Intel(US:INTC) Sou Hu Cai Jing·2025-10-25 19:11Group 1 - The Chinese assets are becoming increasingly attractive, with the Nasdaq Golden Dragon Index rising by 1.66%, driven by significant gains in Alibaba (3.64%), Baidu (2.9%), and JD.com (2.1%) [1] - Goldman Sachs predicts a 30% increase in the Chinese stock market over the next three years, citing an 80% rebound in the MSCI China Index since its 2022 low and expected corporate earnings growth of 12% [1][2] - Morgan Stanley highlights that global capital allocation to Chinese stocks remains "pitifully low," indicating potential for further investment [1] Group 2 - Intel reported a third-quarter revenue of $13.65 billion, marking a significant turnaround from a loss of $0.46 per share last year, with a gross margin of 40% exceeding expectations [2] - The Federal Reserve may halt quantitative tightening (QT) as early as next week, which could lead to increased liquidity in the market, reversing the previous trend of withdrawing liquidity [2] - The WTI crude oil price surged by 5.62% to $61.79 per barrel, signaling a potential shift in global capital allocation as liquidity conditions change [4] Group 3 - Gold prices rose by 1.62% to $4,131 per ounce, with analysts suggesting that central banks and wealthy investors are accumulating gold, anticipating a new era of liquidity [4] - Goldman Sachs maintains a bullish outlook on gold, projecting a target price of $4,900 per ounce by the end of 2026, emphasizing the potential for upward price movement [4] - The current market dynamics suggest that the upcoming FOMC meeting in October could lead to significant shifts in global capital markets, particularly if the Fed stops its tightening measures [6]