Market Overview - The Hong Kong pharmaceutical sector experienced a significant decline, with multiple stocks opening down over 10% due to reports of the Trump administration planning to restrict Chinese pharmaceuticals [1] - Green Heart Group (00094) saw a surge of over 83% upon resuming trading after selling New Zealand forestry assets and proposing a special dividend of 0.01 HKD per share [1] - Kaizhile Group (02122) rose over 62% as the company entered the TCG market and formed an operational service partnership with Pokémon [1] - COFCO Joycome (01610) increased by over 6% following reports of an upcoming meeting on pig production capacity regulation [1] - Goldwind Technology (02208) fell by 4.1% as the company plans to invest 18.92 billion CNY in a wind power hydrogen ammonia project [1] - Qianxun Technology (01640) rose over 3% with explosive revenue growth in the first half of the year, particularly in e-commerce [1] - Jiali International (01050) surged nearly 15.2%, doubling its stock price this month as it actively engages with NVIDIA [1] - Changfei Optical Fiber and Cable (06869) increased over 18% due to rising demand for AI-driven data center interconnects, with institutions optimistic about the company's core benefits [1] - Shenzhou Holdings (00861) opened up over 7.5%, driven by hot concepts and performance growth [1] - Jiajie Ankang-B (02617) rose over 8%, with a market capitalization exceeding 40 billion HKD after the approval of its II phase clinical trial for Engeletin [1] US Market Highlights - Oracle (ORCL.US) surged by 35.95% following a shocking 55 billion USD order, increasing its market capitalization by over 270 billion USD [2] - TSMC (TSM.US) rose by 3.79%, achieving the second-highest revenue in August and a record for the same period in previous years [2] - Synopsys (SNPS.US) plummeted by 35.84% due to Q3 performance and Q4 guidance falling short of expectations [2] - Bilibili (BILI.US) increased by 2.59%, anticipating the launch of a new card game titled "Three Kingdoms: Hundred Generals Card" during the upcoming Spring Festival [2] - NVIDIA (NVDA.US) rose by 3.85% after announcing the release of the Rubin CPX, set to launch by the end of 2026 [2] - GDS (GDS.US) fell by 2.22% as Oracle's cloud business growth expectations ignited enthusiasm in the data market [2] - Faraday Future (FFAI.US) increased by 3.09% as it regained normal public company status through compliance supervision [2] - Tuniu (TOUR.US) rose by 3.67% as travel bookings for the National Day holiday showed significant improvement [2] - Apple (AAPL.US) declined by 3.23% due to market dissatisfaction with its "incremental" updates during the autumn product launch event [2] - ARM (ARM.US) increased by 9.47% after announcing the release of its next-generation chip design, Lumex [3] - Broadcom (AVGO.US) rose by 9.77%, with the CEO predicting that AI revenue will surpass other revenue streams within two years [3]

Core Viewpoint - ARM's stock rose over 7.5% to $151.45, reaching a new high since late July, following the announcement of its new chip design, Lumex, optimized for AI operations on mobile devices without internet access [1] Group 1: Product Development - ARM introduced the Lumex chip design, which is categorized into four types, including designs with lower computational power but higher energy efficiency suitable for wearables like smartwatches [1] - The high-performance design of Lumex aims to run large AI model software on high-end smartphones without needing cloud access [1] - Lumex design is optimized for the 3nm manufacturing node, indicating a focus on advanced technology [1]

Group 1: Market Performance - US stock index futures showed mixed results, with Nasdaq futures up 0.32% and S&P 500 futures up 0.34%, while Dow futures fell 0.16% [1] - European stock indices experienced slight increases, with Germany's DAX up 0.04%, UK's FTSE 100 up 0.12%, France's CAC up 0.48%, and the Euro Stoxx 50 up 0.31% [1] Group 2: Company Updates - Deutsche Bank raised its year-end target for the S&P 500 index to 7000 points, while Barclays increased its target to 6450 points [1] - Apple held its fall product launch event, introducing AirPods Pro, three new Apple Watch models, and the iPhone 17 series, with the iPhone 17 starting at 5999 yuan for the 256GB model [1] - Nvidia announced the Rubin CPX GPU designed for large-scale contextual inference, set to launch by the end of 2026 [1] - Oracle reported Q1 revenue of $14.93 billion for fiscal year 2026, with earnings per share of $1.47, and cloud infrastructure revenue surged 55% year-over-year to $3.3 billion; remaining performance obligations (RPO) soared to $455 billion [1] - Synopsys reported a 14% year-over-year revenue growth to $1.74 billion for Q3 of fiscal year 2025, with adjusted earnings per share of $3.39, both below market expectations [1] - Google Cloud disclosed a backlog of orders reaching $106 billion, potentially adding $58 billion in revenue over the next two years [2] - Tesla is finalizing the design of Optimus V3, which aims to address hand flexibility issues and will feature an AI brain [2] - Novo Nordisk plans to lay off approximately 9,000 employees and has lowered its 2025 profit growth forecast to 4%-10% [2] - Alibaba's Gaode launched the world's first behavior and credit-based ranking product "Gaode Street Ranking," offering over 1 billion yuan in subsidies to encourage in-store consumption [2] - TSMC reported August revenue of 335.8 billion New Taiwan dollars (approximately $11.1 billion), marking a historical high and a 34% year-over-year increase [2] - ARM released its next-generation chip design Lumex, optimized for AI applications in mobile devices [2] - Faraday Future completed a one-year compliance supervision period, restoring its status as a fully compliant public company [2]