Meta shifts to Google TPU, disrupting the AI landscape; OpenAI in talks for a massive $38 billion loan to strengthen its ecosystemAlibaba's Ambition That Cannot Be ContainedAs non-farm payrolls continue to languish, Trump unleashes "nuclear-level" immigration restrictions! Attempting to seal off the labor influx from the Third WorldWedbush: NVIDIA is still the "Godfather of AI," and Google's TPU is also hard to shakeOracle and others lend another $38 billion, the "OpenAI Chain" data center circle has accumulated liabilities of $100 billion!Fidelity International: Technology-driven and policy support from most markets are expected to benefit risk assets in 2026Silver futures hit a new high, while China's inventory is at a near ten-year lowJensen Huang emphasizes that NVIDIA GPUs are hard to replace and is not afraid of market competitionData center "cooling issues," CME "downtime," various futures trading suspended, netizens jokingly say "Is someone under too much pressure with silver hitting new highs?"The lineup is full, Labubu's first Thanksgiving parade! POP MART joins the ranks of top global IPsHong Kong Stock Market Mid-Review: Hang Seng Index down 0.24%, Hang Seng TECH Index up 0.11%MediaTek's stock price rose over 20% this week, expected to achieve its best weekly performance since 2002, as it collaborates with Google to reshape growth prospectsJiangyin International: Maintains Li Auto-W "Neutral" Rating with a Target Price of HKD 80.84Understanding the Market | Gold stocks rise collectively, Everest Gold up nearly 6%, expectations for a Federal Reserve rate cut in December heat upAlibaba is fighting a hard battle that will determine its fateStorage Chips "In the Game Within the Game"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 120