Apple(US:AAPL) Hua Er Jie Jian Wen·2025-10-20 23:01Market Overview - Trade tensions are easing, leading to a two-day rise in US stocks, with all three major indices up over 1% [3] - Apple shares rose nearly 4%, reaching a historical high for the first time this year, while Nvidia fell 0.3% [3] - The chip index rebounded over 1%, with AMD gaining over 3% [3] - Gold prices hit a six-day high, with futures nearing $4,400, up over 4% [3] - Bitcoin rose over 3%, surpassing $111,000 [3] Key Economic Indicators - China's Q3 GDP grew by 4.8% year-on-year, with a 5.2% growth for the first three quarters [4][18] - Retail sales in September grew by 3%, slowing from August [4][25] - Fixed asset investment in China fell by 0.5% year-on-year, with real estate investment down 13.9% [4][25] - The LPR remained unchanged for the fifth consecutive month, with the 5-year LPR at 3.5% and the 1-year LPR at 3% [4][19] Company Highlights - CATL reported a Q3 revenue increase of 12.9% and a net profit rise of 41.21% to 18.5 billion yuan [8][26] - Apple's stock reached a historical high, with a market value surpassing Microsoft, driven by strong iPhone 17 sales, which were 14% higher than the previous model's launch [9][22] - Amazon's AWS services experienced a large-scale outage affecting thousands of users, including Coinbase and Robinhood [10][22] Industry Developments - The Australian government signed an $8.5 billion critical minerals project agreement with the US, with over $3 billion in investments expected in the next six months [5][20] - Vietnam's real estate market faced significant issues, with a stock market drop of over 5%, marking the largest single-day decline in six months [6][20] - The robotics sector saw advancements with the release of the Unitree H2 humanoid robot, showcasing enhanced capabilities [21]