HK, US stocks top stories
MU (analyst huddle): Cash prioritized for capacity expansion; HBM4 yield ramping fasterMU (Trans): GPM will continue to expand, but the pace will moderate.Morgan Stanley: AI cloud business has broad profit growth potential, reiterates Microsoft "Overweight" ratingThe South Korean government will start distributing more than 10,000 NVIDIA GPUs from February next yearMorgan Stanley: The U.S. stock hardware sector will face severe tests in 2026, but there are still structural opportunities. We are optimistic about five core targets, including Apple and Western DigitalBank of America: India has become the world's most active AI large model market, with its large young population turning into Silicon Valley's "testing ground"CMB International: Expects the U.S. to cut interest rates once in June next year, with economic growth and unemployment rate likely to stabilizeUnderstanding the "Trump Account" in one article: Give newborns $1,000 to buy stocks, how much can it turn into after 18 years?Trump stated: The next chairman of the Federal Reserve must be a "super dove," and the candidate will be announced soonBetting on the Global Computing Power Third Pole: NVIDIA, xAI, and Lenovo's Saudi Investment Entering the Harvest PeriodBroad fiscal policy still needs to be strengthenedFermi denies reports that Amazon is a potential tenant for its Texas data center projectDaiwa: OSL GROUP's competitor goes public, still maintains target price of HKD 18.8 as the preferred choice for cryptocurrency conceptsTo adapt to the new law, Apple has opened payment options and third-party app stores in Japan's iOS, while warning users of increased security risksThe strongest AI stock in India$350 billion major shift! JP Morgan withdraws from Federal Reserve accounts and turns to aggressively buy U.S. Treasuries, betting real money on the continuation of interest rate cuts