苹果、奈飞等：产品计划调整，Q3业绩有喜有忧

Market Overview - US stock index futures showed mixed results, with Nasdaq futures down 0.14%, S&P 500 futures up 0.07%, and Dow futures up 0.05% [1] - Major European indices declined, with Germany's DAX down 0.13%, France's CAC down 0.22%, and the Europe Stoxx 50 down 0.15%, while the UK FTSE 100 rose by 0.94% [1] Company Developments - OpenAI launched a new browser, ChatGPTAtlas, featuring an integrated Agent mode [1] - Google is in talks with Anthropic to provide cloud computing services, with a contract value potentially reaching several billion dollars [1] - Apple is facing delays with its foldable iPad project, which may be postponed until 2029 or later, and has reduced production orders for iPhone Air while increasing orders for other iPhone 17 models [1] - Meta is collaborating with Blue Owl Capital on a $27 billion AI data center project, planning to invest $150 billion in the US over the next five years [1] - Alibaba Cloud expanded its Tongyi Qianwen Qwen3 - VL family, adding two new model sizes [1] - Rio Tinto is evaluating a potential asset swap with China Aluminum Group [1] Financial Performance - Netflix reported Q3 net profit of $2.547 billion, below expectations, and lowered its operating margin guidance for the year to 29% [1] - Texas Instruments Q3 revenue grew 14% year-over-year to $4.742 billion, but Q4 outlook fell short of expectations [1] - Intuitive Surgical's Q3 revenue increased by 22.9% year-over-year to $2.505 billion, with adjusted earnings per share of $2.40, exceeding expectations [1] - Mattel's Q3 sales declined by 6% year-over-year to $1.74 billion, with adjusted earnings per share of $0.89, falling short of expectations [1] - Vale's Q3 iron ore production rose by 3.8% year-over-year to 94.4 million tons, with sales increasing by 5.1% to 86 million tons [1] Industry News - Japan warned that the ban on electric bicycles in Hanoi, Vietnam, could impact Honda's business and potentially lead to job losses [1] - Charter Communications, a major US cable company, is laying off nearly 1,200 employees to streamline operations [1] - Beyond Meat's stock surged for two consecutive days as the company expanded its partnership with Walmart to increase product availability in more US stores [1]