Core Points - Australian airline company disclosed that 5.7 million customers' private data has been leaked online due to a cyber attack [1] - The attack was reported in July, where hackers accessed a computer system managed by a third-party organization [1] - The third-party organization mentioned is the American software company, ServiceNow [1] - Other major multinational companies also suffered data breaches, including Disney, IKEA, Google, Toyota, and McDonald's [1]

Core Viewpoint - U.S. stock indices opened slightly higher, with the Dow Jones up 0.11%, S&P 500 up 0.12%, and Nasdaq up 0.04% [1] Company Performance - Ferrari shares fell over 13% following the announcement of its 2030 plan [1] - Delta Air Lines stock rose 7.6% after reporting third-quarter earnings that exceeded expectations, indicating strong market demand for the upcoming year [1] - Akero Therapeutics saw a rise of approximately 17% after Novo Nordisk announced a $5.2 billion acquisition of the company [1] Industry Trends - Rare earth and critical mineral stocks experienced an uptick, with USA Rare Earth increasing by about 8% [1]

Core Viewpoint - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.29% and the Hang Seng Tech Index decreasing by 0.66% [1] Market Performance - The Hong Kong stock market closed with the Hang Seng Index down by 0.29% and the Hang Seng Tech Index down by 0.66% [1] - The Hong Kong Technology ETF (159751) decreased by 0.08%, while the Hang Seng Hong Kong Stock Connect ETF (159318) fell by 0.41% [1] Sector Performance - Passenger airlines and the metals and mining sectors showed positive performance, while the biotechnology and pharmaceutical sectors faced declines [1] Individual Stock Movements - Notable gainers included: - Hang Seng Bank up by 25.88% - ZTE Corporation up by 12.4% - China Railway up by 10.08% - Jiangxi Copper up by 8.18% - Luoyang Molybdenum up by 7.86% - Lenovo Group up by 7.26% - Mixue Group up by 6.99% - China Aluminum up by 5.48% - Zijin Mining up by 5.43% - CRRC Corporation up by 5.17% - China General Nuclear Power up by 4.76% - ZTO Express up by 4.2% - China Coal Energy up by 4.15% [1] - Significant decliners included: - Crystal International Holdings down by 13.91% - Shandong Hi-Speed down by 19.7% - Shanghai Electric up by 17.4% [1]

Core Viewpoint - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.04% and the Hang Seng Tech Index increasing by 0.63% [1] Sector Performance - The passenger airline and metals & mining sectors experienced notable gains, while the biotechnology and pharmaceutical sectors faced significant declines [1] Individual Stock Movements - Notable gainers included: - Hang Seng Bank up by 26.3% - Jiangxi Copper (600362) up by 11.19% - ZTE Corporation (000063) up by 10.73% - China Railway (601390) up by 9.04% - Mixue Group up by 8.96% - Luoyang Molybdenum (603993) up by 8.04% - Hua Hong Semiconductor up by 6.75% - Lenovo Group up by 6.41% - Zijin Mining up by 5.48% - China General Nuclear Power (601766) up by 5.44% - China CRRC (601766) up by 4.17% [1] - Significant decliners included: - Innovent Biologics down by 9.68% - Shandong Hi-Speed down by 12.55% [1] - Shanghai Electric (601727) saw a substantial increase of 15.72% [1]

Group 1 - The U.S. government shutdown has led to a decline in the stock market, with S&P 500 futures down 0.6% and Nasdaq 100 futures down 0.75% [2] - The shutdown threatens to interrupt the S&P 500's 14% increase this year, raising concerns about the resilience of the labor market [5] - Research indicates that the shutdown could increase the U.S. unemployment rate from 4.3% to 4.7%, with potential mass layoffs by Trump exacerbating economic pain [5] Group 2 - Historical data shows that the stock market generally reacts mildly to government shutdowns, but defense contractors and airlines may face higher volatility due to reduced government revenue and federal employee travel [5] - Citigroup emphasizes that the duration of the shutdown is critical; longer shutdowns typically weaken stocks and strengthen bonds [6] - The Congressional Budget Office estimates that approximately 750,000 federal employees will be forced to take leave due to the shutdown [6] Group 3 - The absence of key economic data, particularly the non-farm payroll report, raises concerns among investors about the labor market's health [6] - Historically, stock markets have tended to rise during government shutdowns, with the S&P 500, mid-cap 400, and small-cap 600 indices averaging over 3% gains during the last five shutdowns [6]

