From "Dim Sum" to "Main Course" – The Renminbi Dim Sum Bond Market Faces Great Development OpportunitiesPublic announcement! Altman wants to establish a rocket company to compete with Musk's SpaceXWhy did long-term government bonds decline?Salesforce: AI Agent 'Delayed', Has the SaaS Leader Become a Value Stock?The AH stock index opened slightly higher, the robotics industry chain strengthened, precious metals continued to rise, commercial aerospace was active, and government bond futures fell sharplyXPeng and Huawei join hands again, this time focusing on range extensionAmazon CEO: Trainium chips have already produced one million units, generating annual revenue of several billion dollarsWall Street re-examines AI investment: The bubble debate is meaningless; the key is how to address the misalignment and lag between investment and monetizationStorage market "adding insult to injury"? Micron will exit the "consumer storage business" and focus on AI storage chipsUnderstanding the Market | Copper stocks opened higher across the board as interest rate cut expectations rise; institutions say multiple factors will drive copper prices to continue risingThe storm in Japan's long-term bonds continues, with long-term bond yields collectively soaring to decades-high levelsUnder high expectations, revenue growth slows down, and software giant Snowflake's stock price plummetsOpened down 1/3 in 1 minute, "halved" in 26 minutes, the "Trump concept" abandoned by the marketReport: Jensen Huang successfully lobbied, and the U.S. Congress will veto the AI chip export billGoldman Sachs trader: The U.S. stock market in 2026 is a "boxing match"Samsung Electronics secures half of NVIDIA's 2026 SOCAMM 2 chip ordersUS Stock Fund Activity List | Tesla Rises Over 4%, US Government Considers Issuing Robot Executive Order Next Year"Yin and Yang" OpenAI? Anthropic CEO: Some AI companies are taking on too much riskIf Hassett becomes the Chairman of the Federal Reserve, Bessent may "unify" the economic policies of the Trump administrationUnexpected decline! In November, the ADP employment number in the United States decreased by 32,000, marking the largest drop since March 2023, with a surge in unemployment among small businessesKey participants in AI financing seek to reduce positions! Morgan Stanley considers selling part of its exposure related to data centersBreakfast | U.S. ADP data unexpectedly declines, market anticipates interest rate cut next week, U.S. stocks rise broadly"Bad data" is "good news"? The market's probability of a rate cut in January rises to 30%Zhitong Hong Kong Stocks Early Insights | Rate cut bets heat up, causing the dollar to widen its decline; over 20 cities have suspended or adjusted national subsidies for automobilesIntel decides to retain its networking and communications divisionWith favorable AI applications, Salesforce is expected to see a revenue increase of over 10% this quarter, raising its full-year guidance, and jumping in after-hours trading | Earnings Report InsightsReminder: Please pay close attention to the following (all times are in Beijing time)Prevent the "New York faction" from dominating monetary policy! The U.S. Treasury Secretary proposes new rule for regional Federal Reserve chairpersons to "live locally for three years."AI hardware competition intensifies as Meta poaches Apple’s core design chief Alan DyeNVIDIA CEO Jensen Huang meets with Trump, focusing on AI chip export controls, stating that the "GAIN AI Act" is even more detrimental to the United StatesDecember 4th External Headlines: Small Non-Farm Payrolls Exceed Expectations and Cool Down, Bessenet Plans to Promote Federal Reserve Reform, Apple Design Chief Joins Meta, Micron Exits Retail Storage BusinessSalesforce's third-quarter revenue was $10.26 billion, while analysts expected $10.28 billion. The company expects full-year revenue to be between $41.45 billion and $41.55 billion, compared to its previous estimate of $41.1 billion to $41.3 billionThe U.S. Bureau of Labor Statistics expects a lower number of indices to be released in OctoberIntel hits a new 52-week high as options surge and U.S. chip policies boost market sentimentApple's top design executive Alan Dye is moving to Meta, and design director Sorrentino will also be joining MetaMeta takes action to poach: Reports say Apple design executive Alan Dye is leaving with his deputyAutomakers cross over to seize the smart wearable market, Li Auto launches its first AI glasses, starting at 1999 yuanU.S. Treasury Secretary Janet Yellen plans to promote reforms at the Federal Reserve, proposing a residency term for regional Federal Reserve Bank presidents, and warning about risks in private creditReport: The bond market is concerned that Hasset may lower interest rates to please Trump and has warned Treasury Secretary Basant about thisReport: Bond investors warn the U.S. Treasury about the possibility of Hasset becoming the Chairman of the Federal ReserveTrump administration All in! It is reported that it is considering issuing an executive order on robots next year, and iRobot surged nearly 80% during the trading sessionNVIDIA CEO Jensen Huang: Heading to Capitol Hill to answer AI-related questionsMicrosoft lowers AI software sales quota, stock price drops nearly 3%, marking the largest decline in half a monthNebius leverages contracts with Microsoft and Meta to advance its artificial intelligence business expansionAmazon Web Services launches AI chips and "frontier" intelligent entities