【真灼财经】美联储官员为降息预期降温；中国信贷数据增长疲软

Group 1: Economic Indicators and Market Reactions - Multiple Federal Reserve officials have expressed hawkish views, questioning the necessity of a rate cut in December, leading to a market prediction of less than 50% probability for a rate cut [1][4] - The U.S. stock market saw significant declines, particularly in tech stocks like Nvidia, due to inflation concerns and diverging views among Federal Reserve policymakers regarding the health of the U.S. economy [2][4] - China's social financing increment in October reached its lowest level in over a year, indicating nearly dried-up loan demand, with expectations of slowing industrial output and retail sales growth [1][7] Group 2: Company-Specific Developments - Tesla is reportedly developing features to support Apple's CarPlay system, currently in the testing phase [5] - Tencent's third-quarter revenue exceeded expectations, aided by an agreement with Apple to handle payments for WeChat mini-games and mini-programs, taking a 15% cut [9] - JD.com reported a 15% year-on-year revenue growth in the third quarter, driven by government-led consumption subsidies and strong expansion into new business areas like food delivery [9] Group 3: International Relations and Trade - The European Council agreed to eliminate customs exemptions for packages valued under 150 euros, a move aimed at better managing the surge in small packages, particularly from China [7] - Germany's Chancellor announced that Chinese suppliers like Huawei will be excluded from future telecommunications networks for security reasons, particularly for the 6G network [7][9] - The U.S. President indicated a willingness to remove tariffs on fentanyl-related products from China if the country takes strict measures against fentanyl exports [4][9]