Bank of America fund manager survey: From stocks to commodities, investors are the most optimistic in four and a half years, with long positions in "MAG 7" being the most crowded tradePulais: Optimistic about the stock market outlook but reconfiguring regional asset management risksUnderstanding the Market | Gold stocks rose in the afternoon, Morgan Stanley expects interest rate cuts to continue, and gold is likely to continue receiving macro-level supportTech Giants Conspire for the Future of AI: Amazon Plans to Invest $10 Billion in OpenAI to Accelerate Challenge Against Nvidia's Chip DominanceGoogle and OpenAI's computing power surge drives DRAM/NAND demand towards exponential expansion, Micron welcomes the "super dividend of AI infrastructure"Morgan Stanley: Expects Xiaomi Corporation-WAI to make significant progress, target price HKD 62Hong Kong Stock Market Midday Review: Hang Seng Index rose 0.23% in the first half of the day, with most technology stocks upThe main line pairing of Hong Kong stocks next yearThe escalation of tensions in Venezuela ignites safe-haven demand, pushing gold to challenge its historical highShenwan Hongyuan: What is the probability of the Federal Reserve continuously cutting interest rates in January 2026?Hong Kong's largest cryptocurrency exchange IPO encounters a chill, dropping nearly 3% on the first dayUnderstanding the Market | Samsonite rises over 4%, named one of the top three consumer stock picks by Credit LyonnaisTwo Americas: Causes and Solutions of the "K-shaped Economy"The decrease in foot traffic and the disappearance of queues at most overseas stores! Wall Street questions: Is POP MART's choice of "volume model" correct?The overnight sensation "Space Data Center"Industrial Securities 2026 U.S. Stock Market Outlook: Continuing to Strengthen, Technology Remains the Leader, Non-Technology Markets May SurpriseThe final carnival of precious metals? Analysts warn that gold and silver may end the "century surge" next year, initiating a multi-year correction cycleXiaomi suddenly launched a new model, focusing on "extreme cost performance," Luo Fuli: "This is just our second step on the AGI roadmap."The "pricing power of the bond market" has changedShenwan Hongyuan: Maintains "Buy" rating on Xiaomi Corporation-W, with a stronger resilience granted by the high-end strategy and the full ecosystem of people, vehicles, and homesOpenAI is negotiating with Amazon to seek at least $10 billion in financing and plans to use its AI chipsUnderstanding the Market | CHI SILVER GP rises over 4%, spot silver breaks previous record high, and the market experiences structural shortages for the fifth consecutive yearThe focus of the market next year, what tricks will Trump use for the midterm elections? Goldman Sachs: Lower tariffs and fiscal stimulus!Indian media: Apple is in talks with Indian chip manufacturers regarding the assembly and packaging of iPhone componentsTesla's stock price hits a new high! Investors are excited about Robotaxi, but Goldman Sachs asks: Can it make money?U.S. stock night trading | Netflix rose nearly 1%, Warner Bros. will reject Paramount's acquisition offer this weekFor the first time in three years! UBS has upgraded the luxury goods industry rating to "Overweight"Wall Street issues another warning! Citadel founder Ken Griffin: The White House must stay "further away" from the Federal ReserveTesla is suspected of exaggerating its assisted driving features, and California is set to impose a 30-day sales suspension penalty, but the suspension order will not take effect until 90 days laterCalifornia regulators temporarily allow Tesla to continue selling cars in the statePerformance improved by 30 times! NVIDIA collaborates with SK Hynix to develop AI solid-state drives, aiming for mass production in 2027Oracle and CoreWeave's CDS continue to soarBreaking News: Tesla's sales in California are set to be suspendedNon-farm data causes waves: Trading activity in the U.S. Treasury yield curve surges, and the spread expands to a four-year highTesla plans to produce batteries in Germany by 2027, strengthening its manufacturing layout in EuropeGoogle's autonomous driving subsidiary Waymo is reportedly negotiating its next round of financing at a valuation of $100 billionSummary of Key Points from the U.S. November Non-Farm Payroll Report: The Chill in the Labor Market is GrowingINDUSTRIAL SECURITIES Zhang Yidong: The bull market in Hong Kong stocks will continue in 2026, focusing on "growth momentum + value reconstruction dividends"Paramount's bid of 108 billion to intercept Netflix fails? Warner is reportedly set to reject the acquisition offer this weekAtlanta Federal Reserve President warns of sticky inflation and opposes rapid interest rate cutsClearing the gloom of the beginning of the year! Autonomous driving takes a key step as Tesla's stock price hits a historic highReminder: Please pay close attention to the following (all times are in Beijing time)Hassett: The independence of the Federal Reserve is very important and should not be disqualified just because the candidate is a friend of TrumpDecember 17th Foreign Market Headlines: Tesla's stock price hits a record high, the U.S. threatens retaliation against the EU's digital services tax, and expands entry restrictions for foreign citizensTesla's stock price surged 4%, expected to break new highs, driven by AI narrativesU.S. Treasury yields fell by at least 2 basis points on Non-Farm Payrolls day, briefly spiking before retreating after the data releaseReports indicate that Luckin Coffee is looking to acquire Blue Bottle, and % Arabica is also under consideration