Market Performance Summary - Changfei Optical Fiber Cable (06869) surged over 10% following an announcement regarding unusual trading volatility, with the company stating that related business has not yet significantly impacted financial data [1] - Jitu Express-W (01519) rose over 3% after announcing a plan to repurchase up to 10% of its Class B shares, with institutions optimistic about the company's overseas market share expansion [1] - Sanhua Intelligent Control (02050) fell over 7% after rumors of PharmAGRI signing a letter of intent with Tesla to deploy up to 10,000 Optimus Gen3+ humanoid robots were denied by Musk [1] - InnoCare Pharma (02577) increased over 1% after reports of collaboration with leading companies in the robotics field, successfully launching the world's first gallium nitride robot [1] - Evergrande Property Services (06666) rose over 3% as the liquidator received acquisition offers, indicating potential separation from the Evergrande Group [1] - NIO-SW (09866) increased over 5% ahead of the NIO Day 2025 event, where the new ES8 will be officially launched, with Everbright Securities optimistic about the company's cost reduction and efficiency improvement prospects [1] - SenseTime-W (00020) rose over 4% as Goldman Sachs upgraded its expectations for SenseTime-W's ToC business expansion, driven by generative AI and innovative business development [1] Additional Company Updates - Haijia Medical (06078) increased over 7% after the founder and controlling shareholder, Zhu Yiwen, purchased 1.6648 million shares [2] - Weimob Group (02013) surged over 11% after announcing plans to raise over HKD 1.5 billion through a share placement, with Wujing Capital becoming the largest single shareholder [2] - CATL (03750) rose nearly 2% after signing a five-year comprehensive strategic cooperation agreement with Li Auto to jointly promote battery technology innovation [2] US Market Highlights - TSMC (TSM.US) rose 2.23% as reports indicated it will begin mass production of 2nm process technology by the end of the year, with Apple securing half of the capacity for 2026 [3] - Palantir (PLTR.US) increased 5.13% as insiders revealed a forthcoming five-year agreement worth GBP 750 million with the Department of Defense [3] - Novo Nordisk (NVO.US) rose 6.27% after reporting positive results from Phase III clinical trials for its oral weight loss medication [3] - Micron Technology (MU.US) increased 5.56% as forecasts predict a comprehensive price increase in the storage market for Q4 [4] - CrowdStrike (CRWD.US) surged 12.82% after launching Threat AI, the industry's first intelligent threat intelligence system [5]

Core Viewpoint - The U.S. stock market showed mixed performance following the Federal Reserve's interest rate cut, with a notable surge in technology stocks, particularly Intel, which received a $5 billion investment commitment from Nvidia [1][3]. Market Performance - The Dow Jones Industrial Average decreased by 0.52 points to 46,017.80 points, while the Nasdaq Composite rose by 178.01 points, a 0.80% increase, reaching 22,439.336 points. The S&P 500 index increased by 27.23 points, or 0.41%, to 6,627.58 points [3]. - Despite volatility, the S&P 500 and Nasdaq indices are expected to record weekly gains of 0.2% and 0.5%, respectively, marking the sixth week of gains in seven weeks for the S&P 500 and the third consecutive week of gains for the Nasdaq [4]. Federal Reserve Actions - The Federal Reserve lowered its benchmark interest rate by 0.25 percentage points, with expectations of two more rate cuts this year, but only one in 2026. This decision was characterized as "risk management" by Fed Chair Jerome Powell, indicating a cautious approach rather than a shift to a long-term easing policy [3][4]. Company-Specific Developments - Intel's stock surged following Nvidia's announcement of a $5 billion investment aimed at joint development of data center and PC products, positively impacting other semiconductor stocks [3][5]. - Other notable company developments include: - Novo Nordisk's oral weight loss drug showing positive results in phase three clinical trials [5]. - Palantir securing a $750 million contract to expand in the UK market [5]. - Tesla receiving an order for 10,000 Optimus 3+ humanoid robots [5]. - Arvinas and Pfizer transferring commercialization rights for vepdegestrant [6]. - TSMC's stock rising as Apple secures over half of its 2nm capacity for next year [6].