BlackRock turns bearish on long-term U.S. Treasuries, warns that the AI funding boom may drive up borrowing costsGold price at $10,000, quantum computing breakthroughs causing panic, AI triggering a comprehensive crisis... This investment bank's "outrageous" prediction for 2026 has arrivedGlobal news you need to know before the U.S. stock market opens on TuesdayBig short Burry is shorting Tesla again? The last time he did this, Tesla's stock price doubledBullish on the prospects of the drug development pipeline, Bank of America significantly raises the target price for Eli LillySamsung completes development of the sixth generation HBM4 chip and sends samples to NVIDIA awaiting mass production approvalAmidst sluggish global sales, Tesla China sees its third increase in sales this year in November"Triple Blow" is Coming! Institutions Warn: Seasonal Weakness of the Dollar May Intensify in the Coming WeeksWith a valuation of $4 billion, Luma AI, invested by NVIDIA, announced a large-scale expansion plan, aiming for the "world model"!SoftBank's Masayoshi Son expresses "deep regret" over the sale of NVIDIA shares and refutes the AI bubble theoryWealthfront, a wealth management advisory platform, is aiming for an IPO in the U.S. stock market with a target valuation of $2 billionThe Federal Reserve is trapped in the "neutral interest rate" maze, with unprecedented divergence in interest rate cut pathsHassett is set to be appointed as chairman, will the Federal Reserve be "extremely dovish" next year? But can inflation hold up?With the December decision approaching, the Federal Reserve is experiencing the most serious divergence on neutral interest rates in over a decade!Zhitong Hong Kong Stock Analysis | Concerns over US and European data raise expectations for early interest rate cuts, AI entry spreads to glassesU.S. Stock Outlook | Three Major Index Futures Rise Together, MongoDB Soars After Earnings, Trump to Make Major AnnouncementThe Original Sin of the AI Bubble: Is Nvidia the 'Golden Poison Pill' that AI Can't Quit?Global supply is extremely tight, and silver is staging an epic short squeezeCui Dongshu: In November, the market value of A-share automobile manufacturers reached 962.3 billion yuan, a month-on-month decrease of 6% and a year-on-year increase of 4%DSBJ: A Value Reassessment Triggered by an AcquisitionGroup purchase price 1399, PDD has cut Moutai againThe "tail" that has disappeared from the car marketApple loses in the European Union's highest court, facing the threat of a class action lawsuitOn December 2nd, Tencent spent approximately HKD 636 million to repurchase 1.028 million sharesAccelerating to catch up with SK Hynix! Samsung's HBM4 reportedly passed internal testing and is ready to supply NVIDIANorthbound Capital Trends | Northbound capital net purchases of HKD 4.101 billion, continuing to increase positions in technology stocks, with nearly HKD 600 million bought in Meituan throughout the dayHighlights of Amazon AWS Annual Conference: Multi-Industry Collaborations Launched, Promoting Cloud Security, Finance, and SustainabilityIn the new round of bidding, Netflix plans to primarily acquire Warner Bros. in cashAiming at key EUV technology! The U.S. government bets on laser startup xLight: up to $150 million for the largest shareholder positionHong Kong Stock Market Closing (12.02) | Hang Seng Index closed up 0.24%, automotive stocks showed mixed performance, gaming stocks and mobile phone supply chain performed activelyGlobal markets temporarily catch a breather? Bitcoin halts its decline and the Japanese bond auction eases liquidity concernsFortune magazine reports that Barry is shorting Tesla due to its valuation and Musk's massive compensation planDivergence in policy expectations between the US and Japan leads to a decline in US stock futures, a pullback in gold and silver, a rebound in cryptocurrencies, and strong auction demand pushing up Japanese bondsFederal Reserve rate cut VS Japan rate hike? The US market faces shockwaves, and US Treasury yields break 4% againGlobal Tech Blitz: Nvidia Invests in Synopsys, Apple AI Shakeup, Alibaba Updates AI Model | Today's Important News RecapChina Galaxy Securities: Expectations for the Federal Reserve's interest rate cuts rise again, and the mining and metallurgy game stimulates copper prices to riseWhere will the main line of AI be next year? Morgan Stanley: The "de-bottlenecking" theme will replace chips, optimistic about energy infrastructureJapan's long-term bond yields soar to a new high, crossing paths with China's 10-year government bonds for the first time"The Big Short" Michael Burry turns his attention to Tesla! Directly pointing out "absurd overvaluation," naming Musk's exorbitant salary diluting equityUnderstanding the Market | November lithium carbonate production increased significantly year-on-year, TIANQI LITHIUM fell over 4% during trading, and Ganfeng Lithium is down over 2%Morgan Stanley: The difficulty of building an ecosystem for "Doubao" AI phones is high, reiterates "Overweight" rating on Tencent Holdings Limited, Alibaba-W, and MEITUCorporate "guidance upgrades" surge, Wall Street is immersed in a perfect recovery narrativeThe impact of Yongmei is hard to replicate, and the bond market is unlikely to recreate the end-of-2020 market conditionsActivate the red alert! OpenAI suspends its advertising business and is fully committed to "fighting hard" against Google GeminiQT ends with the Federal Reserve's dovish stance! "Wall Street Oracle" optimistic outlook: S&P 500 aims for a new high of 7,300 points by the end of the yearThe AI war in China will "intensify comprehensively" in 2026: "traffic entry" will become a "must-fight" area for major companies, and AI going overseas will also accelerateUnderstanding the Market | ZTE retraced over 7% after yesterday's nearly 14% surge, with Doubao Mobile Assistant technology debuting on NubiaEvercore ISI: Policy dividends are coming, these "K-shaped economy" affected US stocks are expected to rebound in 2026Schroders Investment: The risk of chasing overly high expectations is increasing, and the three pillar strategies strengthen the investment foundation