HK, US stocks top stories
Morgan Asset Management China Equity Team Outlook 2026: Anchoring on the Global Competitiveness of High-Quality Chinese CompaniesMarket Predictions Bet on "Global Market Value Leader": Next Year, Google Will Challenge NVIDIA and Apple Head-On with AI ChipsZhejiang Merchants Futures Chief Strategist and General Manager of Investment Consulting Department Xu Tao: The biggest risk point in the commodity market next year is the U.S. stock market, but a "big pit" is a better buying opportunityScaling Law is not dead! Core executives of Gemini reveal that Google already has a disruptive keyAltman faces $1.4 trillion skepticism: As long as computing power is still in short supply, OpenAI must continue to burn cashZhang Bin from the Chinese Academy of Social Sciences: In the short term, the most important thing for consumption growth is to enlarge the nominal GDP cakeDialogue with Pony AI's Wang Haojun: Robotaxi is entering the stage from 1 to 1000Sell all Nvidia, mortgage Arm to leverage! SoftBank bets everything on OpenAI, striving to secure funding by the end of the yearGAC "tightens its belt"Clocktower Chief Strategist Kevin Wang: The macro focus in 2026 is on inflation, beware of the risk of a shift in monetary policy expectationsClocktower Chief Strategist Kevin Wang: Global allocation imbalance is significant, and Chinese assets may become the biggest "short squeeze" opportunity in the next decade