Palo Alto Networks announced a multi-billion dollar partnership with Google CloudBernstein: NVIDIA's valuation is at a historic discount compared to the Philadelphia Semiconductor IndexU.S. Stock Movement | PDD rises over 6% as it upgrades governance structure; Zhao Jiazhen appointed co-chairmanHas the most difficult moment for U.S. consumer stocks passed?Global news you need to know before the U.S. stock market opens on FridayThe U.S. job market will struggle in 2025, and it will be hard to see relief in 2026Have U.S. solar stocks already found a "golden pit"? Goldman Sachs: Super large-scale computing centers are rewriting the logic of grid demandWill this year's U.S. stock market "Christmas rally" arrive as scheduled?President of the New York Federal Reserve, John Williams: Some of the latest data is encouraging, showing more signs of inflation relief. The CPI data has some distortions, and more data is needed to better assess the inflation situationZhitong Hong Kong Stock Analysis | The significance of Hainan Free Trade Port's closure is substantial, with concentrated catalysts for autonomous drivingFrance's 2026 budget proposal is "difficult to deliver"! Political deadlock hinders fiscal progress and exacerbates the risk of uncontrolled debtWaller performed "outstandingly" in the Federal Reserve Chair interview, and Trump may shift focus to the job marketWorld Gold Council: The impact of the new gold value-added tax policy in China's gold market is gradually becoming apparent in NovemberEconomic data boosts expectations for interest rate cuts, U.S. Treasury bonds expected to see their first weekly increase since NovemberU.S. Stock Outlook | Three Major Index Futures Rise Together as Giants Respond to America's "Genesis" AI Plan; October PCE Data Released TonightUS TikTok revamp done: what did ByteDance lose vs. gain?If SpaceX goes public, how long can Tesla's "Musk premium" last?Just today! The largest options expiration in history, will the US stock market face a "crazy day"?On December 19th, Tencent spent HKD 636 million to repurchase 1.038 million sharesMorgan Stanley's 2026 U.S. Stock Market "Battle Map": A "Selective" Bull Market is Coming, Sector Rotation Will Benefit High-Quality Growth and Low-Volatility StocksDingTalk's "D Plan" roadmap emergesUAE capital supports US stocks? Not only investing in OpenAI but also pulling Oracle back from the brink of debtGOOGL vs. NVDA: Is the comeback thesis credible?Goldman Sachs: Expects global economic growth of 2.8% next year, anticipates a 50 basis point rate cut by the Federal ReserveHong Kong stock market closing (12.19) | Hang Seng Index rose by 0.75%, smart driving sector strengthened, and biopharmaceutical stocks rebounded significantlyMSFT, GOOGL and other giants rally behind US 'Project Genesis'; TikTok US plan finalized | Daily News RecapBenchmarking OpenAI's "Stargate"? Toyama, Japan plans to build a 3.1GW super data center clusterHe Xiaopeng: For smart car companies to make robots, it is not only a technological origin but also an inevitable exploration of AIBisheng Asset founder, executive chairman, and chief strategist Wang Guohui: The Chinese stock market may have entered a "multi-year bull market," and China's GDP is expected to surpass that of the United States by 2030"Not just a car company" Tesla's valuation logic is changing: betting on autonomous driving and robotics, the proportion of automotive business is decreasingPDD upgrades its governance structure, Zhao Jiazhen appointed as co-chairman, fully promoting the high-quality development of China's supply chainState Street Global Advisors: Japan's interest rate hike brings policy rates to the highest level in 30 years, nearing a turning pointWall Street Commentary November CPI: Data Deviations Are Significant, Federal Reserve Unlikely to Shift Policy Because of ThisNike's second-quarter revenue reached $124 million, a year-on-year increase of 1%, with inventory improvement and a recovery in the North American market | Earnings Report InsightsUnderstanding the Market | Li Auto-W rose nearly 4% in the closing session, reported that the company is planning to establish an AI R&D center in Silicon Valley, focusing on intelligent technologyHow significant is the cooling of inflation? Goldman Sachs: The Federal Reserve will ignore the "noise" of the December CPI and focus on the January dataGuangfa Securities: Maintains Tencent Holdings "Buy" Rating, AI Becomes New Business GeneEverbright Securities: Maintain "Buy" rating on Xiaomi Corporation-W, Xiaomi's AI strategy is a marathon rather than a sprintGoldman Sachs: The US stock market may see a rebound in the last two weeks of the year, setting the tone for 2026 as a "stock-picking year," with opportunities not in AI but in cyclesCITIC Securities Co., Ltd. Mingming: The gap between actual and nominal growth will narrow, and the capital market in 2026 is worth looking forward toZhang Bin from the Chinese Academy of Social Sciences: The most effective way to boost consumption is to rapidly expand investment in the short termGoldman Sachs Commodity Outlook: Central Bank Gold Purchases + Federal Reserve Rate Cuts, Bullish on Gold to Hit $4,900 in 2026!Hong Kong Stock Market Midday Review: Hang Seng Index closed up 0.65% in the first half of the day, with pharmaceutical and biotechnology concept stocks risingAltman talks about OpenAI's latest direction: enterprise API revenue has surpassed consumer terminals, a new model will be released in the first quarter of next year, and computing power determines the revenue ceiling9:0 unanimous approval! The Bank of Japan raised interest rates by 25 basis points as scheduled: further rate hikes will continue if economic and price outlooks are realizedThe relative value of REITs and real estate service stocks in 2026 "layered" Federal relies on capital circulation favored by Morgan StanleyCMS: The Federal Reserve enters a rate-cutting cycle, seizing investment opportunities in the tool industry