Options Intelligence Report | Microsoft and Google Show Divergent Trends After Earnings, Intel and SanDisk Financial Reports Await Disclosure

东方财富2026/10/29 12:11

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```htmlOpportunity Outlook: On the macro level, Nasdaq 100 ETF-Invesco is down 0.92% pre-market, while S&P 500 ETF-SPDR is down 0.22% pre-market. The Federal Reserve maintains the interest rate range at 3.75%-4%, and the market continues to price in expectations for a rate hike in December. Earnings performance among QQQ heavyweight stocks is mixed: Microsoft exceeded expectations, with Azure revenue growth reaching 48%; Alphabet’s cloud business continues to see strong growth, but advertising and profitability did not meet market expectations, highlighting the differences in returns from AI investment as the main theme.```

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The White House has canceled the previously scheduled President’s Council of Advisors on Science and Technology meeting, which was set for Friday and includes prominent tech leaders such as Nvidia CEO Jensen Huang and Meta CEO Mark Zuckerberg. The Department of Energy's meeting page briefly listed November 13 as the new meeting date, but the agency later sent an email retracting this information. Currently, the specific date for rescheduling the meeting remains unclear.

华尔街见闻•2026/11/06 23:26