Breakfast | Federal Reserve officials expect it to be appropriate to continue cutting interest rates after December, with the three major indices declining for three consecutive daysPeople's Daily: There are many market and policy factors that will influence exchange rates in the future, and there is still considerable uncertainty regarding the trend of the RenminbiIn the first year of "Trump 2.0," the US dollar depreciated by nearly 10%, marking the largest decline in a decadeStorage prices soar, IDC warns: The PC market may shrink by up to 9% in 2026Zhitong Hong Kong Stock Early Knowledge | Overnight COMEX silver futures rose by 7.88%. Two departments: In 2026, continue to implement the old-for-new policy for consumer goods to support automobile replacement and upgradesA wave of reasoning frenzy is coming, NVIDIA is fully gearing up to battle TPU! After acquiring the core team of Groq, it is now targeting AI21 LabsThe prosperity of the US stock market continues! Citigroup optimistically predicts that technology stocks will lead next year, with lagging sectors followingMeta is being sued by the U.S. Virgin Islands for allowing fraudulent advertisementsReport: MiniMax plans to raise USD 600 million in its Hong Kong IPO, with Alibaba, Abu Dhabi, and others as cornerstone investorsThe market awaits the Federal Reserve's meeting minutes, with U.S. stock index futures, the dollar, and U.S. Treasuries flat, while the onshore RMB breaks 7, and spot silver rebounds nearly 4%Overnight news on December 31: U.S. stocks closed lower, Taiwan Semiconductor began mass production of 2-nanometer chips, a freight train derailed and caught fire in the U.S., and Russia's negotiating stance has become more hardlineFederal Reserve Survey: Respondents expect RMP to purchase approximately $220 billion in short-term U.S. Treasury bonds over the next 12 monthsJudge rules: The Trump administration must apply for funding from the Federal Reserve for the CFPBBaird stated that Tesla stock should be held in 2026The medium- to long-term U.S. Treasury yields rose by more than 1 basis pointMetal trends are diverging, silver rebounds, gold's gains significantly narrow, London copper rises nearly 4%, and London nickel hits a 14-month highAsian stock markets welcome a bumper year: South Korea surges 76%, Japan surpasses the peak of the bubble economy era at year-end, Indonesia achieves its best performance in 11 yearsMeta will acquire Manus for a rare US-China AI dealThe Chicago Purchasing Managers' Index rebounded significantly in December, but the U.S. manufacturing sector remains in a contraction zoneNIO's US stock opened up over 7%! The delivery speed of the all-new ES8 reaches a record high in the industry with 40,000 units delivered2026 Forecast: Apple Will Reverse the Downturn in Its Artificial Intelligence BusinessReport: SoftBank has fully invested $40 billion in OpenAIFocus of the Federal Reserve Meeting MinutesThe AI trading winners of 2025 are still the "shovel sellers," but the biggest winner is no longer NVIDIAGlobal news you need to know before the U.S. stock market opens on TuesdayThe U.S. stock materials sector has become the "invisible winner" of Trump's tariff policy! The profit growth rate in 2026 is expected to reach a five-year highCoreWeave: Cloud rising star or just a 'workhorse'?Rare move! Tesla announces analyst predictions: Q4 delivery volume may decline by 15%, with tax subsidy reduction and intensified competition impacting demandThe Supreme Court ruling is imminent! Trump may have prepared a tariff "Plan B"U.S. Stock Outlook | Three major stock index futures all decline as the Federal Reserve's meeting minutes are about to be released. Goldman Sachs supports the narrative of a "soft landing" for the U.S. economyRare move! Tesla's official website unprecedentedly announces forecast: Q4 delivery volume may face a "big drop"The Trump tariff storm, the US-Israel-Iran Middle East "great melee," the Federal Reserve's "leadership change" turmoil... An article reviewing the top ten global macro events of 2025Taiwan Semiconductor 2nm, quietly in mass productionWhat is the gamble behind the billion-dollar acquisition? Key interpretations of Manus's pivot towards MetaTwo departments: Support for vehicle scrapping and updating in 2026, support for vehicle replacement and updatingMetaverse, SoftBank, and NVIDIA spend heavily to finalize major AI acquisition deals for the holiday seasonOn December 30th, Tencent spent HKD 636 million to repurchase 1.062 million sharesRobotics rally, BIDU surges, POP MART 'stalls' again｜Daily News RecapThe yield on the 10-year Treasury bond has recorded the largest annual increase in 31 years! Amid escalating fiscal concerns, it may become a "gray rhino" for the market in 2026POP MART's craze cools down: scalpers stop hoarding, Labubu's premium myth is collapsingUnderstanding the Market | INNOSCIENCE surged nearly 15% in the closing hours as NXP and TSMC plan to shut down GaN production capacity, with NVIDIA leading the power supply architecture revolutionHong Kong IPO market ends strongly: six mainland companies listed together, raising USD 900 million in a single dayManus has been acquired, and KNOWLEDGE ATLAS is also set to go public 8 days laterThe logic of commodities will change in 2026! UBS: "Emotional speculation" will fade, and dominance will return to fundamentalsGoldman Sachs supports the narrative of a "soft landing" for the U.S. economy: "Dissipation of tariff headwinds + tax cuts + interest rate reductions" drives growth with three favorable windsHong Kong Stock Midday Review: Hang Seng Index closed up 0.44%, semiconductor stocks continued yesterday's strong performanceUBS: NVIDIA collaborates with Groq on $20 billion LPU technology to seize new opportunities in AI high-speed inference