HK, US stocks top stories
Elon Musk reportedly claims that xAI may achieve general artificial intelligence as early as next yearPolymarket reports that the probability of Trump not announcing a Federal Reserve chair nominee this year has risen to 91%.MU (analyst huddle): Cash prioritized for capacity expansion; HBM4 yield ramping fasterBABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News RecapIn 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 underestimatedWall 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 expectationBank 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"Understanding 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 soonBroad fiscal policy still needs to be strengthenedThe strongest AI stock in IndiaMU (Trans): GPM will continue to expand, but the pace will moderate.MU: AI Ignites Memory; Supercycle Starting?The mystery of "liquidity tightening" in the U.S. market revealed? JP Morgan withdrew nearly $350 billion from the Federal Reserve account and invested it in U.S. Treasuries