£867 million, Chinese giants acquire top copper-gold mine in South America! The mine has been validated by international peers for many years, but has been hesitant due to high development difficulty

Jiangxi Copper, through its wholly-owned subsidiary Jiangxi Copper Hong Kong Investment, is acquiring all issued and to be issued share capital of SolGold at a cash price of 28 pence per share, valuing the deal at approximately £867 million. The acquisition price represents a premium of about 42.9% over the initial contact. The board of SolGold has recommended that shareholders support the acquisition, and has received irrevocable commitments from shareholders including BHP and Newmont, collectively holding approximately 25.7% of the shares. Additionally, the board of the target company has also provided letters of support for the acquisition, collectively holding approximately 2.8% of the shares

Wallstreetcn·
SH
600362
+1.90%
HK
00358
+0.65%
Wallstreetcn·
SH
600362
+1.90%
HK
00358
+0.65%

For 2026, these are the top 10 questions that Goldman Sachs' leading technology traders are most concerned about

Goldman Sachs trader Callahan pointed out that in 2026, the focus of technology stocks will shift from hardware hype to AI investment returns and market breadth. Although the contribution of the "Mag7" remains significant, the growth rate is slowing down and differentiation is intensifying. He listed ten key issues covering the sustainability of AI spending, software valuation repair, Apple's positioning, the LLM landscape, and cyclical turning points

Wallstreetcn·
US
GS
+1.01%
US
NVDA
-0.32%
US
AAPL
+0.53%
Wallstreetcn·
US
GS
+1.01%
US
NVDA
-0.32%
US
AAPL
+0.53%

Dare to arbitrage? China Investment Silver LOF takes action again: A-class regular investment limit reduced back to 100 yuan, effective from December 29

The fund has adjusted its investment amount multiple times in just two months, decreasing from 6,000 yuan to 100 on October 20, then increasing from 100 to 500 on December 19, and the latest announcement has lowered it back to 100. Guotou Silver LOF also announced that it will suspend trading from the opening on the 26th until 10:30 and will resume trading afterward, warning of significant premium risks in the secondary market trading prices. After consecutive limit-ups, the fund briefly turned into a limit-down today, confirming the market's concerns about arbitrage risks

Wallstreetcn·
US
AGQ
+1.02%
US
SLV
+0.59%
Wallstreetcn·
US
AGQ
+1.02%
US
SLV
+0.59%

Samsung Electronics plans to integrate its self-developed GPU into application processors for the first time in 2027, accelerating its edge-side AI layout

Samsung Electronics plans to adopt its self-developed GPU for the first time in the Exynos 2800 chip in 2027, replacing the existing AMD RDNA-based Xclipse solution to reduce external dependence and enhance technological autonomy. This GPU will start with smartphones and gradually expand to smart glasses, robotics, automotive SoCs, and AI-specific chips, helping to build an end-to-end edge AI ecosystem

Wallstreetcn·
US
SSNGY
0.00%
Wallstreetcn·
US
SSNGY
0.00%

DingTalk creates "Silicon-based Employees"

DingTalk has launched dedicated hardware Ding Talk Real and AI system Agent OS for enterprise organizations, aiming to connect the physical world directly through AI and create an operating system for the AI era, realizing the future of "silicon-based employees" working. CEO Chen Hang stated that all AI Agents on DingTalk will operate based on Agent OS in the future. DingTalk hopes to liberate productivity through a unified scheduling AI system and become the Android and iOS of the artificial intelligence era

Wallstreetcn·
NA
OpenAI
0.00%
US
MSFT
+0.24%
Wallstreetcn·
NA
OpenAI
0.00%
US
MSFT
+0.24%

The starting price of Xiaomi 17 Ultra is 6,999 yuan, an increase of 500 yuan compared to the previous generation model

Xiaomi launched the imaging flagship 17 Ultra, with a starting price of 6,999 yuan, featuring a one-inch main camera, Leica and LOFIC high dynamic range, catering to fireworks photography and a slim design of 8.29mm. It is equipped with the Snapdragon 8 Gen 2, a 6,800mAh battery, and fast charging. The new device starts at 512GB and supports iPhone connectivity, targeting high-end and dual-device users

Wallstreetcn·
US
XIACY
+0.20%
HK
01810
+0.05%
Wallstreetcn·
US
XIACY
+0.20%
HK
01810
+0.05%

Xiaomi officially launched the Xiaomi 17 Ultra, starting at a price of 6,999 yuan

Xiaomi officially launched the Xiaomi 17 Ultra, with a starting price of 6,999 yuan, an increase of 500 yuan compared to the previous generation. This model is now available for pre-sale and will officially go on sale on December 27

Wallstreetcn·
US
XIACY
+0.20%
HK
01810
+0.05%
Wallstreetcn·
US
XIACY
+0.20%
HK
01810
+0.05%

Microsoft and Google have launched a "chip-snatching" mode, sending employees to South Korea, and those who fail to secure chips from Samsung or SK Hynix will be fired

