Northbound Capital Trends | Northbound capital net purchases of HKD 5.271 billion, with Northbound capital aggressively buying tech stocks, net purchasing nearly HKD 1.7 billion in Alibaba throughout the dayBeware of inflation rising again! Goldman Sachs outlook for global investment in 2025: U.S. stocks are too expensive with limited allocation, gold remains the best hedging optionLuxury goods giants fall from graceTrading Reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close 3 hours early on FridayHesai's Q3 revenue surged, with stock price soaring 40% in one day! Core product prices will be halved next year!Hong Kong, A accelerates explosion! What happened? | Today's important news reviewThe bull market continues! Morgan Stanley forecasts the US stock market to reach 6,500 points by the end of 2025, with a preference for high-quality cyclical stocksHuazhu: Is there an improvement in the business climate in the fourth quarter?IDC: The smartphone market will see a significant rebound in 2024, while Apple's growth is lacklusterUBS Wealth Management: The Hong Kong property market is still dominated by the performance of the mainland and the global economyUnderstanding the Market | Hang Seng TECH Index expands its gains by over 3%, tech stocks rise across the board, Meituan-W rises nearly 7%Stock price increase triggers a chain reaction! Deutsche Bank warns: Wall Street major banks may reduce buybacksThe strong rally in the US stock market has sparked a resurgence in IPOs, bringing new hope to private equity investmentsUnderstanding the Market | JD-SW rose nearly 4% as third-quarter profits exceeded expectations, institutions raised their overall profit forecasts for the yearZhihu seeks the optimal solution between AI and profitabilityBarclays: Apple may suffer "collateral damage" due to the U.S. Department of Justice's antitrust case against GoogleGoldman Sachs: Trump's tariffs on Canada will have a "significant" impact on the United StatesUnderstanding the Market | MEITUAN-W rose nearly 4% as the company's third-quarter report is about to be disclosed, with institutions expecting its revenue to increase by 20% year-on-yearReminder: Please pay close attention to the following (all times are in Beijing time)Hong Kong Stock Midday Review: Hang Seng Index closed up 0.42%, biotechnology and wind power stocks rose for two consecutive daysSince November, the hottest concept in US stocks: quantum computingRecent gold futures have seen their largest decline in four years, but analysts say Trump's tariff threats may boost the outlook for gold pricesBank of England Deputy Governor: More evidence of cooling inflation is needed before another rate cutUBS raises valuation risk for Tesla, signaling "red light": Stock price "soars" due to market sentiment rather than fundamentalsUnderstanding the Market | EVERG VEHICLE surged over 26% as Wang Kenan resigned as an independent non-executive director, and there are disagreements regarding asset sales10 key investor questions on MicroStrategy stock answered by BernsteinUnderstanding the Market | LAEKNA-B surged over 11% in early trading as overnight US stocks in the weight loss drug sector rose broadly. The company is conducting clinical cooperation with Eli Lilly on a new weight loss drugUnderstanding the Market | JD-SW opened over 2% higher, Amazon Global Store joins JD, cross-border shopping can be delivered in as fast as 2 daysWe Think Meituan Can Manage Its Debt With EaseDaily Hong Kong Stock Market News Briefing (November 27, Wednesday)The significance of Trump's first shot at the market: "Twitter governance" is backReport: Trump appoints Hassett as Director of the National Economic Council美股成交额前 20：礼来涨 4% 美拟将减肥药纳入医疗补助；空头涌入比特币两倍做空 ETF，MSTR 跌逾 12%Dell's profits exceeded expectations, AI business outlook is optimistic, but revenue and guidance fell short of expectations, dropping 10% in after-hours trading | Earnings Report InsightsBreakfast | Bitcoin falls below $91,000, Trump's tariff threats cause a sharp decline in automotive stocksWill there be a deep sell-off in the coming weeks? Options traders bet that the 10Y U.S. Treasury yield may rise to 4.75%Why Intel Stock Sank TodayOvernight U.S. Stocks | Dow Jones and S&P 500 Index hit intraday historical highs again, MicroStrategy down 12.33%Did the Federal Reserve's meeting minutes show a "hawkish" stance? There is widespread support for a cautious approach to future interest rate cutsWhy Amazon Stock Is Gaining TodayU.S. Treasury yields generally rose slightly, and the meeting minutes showed that Federal Reserve members support a gradual rate cutAfter Trump's election, the wind has changed: The Federal Reserve's minutes indicate that many support a "gradual" rate cut, and officials suggest the possibility of pausing actionsGoldman Sachs warns: Trump's tariff proposal will push U.S. core PCE inflation up by 0.9%The market response to Trump's tariff threat: car stocks wail, the Canadian dollar hits a four-year low, and the Mexican peso plummets nearly 3%Amgen's weight loss drug shows impressive results with a 20% reduction in weight, but the side effects are relatively high, causing the stock price to drop by as much as 12.3%!Transfer of over 1.5 billion yuan! This "special background" brokerage is about to "transform"Huazhu expands against the trend, can crouching really lead to a jump?The leading indicator of the U.S. housing market, new home sales, fell more than 17% month-on-month in October, while the price increase in 20 cities slowed down in SeptemberIs This Warren Buffett's Favorite Stock? (Hint: It's Not Apple)