Major Developments - Weimob Group (02013) has established Weimob Overseas and become the exclusive strategic partner of Genstore.ai in China [1] - Postal Savings Bank of China (01658) plans to absorb and merge its wholly-owned subsidiary Postal Huijia Bank [1] - Xixiang Group (02473) has reached a strategic cooperation intention with Smart Donkey to jointly create high-value urban delivery solutions [1] - Jiufang Zhitu Holdings (09636) has subscribed to shares of EXIO Group Limited to accelerate the layout and market expansion of overseas digital asset business [1] - Fubo Group (03738) plans to issue zero-coupon convertible bonds worth HKD 1.6 billion due in 2026 to enhance AIGC and RWA business [1] - Tencent Holdings (00700) has completed the issuance of HKD 9 billion notes [1] - Yuan Da Pharmaceutical (00512) has received a drug registration certificate for Quqianlian Injection (20ml: 50mg) [1] - Cathay Pacific Airways (00293) reported a 28% year-on-year increase in passenger volume for the first eight months [1] Buybacks and Shareholding Changes - Tencent Holdings (00700) repurchased 867,000 shares for HKD 550 million on September 23 [1] - Midea Group (00300) repurchased 2.72 million A-shares for HKD 200 million on September 23 [1] - Anta Sports (02020) repurchased 2.12 million shares for HKD 200 million on September 23 [1] - SF Holding (06936) spent approximately HKD 80.8 million to repurchase 202,000 A-shares on September 23 [1] - Wanka Yilian (01762) saw major shareholders Gao Dinan and Jiang Yu each increase their holdings by 200,000 shares [1] - China Software International (00354) received an increase of 1.5 million shares from major shareholder Chen Yuhong [1] - Zhejiang Shibao (01057) saw its controlling shareholder Shibao Holdings reduce its stake in the company by 1.5% [1]

大公司： 国泰航空恢复西雅图航线每周五对直航往返航班 36氪获悉，国泰航空宣布，将于2026年3月30日起，重启直航往返西雅图航线。西雅图将成为国泰在北 美地区的第九个客运航点，进一步提升香港枢纽的环球网络联系。在2026年夏季，国泰每周将提供超过 110对往返北美的航班，目的地包括波士顿、芝加哥、达拉斯、洛杉矶、纽约、旧金山、西雅图、多伦 多和温哥华。 马斯克称明年SpaceX可能将全球总有效载荷的95%送入轨道 一位X用户援引最新的火箭发射市场份额报告称："SpaceX在第二季度发射了88.5%的卫星，2025年剩余 时间有望达到埃隆·马斯克90%的份额遇刺。按送入轨道的重量计算，SpaceX占全球总量的86%。"马斯 克回应称："一旦星舰飞船明年带着真正的有效载荷频繁飞行，那么SpaceX可能会将全球总有效载荷的 95%送入轨道，尽管其他国家，尤其是中国，仍在继续增长。到2027年，这一比例可能高达 98%。"（新浪财经） 百度文库：智能PPT能力月访问量超3400万 36氪获悉，近日，国家工业信息安全发展研究中心（简称"国家工信安全中心"）发布《大模型赋能智慧 办公评测报告——PPT生成》，选取8个常 ...

Group 1 - The market's focus has shifted from concerns about the global trade war to expectations of interest rate cuts by the Federal Reserve, with the S&P 500 index rising 32% since Trump's announcement of global tariffs in April [1] - Analysts are rapidly raising earnings expectations, reflecting confidence in U.S. corporate growth, which supports the bullish trend of the S&P 500 [2] - Corporate earnings for the second quarter grew by 11%, exceeding prior expectations, and consumer resilience along with ongoing AI spending is driving upward revisions in earnings forecasts for the next three quarters [3] Group 2 - The impact of tariffs is currently limited, with some companies facing individual negative effects, but overall market resilience is attributed to reduced uncertainty around trade policies [4] - The Bloomberg Global Trade Uncertainty Index has fallen to its lowest level of the year, contributing to the S&P 500's rise since its peak in April [4] - Analysts suggest that while tariffs are not the primary focus for investors at the moment, they may regain attention during the upcoming earnings season [4]

