Feng Huang Wang Cai Jing·2025-10-13 13:42Market Overview - US stock indices opened higher with the Dow Jones up 0.79%, Nasdaq up 1.71%, and S&P 500 up 1.18% [1] - Rare earth stocks surged, with USA Rare Earth rising over 18% and Critical Metals increasing over 13% [1] - Broadcom shares increased by over 8% following a strategic partnership announcement with OpenAI [1] - Kingsoft Cloud saw a rise of over 6% [1] Company News - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, making many users' computers more vulnerable to cyberattacks [2] - Users are encouraged to upgrade to Windows 11, but older devices may not meet hardware requirements, leading to potential costs for extended security updates [2] - Tesla's Shanghai Gigafactory has begun ramping up production for Q4, with a record delivery of 497,000 vehicles globally in Q3 2025 [3] - MKS Inc., a supplier for TSMC, is reportedly considering selling its specialty chemicals division for $1 billion to focus on semiconductor supply [4] - Strategy acquired 220 bitcoins for approximately $27.2 million, achieving a 25.9% return year-to-date in 2025 [5] - XPeng's subsidiary has secured orders for 600 flying cars in the Middle East, marking the largest overseas order in this sector [6] - UBS forecasts that Nvidia's demand for CoWoS wafers will reach 678,000 units by 2026, a nearly 40% increase from this year [7]