Zhi Tong Cai Jing·2025-10-28 14:15Group 1 - The U.S. stock market opened slightly higher, with the Nasdaq up 0.47%, and notable tech stocks like Microsoft and Apple seeing gains, with Microsoft approaching a market cap of $4 trillion [1] - Microsoft signed a deal to purchase an additional $250 billion worth of Azure services from OpenAI, indicating strong demand for cloud services [1] - Apple's stock rose 0.2%, marking its market cap surpassing $4 trillion for the first time, making it the third company to reach this milestone [1] Group 2 - Morgan Stanley analyst Samik Chatterjee projected that Apple's services business will account for one-quarter of its total revenue, contributing up to 50% of profits, highlighting the strong user engagement with products like Apple Pay and iCloud [1] - The bullish sentiment on Wall Street is increasing rapidly due to favorable macroeconomic conditions, continuous capital inflows, and seasonal trends, with the S&P 500 index recently closing at a record 6875 points [1] - Many strategists believe the market is poised to break the 7000-point barrier, with 7500-7700 points being the next target range [1]