Unexpected decline! In November, the ADP employment number in the United States decreased by 32,000, marking the largest drop since March 2023, with a surge in unemployment among small businessesKey participants in AI financing seek to reduce positions! Morgan Stanley considers selling part of its exposure related to data centersBreakfast | U.S. ADP data unexpectedly declines, market anticipates interest rate cut next week, U.S. stocks rise broadly"Bad data" is "good news"? The market's probability of a rate cut in January rises to 30%Zhitong Hong Kong Stocks Early Insights | Rate cut bets heat up, causing the dollar to widen its decline; over 20 cities have suspended or adjusted national subsidies for automobilesIntel decides to retain its networking and communications divisionWith favorable AI applications, Salesforce is expected to see a revenue increase of over 10% this quarter, raising its full-year guidance, and jumping in after-hours trading | Earnings Report InsightsReminder: Please pay close attention to the following (all times are in Beijing time)Prevent the "New York faction" from dominating monetary policy! The U.S. Treasury Secretary proposes new rule for regional Federal Reserve chairpersons to "live locally for three years."AI hardware competition intensifies as Meta poaches Apple’s core design chief Alan DyeNVIDIA CEO Jensen Huang meets with Trump, focusing on AI chip export controls, stating that the "GAIN AI Act" is even more detrimental to the United StatesDecember 4th External Headlines: Small Non-Farm Payrolls Exceed Expectations and Cool Down, Bessenet Plans to Promote Federal Reserve Reform, Apple Design Chief Joins Meta, Micron Exits Retail Storage BusinessSalesforce's third-quarter revenue was $10.26 billion, while analysts expected $10.28 billion. The company expects full-year revenue to be between $41.45 billion and $41.55 billion, compared to its previous estimate of $41.1 billion to $41.3 billionThe U.S. Bureau of Labor Statistics expects a lower number of indices to be released in OctoberIntel hits a new 52-week high as options surge and U.S. chip policies boost market sentimentApple's top design executive Alan Dye is moving to Meta, and design director Sorrentino will also be joining MetaMeta takes action to poach: Reports say Apple design executive Alan Dye is leaving with his deputyAutomakers cross over to seize the smart wearable market, Li Auto launches its first AI glasses, starting at 1999 yuanU.S. Treasury Secretary Janet Yellen plans to promote reforms at the Federal Reserve, proposing a residency term for regional Federal Reserve Bank presidents, and warning about risks in private creditReport: The bond market is concerned that Hasset may lower interest rates to please Trump and has warned Treasury Secretary Basant about thisReport: Bond investors warn the U.S. Treasury about the possibility of Hasset becoming the Chairman of the Federal ReserveTrump administration All in! It is reported that it is considering issuing an executive order on robots next year, and iRobot surged nearly 80% during the trading sessionNVIDIA CEO Jensen Huang: Heading to Capitol Hill to answer AI-related questionsMicrosoft lowers AI software sales quota, stock price drops nearly 3%, marking the largest decline in half a monthNebius leverages contracts with Microsoft and Meta to advance its artificial intelligence business expansionAmazon Web Services launches AI chips and "frontier" intelligent entitiesTesla's demand in China remains stableNeglected Risk: Will Japan's Long-Term Yield Control Trigger a "October Crash" in U.S. Stocks?The inability of Doubao Phone Assistant to "log in" to WeChat: With the rise of edge AI, how to protect user data privacyAnother challenger! Amazon joins the AI chip competition with Trainium3, Citigroup: Compatibility with NVIDIA's strategy is very flexibleAfter the release of the ADP employment figures for November in the United States, the US dollar index fell slightly in the short term, while spot gold surged by about 10 dollars in the short termIn November, the ADP employment number in the United States decreased by 32,000, with an expected increase of 10,000 and a previous increase of 42,000Macy's Q3 sales hit a three-year high due to strong holiday demand, raising full-year profit guidance againThe fresh beer of Snow King is fully open for franchiseJapan's interest rate hike is imminent, which is favorable for the yen, while the dollar is under pressure as rate cut trades return. The next Federal Reserve chair may be dovish---1203 Macro DehydrationDoes REPT BATTERO really have an expectation gap?Amazon announced that the Amazon Bedrock model library is expanding, specifically mentioning Chinese open-source large modelsThe War Behind Reusable Rockets: Whoever Can Hold the Orbit Will Hold the FutureHugging the "thighs" of Nvidia and Google, the richest person in Yantai with 68 billion has "won big"On December 3rd, Xiaomi Corporation-W spent approximately HKD 302 million to repurchase 7.5 million sharesOn December 3rd, Tencent Holdings Limited spent HKD 636 million to repurchase 1.04 million shares