As global AI computing power competition intensifies, high-performance memory such as HBM has become a key strategic resource. Giants like Microsoft, Google, and Meta have stationed their core procurement teams in South Korea to compete for the limited production capacity of Samsung and SK Hynix. However, the advanced production lines of these two Korean companies are operating at full capacity, making it difficult to meet all demands. As a result, technology companies are accelerating the transfer of procurement and supply chain management positions to Asia and are hiring experts with both technical and business capabilities, aiming to build supply advantages by being closer to the manufacturing end to tackle the increasingly severe "chip shortage" challenge

Wallstreetcn·
US
SSNGY
0.00%
US
GOOGL
-0.08%
US
MSFT
+0.24%
Wallstreetcn·
US
SSNGY
0.00%
US
GOOGL
-0.08%
US
MSFT
+0.24%

Why 2026 Will Be the Year of the Tesla Robotaxi

Tesla plans to start production of the Cybercab robotaxi in 2026, aiming to revolutionize the ride-hailing market. CEO Elon Musk highlights the potential of the robotaxi service to significantly impact Tesla's value. However, challenges include obtaining regulatory approvals for unsupervised full self-driving (FSD) and mass-producing Cybercabs. Despite these hurdles, Tesla is progressing with its robotaxi rollout, with driverless tests already underway in Austin. The year 2026 is anticipated to be pivotal for Tesla's robotaxi ambitions.

Motley Fool·
US
TSLA
-0.03%
US
TSDD
0.00%
US
TSLL
-0.22%
Motley Fool·
US
TSLA
-0.03%
US
TSDD
0.00%
US
TSLL
-0.22%

Shen Nong Investment's Chen Yu: Next year's AI applications are like real estate in 2006, and innovative drugs are just the beginning of a twenty-year bull market

Chen Yu, the founder of Shennong Investment, shared his outlook on the 2026 market at the 2025 Xueqiu Carnival. He predicts that AI applications in 2026 will be akin to the real estate market in 2006, marking the beginning of a twenty-year bull market for innovative drugs. Chen Yu believes that there are significant investment opportunities in AI and innovative drugs in the Hong Kong stock market and points out that the interest rate cut cycle may bring better layout opportunities

Wallstreetcn·
Wallstreetcn·

When "pension money" meets "AI fever": What are the risks of global pension funds heavily betting on data center infrastructure?

Under the AI boom, pension funds and insurance capital are rapidly flowing into data centers and other AI infrastructure. However, against the backdrop of unverified profit models and massive investment scales, the market is concerned about exposing public retirement savings to the risks of a technology bubble. Historical cases such as the Japanese bubble and private equity serve as a warning: computing power infrastructure may become future infrastructure, but it could make ordinary savers pay for high leverage and uncertain returns

Wallstreetcn·
US
NVDA
-0.32%
NA
OpenAI
0.00%
Wallstreetcn·
US
NVDA
-0.32%
NA
OpenAI
0.00%

Is NVIDIA in a hurry? Or is it being cornered by Google's TPU, with Jensen Huang willing to "recruit" Groq at any cost?

Reaching a technology licensing agreement with Groq and "incorporating" its core team is essentially NVIDIA's direct response to the rise of Google's TPU. As the focus of AI competition shifts from training to inference, the long-established dominance of GPUs is beginning to wane, and the advantages of TPUs in efficiency and cost structure are gradually becoming apparent, potentially becoming a key moat for Google Cloud in the next decade. In this context, Jensen Huang has shown signs of anxiety for the first time, feeling cornered

Wallstreetcn·
US
GOOGL
-0.08%
US
NVDA
-0.32%
US
GOOG
0.00%
Wallstreetcn·
US
GOOGL
-0.08%
US
NVDA
-0.32%
US
GOOG
0.00%

Commodity surge, stock and bond logic reversed again! Morgan Stanley warns of three major "changes" in 2026

Morgan Stanley warns that although the baseline scenario remains optimistic for a 13% rise in the S&P 500 index by 2026, three major "surprises" could reshape the market: first, the U.S. may experience a "no-job productivity boom," with core inflation falling below 2%, opening up space for significant interest rate cuts by the Federal Reserve; second, the stock-bond relationship may revert to "bad news is bad news," with U.S. Treasuries regaining their safe-haven status; third, a weak dollar and demand recovery could ignite energy and metal markets, driving commodities to new highs

Wallstreetcn·
US
.SPX
+0.32%
US
SPY
+0.35%
Wallstreetcn·
US
.SPX
+0.32%
US
SPY
+0.35%

Japan's 2-year government bond auction was weak, and the market expects inflation may force the central bank to "raise interest rates more aggressively."

Driven by persistently rising inflation expectations, the market anticipates that the Bank of Japan will be forced to adopt a more aggressive interest rate hike path. Demand for Japan's 2-year government bond auction was weak, with the bid-to-cover ratio falling to 3.26, causing yields for this maturity to rise to their highest level since 1996. Meanwhile, the 10-year breakeven inflation rate, a key indicator, has reached a new high since data began in 2004, further reinforcing investors' concerns that the central bank may fall behind the inflation curve

Wallstreetcn·
US
SMFG
+0.25%
Wallstreetcn·
US
SMFG
+0.25%
© 2025 Longbridge｜Disclaimer