Analysis of the Impact of Hang Seng and Stock Connect Adjustments in the Third QuarterOn time performance! "Big Short" battles NVIDIA, the "AI bubble" debate beginsHow was Gemini 3 trained without NVIDIA?SanDisk has been included in the S&P 500 index, soaring this year due to the "storage bull market.""Implicit Guarantee" but "Not Consolidated"! Can Meta's Data Center "Off-Balance Sheet Financing" Hold Up?"Powell's allies" have continuously voiced support for interest rate cuts, and market expectations for a Federal Reserve rate cut in December have surged to 80%Breakfast | Federal Reserve's December rate cut expectations heat up, three major U.S. stock indices rise for two consecutive days, with technology stocks leading the gainsSeizing the "tailwind" of Gemini 3, "Google Chain" challenges "NVIDIA Chain," disrupting the AI trading landscapeUS Stock Fund Activity List | Tesla rises over 6%, Musk states Tesla's AI chip production will exceed the global total"Google Chain" is on fire! Google surged 6%, Broadcom skyrocketed 11%Galaxy Securities 2026 A-share market investment outlook: The first year of the "14th Five-Year Plan" focuses on "two main lines + two auxiliary lines"Michael Burry, after being rebutted by NVIDIA, still insists on his views and claims that more opinions will be announced soon"AI Barometer" - Oracle stock has stopped falling, while CDS is still risingU.S. stock futures continue to rise, European stocks are up, gold is down 0.2%, and Bitcoin has recorded its worst monthly performance in three yearsFederal Reserve officials sing a dovish tune, U.S. Treasury yields decline across the boardAnthropic takes on OpenAI and Alphabet! The new model Claude Opus 4.5 targets programming and office automationZhitong Hong Kong Stock Early Knowledge | The central bank will carry out a 1 trillion yuan MLF operation, Lei Jun personally increased his holdings in Xiaomi stocks by over HKD 100 millionAmazon will invest $15 billion to build a data center park in Indiana, USAAs revenue hits a record, Apple rarely makes a significant adjustment to its sales team, restructuring its enterprise and government business linesEmployment is more dangerous than inflation! The President of the San Francisco Federal Reserve stated that the necessity of a rate cut in December is risingReminder: Please pay close attention to the following (all times are in Beijing time)November 25th foreign market headlines: Apple cuts sales positions, Tesla's FSD encounters obstacles in Europe, Amazon invests another $50 billion, and Ukraine and the U.S. seek to narrow differences in peace proposalsElon Musk claims Tesla has developed millions of AI chips with the goal of seizing dominance in the AI chip marketTesla's FSD plan encounters obstacles in Europe: Dutch regulators point out misleading advertisingAmazon plans to invest up to $50 billion to expand AI computing power for the U.S. government, adding 1.3GW of capacityClosing: The Nasdaq rose by 560 points, with Google leading the tech stocksAnthropic releases Claude Opus 4.5, with comprehensive improvements in programming performanceAmazon opens enterprise testing for the renamed "Leo" satellite service, striving to catch up with Musk's StarlinkLei Jun invested over HKD 100 million to increase his stake in Xiaomi! Previously, he posted multiple Weibo updatesTesla's sales in China have fallen to a three-year low. What happened behind this?Tianfeng International analyst Guo Mingqi refutes the short-selling argument against NVIDIA: The increase in DSO and inventory is a normal business expansion, not a financial anomalyReports indicate that Trump is considering extending subsidies for the Affordable Care Act, leading to a rise in stock prices for U.S. health insurance companies and hospital operatorsWall Street is guessing: Will the Federal Reserve delay the December FOMC meeting to wait for more employment data?Global news you need to know before Monday's U.S. stock market opensUnder the wave of artificial intelligence, the number of Amazon data centers has exceeded 900Over 50 countries, 900 facilities: Amazon AWS data center operations scale far exceeds external perceptionsFederal Reserve Governor Waller: I am concerned about the labor market and advocate for a rate cut in DecemberGoogle signs multi-million dollar agreement with NATO to jointly create AI sovereign cloudThe Federal Reserve is "obsessed" with AI but dares not take another "Greenspan-style gamble."Bubble Talk Rising, Will AI Continue as Hottest Bet in 2026?Illusion of Prosperity? Wall Street Warns: The U.S. Economy is Overly Tied to AI, and a Halt in Investment Will Trigger a RecessionIs the U.S. stock market nearing the end of its pullback? Morgan Stanley and Deutsche Bank both voice: Now is the right time to position for opportunities to reach new historical highs next year!"Weight Loss Miracle Drug" Cross-Border Dream Shattered! Oral Ozempic Treatment for Alzheimer's Disease Declared a Failure, Novo Nordisk Plummets 12%U.S. Stock Outlook | Futures for the three major indices rise together, Morgan Stanley believes the U.S. stock market correction is about to end