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"Goldman Sachs 2026 Global Stock Market Outlook: A Broader Bull Market and Wider AI BeneficiariesClocktower 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 decadeMusk wins appeal, restoring the 2018 $56 billion Tesla compensation agreement