Group 1 - The Hong Kong stock market experienced a strong rebound on October 20, with the Hang Seng Tech Index rising over 2.5%, driven by major tech stocks like NetEase, Alibaba, and Tencent [1] - Positive signals contributing to the market's recovery include new developments in US-China economic communication, with a video call held on October 18 between Chinese and US officials agreeing to expedite new trade consultations [1] - Southbound capital showed strong buying interest during the recent market pullback, with a net inflow of 450.89 billion HKD from October 13 to October 17, marking the highest inflow in five weeks and maintaining a streak of 22 consecutive weeks of net inflow [1] Group 2 - UBS Global Wealth Management upgraded its rating on global equities to "attractive," citing expected productivity gains from AI spending and a favorable policy environment, while also raising the rating on Chinese tech stocks to the most attractive due to confidence in their ability to monetize AI [1] - The Hang Seng Tech Index ETF (513180) is currently valued at a price-to-earnings ratio of 22.13, which is below 75% of its historical valuation since inception, indicating potential for future growth [2] - The domestic AI industry made significant progress with Alibaba Cloud's "Aegaeon" solution addressing GPU resource waste in AI model services, highlighting advancements in the sector [2]

每经记者｜王琳 每经编辑｜程鹏 张喜威 王瀚黎 潘海福 标题点睛： 10月19日上午，国家安全机关披露了美国国家安全局（以下简称NSA）对国家授时中心（以下简称"授时中心"）实施重大网络攻击活动。国家安全机关调 查发现，2023年8月至2024年6月，美方又专门部署新型网络作战平台，先后启用42款特种网攻武器，对国家授时中心多个内部网络系统实施高烈度攻击， 伺机进一步渗透至高精度地基授时系统。中国科学院国家授时中心综合办公室副主任魏栋称，时间差一毫秒，变电站就会时序混乱，造成大面积的停电。 时间差一微秒，国际股市的交易就可能会有几千亿的变化。时间差一纳秒，也就是10亿分之一秒，北斗的定位精度就会差30厘米，同时也会影响到人们日 常通信，无线电载波无法同步，手机通话和上网无法实现。时间差一皮秒，也就是10万亿分之一秒，月壤采集车和嫦娥飞船的定位就会产生几公里的偏 差，可能造成"嫦娥"无法成功返回。 10月17日，吉林省发改委副主任赵姝丽在新闻发布会上介绍，《长春都市圈发展规划》已于8月22日正式获得国家发展改革委复函。这表明，长春都市圈 成为继沈阳之后，东北地区又一个"国家级都市圈"。 位于法国首都巴黎的卢浮宫 ...