Analyst: Apple's first foldable phone priced at $2399"E-commerce Agent" - The AI application with enormous commercialization potential is "emerging"Admitting that energy storage demand exceeds expectations, but Goldman Sachs still maintains a "bearish outlook" on lithium prices in the medium termTech giants are frantically issuing bonds, is OpenAI next?Understanding the Market | Gold stocks continue to rebound, Federal Reserve's December rate cut expectations fluctuate, precious metals may continue to show a volatile patternCITIC Securities: Maintains "Strong Buy" rating on Xiaomi Corporation-W as high-end and globalization continue to advanceThe "narrative shift" of American AI data centers: from the excitement of "big deals" to the "blame game" of "constant delays"San Francisco Federal Reserve President: Concerned about the difficulty in responding to a sudden deterioration in the labor market, supports the Federal Reserve's interest rate cut in DecemberGoogle's AI chip TPU reportedly acquired by Meta, Nvidia's stock price fell after hoursUnderstanding the Market | Alibaba-W rises over 3% again, latest quarterly results to be announced today, Q&A app downloads exceed 10 million in a week"Fivefold Impact" Strikes! The Logic Behind This Round of Bitcoin Plunge is Completely Different from the PastBoosted by trade and economic conditions, South Korea's consumer confidence reached an 8-year high in NovemberUnderstanding the Market | Xiaomi Corporation-W rose over 5% as founder Lei Jun invested over HKD 100 million to increase his stake by 2.6 million sharesPanic selling coming to an end? UBS: U.S. stocks have found support, looking up to 7,000 points by the end of the yearTSMC CEO: Advanced process capacity is "not enough, not enough, still not enough," current capacity is still 3 times short!The Hang Seng Index opened up 0.9%, and the Hang Seng TECH Index rose 1.43%Analysis of the Impact of Hang Seng and Stock Connect Adjustments in the Third QuarterOn time performance! "Big Short" battles NVIDIA, the "AI bubble" debate beginsHow was Gemini 3 trained without NVIDIA?SanDisk has been included in the S&P 500 index, soaring this year due to the "storage bull market.""Implicit Guarantee" but "Not Consolidated"! Can Meta's Data Center "Off-Balance Sheet Financing" Hold Up?"Powell's allies" have continuously voiced support for interest rate cuts, and market expectations for a Federal Reserve rate cut in December have surged to 80%Breakfast | Federal Reserve's December rate cut expectations heat up, three major U.S. stock indices rise for two consecutive days, with technology stocks leading the gainsSeizing the "tailwind" of Gemini 3, "Google Chain" challenges "NVIDIA Chain," disrupting the AI trading landscapeUS Stock Fund Activity List | Tesla rises over 6%, Musk states Tesla's AI chip production will exceed the global total"Google Chain" is on fire! Google surged 6%, Broadcom skyrocketed 11%Galaxy Securities 2026 A-share market investment outlook: The first year of the "14th Five-Year Plan" focuses on "two main lines + two auxiliary lines"Michael Burry, after being rebutted by NVIDIA, still insists on his views and claims that more opinions will be announced soon"AI Barometer" - Oracle stock has stopped falling, while CDS is still risingU.S. stock futures continue to rise, European stocks are up, gold is down 0.2%, and Bitcoin has recorded its worst monthly performance in three yearsFederal Reserve officials sing a dovish tune, U.S. Treasury yields decline across the boardAnthropic takes on OpenAI and Alphabet! The new model Claude Opus 4.5 targets programming and office automationZhitong Hong Kong Stock Early Knowledge | The central bank will carry out a 1 trillion yuan MLF operation, Lei Jun personally increased his holdings in Xiaomi stocks by over HKD 100 millionAmazon will invest $15 billion to build a data center park in Indiana, USAAs revenue hits a record, Apple rarely makes a significant adjustment to its sales team, restructuring its enterprise and government business linesEmployment is more dangerous than inflation! The President of the San Francisco Federal Reserve stated that the necessity of a rate cut in December is risingReminder: Please pay close attention to the following (all times are in Beijing time)November 25th foreign market headlines: Apple cuts sales positions, Tesla's FSD encounters obstacles in Europe, Amazon invests another $50 billion, and Ukraine and the U.S. seek to narrow differences in peace proposalsElon Musk claims Tesla has developed millions of AI chips with the goal of seizing dominance in the AI chip marketTesla's FSD plan encounters obstacles in Europe: Dutch regulators point out misleading advertisingAmazon plans to invest up to $50 billion to expand AI computing power for the U.S. government, adding 1.3GW of capacityClosing: The Nasdaq rose by 560 points, with Google leading the tech stocksAnthropic releases Claude Opus 4.5, with comprehensive improvements in programming performanceAmazon opens enterprise testing for the renamed "Leo" satellite service, striving to catch up with Musk's StarlinkLei Jun invested over HKD 100 million to increase his stake in Xiaomi! Previously, he posted multiple Weibo updatesTesla's sales in China have fallen to a three-year low. What happened behind this?Tianfeng International analyst Guo Mingqi refutes the short-selling argument against NVIDIA: The increase in DSO and inventory is a normal business expansion, not a financial anomaly