AMD(US:AMD) Sou Hu Cai Jing·2025-11-03 05:37Group 1: Market Performance - Major tech companies like Meta and Microsoft reported earnings below market expectations, leading to a decline in large tech stocks. However, strong Q3 earnings from Apple and Amazon alleviated concerns about an AI bubble, resulting in a rebound in the US stock market. The Dow Jones increased by 0.75%, the S&P 500 rose by 0.71%, and the Nasdaq surged by 2.24% [1] - International oil prices fell due to expectations that OPEC+ will continue its production increase plan in December amid insufficient demand growth. West Texas Intermediate (WTI) crude oil futures dropped by 0.85%, while Brent crude oil futures decreased by 1.32% [3] Group 2: Precious Metals Market - The international gold price fell by over 3% last week, influenced by profit-taking by investors, easing concerns over international trade tensions, and a rebound in investor risk appetite. The gold price declined by 3.41% [5] Group 3: Economic Indicators - The Bank of England is set to announce its latest interest rate decision, with expectations that the base rate will remain at 4% until clearer signs of economic slowdown emerge. However, Goldman Sachs suggests a potential 25 basis point cut due to lower-than-expected CPI growth in September [7] - Important employment data from the US, including the ADP employment report, is scheduled for release, while manufacturing PMI data will be published across the UK, US, and Eurozone. The US ISM manufacturing PMI is expected to show a slight increase, raising concerns about persistent inflation [9] Group 4: Upcoming Earnings Reports - This week, 129 companies in the S&P 500, including AMD and Qualcomm, will release their earnings reports. AMD is particularly favored due to strong performance in its data center business, with expectations of double-digit revenue growth in Q3. The performance of chip and consumer sector companies will be crucial in assessing the resilience of AI investments and domestic demand [11]