HK, US stocks top stories
MORNING BID AMERICAS-Wobbling bonds find a level as Fed meetsChina to limit access to Nvidia's H200 chips despite Trump export approval, FT reportsFACTBOX-Fed faces turbulent 2026 as Powell's term ends, independence testedGLOBAL MARKETS-Global government bonds steady after selloff, big Fed meeting looms largeOn the eve of the financial report, "launching satellites," JP Morgan: Broadcom's AI revenue will exceed $50 billion next year!Valuation may reach $800 billion? Morgan Stanley: SpaceX's next grand narrative will be space data centersLi Auto: The realization of L4 level autonomous driving will be the automotive industry's true "iPhone 4 moment." Li Auto expects to launch its first L4 level autonomous vehicle within three yearsAccording to reports, Trump said that interest rate cuts are the touchstone for the Federal Reserve ChairmanSoaring to $3 trillion: U.S. private credit is evolving into a "high-risk version" of the public debt market, with aggressive underwriting raising bubble concernsChange of leadership means interest rate cuts? Allianz chief pours cold water: FOMC is already fragmented, new officials find it hard to take controlHKEX debuts flagship Tech Index; NVDA H200 cleared for China exports | Daily News RecapWhy have Hong Kong stocks been performing weaker among the three markets recently?Where are the opportunities for AI GPUs in China? Morgan Stanley's industry research: The inference field may become the biggest winnerEnd-of-2025 sprint! Hedge fund net leverage soars to a high of 99%, aggressively increasing positions in global stock markets for 7 consecutive weeks, with U.S. stocks taking the majorityBank of America: The market may no longer believe in "hawkish rate cuts," Hasset brings "buy the rumor, sell the fact" trading opportunitiesThree Key Issues for NVIDIA H200's Export Approval to ChinaUBS predicts: Micron's traditional memory DDR gross margin will exceed HBM for the first timeTable flip! After being "attacked," Zhipu open-sourced its mobile Agent, allowing everyone to create AI phones