Sou Hu Cai Jing·2025-11-03 23:24Group 1 - U.S. manufacturing activity has contracted for the eighth consecutive month, with output declining and demand remaining weak [1] - The U.S. has become the first country to export 10 million tons of liquefied natural gas in a single month [4] - OpenAI has signed an agreement to procure $38 billion worth of computing resources from Amazon Web Services [9] - Microsoft has received permission to export Nvidia chips to the UAE [10] - Tesla's sales in the European market have significantly declined for several consecutive quarters [11] - Starbucks is selling 60% of its China business to Boyu Capital for $4 billion [12] - Alphabet has increased its dollar bond issuance scale to $17.5 billion [14] Group 2 - Federal Reserve Governor Cook believes the risk of a weakening labor market is greater than the risk of rising inflation, but she did not explicitly support another rate cut next month [15] - Federal Reserve's Daly stated that the 50 basis points cut this year has positioned the Fed more favorably, and decision-makers should remain open to the December rate decision [16] - Federal Reserve official Goolsbee indicated that interest rates are expected to stabilize at levels significantly lower than current rates, with a higher threshold for a rate cut in December compared to October [17] - Analysts predict Nvidia's market value could reach $8.5 trillion [18] - Notable bull Yardeni expresses skepticism about the U.S. stock market nearing a correction, indicating uncertainty in the year-end rally [19] - U.S. stock market showed mixed results, with Amazon driving the Nasdaq higher; popular Chinese stocks had mixed performances, with TSMC up 1.47% and Alibaba down 1.61% [20]