硅谷教父彼得蒂尔：清仓英伟达｜首席资讯日报

Group 1 - Taobao's Double 11 global sales results show that dozens of brands achieved over 10 million in overseas transactions, with more than 200,000 contracted merchants doubling their sales, outpacing the overall growth rate of Taobao's international market by three times [2] - The number of daily overseas orders during the Double 11 period experienced double-digit growth, indicating the success of the globalized "Double 11" model [2] Group 2 - Indonesia plans to impose an export tax of 7.5% to 15% on gold products starting in 2026, with different tax rates based on the processing level of the gold to support domestic refining and processing industries [3] - From January to October, China's general public budget revenue reached 186.49 billion, a year-on-year increase of 0.8%, with tax revenue at 153.36 billion, up 1.7%, while non-tax revenue fell by 3.1% [4] Group 3 - Meituan Health and SF Express have established a pharmaceutical e-commerce air logistics center in Ezhou, Hubei, which is the first of its kind to operate in close proximity to a cargo airport, enabling same-day delivery to 35 cities and next-day delivery to 318 cities [5] - ByteDance's researcher was dismissed for leaking confidential information through paid interviews, highlighting the importance of information security within the company [6] Group 4 - Morgan Stanley predicts that the yield on 10-year U.S. Treasury bonds will decline to 3.75% by mid-2026, with a potential 50 basis point rate cut by the Federal Reserve [7] - A new joint venture, Hengyuan Zhiyi Intelligent Technology, has been established to focus on the development of intelligent robots and AI applications, indicating growth in the robotics sector [8] Group 5 - Tesla is set to go to court against Wuyou Media over a contract dispute, with the hearing scheduled for November 24 [9] - Ubisoft is rumored to have been acquired, following a sudden halt in stock trading and a delay in financial report release, suggesting significant developments within the company [10] Group 6 - Alibaba's new AI application, Qianwen, faced service interruptions due to overwhelming user traffic, which quickly became a trending topic on social media [11] - Peter Thiel has completely divested from Nvidia, indicating a significant shift in investment strategy [12] Group 7 - Yum China aims to increase KFC's store count by approximately one-third to over 17,000 by 2028, targeting a high single-digit annual compound growth rate in system sales from 2026 to 2028, with a goal of surpassing 10 billion RMB in operating profit by 2028 [13]