Northbound Capital Trends | Northbound capital net purchases amounted to 1.341 billion, significant differentiation in technology stocks, Xiaomi Corporation-W received an increase of over 3 billionCan Oracle's stock reverse its decline? Two key points to watch in next week's earnings reportOn December 5th, Tencent Holdings Limited spent HKD 636 million to repurchase 1.046 million sharesCopper prices hit a new high, with Citigroup bullish on reaching $13,000 nextThe K-shaped divergence in the pricing of major asset classes – the subsequent evolution of "fiscal risk premium"The market holds its breath for the "delayed judgment": September PCE will be announced tonight. If inflation remains sticky, will it shake the consensus on the Federal Reserve's interest rate cut next week?Hong Kong stock market closing (12.05) | Hang Seng Index rose by 0.58%, with active performance in non-ferrous metals throughout the day, Ping An leading the blue chipsUBS Global Technology and AI Conference: AI demand is "insatiable"! AMD declares that we are only in the "second year of a ten-year super cycle."Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News RecapBefore the release of the U.S. September PCE, European and American stocks rose, Japanese stocks fell, the exchange rate increased, copper prices reached a new high, and gold and silver prices roseAllianz: The internal divisions within the Federal Reserve are severe, and the likelihood of a 25 basis point rate cut next week remains highUnderstanding the Market | Aluminum Stocks Strengthen in Late Trading, Resilient Demand in Off-Season Still Prominent, Institutions Suggest Maintaining Optimism on Aluminum Prices in the Medium to Long TermThe insurance sector surged! Risk factors have been lowered again, expanding "patient capital," further opening up space for insurance funds to enter the marketHon Hai's sales in November reached NT$ 844.28 billion, a year-on-year increase of +26%Who will take over after gold? Citigroup's 2026 outlook is optimistic about platinum group metals, driven by industrial substitution and valuation recoveryAI demand remains strong, Hon Hai's sales in November increased by 25.5% year-on-year, and the visibility for the fourth quarter is "better than last month."Interest rates are set to reach a new 30-year high! The Bank of Japan is ready to raise interest rates in December, and the yen has strengthened in responseGoldman Sachs: Expects more AI achievements to be announced in the Xiaomi Corporation ecosystem, target price HKD 53.5The Reserve Bank of India cut interest rates by 25 basis points for the first time in six months and announced a trillion rupee bond purchase planThe next big move in the United States is revealed: a full bet on humanoid robotsReport: The Bank of Japan is highly likely to raise interest rates by 50 basis points in December and suggests there is still room for future increasesBaidu's stock rose nearly 8% during trading, reporting that Baidu's AI chip business Kunlun plans to IPO in Hong KongAfter 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 hegemonyGuotai 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