Google's Measures to Address the AI Arms Race — Promoting the Behind-the-Scenes Drivers of Data Center TechnologyThe data center frenzy in the United States, the Middle East has made a lot of moneyWall Street comments on Oracle's earnings report: Appears to exceed expectations, but profits are "inflated"; investment logic has shifted from "looking at orders" to "looking at fulfillment"Hong Kong stocks close (12.11) | Hang Seng Index falls 0.04%, HSBC HOLDINGS hits a new high, ZTE plunges 13%Microsoft's Agent AI Debuts Friday; LVMH Greater China Head Joins Pop Mart | Daily News RecapIn 2025, a 50% crash! Novo Nordisk faces its worst year ever, as if the "weight loss drug craze" never happenedAI concerns outweigh interest rate cut benefits, U.S. stock futures collectively decline, gold and oil under pressure, copper retreats after challenging high levelsThe Federal Reserve cuts interest rates by 0.25%! Understand the impact on the Hong Kong property market in one article. Colliers: Predicts a 3-5% increase in property prices by 2026The Federal Reserve cut interest rates by 25 basis points as expected. Institutions such as DWS and Morgan Asset Management are optimistic about further rate cuts in 2026, but the pace may slow downSociété Générale: Bearish in the short term, but the dollar will "make a comeback" by the end of 2026Bank of America: Stop believing in the 60/40 stock-bond portfolio! The real returns over the next decade may be negative, and gold is expected to reach $4,500Meta's AI rising star reportedly clashes with company veteransGold at 4900 next year? Goldman Sachs: U.S. private investment positions are "severely insufficient," and for every 1 basis point increase in allocation, gold prices will rise by 1.4%Is the Bank of Japan's interest rate hike in December a done deal? Nomura: An interest rate hike is highly likely, the key is the terminal rate and the future pace of rate hikesHong Kong General Chamber of Commerce: Nearly half of the surveyed enterprises express a positive outlook on Hong Kong's economy for the next 12 monthsMemory shortage tide, photonics accelerating penetration, edge AI returning... Deutsche Bank summarizes six major technology hardware trading themes for 2026From Tokyo to Wall Street! With the help of the new policies in Gao City and the Federal Reserve's interest rate cuts, Mizuho plans to expand its investment banking business landscapeThe Federal Reserve's interest rate cut adds fuel to the rally as copper prices approach historical highsAutomakers collectively exert pressure! The EU delays the release of the "70% European Manufacturing" regulation, BMW angrily criticizes this as "extremely dangerous"Invesco: The valuation of the Chinese stock market remains attractive, and global interest rate cuts may drive funds back to the Chinese marketGPT-5.2 "release is imminent," Microsoft CEO announces: "Next generation" Agentic AI model will be unveiled on FridayThe strongest storage upcycle in history? UBS: Expects DDR to rise 35% quarter-on-quarter, NAND shortage to last at least until Q3 next yearPJT is in contact with Vanke's US dollar bondholders: calling for the formation of a creditor group to proactively discuss debt management and other matters with the companyReminder: Please pay close attention to the following (all times are in Beijing time)Hong Kong Stock Market Mid-Review: Hang Seng Tech Index falls 0.65%, ZTE drops over 9%Stock price soars! Gemini Space Station obtains CFTC license and officially enters the U.S. prediction marketHas the Hong Kong stock IPO market changed?Todd Combs: From the "failed heir" of the "stock god" to the helm of JPMorgan's "American mega fund"Guotai Junan Securities 2026 US Stock Outlook: The Internal Melting Point and External Turning Point of the AI Bubble"Space Data Center" becomes a battleground for AI? Musk and Bezos are at odds, and Altman also wants to get involvedAfter 25 years, the "Nvidia" of the last era has finally risen againHong Kong Monetary Authority: The recent interest rate cut by the United States meets expectations, but the future extent and pace of rate cuts are uncertainUnderstanding the Market | Gold stocks generally rise, Zijin Mining up nearly 4% as the Federal Reserve cuts interest rates by 25 basis points as expectedAH shares opened higher, the ChiNext rose over 1%, lithium mining and commercial aerospace strengthened, the Hang Seng Index rose 0.66%, tech stocks rebounded, and ZTE fell sharplyAdobe After-Hours Turmoil: Key AI Indicators "Absent," Even Strong Earnings Report and Guidance Struggle to Alleviate Market Concerns | Earnings Report InsightsThe Federal Reserve delivers a "Goldilocks" gift! With "easing signals" and liquidity working in tandem, Asian assets are set to benefitSky-high expenses scare stock prices? Oracle's conference call urgently puts out the fire: "Customers bring their own chips" will save cash flow, "We are not going crazy with debt"Is the Federal Reserve restarting QE? RMP is here! The market wants to relive the "good memories of 2019"A risky bet on AI backfires? Oracle's Q2 cloud revenue slightly misses expectations, and massive orders fail to alleviate investor concerns, leading to a post-market plunge of over 10%Understanding the Market | YOFC opened nearly 4% higher, with the company's placement netting over HKD 2.2 billion for overseas business developmentWall Street interprets the Federal Reserve's decision: more dovish than expectedHow did the "Space Data Center" become popular?Galaxy Securities December FOMC Meeting Review: Mildly Dovish Rate Cut, Internal Discrepancies WidenFound an opportunity! Trump: Whoever acquires Warner, CNN should be soldOracle's performance was below expectations, with capital expenditures approximately $15 billion higher than anticipated, plunging over 10% in after-hours trading | Earnings Report InsightsGoldman Sachs Quick Commentary on the Federal Reserve Decision: Not So "Hawkish" "Hawkish Rate Cut," Uncertainty for JanuarySpot silver breaks through $62 to reach a new high, Japan's Tokyo Stock Exchange Index hits a new highGoogle DeepMind will open an artificial intelligence laboratory in the UK focused on the development of new materials