【真灼财经】中美会谈达成多项协议；苹果预计市场表现乐观

Group 1 - The US and China have reached agreements on various issues, but the US will continue its investigation into China's compliance with the first phase of the trade agreement [1][7] - Apple anticipates a strong holiday season driven by the new iPhone launch, with CEO Tim Cook optimistic about growth in the Greater China market [1][4] Group 2 - The US stock market indices fell on Thursday, with Meta and Microsoft shares dropping due to concerns over rising AI spending, leading to declines in the Nasdaq and S&P 500 indices [2] - US Treasury yields and the dollar index continued to rise, indicating a reduced likelihood of a Federal Reserve rate cut in December [2] - Gold prices increased by over 2% due to Fed rate cut expectations and ongoing geopolitical uncertainties [2] Group 3 - Amazon's cloud computing services reported a 20% year-over-year revenue growth in Q3, marking the fastest growth rate in nearly three years, leading to a significant after-hours stock price increase [5] - Meta issued $30 billion in bonds, the largest high-rated corporate bond issuance of the year, with total subscriptions reaching $125 billion, setting a record for such transactions [5] - Nvidia plans to invest up to $1 billion in AI startup Poolside to strengthen its ecosystem [6] Group 4 - Goldman Sachs has raised its GDP and export growth forecasts for China, predicting a potential 10 basis point rate cut in Q4 [10] - Major Chinese state-owned banks, including Industrial and Commercial Bank of China, reported profit growth in Q3, with a decrease in asset impairment losses offsetting weaker profit performance [12]