Counterpoint Research: It is expected that global smartphone shipments will grow by 3.3% year-on-year in 2025, driven by Apple's strong performanceA big year for silver, platinum, and palladium, who will be stronger next year? Goldman Sachs: More optimistic about the most certain goldThe first open-source model to win a gold medal in the Math Olympiad! DeepSeek's new model has received high praise from netizens: public technical documents, amazing!When liquidity is so abundant, the US stock market will have adjustments, but there will not be a bear marketGoldman Sachs trader: As we enter December, the U.S. stock market has a "clearer starting point"Hong Kong Stock Concept Tracking | Codelco Raises Annual Premium, Institutions Optimistic About Copper Mining Companies' Upward Cycle (Including Concept Stocks)Breakfast | US stock market closed, oil prices "flash crash" during trading, gold falls from nearly two-week highU.S. stock markets closed for Thanksgiving, UK stocks and currencies under pressure, the dollar weakened as interest rate cut expectations rose, and cryptocurrencies reboundedReminder: Please pay close attention to the following (all in Beijing time)Google restarts AI glasses: Foxconn as the manufacturer, Samsung as the designer, expected to launch in Q4 2026The China Securities Association has launched a survey on economic forecasts by chief economists for the fourth quarter, focusing on the "14th Five-Year Plan" capital market reforms"Double Eleven" smartphone sales grew only 3% year-on-year, with Apple's iPhone 17 holding up the overall situationGuohai Securities: Maintains Alibaba-W "Buy" rating with a target price of HKD 193How can Gemini turn the tide? Google's Chief AI Architect: Start by acknowledging the lag and find your own rhythmEuropean Central Bank Governing Council member Kazaks: Inflation risks remain, discussing interest rate cuts is "premature"NVIDIA goes "AI" for everyone, with some internally requesting to "use AI less," Jensen Huang directly exploded: "Are you crazy?"Li Auto reflects on its painThe TSMC former executive's leak case escalates! Luo Weiren's residence was suddenly searched by the prosecutionChina's Intelligent Driving Launches a Brutal Breakthrough BattleDon't believe in the AI bubble theory too early! Chen Guo: The biggest "unexpected" in 2026 is all in the Chinese marketThree Reasons for the Decline in Industrial Profits in OctoberOn November 27th, Tencent Holdings Limited spent HKD 636 million to repurchase 1.036 million sharesThe secret behind Trip.com’s resilienceExecutive Turnover Sparks Controversy: Intel Denies TSMC's Leak Allegations, Intensifying Competition in Advanced Manufacturing ProcessesBest Carrier for AI Edge? Understand the AI Glasses Industry Chain in One ArticleTrading Reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close 3 hours early on FridayFidelity International: AI has become a key driver of corporate profit growth and is expected to continue this trend until 2026Alibaba AI Glasses Enter the Market, Meituan Financial Report to be Released Tomorrow | Today's Important News RecapWall Street Outlook for the 2026 U.S. Stock Market: S&P 500 Target as High as 8000 Points, with AI and Policy as Key VariablesZhao Guidé, born in the 1970s, has been approved for the position and appointed as the Vice President of ICBCNio strives to rush into a new worldGoldman Sachs: Assigns Li Auto-W a "Buy" rating with a target price of HKD 120Apple feedback form leaked, Apple Intelligence may soon enter the domestic marketLi Auto's poor earnings report yet the stock price rose? Morgan Stanley: "The bad news is fully priced in" rather than a reversal, the key going forward is "self-developed chips and capacity ramp-up"Quark AI Glasses Launch Event: First-person perspective shooting glasses, shoot with just a wordCITIC Lyon: Gives Li Auto-W a "Outperform" rating with a target price of HKD 140"Truck electrification" will offset the slowdown in passenger vehicles and become an important support for CATL's businessThe energy storage industry is booming, but integrators are facing a life-and-death test!Jack Ma, Alibaba, and ANT GROUP jointly donated HKD 60 million to support Hong Kong"Wood" reduces Tesla holdings, buys Coinbase and Deere stocksThe early landing of 3nm and the explosive demand for DRAM, is ASML's profit reversal coming?Understanding the Market | Li Auto-W rose over 2% after earnings, MEGA recall event impacted performance, will bet on embodied intelligenceMorningstar: Alibaba-W is still undervalued, with a fair value of HKD 251 per shareAI "faith" vs urban investment "faith"China Merchants International: Downgrades Li Auto-W to "Hold" rating with a target price of HKD 70, expecting price cuts to boost next year's new generation salesHaitong International: The overseas innovative drug industry chain has shown a structural recovery trendTPU challenges GPU, but Bank of America suggests: buy NVIDIA, Broadcom, and AMDAnthropic releases Agent paper again: Thinking like human engineers to solve the "long-range task" problemUnderstanding the Market | Xiaomi Corporation-W rose over 4%, with a total repurchase amount exceeding HKD 1.2 billion this month. Institutions indicate that the company's valuation is attractiveGuosheng Securities: Strategically and tactically optimistic about A-share assets, especially in AI, new productivity, self-controllable, and the overseas expansion theme