HK, US stocks top stories
SpaceX's MoatNet purchases of 49 tons in October! The central bank's gold purchases remain strong, Goldman Sachs: "Tokenized gold" is not yet the main driver of gold pricesBetter Buy in 2026: Nvidia Stock or Bitcoin?Wall Street's "2026 US Stock Theme" is rotation! "Old Deng" outperforms Mag 7, Goldman Sachs exclaims "Cyclical stocks have not been fully priced in yet"The divergence between AI investment and AI stocks may become the norm, similar to the new energy sector after 2021?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?