11 月 2 日（星期一）：X 上講咗乜

mega-cap technology stocks more than accounted for monthly decline, subtracting 3.0 percentage points from index’s performance, while all other constituents contributed 2.1 percentage points; performance beneath surface was therefore considerably stronger than headline index suggested

大型科技股嘅拖累已經多過成個月嘅跌幅，拉低指數 3.0 個百分點，其餘成分股就貢獻 2.1 個百分點；所以表面以下嘅表現其實比指數睇落強好多。

Five days later, ORCL is raising $10BN in capital.
You can't make this up. x.com/zerohedge/stat…

五日之後，甲骨文就集資 100 億美元。呢啲嘢真係作都作唔出。

“AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation”

AI 基建正經歷根本性嘅架構轉變，轉向光互連，帶嚟一個一代人先遇到一次嘅機會。

Iran's Revolutionary Guard (IRGC) says a tanker struck a naval mine and caught fire in the eastern Strait of Hormuz, according to Fars News Agency.

據法爾斯通訊社報道，伊朗革命衛隊表示，一艘油輪喺荷姆茲海峽東面撞到水雷，並且起火。

tsunami of cyber demand materializing as the AI frontier advances.

隨住 AI 前沿推進，網絡安全需求正湧現一股海嘯。