个股新闻
1. SpaceX进军移动通信市场引发冲击，美国三大电信巨头股价集体暴跌。
2. 台积电(TSM.N)2026年Q3营收1.494万亿新台币，上年同期9899.2亿新台币。
3. 小鹏汽车(XPEV.N)董事长何小鹏在2026巴黎汽车峰会上呼吁深化全球合作，重点推介"小鹏AI工程"。
4. 苹果(AAPL.O)董事会执行主席库克在上海走访时表示，苹果智能及相关阿里千问大模型确已获得批准，将在十月晚些时候发布测试版本，但不包括Siri AI。
5. 亚马逊(AMZN.O)推出两款AI可穿戴设备，售价分别为75美元和100美元起。
6. 黑石集团(BX.N)全面加码人工智能，2000亿美元数据中心投资成核心布局。
7. 阿斯利康(AZN.O)加码AI药物研发，向Insitro支付4000万美元预付款。
8. 丰田汽车(TM.N)因软件问题在美召回近3.1万辆混动车。(Historical earnings: For fiscal 2026 full year (period ended 2026-03-31), Alibaba Group reported basic EPS of 5.7, diluted EPS of 5.5, net income of USD 103.592 billion, and revenue of USD 1023.670 billion. In fiscal 2025 (period ended 2025-03-31), basic EPS was 6.89, diluted EPS was 6.7, net income was USD 130.109 billion, and revenue was USD 996.347 billion. In fiscal 2024 (period ended 2024-03-31), basic EPS was 3.95, diluted EPS was 3.91, net income was USD 80.009 billion, and revenue was USD 941.168 billion. Consensus expectations: For fiscal 2027 Q2, consensus EPS estimate is 1.34 and revenue estimate is USD 276.459 billion. For fiscal 2027 Q3, consensus EPS estimate is 14.9458 and revenue estimate is USD 317.161 billion.)