[Morning News Selection on October 27th] 1. The People's Bank of China established the bond market non-bank large redemption swap facility (BNSF) to maintain the stability of the bond market. 2. According to reports, Anthropic plans to conduct an IPO in the week of November 16. Anthropic stated in its IPO document that the company's revenue in the first half of the year was US$16.3 billion, compared with US$1.2 billion in the same period last year; as the company continues to expand computing power and infrastructure, capital expenditures are expected to increase significantly; Anthropic is expected to pay US$125 billion to US$150 billion for computing power and AI infrastructure agreements. 3. Meta stated that it expects capital expenditures in 2026 to be US$135 billion to US$145 billion, and will also invest in personal super intelligence, consumer-level and enterprise-level AI agents, AI glasses and other businesses in the future. Meta seeks up to $95 billion in equity financing to support AI spending. 4. Broadcom reached a US$63 billion financing deal with Wall Street investment banks such as Bank of America to purchase chips for Anthropic. SpaceX and Apollo signed a financial lease agreement for Nvidia AI chips worth approximately US$40 billion. 5. Many A-share companies announced that their third-quarter results achieved substantial year-on-year and quarter-on-quarter growth. Specific details include: Fulin Precision announced that its net profit in the third quarter increased by 141% year-on-year and 358% month-on-month; Telford Technology announced that its net profit in the third quarter increased by 631% year-on-year and 75% month-on-month; WuXi AppTec announced that its net profit in the third quarter increased by 137% year-on-year. It increased by 29% quarter-on-quarter, and the company raised its full-year revenue guidance to 61.0-61.9 billion yuan; Ruichuang Microna announced that third-quarter net profit increased by 192% year-on-year and 33% month-on-month; Jingwang Electronics announced that third-quarter net profit increased by 240% year-on-year and 174% month-on-month. Dongxin Shares: Net profit in the third quarter turned a profit year-on-year, an increase of 59% month-on-month; Changxin Bochuang announced that net profit in the third quarter increased by 232% year-on-year, and a month-on-month increase of 41%; Xiechuang Data announced that net profit in the third quarter increased by 360% year-on-year, and a month-on-month increase of 12%; Guoke Micro Announcement , the net profit in the third quarter increased by 1904% year-on-year and 62% month-on-month; Tianjin Pulin announced that the net profit in the third quarter increased by 634% year-on-year and 88% month-on-month; Invic announced that the net profit in the third quarter increased by 0.25% year-on-year and 4% month-on-month, and the computing power temperature control business increased; Jinlu Electronics announced that its net profit in the third quarter increased by 1,330% year-on-year and 178% month-on-month. 6. Many A-share companies announced that their third-quarter results increased significantly year-on-year, but declined quarter-on-quarter. Specific details include: Shannon Xinchuang announced that its net profit in the third quarter increased by 743% year-on-year and decreased by 26% month-on-month; Wanhua Chemical announced that its net profit in the third quarter increased by 84.38% year-on-year and decreased by 11% month-on-month; ZTE announced that its net profit in the third quarter increased by 394% year-on-year and decreased by 9% month-on-month; Rockchip announced that its net profit in the third quarter increased by 43.57% year-on-year and decreased by 10% month-on-month; 7. Some A-share companies announced that their third-quarter results have declined significantly year-on-year and quarter-on-quarter. Specific details include: CITIC Securities announced that net profit in the third quarter fell by 20.19% year-on-year and 41% month-on-month. Gree Electric announced that its third-quarter net profit fell 43% year-on-year and 44% quarter-on-quarter. 8. Yushu Technology announced that the humanoid robot industry is still in the early stages of commercialization, and physical AI technology still faces multiple challenges from laboratory demonstrations to large-scale implementation in real scenes. Shangwei New Materials: The company's consumer-grade embodied intelligent robot business is currently in the stage of ramping up large-scale mass production and commercialization verification. 9. Jiemei Technology announced that it plans to invest 2.684 billion yuan to build high-end release film and other projects and add a high-end MLCC release film production line. 10. Hanyu Pharmaceutical announced that preclinical research on the company’s blockbuster innovative drug HY3003 tablets showed that the weight loss effect was better than semaglutide. 11. The three major U.S. stock indexes collectively closed higher on Monday, with the Nasdaq up 0.82%, the Dow Jones Industrial Average up 0.29%, and the S&P 500 Index up 0.7%. The storage and optical communications sectors strengthened. Hynix rose more than 4%, Western Digital rose more than 3%, Micron Technology rose nearly 3%, Lumentum rose more than 8%, and Coherent rose more than 5%. Chip stocks generally rose, with the Philadelphia Semiconductor Index closing up 2.8%, the largest gain in a month. 12. Apple is reported to have increased orders for the foldable iPhone Duo by 30% to meet market demand. Full-year shipments are expected to rise to 8 million to 10 million units. 13. Samsung Electronics and SK Hynix have set the mass production and shipment time of the 8-layer HBM4 for Nvidia around the second quarter of next year. 14. According to reports, SK Hynix is ​​preparing to announce an additional shareholder return plan of 50 trillion to 60 trillion won on October 28. 15. Senior security officials from Saudi Arabia, Pakistan and Türkiye gathered in Tehran for the first time to promote the cooling of the situation between the United States and Iran and the restart of negotiations. Iran said that if the United States is willing to lift the blockade on Iran, Tehran could consider reopening the Strait of Hormuz within four or five days. 16. Brazilian President Lula’s unexpected re-election triggered a huge shock in the local market. The real fell more than 10% against the US dollar. The Brazilian stock market fell 13.9%, the worst single-day performance since 2020. Soybean, coffee and sugar prices all fell. 17. The scale of U.S. investment-grade bond issuance is set to hit an annual record, and the surge in AI spending is driving companies to increase borrowing. Goldman Sachs said hedge funds sold technology stocks at the fastest speed in two years last Thursday, putting their faith in AI trading to the test. 18. The average price of gasoline in the United States has exceeded the average level during Biden's term, and the Republican Party is facing greater pressure in the mid-term elections. 19. European natural gas futures reached 97 euros per megawatt hour for the first time since 2022, as concerns about winter supplies and conflicts in the Middle East intensified. 20. Microsoft will provide voluntary severance packages to approximately 60,000 employees in various departments including Xbox and Windows to further reduce costs.