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.Trump hints at the next Federal Reserve Chair: supports "significant" interest rate cutsBABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News RecapAt the time when the stock price hits a new high, analysts warn that Tesla's valuation is disconnected: the automotive business is worth only $30, with AI and robotics as the core supportWanLian Security: High dividend style still has stage opportunities, and the banking sector still has allocation valueIn November, CPIC recorded premium income of 438 billion, with differentiated growth rates in life insurance and property insuranceU.S. stock index futures rebounded slightly before the market, spot palladium rose more than 3% during the day, and the market is awaiting inflation data and central bank decisionsBank of America 2026 Semiconductor Outlook: Key Midpoint for AI Infrastructure Upgrade, Chip Sales Expected to Exceed $1 Trillion for the First TimeNext year's capital expenditure for data centers is expected to grow by over 50%! JP Morgan: Earnings expectations for AI-related stocks are underestimatedThe world's strongest independent developers: The ultimate winners of the AI competition will be Google, Musk, and Chinese companiesWall Street comments on Micron's financial report: Performance guidance is too "explosive," but the market is concerned about a pullback in HBM prices next yearTonight, the last CPI for the U.S. in 2025 will be released: a tug-of-war around the 3% mark, with the "20s" still being the market's biggest expectationMorgan 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 year