HK, US stocks top stories
Wall Street investment banks: The bigger risk next year is not "a U.S. recession leading to a market crash," but "a market crash leading to a U.S. recession."Is a major change brewing? The U.S. Treasury will "merge" with the Federal Reserve, and Bessent is the true "shadow Fed Chair."Next week's heavy schedule: Japan's interest rate decision, key data from China and the United States, ByteDance's Volcano Engine and Moore Threads conference attract attentionOracle and Broadcom earnings reports: The higher the market expectations, the harder the sell-offThe CEO of "Galaxy Bank" expressed support and predicted a surge in market probability for Waller to become the new Chairman of the Federal ReserveAll three extension proposals of Vanke were not approved, and there is still a grace period of 5 working daysThe media supervised by the People's Bank of China: will prioritize domestic demand as the leading factorDisney invests $1 billion to bind OpenAI, 200 IPs + Sora, it's time to take off, right?"World Model" competition upgraded: Runway launches GWM-1, real-time interaction can last for several minutesA game of "no chivalry": The frenzy of "short squeeze" in commoditiesIs the so-called deep research on chips really just this? SemiAnalysis is fiercely criticized by netizensVisa executive: 2026 will be the "Year of AI Shopping Guide"Song Xuetao 2026 US Stock Market Outlook: The Internal Melting Point and External Turning Point of the AI Bubble