Guotai Junan Securities: The recovery of domestic demand for consumer discretionary goods continues, firmly optimistic about the direction of fiscal subsidies As the year-end approaches, will the "Christmas rally" in the US stock market arrive as scheduled?Political turmoil in France triggers market turbulence: Hedge funds massively sell euros to invest in yen, betting on Japanese interest rate hikes Following other tech giants, Meta has also set its sights on nuclear energy Wall Street's most optimistic forecast! Wells Fargo: Trump's policies combined with interest rate cuts are favorable, aiming for 7,000 points for the S&P 500 by the end of next year KGI Asia: The Hang Seng Index is expected to return to the level of 23,200 points next year Has the market made a choice? Bank of America: Trump may be more important than non-farm payrolls!Short positions are about to disappear, and the S&P 500 index holdings are "completely one-sided."Meta and Apple, two giants, continue to set historical highs IPO Preview | After four years of cumulative losses exceeding 2.6 billion yuan, Huizhi Holdings is going public in Hong Kong with the strategic backing of Tencent AI demand is strong, chip company Marvell's sales surged 19% quarter-on-quarter, significantly exceeding expectations SenseTime launches a sprint towards generative AI XPeng won a key battle TF SECURITIES: 500 billion central enterprise special bonds drive investment, ample space for central enterprises to increase leverage Understanding the Market | MEITUAN-W rose nearly 3% during the session, with the company's third-quarter performance being impressive. Morgan Stanley pointed out that its stock price still has room for growth After four years of record "penalties," will Trump close the Public Company Accounting Oversight Board (PCAOB) in the United States?CITIC Construction Investment: In December, the interest rates of the China-U.S. bond market resonate downward, and gold prices may continue to fluctuate at high levels overall Baillie Gifford: The US dollar may strengthen further, and any short-term weakness will create buying opportunities Tencent's version of "Sora" joins the generative video battlefield Understanding the Market | XPENG-W rose over 3% as MONAM03 and P7+ kick off the company's new vehicle cycle, with significant profit flexibility in the future Optimism on Wall Street rises again! Wells Fargo: S&P 500 is expected to aim for 7,007 points next year Understanding the Market | Kingsoft Cloud rises over 6%, with a cumulative increase of over 65% after earnings; revenue from Xiaomi and Kingsoft is expected to accelerate growth "Leading" Salesforce's revenue exceeds expectations, stock price surges, U.S. software stocks "add fuel to the fire"Tesla's compensation case ruling upheld, analysts expect victory in appeal to the Supreme Court Daily Hong Kong Stock Market News Briefing (December 4, Wednesday)Meta actively embraces nuclear energy to support data centers in the United States South Korea's largest opposition party convenes an emergency meeting and issues a statement: If Yoon Suk-yeol does not resign immediately, impeachment proceedings will be initiated Intel seeks external "parachute" CEO A look at several typical high-speed internet scenarios from Credo Microsoft faces antitrust investigation, OpenAI "caught in the crossfire"?The U.S. Treasury market is poised for action as traders bet that yields will continue to decline The government is on the brink of collapse, and France is facing a "critical moment."Tesla major shareholder Liao Kaiyuan: No longer fully invested in Tesla, the 1929 stock market crash is about to repeat Breakfast | South Korea faces "martial law" turmoil, South Korean stocks open as usual today! Tesla major shareholder Liao Kaiyuan "no longer all in on Tesla"The AI "arms race" accelerates again! Amazon launches a new chip array and large language model Multiple Federal Reserve officials signal that expectations for a rate cut in December are rising South Korean President Yoon Suk-yeol announced a "state of emergency" late at night, leading to a sharp decline in the Korean won and Korean stocks, while the Korean cryptocurrency market plummeted. The state of emergency has now been lifted Xinhua Commentary: How to View Economic Growth Rate Will there be a rate cut in December? The Federal Reserve's voting committee this year is "playing Tai Chi": regardless of whether to cut rates or not, interest rates should continue to decline The strong U.S. labor market drives the dollar higher, suppressing gold's gains Apple's stock price hits a new high, analysts expect a market value of 4 trillion next year Overnight U.S. Stocks | Three major indices mixed, Nasdaq and S&P 500 hit new closing historical highs Reminder: Please pay close attention to the following (all times are in Beijing time)Why Tesla Stock Jumped 38% in November AI shopping guides boost sales on America's "Cyber Monday" to over $13 billion, a year-on-year increase of 7.3%U.S. October JOLTS job openings rebounded and exceeded expectations, layoffs decreased, and voluntary resignations increased 1688 has surprisingly taken the path of private labeling "Position completely one-sided"! Citigroup: After new highs in U.S. stocks, short sellers have surrendered Daily U.S. Stock Market News Briefing (December 3, Tuesday)The "Apple Tax" has been a pain for a long time! UK developers collectively sue Apple for damages of up to $1 billion

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