Apple's design executive Alan Dye has been poached by Meta, marking a significant breakthroughPerhaps next week, the term "RMP" will go viral across the market and be regarded as the "new generation of QE."Li Auto releases AI glasses Livis; Micron exits retail storage business to focus on AI | Today's Important News RecapChagee's performance decline cannot be solely blamed on the price warBig shots gave a warning: U.S. Treasury bonds may collapse first next year, the market has shifted from "rewarding AI spending" to "rewarding sell-offs," and the appreciation of Asian currencies will end the gold bull marketUnderstanding the Market | Innovative drug concept stocks warmed up today, with multiple stocks rising over 4%. Institutions say they are paying attention to the release of the medical insurance catalog and the commercial insurance innovative drug catalogPGIM fund manager: The market has doubts about Hasset's appointment as Chairman of the Federal ReserveReport: The EU plans to launch a new antitrust investigation against Meta, targeting AI features within WhatsAppAfter reaching a new high of 11,000, Goldman Sachs issued a warning on copper prices: a supply surplus of 500,000 tons within the year, and a possible range-bound fluctuation next yearUnderstanding the Market | Xiaomi Corporation-W rose over 3% as Xiaomi's car deliveries surpassed 500,000 units, with recent repurchases exceeding HKD 1 billionWho is swimming naked when the tide goes out? Goldman Sachs warns: severe oversupply, prices of aluminum, lithium, and iron ore will plummet in 2026, only copper prices will "stand out"The Japanese yen has risen against the US dollar in the short term, with reports suggesting that the Bank of Japan is likely to raise interest rates in December, and the government may tolerate this moveUnderstanding the Market | HESAI-W rises over 7% as the company recently released its self-developed RISC-V lidar main control chip, Fermi C500"Saving" gasoline vehicles? Trump announces plans to significantly relax fuel consumption standardsIs today's AI like the internet in 1997?Salesforce (Minutes): The foundation of technology and sales has been laid, looking forward to the harvest periodDemand for Japan's 30-year government bond auction hits a new high since 2019, as interest rate hike expectations continue to riseU.S. stocks have returned to high levels, but technology stocks have notWhat does it mean if the 'Loyal Hassett' becomes the Chairman of the Federal Reserve?Is the GPU depreciation too long?From "Dim Sum" to "Main Course" – The Renminbi Dim Sum Bond Market Faces Great Development OpportunitiesPublic announcement! Altman wants to establish a rocket company to compete with Musk's SpaceXWhy did long-term government bonds decline?Salesforce: AI Agent 'Delayed', Has the SaaS Leader Become a Value Stock?The AH stock index opened slightly higher, the robotics industry chain strengthened, precious metals continued to rise, commercial aerospace was active, and government bond futures fell sharplyXPeng and Huawei join hands again, this time focusing on range extensionAmazon CEO: Trainium chips have already produced one million units, generating annual revenue of several billion dollarsWall Street re-examines AI investment: The bubble debate is meaningless; the key is how to address the misalignment and lag between investment and monetizationStorage market "adding insult to injury"? Micron will exit the "consumer storage business" and focus on AI storage chipsUnderstanding the Market | Copper stocks opened higher across the board as interest rate cut expectations rise; institutions say multiple factors will drive copper prices to continue risingThe storm in Japan's long-term bonds continues, with long-term bond yields collectively soaring to decades-high levelsUnder high expectations, revenue growth slows down, and software giant Snowflake's stock price plummetsOpened down 1/3 in 1 minute, "halved" in 26 minutes, the "Trump concept" abandoned by the marketReport: Jensen Huang successfully lobbied, and the U.S. Congress will veto the AI chip export billGoldman Sachs trader: The U.S. stock market in 2026 is a "boxing match"Samsung Electronics secures half of NVIDIA's 2026 SOCAMM 2 chip ordersUS Stock Fund Activity List | Tesla Rises Over 4%, US Government Considers Issuing Robot Executive Order Next Year"Yin and Yang" OpenAI? Anthropic CEO: Some AI companies are taking on too much riskIf Hassett becomes the Chairman of the Federal Reserve, Bessent may "unify" the economic policies of the Trump administrationUnexpected 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."