹果公司公布亮眼财报，预告本季iPhone可望赶上假期商机，虽然大立光看11月拉货动能下降，但法人 认为追单效应可期，镜头供应商大立光、玉晶光，组装厂鸿海等本季运营仍有望上升；上季苹果笔记本 电脑业绩增长，也带旺MacBook系列笔记本电脑的主力供应商鸿海与广达。 年底销售旺季也是电脑业者冲刺业绩期，加上今年有Window 10停止更新议题，广达9月笔记本电脑出 货460万台，月增50万台，因客户新品与季底拉货效应；第三季度笔记本电脑出货1270万台，季增5%， 年增0.8%。预估笔记本电脑2025年全年出货将成长个位数百分比，AI服务器则按照客户规划出货。 大立光董事长林恩平对本季营运保守看待，先前在法说会表示，10月拉货动能和9月差不多，11月会比 较差，显现关税阴影未消，苹果在新机铺货潮后，对后市保守心态，但法人指出，苹果看旺耶诞旺季销 售，供应链追单效应值得期待。 鸿海先前指出，今年9月电脑终端产品类别与8月表现约略持平。展望后市，鸿海表示，第四季度AI机 柜出货持续放量，ICT产品进入下半年旺季，运营仍会逐季增长。 ...

*三大股指尾盘拉升，纳指涨0.6%； *中长期美债收益率窄幅波动，2年期美债仍在3.6%以上； *苹果跌0.4%，库克称公司面临供应链限制问题。 由于亚马逊乐观的盈利前景缓解了市场对人工智能（AI）领域过度支出的担忧，美国主要股指周五收 盘上涨。截至收盘，道琼斯工业平均指数上涨40.75点，涨幅0.09%，报47562.87 点；标准普尔500指数 涨0.26%，报6840.20点，纳斯达克综合指数涨0.61%，报23724.96点。 一周来看，道指累计上涨0.75%，纳指上涨2.24%，标普500指数上涨0.7%。此外，道指连续第六个月上 涨，创2018年1月以来最长连涨纪录，纳指连续第七个月上涨，创下自2018年1月以来最长连涨纪录，标 普指数连续第六个月上涨，创下自2021年8月以来最长连涨纪录。 市场概述 本周早些时候，人工智能热潮曾推动华尔街股市创下历史新高，但随后市场对微软和 Meta的大额支出 担忧，以及对美联储是否会进一步降息的疑虑，引发了投资者恐慌。 美联储如期宣布降息25个基点，符合广泛预期，不过美联储主席鲍威尔暗示12月再次降息并非 "必然结 果" 后，市场仍在适应这一政策前景的转变。联 ...

格隆汇11月1日｜美股三大指数集体收涨，纳指涨0.61%，标普500指数涨0.26%，道指涨0.09%。亚马逊 大涨超9%，创历史新高；特斯拉涨超4%，奈飞涨逾2%；Meta跌超2%，微软跌超1%，英特尔、苹果、 英伟达、谷歌小幅下跌。Illumina Inc.涨超24%，创2012年1月份以来最大单日涨幅。 纳斯达克金龙中国指数收涨0.53%。热门中概股中，小马智行初步收跌约5.7%，腾讯、阿里跌超2%，小 米、京东、百度跌超1%，网易则涨0.7%，理想涨1.6%，小鹏涨2.2%，蔚来涨3.3%。 ...

Big Tech companies including Meta, Microsoft, Alphabet, Apple, and Amazon all reported their quarterly earnings this past week. We speak to Wall Street insiders to analyze the results, key themes for investors including Ai capex spending, the outlook for growth, and opportunities for investors. For more of the latest Big Tech news, please visit: https://finance.yahoo.com/ #youtube #Meta #Amazon #Microsoft #Google #Alphabet #Apple About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date ...

Group 1: Tech Earnings Overview - The earnings season has shown a year-over-year increase of approximately 10% for S&P 500 earnings, with the tech sector experiencing a 20% rise [2] - Meta was the only major tech company that did not receive a positive reception during earnings reports, contrasting with the overall strong performance of other tech firms [1][2] - The tech sector's strong performance is expected to sustain the equity market rally, particularly as investors look to include major tech names in their portfolios [2] Group 2: Sector Rotation and Investment Opportunities - Many sectors are positioned for catch-up as they appear undervalued relative to the tech sector, which has driven up overall market valuations [3][4] - There are opportunities in cyclical and value sectors, particularly in quality dividend growth stocks that have lagged behind in the recent rally [5] - The net debt to EBITDA ratio for the S&P 500 is at an all-time low of 1.5 times, indicating high-quality large-cap stocks and potential for broad market rotation [6] Group 3: Federal Reserve and Interest Rates - The Federal Reserve's recent comments suggest that further cuts to interest rates will be challenging until inflation approaches 2% [7][8] - The current neutral position of the Fed indicates that the market may not face significant headwinds or tailwinds from interest rate changes in the near term [10][12] - The long-term interest rates are expected to remain stable, influencing large-cap stock valuations more than short-term rate changes [10][11] Group 4: Trade and Tariff Impacts - The recent de-escalation of trade tensions between the U.S. and China is viewed positively, but the long-term impacts of tariffs on inflation and GDP remain uncertain [14][16] - The economic principle of supply and demand suggests that tariffs could lead to a slight decrease in GDP if they remain high [15] Group 5: Company-Specific Insights - Apple's recent earnings report showed a revenue of $49.03 billion, slightly below expectations, but strong demand for the iPhone is anticipated heading into the holiday season [18][72] - Amazon's AWS segment reported a 20% growth, which is crucial for its overall performance, and the company is focusing on expanding its grocery business to compete with Walmart [25][36][52] - Meta's strategy of prioritizing AI infrastructure over immediate returns has led to a significant drop in its stock price, reflecting investor concerns about its long-term growth strategy [90][92]