Reminder: Please pay close attention to the following (all times are in Beijing time)Not afraid of recent stock price slump, KeyBanc states that the recovery of IT budgets is expected to boost Microsoft's cloud and AI business, maintaining an "Overweight" ratingTo avoid the risk of a Supreme Court ruling, Trump invokes Section 232 to impose tariffs on certain semiconductors and critical mineralsThe resilience of the U.S. economy exceeds expectations, and the President of the Minneapolis Federal Reserve emphasizes cautious interest rate cutsGoogle launches personal intelligence features in GeminiTrump: Impose a 25% tariff on imported chips not used for AI in the United StatesFederal Reserve Beige Book: Overall economy has improved, employment levels remain largely unchanged in most regions, and prices have risen moderately in most areasThe Federal Reserve's 2026 voting members maintain a cautious stance, while the 2025 voting members emphasize that independence is crucial in combating inflationGlobal Times Commentary: The U.S. "Allows" H200, Reflecting China's Technological Self-Reliance and StrengthWhy Google's Stock Price Soared in 2026What does NVIDIA's inference context memory storage mean for NAND?Uncertainty continues to loom over the market! Tariff decision "misses deadline again" as the three major U.S. stock indices plungeThe United States approves NVIDIA's shipments to ChinaDriven by rising energy costs, the U.S. November PPI rose year-on-year to 3%, reaching a new high since JulyU.S. existing home sales hit the strongest level since 2023, significantly exceeding expectations, with the weakest price increase in two and a half yearsTrip.com faces regulatory stormEveryday Hot Comments | The Gold Bull Market is the "Mirror" of the Dollar ChaosFormer European Central Bank officials support Powell, stating that undermining central bank independence could jeopardize the global financial systemU.S. November PPI unexpectedly heats up, supporting the Federal Reserve's "wait and see" planGlobal news you need to know before the U.S. stock market opens on WednesdayQuick Review of US PPI DataZhitong Hong Kong Stock Analysis | Afternoon sudden cooling news, Hong Kong stocks are not afraid, AI themes continue to spreadKashkari strongly supports Powell: advocates for maintaining interest rates unchanged in January, firmly opposes administrative intervention in monetary policyAirbnb has appointed the former head of generative AI at Meta as the new Chief Technology Officer"Sell America" trades make a comeback, smart money quietly flows north into CanadaWedbush: Meta is seen as adopting a disciplined and prudent spending strategyGoogle and Apple reach an artificial intelligence cooperation agreement, OpenAI faces a "major setback"Jin Shi 整理: If tariffs are ruled illegal, what "legal" alternatives can Trump find?When "TACO" turns into "Big MAC," how Wall Street seeks a safe haven amid policy "chaos" and on the eve of the midterm electionsU.S. Stock Outlook | Three major stock index futures all decline, silver breaks above $90. U.S. November PPI and retail sales data will be announced tonightAfter 3 years, CITIC Securities' growth rate has finally returned to double digits"Brokerage King" CITIC Securities: Net profit will exceed 30 billion by 2025Report: Baidu plans to apply for a dual primary listing in Hong Kong to open up access channels for mainland investorsNew Stock News | It is reported that Montage Technology has introduced cornerstone investors such as Alibaba and Morgan Asset Management for its Hong Kong IPOThree departments hold a symposium for new energy vehicle industry enterprises: resolutely resist disorderly "price wars"CITIC BANK, standing at 10 trillion, is still in the transformation "critical period"99% compute idle? In the inference era, storage beats compute!A 10% discount "bottom-fishing" at Shanghai Airport, the "asset shortage" game behind CPIC's bidding