今夜！跳水

Market Overview - The U.S. stock market showed mixed performance on October 30, with the Dow Jones rising over 200 points, while the Nasdaq dropped approximately 1% and the S&P 500 fell about 0.5% [1] Company Performance - Major tech companies reported quarterly earnings, with Alphabet's stock increasing around 5% due to strong performance, while Meta and Microsoft saw declines of 11% and 3% respectively, raising investor concerns about their spending outlooks [2][3] - Meta Platforms experienced a significant drop of 11.72%, while Microsoft fell by 3.43%, indicating a shift of funds away from the tech sector [3] - Eli Lilly's strong earnings and guidance boosted healthcare stocks, with its share price rising by 4% [3] Sector Rotation - Analysts noted a rotation towards value stocks, with financials like JPMorgan and Goldman Sachs performing well, while technology stocks faced selling pressure [4] - The day was characterized as a "value stock day," suggesting a natural and healthy shift in investor sentiment [4] AI Sector Insights - The importance of AI spending for the bull market was highlighted, with any disappointing updates on spending or technological progress likely to impact trader sentiment [5] - Analysts emphasized that the key focus for investors regarding large tech earnings is which company can sustain its position in the AI race, as no company can maintain such high AI spending indefinitely [5] - UBS expressed confidence that AI-related stocks will continue to drive market performance, suggesting that underexposed investors should diversify their exposure to this theme [5]