Investment Education Course 02: What is a US Stock ETF?Where is the next AI trading? Morgan Stanley: Discovering Alpha from "AI Diffusion Rate"NVIDIA responds directly: What are the strengths of GPUs over ASICs?Nomura Global Macro Research Head Su Bowan: The Federal Reserve will only cut interest rates once in 2025, and there is even a possibility of raising interest rates?Track Hyper | Apple initiates AR glasses project: Domestic companies are gearing upSociete Generale: S&P 500 year-end target of 6750 points, Hong Kong stocks in the first half can focus on stable high-dividend stocksBiotechnology company Maze Therapeutics submitted an IPO application for the US stock market, aiming to raise $100 millionHoward Marks: Is there a bubble in the US stock market now?Quantum meme stock was smashed by Jensen HuangWolfe provides a "stock picking guide" for the S&P 500: 15 constituent stocks with at least 25% revenue growth this yearDeutsche Bank: U.S. Treasury yields may rise another 40 basis pointsUnderstanding the Market | WH Group rises over 2% as its subsidiary Smithfield submits IPO application for US stock marketNVIDIA's "World Foundation Model" is born, igniting the physical AI revolution! A 75-page report is released, and GitHub skyrockets with 2k starsEuropean Natural Resources Fund: Gold performance in 2024 will outperform U.S. stocks; next year's trend depends on whether emerging market demand can be sustainedAI "one misstep leads to another," Samsung Electronics' financial report is bleakNVIDIA's multi-dimensional advance into the automotive business: The era of autonomous driving has arrivedMorgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo transformation accordinglyRare! The Federal Reserve has begun a rate-cutting cycle, yet U.S. long-term bond yields have surgedWith the rise in U.S. Treasury yields, should the U.S. stock market be worried?The Korea-U.S. bond yield spread is approaching 200 basis points, adding insult to injury for the Korean wonTrack Hyper | Apple's foldable device is tentatively scheduled for launch in the third quarter of 2026Heavyweight policy for trade-in: Up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and air conditioners, and up to 20,000 yuan for new energy vehiclesUnderstanding the Market | Bitcoin plunges below $97,000, cryptocurrency ETFs and related concept stocks declineThe bond issuance frenzy is here! The global issuance scale reached USD 185 billion in the first week, with corporate bonds being more "attractive" than government bondsThe sell-off of U.S. Treasuries accelerates, with 5% in sight!Streamlining: Lessons from Musk's PrecedentsFederal Reserve's Bostic: Inflation will gradually decline, policymakers should remain cautious in decision-makingBreakfast | U.S. Treasury disturbances cause a significant drop in U.S. stocks, with Tesla and NVIDIA down 4% and 6%Shanghai Securities Journal front page article: "Choosing the right time" and "timely" means that reserve requirement ratio cuts and interest rate reductions will land at critical momentsThe countdown to "Trump 2.0": 10-year U.S. Treasury yields may soar to 5%Why Intel Stock Fell 17% in DecemberU.S. Treasury yields soar, hitting risk assets; cryptocurrency market impactedReminder: Please pay close attention to the following (all times are in Beijing time)Inflation returning? Economic data triggers market turbulence, NASDAQ and S&P 500 indices plummetThe auction results for the U.S. 10-year Treasury bonds were poor, with yields reaching the highest level since 2007Why Tesla, Broadcom, and Rivian Fell Today as Treasury Yields Shot HigherFour-month largest decline! NVIDIA launched new products at CES, Jensen Huang delivered a shocking speech, why did the stock price still plummet?The 10-year U.S. Treasury auction suffered a major setback, with the winning yield reaching a new high since August 2007Why Nvidia Stock Slumped Tuesday MorningHonda CES releases the future-oriented Series 0, the first "Made in America" electric vehicle will debut next year, powered by autonomous driving software AIOpenAI's strong competitor Anthropic plans to raise $2 billion, with a valuation reaching $60 billionNvidia Stock Is Sinking Today -- Is This a Buying Opportunity for 2025?After being "certified" by Congress, Trump swings a big stick both domestically and internationally: U.S. interest rates are too high, and military action to control the Panama Canal cannot be ruled out, economic power merges the U.S. and CanadaU.S. holiday season e-commerce sales soared to a record $241.4 billion, driven primarily by discount promotions and AI shopping assistantsWhy Nvidia Is Pushing Accenture Stock Higher TodayIntel Launches Powerful Laptop Chips to Reclaim Market ShareTrump: NATO countries should spend 5% of GDP on defenseInbound tourism shows a "dual drive" of business and travel demand, the China-U.S. industrial game determines the long-term trend of the U.S. dollar and gold, and the focus of bipartisan congressional policy towards China continues to concentrate on the technology industry --- 0107 Macro DehydrationBetting on India! Microsoft will invest $3 billion to expand AI computing power and cultivate 10 million AI talents by 2030Trump will announce a $20 billion investment for the new data center. (CNBC)