After the "8 consecutive rises," silver has pulled back. Will this time the "silver bull market" collapse like in 1980 and 2011 after reaching a "new high"?Next week, the "Google Chain Core" Broadcom earnings report is comingCountry Garden starts "second entrepreneurship"Warner Bros. Discovery is reportedly starting exclusive negotiations with NetflixHong Kong Stock Midday Review: The Hang Seng Index fluctuated with reduced volume, closing down 0.19%. The non-ferrous metals sector continued its strong performanceHong Kong Stock Midday Review | Hang Seng Index fell 0.25% in the morning session, CGN MINING surged 7% against the trendDoubao seizes the entrance, poked the hornet's nestUnderstanding the Market | The Robot Concept Rises Again, Continuous Catalysis in Domestic and International Robot Fields, UBS States Mass Production Signals are Gradually EmergingIt is reported that Amazon and USPS negotiations have hit a deadlock, planning to transfer billions of packages into its own logistics networkMorgan Stanley: Expects that the significant increase in the selling price of Xiaomi Corporation-W smartphones will help to pass on the pressure of memory costs, rating "Overweight"CPO Harvest Battle, Fully LaunchedUnderstanding the Market | NANJING PANDA shares rise nearly 7% as the 2025 Brain-Computer Interface Conference opens, domestic clinical transformation enters a critical stageValuation skyrockets to $7 billion! AI computing power rental star Fluidstack gains favor from Google, aiming to be the "next CoreWeave"50,000 tons of warehouse receipts were canceled in one day! JP Morgan: Signifies that copper prices have entered a "more volatile and urgently bullish mid-stage"Understanding the Market | The non-ferrous metal concept performs actively as expectations for Federal Reserve interest rate cuts continue to rise, institutions are optimistic about the upward trend in the non-ferrous industryUnderstanding the Market | ASCENTAGE-B rises over 6% as Nalik® POLARIS-1 study receives approval from the US FDA and European EMAPerformance improved by 25%! Amazon's new generation self-developed server chip Graviton5 is launched, challenging the x86 hegemonyChina Galaxy Securities: Domestic AI ecosystem accelerates breakthrough，建议在板块中逢低布局Guotai Junan Securities: Initiates coverage on Alibaba-W with a "Buy" rating and a target price of HKD 192.48Is Doubao AI's mobile phone competitor Xiaomi? Goldman Sachs: AI "system-level integration" faces challenges, which further validates Xiaomi's long-term competitivenessThe super cycle has just begun! Morgan Stanley: The pricing power of traditional storage will "further strengthen" in 2026Breakfast | Interest rate cut expectations continue to rise, S&P and Nasdaq rise for three consecutive daysNVIDIA's "Cash Empire" Emerges: Jensen Huang Builds AI Ecosystem Firewall, Future to Use Strategic Investments to Replace Large Mergers and AcquisitionsThis could be the most expensive and highly anticipated IPO of next year: OpenAI and AnthropicApple officially announces the annual Best App Award, with the visual AI planning tool Tiimo taking the top spot"Shadow Fed Chair" Hassett speaks out: The Federal Reserve should cut interest rates next week, expecting a 25 basis points reductionWhy is Altman in a hurry?The United States cannot bear higher interest ratesUS Stock Fund Activity List | Tesla Rises Nearly 2%, Ranks Among the Top 10 American Automotive BrandsReminder: Please pay close attention to the following (all in Beijing time)December 5th External Headlines: Trump Tightens Immigration Work Permits, Meta Plans to Cut Investment in Metaverse Business, U.S. Federal Housing Finance Agency Director Suspected of Abuse of PowerMicrosoft raised the prices of Office business subscriptions in July, with a price increase of up to 33% for frontline worker productsReports indicate that the production of AI chips is expected to double next year, with Cambricon surging in the late trading session, and a late-night "serious statement": untrueAfter the redemption restriction turmoil, the popular PE Blue Owl raised $1.7 billion for its data center dedicated fundThe U.S. government's outstanding national debt has surpassed $30 trillion for the first time, doubling since 2018Commodity trading giant adds fuel to the fire: Mercuria was reported to have planned to withdraw over 40,000 tons of copper from LME warehousesGoldman Sachs suspends bond issuance for digital center company related to the incident with the Chicago Mercantile ExchangeAmazon's influence in the U.S. shipping market continues to expandAiming at the billion-dollar market of Anthropic! Google enters the AI coding battle and reaches a multi-year partnership with ReplitMeta rose 4.0% and plans to cut its metaverse budget by 30%Former Intel CEO: Google makes a strong comeback with Gemini 3Investors bet that Google's TPU could become a multi-hundred-billion-dollar opportunityNVIDIA has a "happy trouble": too much cashDecember A-share Market Style Outlook: Large Cap First, Growth Before Value