HK, US stocks top stories

As the metal market surges, the dollar experiences its largest weekly decline since June

This week, the Bloomberg Dollar Index fell by about 0.8%, closing at its lowest point since early October, with a cumulative decline of about 8% this year, which will mark the largest annual drop since 2017. Analysts believe that the thin liquidity this week has not helped the already relatively weak dollar. Looking ahead, the focus will be on inflation data to assess the timing of the Federal Reserve's next interest rate cut

American humanoid robot startup: Even we think the hype from the outside is excessive

Despite the humanoid robot sector attracting approximately $5 billion this year, executives from several U.S. startups such as Agility Robotics and Weave Robotics have warned that the market hype has gone too far. Industry insiders point out that current technology is still insufficient to support complex applications like robotic butlers, making it incapable of handling intricate industrial or household services, and the deployment costs are exorbitant—only $20 out of every $100 invested goes towards the robots themselves

Who will stop the crazy silver? Who brought down the Hunt brothers back then?

As silver prices surge frequently, CME has once again raised margin requirements. This move has awakened the market's memory of several historical "short squeeze" failures: before the silver price crash in 2011, CME raised margin requirements five times in just nine days; in 1980, the collapse of the Hunt brothers also began with the exchange limiting leverage. History has repeatedly proven that when exchanges start to intensively restrict leverage by raising margin requirements, it is often a precursor to a market reversal

Oracle's quarterly plunge of 30%, analysts say: "If the agreement with OpenAI is not adjusted, Oracle may be unable to fulfill its obligations."

Oracle's stock price may see its largest decline since the internet bubble in the fourth quarter. Despite securing over $300 billion in orders from OpenAI, concerns have been raised over its aggressive expansion plans. Analysts warn that its investment-grade rating is at risk, and there is a danger in being overly reliant on a single client like OpenAI. However, some investors remain optimistic about founder Larry Ellison's long-term vision

December ten-year U.S. Treasury bond "delivery failure" surged

As of the week ending December 10, the total amount of trades in ten-year U.S. Treasury bonds that failed to settle on time reached $30.5 billion, setting a new high since December 2017. Compared to ten-year U.S. Treasury bond auctions earlier this year, the Federal Reserve's holdings have significantly decreased, and the reduced amount available for borrowing has led to supply shortages and delivery failures

Rushing before the end of the year, selling more as prices drop! The cryptocurrency market has become a "tax offset" asset for American investors

Against the backdrop of a significant rise in U.S. stocks and a pullback in Bitcoin this year, American investors are taking advantage of the year-end window to sell off crypto assets for "tax loss harvesting." Since spot cryptocurrencies are not subject to the "wash sale rule" that applies to U.S. stocks, investors can sell losing Bitcoin to offset their stock gains for tax purposes. This "sell more as it drops" strategy has surged at year-end, becoming a key tactic for investors to cope with market divergence and reduce their tax bills

Both domestic and international markets hit historical highs! Silver dominates this year, will it switch to copper next year? Shanghai copper surpasses 100,000, while New York copper rises over 5% during trading

As of the close on Friday this week, copper on the New York Mercantile Exchange has risen 45% this year. London copper, which is closed on Friday, has set a record high for four consecutive trading days as of Wednesday, with an increase of nearly 40% this year. However, the annual increase in copper prices is still less than half of that of silver. JP Morgan is optimistic about copper next year due to severe supply disruptions, weak inventories outside the United States, and China's renewed buying

Global stock markets are closed with light trading, while metals soar again, with gold, silver, and copper reaching new highs

U.S. stock index futures fell slightly, while major European stock markets (Germany, France, the UK, Italy) were closed for holidays. Markets in Australia, New Zealand, and others were also closed, leading to light trading in Asian stocks, with Japan's Topix index reaching a new high. Metals regained upward momentum, with gold, silver, and copper hitting new highs, while platinum and palladium also rose in tandem. Japan's inflation decline exceeded expectations, leading to a weaker yen, while the Korean won rebounded after government intervention, reaching a new high since November

Behind the 145% Surge in Silver: Retail Investor Frenzy is Driving the Market to Extremes

Since the beginning of this year, silver prices have soared, breaking through $75 per ounce, far exceeding the increase in gold. This round of market activity is driven by strong industrial demand and tightening supply, further amplified by a surge of retail investors. From physical silver bars to silver ETFs, the enthusiasm of ordinary investors has boosted trading volumes and intensified market volatility. Analysts warn that the silver market is prone to sharp rises and falls, and the current frenzy led by retail investors is pushing prices to the brink of risk

Tesla in 2026: Electric Vehicles Under Pressure, AI Takes Over

Despite the pressure on electric vehicle sales, the market has high hopes for the company's progress in autonomous taxi services, humanoid robots, and self-developed chips. Analysts generally believe that investors have become accustomed to Musk's over-promises, and as long as they can see visible progress, they will not be overly concerned. This year, Tesla's stock price has increased by more than 25%, surpassing the S&P 500 index's increase of 18%

A $12 billion merger turnaround, is ServiceNow retracing SAP's old path?

After years of avoiding large mergers and acquisitions, ServiceNow suddenly launched a buying spree this year, spending at least $12 billion on mergers or strategic investments. This series of actions has raised concerns among investors that the company may begin to rely on deals to stimulate growth, especially considering that CEO Bill McDermott led a series of controversial mergers during his tenure at SAP SE

The Nasdaq Golden Dragon China Index preliminarily rose by 0.2%, with a cumulative increase of about 0.6% this week. Among popular Chinese concept stocks, XPeng preliminarily rose by 6.2%, NIO rose by 4.1%, Li Auto rose by 3.9%, Xiaomi rose by 2.1%, and Alibaba rose by 1.4%

China Investment UBS Silver Fund Class C Shares Suspended for Subscription

The C class fund shares of the Guotou Ruijin Silver Futures Securities Investment Fund (LOF), which are favored by short-term investors, will suspend subscription starting next Monday. Guotou Ruijin Fund Management Company announced this unusual measure in a statement on Friday. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Huahuan "Technology Brother" counters "AI Bubble Theory": This time is different from the past, cash flow and engineer dividends are important supports

Hua'an Fund Co-Chief Equity Investment Officer Hu Yibin stated at the "Year of the Horse Investment Carnival" that the A-share market is stable with an upward trend, and technology-related fields such as computing power, innovative drugs, independent innovation, and AI applications possess engineer dividends. He believes that China's R&D expenditure as a percentage of GDP will increase, and the number of STEM major university students is substantial, leading to the emergence of excellent stocks in innovation and semiconductor fields in the future. The gross profit margin gap between A-shares and global leading companies is large but will revert to the median. The profitability of Chinese companies going overseas is underestimated, and there may be a future Davis double-trigger explosion. The embodied intelligence industry is in the 0-1 stage, with future demand potentially increasing tenfold annually

The Nasdaq Golden Dragon China Index has seen a short-term surge, with an increase of 0.8%. Popular Chinese concept stocks include XPeng rising 7.5%, Li Auto up 3.1%, Nio up 3.2%, PDD up 2.1%, and Alibaba up 1.7%