Optus $新电信 (Z74.SG)$和 TPG $TPG Telecom Ltd (TPG.AU)$ 已在2021年表示，他们没有通知客户在制造行业上他们所支付的互联网速度是不可实现的。根据澳大利亚通信和媒体管理局（ACMA）的规定，电信运营商必须验证最大的互联网速度，并在无法达到其宣传的速度时通知客户。除此之外，当电信运营商无法提供计划中宣传的互联网速度时，客户有权选择更便宜、速度较低的计划或者免费解除合同。

Metaverse has created quite a stir, with tech and cryptocurrency projects making a beeline into this virtual world. Not wanting to be left behind, Chinese Internet tech giant $阿里巴巴 (BABA.US)$ is drawing up the blueprint for its own metaverse.
What Happened: Alibaba has registered a new company named Yuanjing Shengsheng in Beijing to test the gaming potential of the metaverse, the South China Morning Post reported.
Yuanjing Shensheng has been registered as a company offering software development and services and has 10 million yuan ($1.6 billion) in registered capital, the report said, citing public registry tracking firm Tianyancha.
A report in a local media outlet, citing unnamed Alibaba staff, said the unit is likely to focus on the metaverse.
The development, according to the report, underlines Alibaba's intent to make a splash in the metaverse following similar actions by its Chinese peers, including $腾讯控股(ADR) (TCEHY.US)$ , $百度 (BIDU.US)$ and $网易 (NTES.US)$ .
The setting up of the unit is to leverage the company's edge and cloud computing technology to establish the essential infrastructure for the metaverse, the SCMP reported, citing an analyst at Omdia.
Alibaba has already submitted applications to trademark the Chinese terms for "Ali Metaverse," "Taobao Metaverse" and "DingDing Metaverse," the report said.

$Visa (V.US)$
Visa的护城河是VisaNet，这是一个连接全球15200家金融机构、36亿持卡人和7000万商户的网络。重建这个网络几乎是不可能的，主要是因为没有新的经济激励去做。
直接结果是，这个市场的竞争格局非常稳定，具有跨境支付和清算能力的四家小公司主要是Visa、万事达、美国运通、中国银联、JCB和Discover。

$腾讯控股 (00700.HK)$
恐惧和贪婪是两种极具传染性的病症，它们会不时在资本市场中爆发并长期存在。这两种情况的发作时间是不可预测的，它们引发的非理性市场行为也是如此。我们无法预测其持续时间和传染的程度。因此，我们从不尝试猜测它们何时会来以及何时会离去。我们的目标很简单：当他人贪婪时，我们要害怕；当他人恐惧时，我们要贪婪。

$Roku Inc (ROKU.US)$ Roku Inc (ROKU) 已确认将于2021年11月3日星期三美国东部时间下午4:05公布收益。共识收益预期为每股0.06美元，营业收入为67927万美元，而收益悄悄话号码为每股0.15美元。投资者对公司发布收益的预期情绪为76%预期将超出收益。公司的指引是营业收入为67500万到68500万美元。
共识估计是收益将同比下降33.33%，而营业收入将增长50.39%。自公司上次发布收益以来，空头持仓增加了27.6%，而股价下跌了20.2%，跌幅低于200日移动平均线367.92美元的17.1%。总体收益预期自公司上次发布收益以来已上调。

Other Highlights: $亚马逊 (AMZN.US)$ The company highlighted its Black Friday holiday sales starting even earlier this year, dating back to Oct. 4.
Same-day delivery was added to nine cities during the quarter, bringing the company’s total to 15 cities in the U.S.
Amazon.eg was launched in the quarter, bringing Amazon to the Egypt market.
Amazon One, which lets customers enter a store and pay using their palm, was added to third-party locations in the third quarter by AXS and Climate Pledge Arena. The technology is also used at 70 Amazon and Whole Foods stores.
The company highlighted the launch of “New World,” a multiplayer PC game. The game was the highest played new game on Steam this year and was the most watched game on Twitch during its launch week.

$中国平安 (02318.HK)$
👉Ping An 2021 Q3 Financial Report
Report said:”…平安还积极履行企业公民责任，为广大客户、股东和社会创造稳健增长的价值，为实现人民对美好 生活的向往和社会的共同富裕而不懈奋斗。”
Common Prosperity 🚀

$优步 (UBER.US)$ 买入还是卖出？

$奈飞 (NFLX.US)$ 在过去的十年中，Netflix为股东的表现异常出色。随着竞争的持续加剧，投资者可能会担心公司的未来。我将保持这些头寸，对于那些今天有兴趣进入多头头寸的人来说，我们也认为增长空间已经足够了。从历史上看，Netflix一直是一家管理非常完善的公司。我们认为，NFLX完全有能力在未来的增长前景与盈利能力之间取得平衡。Netflix将继续创新，并在未来几年内成为SVoD市场的领导者。