[Morning News Selection on October 29th] 1. It was learned from the three policy banks, China Development Bank, Export-Import Bank, and Agricultural Development Bank of China, that as of October 28, all new policy financial instruments in 2026 have been launched, totaling 800 billion yuan. 2. The Federal Reserve voted 10 to 2 to maintain the benchmark interest rate at a range of 3.75%-4%, in line with market consensus. 3. According to statistics from the People's Bank of China, at the end of the third quarter of 2026, the balance of RMB real estate loans was 50.08 trillion yuan, a year-on-year decrease of 5.2%, and a decrease of 1.90 trillion yuan in the first three quarters. The balance of personal housing loans was 35.91 trillion yuan, a year-on-year decrease of 4.1%, and a decrease of 1.10 trillion yuan in the first three quarters. 4. The Beijing Municipal People's Government issued the "Beijing New Energy System Plan during the 15th Five-Year Plan Period", focusing on the research and development and equipment manufacturing of perovskite solar cells and high-efficiency photovoltaic modules, and promoting the integration of building photovoltaics. 5. As of the end of the third quarter, the total scale of public funds was nearly 39.3 trillion yuan. In terms of heavy holdings, Zhongji InnoLight continues to be the top holding of public equity funds and active partial equity funds, and Xinyi Sheng ranks second in both lists; WuXi AppTec's ranking has improved rapidly, ranking fifth among public equity funds and third among active partial equity funds. 6. The latest data from the Shanghai Stock Exchange shows that as of October 27, a total of 186 companies on the Science and Technology Innovation Board have completed the third quarterly report disclosure, with a total revenue of 426.676 billion yuan, a year-on-year increase of 31.54%, and a total net profit of 38.953 billion yuan, a year-on-year increase of 57.39%. 7. Yushu Technology announced that its operating income in the third quarter was 665 million yuan, a year-on-year increase of 69.93%; the net profit attributable to shareholders of listed companies was 113 million yuan, a year-on-year decrease of 17.37%. 8. Baiwei Storage announced that its operating income in the third quarter was 6.142 billion yuan, a year-on-year increase of 130.67%; the net profit attributable to shareholders of listed companies was 1.602 billion yuan, a year-on-year increase of 525.34%. 9. Changying Precision’s third quarter revenue was 5.724 billion yuan, a year-on-year increase of 17.52%; net profit was -84.0493 million yuan, a year-on-year decrease of 151.91%. 10. AVIC Optoelectronics’ third quarter revenue was 6.882 billion yuan, a year-on-year increase of 47.87%; net profit was 816 million yuan, a year-on-year increase of 172.13%. 11. Moore Thread announced that its third quarter revenue was 1.552 billion yuan, a year-on-year increase of 1773.92%; net profit was 49.2604 million yuan, turning a loss into a profit year-on-year. 12. Tianfu Communications announced that its third quarter revenue was 1.923 billion yuan, a year-on-year increase of 31.50%; net profit was 879 million yuan, a year-on-year increase of 55.30%. 13. China Pacific Insurance’s operating income in the third quarter was 79.428 billion yuan, a year-on-year decrease of 45.0%; net profit attributable to shareholders of listed companies was 5.628 billion yuan, a year-on-year decrease of 68.4%. 14. Oscon announced that it plans to invest 6 billion yuan to build an intelligent computing and high-speed interconnection PCB industry base project. The third quarterly report of Feilong shares shows that Zhang Jianping has become the fourth largest shareholder. 15. Federal Reserve Chairman Warsh said that the schedule of the Federal Open Market Committee will change starting next fall. There will be a meeting in 2027 where there will be neither a rate vote nor a policy statement. There are two FOMC meetings expected in 2028 without interest rate votes. 16. Traders still maintain bets on the Federal Reserve raising interest rates in December, but have cut expectations for further interest rate hikes in 2027. The futures market is no longer fully pricing in three more interest rate hikes in this cycle. 17. Samsung SDI’s third-quarter sales were 4.69 trillion won, compared with expected 4.09 trillion won; third-quarter net profit was 294.6 billion won, compared with expected 202.72 billion won. 18. Google’s third-quarter revenue was US$127.58 billion, a year-on-year increase of 25%, and operating profit was US$40.58 billion, a year-on-year increase of 30%. Google fell 10% after hours. 19. Microsoft’s revenue in the first fiscal quarter was US$92.28 billion, with an estimate of US$90.63 billion; adjusted earnings per share in the first fiscal quarter were US$4.89, with an estimate of US$4.73. 20. According to a report by the US "Wall Street Journal" on the 28th, US Vice President Vance has written to Iran's Supreme National Security Council Secretary Mohsin Rezai in an attempt to restart negotiations. 21. Apple officially released a new generation of MacBook Pro, introducing touch functionality to the Mac product line for the first time and equipped with a new ProLED XDR display. The 14-inch version of the M5 Pro starts at $2,899. 22. Marvel Technology is reported to be in in-depth negotiations to acquire Lumentum, a manufacturer of data center optical components, and the transaction may be announced as soon as next week. Lumentum surged by more than 15% after the market closed, while Marvell Technology fell by more than 10%. 23. International oil prices rose. WTI crude oil futures for December delivery rose by 2.9%, with a settlement price of US$102.78 per barrel; Brent crude oil futures for December delivery rose by 1.3%, with a settlement price of US$115.32 per barrel.