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Today’s Key News Recap

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1210 | Dolphin Research Focus: 🐬 Macro/Industry 1) Market chatter suggests a RMB 400bn mortgage interest-subsidy program has been set. The standard subsidy rate would be 1%, while loans tied to risk regions and distressed developers could get 2%.No official document has been released yet. If implemented, it would directly lower borrowers' mortgage costs.Enhanced subsidies for risk regions and developer-linked loans would precisely ease localized housing-market stress and reduce developers' funding-chain risk. It would also support new-home demand...

SPDR Gold Shares

Alphabet - C

Alphabet

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Taiwan Semiconductor

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Palantir Tech

Microsoft

Pro Ultr Silver

iShares Silver Tr

Vanke

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

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1113 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. Trump signed a temporary federal government funding bill passed by both houses of Congress at the White House, ending the longest federal government shutdown in history that lasted 43 days. In the short term, it can restart federal services, issue back pay to employees, alleviate the impact on people's livelihood such as aviation delays and welfare interruptions, and resume the release of economic data to stabilize market expectations. However, the bill is only a temporary solution and does not address core differences such as healthcare subsidies and the remaining 9 annual appropriations, so there is still a risk of a shutdown after January 30...

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Alibaba's 'Qianwen' plans to revamp to catch up with ChatGPT; Baidu's Kunlun Chip Supernode unveiled | Today's Important News Recap

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Conference Minutes

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The following are the minutes of the FY25Q3 earnings call for $Roblox(RBLX.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Roblox: Record-breaking Ecosystem Prosperity, Why is the Market Not Buying It?&#34; 1. Review of Core Financial Information a. Analysis of Ecosystem Health: a. Diversification of Content Ecosystem (&#34;Long Tail Effect&#34; is significant): The user engagement growth rate for games outside the top ten (long-tail content) accelerated from 47% in Q2 to 58% in Q3. The consumption growth rate for this segment also remained above 40%...

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Kurv Yield Premium Strategy Microsoft MSFT ETF

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Roblox (Minutes): Will prudently invest in AI and share profits with developers

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1015 | Dolphin Research Focus: 🐬 Macro/Industry 1. Federal Reserve Chairman Jerome Powell stated on Tuesday that the central bank may end its balance sheet reduction (QT) in the coming months to prevent liquidity tightness in the short-term funding markets. The dollar index fell in response, providing strong upward momentum for gold priced in dollars, pushing gold prices to new highs. 2. This year's Double 11 promotion started on October 9, with JD.com and Douyin taking the lead, followed by platforms like Taobao, starting 5 days earlier than last year, further extending the event period...

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KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

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SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

ASML Rises Post-Earnings; Mixue Blends into Beer Market | Today's Important News Recap

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1013 | Dolphin Research Focus: 🐬 Macro/Industry 1. Trump announced on the evening of the 10th that he plans to impose an additional 100% tariff on all Chinese goods starting November 1st and initiate 'critical software' export controls. In response, China will charge a 'special port fee' on American-made ships starting October 14th. Risk aversion sentiment has driven gold prices up, while U.S. stock futures rebounded during the Asian session on Monday, indicating that the market is betting on 'extreme pressure' as a bargaining chip before negotiations. Hong Kong stocks also rebounded in the afternoon. 🐬 Stocks 1. $XIAOMI-W(01810.HK) Chengdu traffic police report...

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Xiaomi Corporation

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Trump Media & Tech

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Trump Media & Tech - CW28

Xiaomi HK SDR 2to1

Tariff War Sees Tense Tug-of-War; Xiaomi EV Catches Fire Again｜Today's Important News Review

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1009 | Dolphin Research Key Focus: 🐬 Stock 1, $BILIBILI-W(09626.HK) Bilibili rose over 7%. In terms of news, on September 10th this year, Bilibili first revealed a new Three Kingdoms-themed casual asymmetric competitive card game &#34;Three Kingdoms: Hundred Generals&#34;, and scheduled to start testing in October. Previously, the game &#34;Three Kingdoms: Strategy Under Heaven&#34; exclusively represented by the company performed excellently, and the market is full of expectations for its subsequent game product reserves. In addition, recently OpenAI released Sora2, sparking market attention on AI video generation technology...

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GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

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Alibaba forms a robotics AI team; Bilibili continues to rise｜Today's Important News Recap

Multiple Banks Launch Gold-Linked Structured Deposits

China's foreign exchange reserves increase and continue to add gold for 14th consecutive month

Multiple Governments and Institutions Promote Energy and Precious Metals Industry Development

Fed cuts benchmark rate by 25bps for third time this year

China's Foreign Exchange Reserves Up for 4th Month in a Row, Gold Reserves Continue to Increase

Core PCE Inflation Holds Steady, Market Anticipates Fed Rate Cut, Gold Edges Up

UBS Predicts USD Weakness and Favors Gold in 2026

Strong Dollar Pressures Gold Prices

Multiple banks raise the starting amount for gold accumulation business

Global Gold Demand Surges in Q3 2025, Central Bank Purchases Increase Notably

Multiple Banks Suspend Accumulated Gold Business in Response to New Tax Policy

China's retail gold investment demand down in Q3

Multiple bulk commodities futures prices rise

Chinese Futures Open with Most Contracts Falling, Gold Up Over 1%

Risk of US Government Shutdown Causes Dollar Weakness and Gold Hits New High

Canadian Central Bank Governor Warns Trump's Trade Policies May Weaken USD Status

Global Stocks Stable, US Futures Rise

US August Non-Farm Payroll Figures Fall Short of Expectations

Chinese futures open mostly down

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Tl;dr: It appears the velocity of higher rates (growth and inflation data surprising to the upside, combined with higher oil prices) along with a nothingburger from Beijing was finally enough to spark some cracks in the AI/Semis-driven equity melt-up armor this week. But, despite bonds worst week in 13 months (and surging rate-hike odds), Nasdaq ended unch. Precious metals and crypto were slammed as the dollarOil

Bond Bloodbath & Benign Beijing Stall Stocks On The Week; Bitcoin & Bullion Battered

FL2CSOPGOLD(07299.HK)

Bond Bloodbath & Benign Beijing Stall Stocks On The Week; Bitcoin & Bullion Battered

The gold chart looks poised for a bounce. How to play it for less

Shanghai Futures Exchange crude oil futures contract 2606 closed up 1.84% in night trading at 647.80 yuan per barrel. Shanghai gold fell 0.20% in night trading, while Shanghai silver dropped 1.58%

Capital.com Q1 trading volumes hit $1.27 trillion on gold, oil surge

Unverified reports Tehran plans to begin “initial steps” toward Bab al-Mandab block