HK, US stocks top stories
Wall St Week Ahead-Investors eager for delayed data to shed light on US economyCDS trading volume nearly doubled! Investors seek to hedge against "AI debt risk"Initiating investment bank selection, SpaceX begins preparations for next year's "super IPO," with Google as an important shareholder?Uncertain whether economic policies can win the election, Trump questions, "Now there is good news and the stock market is down, when the news is particularly good the stock market will crash," it's all the Federal Reserve's fault!Who is the bubble?This 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 attentionTechnology "Shrinking Circle"Under various pressures from Trump, the renewable energy sector has "unexpectedly" become a big winner in the U.S. stock marketSpaceX'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 pricesWall 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."Oracle and Broadcom earnings reports: The higher the market expectations, the harder the sell-off