HK, US stocks top stories
Global bond market "canary"! The pressured Japanese government bonds will become the first "domino" to fall?Don't be misled by the noise of Wall Street's "rotating bull market." The "leading myth" of the Mag7 remains the main line of the U.S. stock marketThe competition in energy storage has actually begun, and the intensity in the future may far exceed that of photovoltaics?CHINA RES LAND Shenzhen Granary StallsTesla's autonomous taxi: Wall Street is highly supportive, but the implementation process is lagging behindTarget price of $250! Wall Street top analyst asserts: NVIDIA's AI feast has just entered its third yearJapan's largest budget proposal in history: "Reduce the issuance of ultra-long bonds" to soothe the bond market, while increasing funding for chips and AI by three timesGold, silver, platinum, and palladium all hit new highs! Year-end liquidity, interest rate cuts, and geopolitical risks combine to create a historic market for precious metalsJapan forms a group to develop storage, aiming to eliminate HBMRegaining upward momentum! Precious metals collectively hit new highs: Silver breaks 74, platinum futures hit the limit up again, gold reaches 4530From photovoltaics, nuclear power to coal, "all lines take off," how long can the "AI power supply" theme in the US stock market last?BlackRock Think Tank: Gold prices and the stock market show correlated fluctuations, but the long-term logic of gold remains unchangedDalio sounds the highest alarm: America's "debt heart disease" may erupt before 2029, with trillion-dollar interest potentially triggering a systemic crisis?Precious metals continue to soar: "Crazy Silver" rises for 5 consecutive days to set a new high, surging 150% this year! Gold stabilizes at a high of 4500CITIC Securities: The macro asset environment in 2026 may show characteristics of marginal liquidity easing and moderate economic recovery. Recommended commodities > stocks > bondsAfter the RMB breaks 7The confidence behind silver's "continuous new highs": The run on London spot silver is intensifying