Group 1: Airline Developments - Emirates Airlines will launch a daily passenger route from Dubai to Hangzhou starting October 26, using Airbus A350 aircraft, as part of its strategy to enhance its presence in the Chinese market [2] - Flydubai has signed an interline agreement with TAROM, enabling passengers to connect to 15 European destinations through Bucharest International Airport, reinforcing Dubai's position as a global aviation hub [3] Group 2: Economic Growth and Trade - The UAE's GDP is projected to grow by 3.9% in Q1 2025, reaching AED 455 billion (approximately USD 124 billion), with non-oil GDP contributing a record 77.3% to the overall GDP [2] - Dubai's non-oil foreign trade surged by 24% in the first half of 2025, highlighting its leading role in economic diversification despite challenges such as weak demand and rising wage pressures [3] Group 3: Real Estate Developments - Binghatti has launched the Binghatti Skyblade project in Dubai, valued at AED 2 billion (approximately USD 544 million), featuring 621 high-end residential units [4] - Sharjah's real estate transactions reached AED 270 billion (approximately USD 73 billion) in the first half of the year, attracting over 6,600 investors from 109 countries [5] - Ajman's real estate market saw a 21% increase in August 2025, with total transactions amounting to AED 1.9 billion (approximately USD 517 million) [5] Group 4: Events and Exhibitions - The 46th "Big 5 Global" exhibition will take place in Dubai from November 24 to 27, featuring over 2,800 exhibitors and 8,500 industry experts, focusing on the construction sector [4] Group 5: Investment and Innovation - Qatar Investment Authority (QIA) has made a strategic investment in PsiQuantum, participating in a USD 1 billion Series E funding round aimed at developing a commercially viable fault-tolerant quantum computer [10] - The Qatar Investment Promotion Agency showcased Qatar's strategic advantages at the 10th Belt and Road Forum, promoting investment opportunities in key sectors [6]

Group 1: Shangri-La Group Financial Performance - Shangri-La Asia Limited reported a consolidated revenue of $1.056 billion for the six months ending June 30, 2025, representing a 0.7% increase from $1.049 billion in the same period last year [1] - The earnings before interest, taxes, depreciation, and amortization (EBITDA) remained stable at $252 million, with a comprehensive profit margin of 23.8%, down 0.3 percentage points from 24.1% year-on-year [1] - The operating profit attributable to the company's owners was $50.9 million, a decrease of 13.9% from $59.1 million in the previous year [1] Group 2: New Hotel Openings - The Waldorf Astoria Osaka has opened, designed by architect Tadao Ando, featuring a harmonious blend of traditional Japanese aesthetics and modern skyscraper style [6] - The Kuala Lumpur Park Hyatt Hotel opened on August 7, 2023, located on the 75th to 114th floors of the Merdeka 118 tower, showcasing a design that incorporates local craftsmanship and contemporary art [8] Group 3: Travel Trends and Developments - Booking.com released its 2025 China Outbound Travel Trends Report, highlighting Thailand, Japan, and South Korea as popular destinations, with safety being a key factor for travelers [10] - Ras Al Khaimah appointed Phillipa Harrison as the new CEO of its Tourism Development Authority, aiming to enhance its position as a global leader in sustainable tourism [12] Group 4: Cruise and Yacht Developments - Royal Caribbean's "Icon of the Seas" has officially set sail, featuring eight themed neighborhoods and a variety of family-friendly experiences [14] - Aman announced its first luxury yacht, Amangati, set to launch in 2027, featuring 47 suites and a range of high-end amenities [15][18] Group 5: Airline Developments - Korean Air plans to purchase 103 new Boeing aircraft and 19 spare engines, with deliveries scheduled before the end of 2030 [24] - 吉祥航空 launched a new initiative in collaboration with Sign Language Planet to enhance accessibility for travelers with disabilities [22]