Goldman Sachs launches "The Most Important Trade of 2026": AI Productivity Beneficiary PortfolioDell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides SupportThe most important chart in the current market: "Google Chain" vs "OpenAI Chain"“MSTR may be removed from the MSCI index” ignites conflict, “crypto circle little Deng” battles “Wall Street old Deng” drama unfoldsWill software engineering be "completely over" as early as the first half of next year?Li Auto's short interest in Hong Kong stocks hits a new highMeta is in talks to use Google chips, challenging NVIDIA's dominanceWhy did Alibaba's stock "open high and close low" after the earnings report? Goldman Sachs: AI and cloud business exceeded expectations, but the statement about "short-term volatility" intensified concerns about e-commerceIn the past three days, the open interest in interest rate futures has surged, and the market is "convinced" that the Federal Reserve will cut interest rates in December. Will the market be wrong this time?Weekend private letter "point by point" rebuttal to the "big short," posting on Tuesday to "prove" leading Google, is NVIDIA a bit anxious?Former Bank of Japan monetary policy chief: Yen weakness increases the likelihood of a rate hike in DecemberUS Stock Fund Activity List | Meta rises nearly 4%, considering spending billions of dollars to purchase Google TPUThe CEO of Sequoia praises Google Gemini 3: The world has changed once again, I will abandon ChatGPTBreakfast | Economic data is favorable for the Federal Reserve to cut interest rates in December, with the three major U.S. stock indices rising for three consecutive daysZhitong Hong Kong Stock Early Knowledge | Alibaba-W's second quarter net profit attributable to the parent company decreased by 52% year-on-year, and the action plan for the high-quality and safe development of commercial aerospace has been issuedPanic sentiment cools, options market indicates that the Bitcoin crash is likely to endReminder: Please pay close attention to the following (all times are in Beijing time)NVIDIA actively counters the AI bubble theory: GPUs are comprehensively ahead of Google's TPUs, "big short" Burry miscalculatesOvernight U.S. Stocks | Fed Rate Cut Expectations Resurface, Three Major Indices Rise, NVIDIA Falls 2.59%November 26th Foreign Market Headlines: Hassett may lead the candidates for Federal Reserve Chair, Dell releases strong earnings outlook, NVIDIA claims its GPUs are a generation ahead of Google's AI chipsThe two-year U.S. Treasury yield fell by more than 4 basis points, with reports indicating that Hassett has a clear lead among candidates for Federal Reserve ChairWeight loss of 14.5%! After the Alzheimer's trial failed, Novo Nordisk released positive data on a new weight loss drug, boosting stock pricesDell Tech expects full-year revenue of $111.2 billion to $112.2 billion, up from the previous estimate of $105 billion to $109 billion.
AI server shipments are expected to be $25.8 billion, while analysts expect $20.82 billion, and the company originally estimated $20 billionAlphabet rose 1% in late trading, with reports that Meta plans to purchase Google TPU chipsIn September, the U.S. PPI rose by 0.3% month-on-month, driven by rising energy costs pushing inflation up"The Sleeping Giant" Has Fully Awakened: Google Breaks Through in the Global AI CompetitionNVIDIA: Our GPUs are a generation ahead of Google's AI chipsApple is set to surpass Samsung and reclaim the title of the world's largest smartphone manufacturerA piece of news ignites the market, the AI competitive landscape changes! NVIDIA plummets 7% during trading, and Alphabet is set to hit a new highDecoding the Business Model of Hair Loss Drug Company Mandi's IPO: Sales Expenses are 6 Times R&DShort-term U.S. Treasury yields have fallen, and reports indicate that Hassett has "emerged" as a candidate for the Federal Reserve ChairThe White House National Economic Council Director Hassett is seen as the frontrunner for the Federal Reserve Chair positionTesla's October sales in Europe plummeted nearly 50%U.S. Treasury Secretary Becerra: Announcement of the Federal Reserve Chair candidate may come before Christmas, the Federal Reserve should return to a behind-the-scenes roleNio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitabilityAlibaba (Minutes): No AI bubble within three years, Flash Sale UE losses have halved from the peakAI shapes the soul, consumption shapes the roots, has Alibaba finally stood up?Tesla's sales in China hit a three-year low, while registrations in Europe plummetedWall Street celebrates a major victory! U.S. regulators relax leverage requirements, easing capital pressure on major banks like Bank of AmericaNVIDIA responds to big short Barry's doubtsAlphabet rose 2.8%, with a market value approaching $4 trillionUS Stock Movement | Alibaba's cloud business revenue surged 34% in the second fiscal quarter, opening up over 2%蔚来：真 “困境反转” 了吗？Google AI Chain: A new main line comparable to the "Apple Chain" of yesteryear! Buffett's "Curtain Call" bet on Google is replicating the "Apple Super Bull Market"Interest rate cut expectations are boosted again! U.S. retail growth slowed in September, market focus shifts to Thanksgiving + Black Friday shopping seasonRising energy costs push up the U.S. September PPI, with persistent inflation testing the Federal Reserve