HK, US stocks top stories

The Nasdaq Golden Dragon China Index preliminarily rose by 0.5%. Among popular Chinese concept stocks, Canadian Solar preliminarily rose by 10.7%, Pony.ai, Trip.com, Atour, Jinkosolar, Miniso, and Autohome rose by over 1%, while Alibaba rose by 0.8%

Trump will announce the "Golden Fleet" plan, with the first vessel expected to be completed in 2028

Media reports indicate that Trump will release a statement regarding the "Golden Fleet" shipbuilding in conjunction with U.S. Navy Secretary John Phelan and Defense Secretary Pete Hegseth later on Monday. Phelan previously stated that he would command the construction of a new type of frigate fleet, codenamed FF(X), which will be built by HII in Newport News, Virginia, based on its "Legend" class patrol vessels

NVIDIA restructures cloud team. (The Information)

NVIDIA restructures cloud team. (The Information) Risk warning and disclaimer: The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk

Bank of America CEO: The driving effect of AI on the economy is gradually becoming apparent

Bank of America CEO Brian Moynihan pointed out that AI investment is gradually "gaining momentum," providing significant marginal support to the U.S. economy, and will continue to amplify its impact in the coming years. The bank expects the U.S. economy to maintain strong growth next year, although the job market has slowed down, the overall risks are manageable. He stated that even if the AI industry experiences a temporary pullback, its impact on the macro economy is relatively limited

Warner's acquisition battle escalates! Ellison personally backs $40.4 billion, Paramount directly confronts Netflix

Oracle founder Larry Ellison provided a personal guarantee for Paramount's acquisition of Warner Bros. led by his son, escalating the competition with Netflix. Netflix maintains its investment-grade credit rating through debt refinancing. Paramount proposed an offer of $30 per share, totaling approximately $108.4 billion. Ellison's guarantee may force Warner Bros. to reassess the situation

This Nvidia Rival is More Expensive Than Nvidia. Is it Worth the Price?

Nvidia leads the AI chip market with its GPUs, driving record revenue and a 900% stock increase over three years. AMD, a key rival, has also seen significant growth, with a 36% revenue rise in the recent quarter due to AI demand. Despite AMD's progress, Nvidia's growth remains higher, with a 62% revenue jump in the third quarter. AMD trades at a higher valuation than Nvidia, but the latter's consistent growth and product updates make it a strong market leader. Investors may consider AMD for future opportunities but currently favor Nvidia.

"Trump" appointed director Milan: The Federal Reserve risks recession if it does not continue to cut interest rates next year

Milan said on Monday, "I don't think there will be an economic recession in the short term," but the rising unemployment rate should prompt the Federal Reserve to continue cutting interest rates; the unemployment rate may have risen to levels beyond expectations, so the data will lead the Fed to shift towards a dovish stance. He reiterated that if no one is appointed by the end of January, he will continue to serve as a Fed governor. Other recent comments from Fed officials have been more cautious compared to Milan, including the voting member Hamak, who advocated for pausing interest rate cuts in an interview released last Sunday

The Federal Reserve Just Delivered Spectacular News for This Under-the-Radar Real Estate Stock

The Federal Reserve's interest rate cuts are expected to benefit Douglas Elliman, a major real estate brokerage, as the housing market recovers. Despite current market challenges, Douglas Elliman has shown strong sales and revenue growth, becoming debt-free with significant cash reserves. Its stock is undervalued compared to rivals, presenting a potential investment opportunity as interest rates continue to decline and the market rebounds.

Alphabet, the parent company of Google, will acquire data center energy supplier Intersect for $4.75 billion

Google's parent company Alphabet will acquire data center energy supplier Intersect for $4.75 billion. 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 goals, 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 your own risk

Is the AI cloud business severely undervalued? Wells Fargo: The market is overly pessimistic, and Oracle has a 50% upside potential

Wells Fargo's report indicates that with strong potential in AI cloud infrastructure, Oracle's stock price has nearly 50% upside potential, with a target price of up to $285. The bank emphasizes that Oracle's undervalued exposure to AI cloud business will be the core driver supporting its bullish stock price. Analysts point out that if the application of AI accelerates, it will mean significant rebound opportunities for the stock

San Francisco power outage, Google's self-driving car Waymo in chaos, Tesla wins big

The massive power outage in San Francisco caused Waymo's autonomous vehicles to come to a standstill due to the loss of traffic lights and infrastructure guidance, forcing a suspension of operations and exposing the vulnerability of the "high-precision maps + rules" approach in extreme scenarios. Musk took the opportunity to compare Tesla's "pure vision" solution, sparking a debate over technical routes. The incident intensified public and regulatory concerns about the safety and reliability of autonomous driving commercialization, becoming a significant test of trust in the industry

The yen rises in the short term! Japanese Finance Minister: Has "discretionary power" against speculation in the foreign exchange market and will take bold action

Japan's Finance Minister issued a warning to the foreign exchange market, stating that there is "discretion" over exchange rates that deviate from fundamentals, implying that the intervention threshold has been recognized by the U.S. Additionally, aggressive fiscal stimulus from the high government has pushed Japanese government bond yields to a 27-year high, with market expectations that authorities may intervene again during increased volatility. On Monday evening, the exchange rate of the yen against the dollar hovered around 157.49

Metal Carnival! Gold, silver, and copper all hit new highs, while platinum and palladium surged across the board

Driven by the Federal Reserve's interest rate cuts and ongoing geopolitical tensions, precious metals have surged again. After breaking the $2000 mark early Monday morning, the spot…

Fiscal stimulus counterproductive? Former Bank of Japan official warns: interest rate hikes may exceed expectations, rates will reach 1.5%

A former member of the Bank of Japan expects that under Kazuo Ueda's tenure, there may be three more interest rate hikes to 1.5%, with the next rate hike window in June or July next year. Although the central bank is returning to a neutral interest rate (around 1.75%), the future pace is constrained by economic and political resistance between the U.S. and Japan. He warned that the government's aggressive fiscal expansion could exacerbate inflation and damage credibility, leading to yen depreciation and turmoil in the bond market, thereby disrupting the normalization process of policies