Hua Er Jie Jian Wen·2025-10-02 23:23Market Overview - US stock indices reached new highs despite data absence, with Nvidia hitting a three-day high and AMD rising over 3% [2] - Tesla's Q3 delivery of 497,000 units exceeded expectations but saw a drop of over 5% in stock price after initial gains [4][11] - Morgan Stanley raised Alibaba's target price, highlighting the potential of converting AI cloud tokens into e-commerce commission rates [4][12] Economic Indicators - The US government is preparing to release non-farm employment data, with the Labor Statistics Bureau reportedly ready to publish September labor data [8] - The ADP data showed a reduction of 43,000 jobs due to a recalibration adjustment, indicating reliance on official non-farm data [9] Commodity Market - Oil prices fell for four consecutive days, reaching a four-month low, with WTI crude oil down 2.10% to $60.48 per barrel [5] - Gold prices saw a decline after hitting a historical high, with COMEX gold futures down 0.45% to $3,879.90 per ounce [5] International Relations - Putin stated that restoring comprehensive relations with the US aligns with Russia's national interests, emphasizing the importance of bilateral cooperation [10][11] - The Russia-Iran strategic partnership treaty has officially come into effect, marking a significant milestone in bilateral relations [11] Company Performance - Samsung and SK Hynix stocks surged after preliminary supply agreements with OpenAI for the "Stargate" project, with increases of 4.5% and 9.7% respectively [15] - Bridgewater's flagship fund saw a 26.4% increase this year, potentially marking its best performance since 2010 [15]