Morgan Asset Management China Equity Team Outlook 2026: Anchoring on the Global Competitiveness of High-Quality Chinese CompaniesMarket Predictions Bet on "Global Market Value Leader": Next Year, Google Will Challenge NVIDIA and Apple Head-On with AI ChipsZhejiang Merchants Futures Chief Strategist and General Manager of Investment Consulting Department Xu Tao: The biggest risk point in the commodity market next year is the U.S. stock market, but a "big pit" is a better buying opportunityScaling Law is not dead! Core executives of Gemini reveal that Google already has a disruptive keyAltman faces $1.4 trillion skepticism: As long as computing power is still in short supply, OpenAI must continue to burn cashZhang Bin from the Chinese Academy of Social Sciences: In the short term, the most important thing for consumption growth is to enlarge the nominal GDP cakeDialogue with Pony AI's Wang Haojun: Robotaxi is entering the stage from 1 to 1000Sell all Nvidia, mortgage Arm to leverage! SoftBank bets everything on OpenAI, striving to secure funding by the end of the yearGAC "tightens its belt"Clocktower Chief Strategist Kevin Wang: The macro focus in 2026 is on inflation, beware of the risk of a shift in monetary policy expectationsClocktower Chief Strategist Kevin Wang: Global allocation imbalance is significant, and Chinese assets may become the biggest "short squeeze" opportunity in the next decadeGlobally renowned technology analyst Dan Ives: The AI party has just begun, 2026 is the "monetization year," and the real consumer AI revolution will be initiated by Apple | Alpha SummitWith deep ties to Tesla CEO Elon Musk, it is reported that Morgan Stanley is expected to lead SpaceX's epic IPOOvernight U.S. Stocks | The three major indices had mixed performances this week, with spot silver breaking through $67 to set a new historical recordTop 20 U.S. stock trading volumes on December 20: FTC approves NVIDIA's investment in IntelMusk wins appeal, restoring the 2018 $56 billion Tesla compensation agreementTrump boasts of a "great victory": Nine major pharmaceutical companies reach a price reduction agreement in exchange for a three-year tariff exemptionThe 10-year U.S. Treasury yield fell more than 3 basis points in the week when the U.S. CPI data was releasedNine pharmaceutical companies signed price agreements with Trump to avoid tariffs. These include Roche, Merck, Bristol Myers Squibb, GSK, Novartis, Gilead Sciences, Amgen, Sanofi, AbbVie, Johnson & Johnson, and Regeneron Pharmaceuticals have not yet announced agreements with TrumpGoogle Cloud deepens cooperation with Palo Alto Networks, signing nearly $10 billion AI security dealWBD rejected Paramount's acquisition offer and insisted on a deal with NetflixHigh inflation and employment concerns squeeze U.S. consumer confidence slightly rebounds but is below expectationsUS Stock Movement | Trump Signs Executive Order to Ensure America's "Space Dominance," Intuitive Machines Soars Over 25%Mou Yiling: The real bull market has not yet begun, the stock market performance in 2026 is more ideal, focus on sectors where expectations have not been fully metPalo Alto Networks announced a multi-billion dollar partnership with Google CloudBernstein: NVIDIA's valuation is at a historic discount compared to the Philadelphia Semiconductor IndexU.S. Stock Movement | PDD rises over 6% as it upgrades governance structure; Zhao Jiazhen appointed co-chairmanHas the most difficult moment for U.S. consumer stocks passed?Global news you need to know before the U.S. stock market opens on FridayThe U.S. job market will struggle in 2025, and it will be hard to see relief in 2026Have U.S. solar stocks already found a "golden pit"? Goldman Sachs: Super large-scale computing centers are rewriting the logic of grid demandWill this year's U.S. stock market "Christmas rally" arrive as scheduled?President of the New York Federal Reserve, John Williams: Some of the latest data is encouraging, showing more signs of inflation relief. The CPI data has some distortions, and more data is needed to better assess the inflation situationZhitong Hong Kong Stock Analysis | The significance of Hainan Free Trade Port's closure is substantial, with concentrated catalysts for autonomous drivingFrance's 2026 budget proposal is "difficult to deliver"! Political deadlock hinders fiscal progress and exacerbates the risk of uncontrolled debtWaller performed "outstandingly" in the Federal Reserve Chair interview, and Trump may shift focus to the job market2026 will be the "year of proof" for technology stocks: bubble or stable targets?World Gold Council: The impact of the new gold value-added tax policy in China's gold market is gradually becoming apparent in NovemberEconomic data boosts expectations for interest rate cuts, U.S. Treasury bonds expected to see their first weekly increase since NovemberU.S. Stock Outlook | Three Major Index Futures Rise Together as Giants Respond to America's "Genesis" AI Plan; October PCE Data Released TonightUS TikTok revamp done: what did ByteDance lose vs. gain?If SpaceX goes public, how long can Tesla's "Musk premium" last?