Amazon's influence in the U.S. shipping market continues to expandAiming at the billion-dollar market of Anthropic! Google enters the AI coding battle and reaches a multi-year partnership with ReplitMeta rose 4.0% and plans to cut its metaverse budget by 30%Former Intel CEO: Google makes a strong comeback with Gemini 3Investors bet that Google's TPU could become a multi-hundred-billion-dollar opportunityNVIDIA has a "happy trouble": too much cashDecember A-share Market Style Outlook: Large Cap First, Growth Before ValueSources: Meta plans to implement a budget cut of up to 30% for its metaverse division next yearMark Zuckerberg of Meta Platforms plans to cut the Metaverse budget by 30%Global news you need to know before the U.S. stock market opens on ThursdayJensen Huang's 10,000-word interview: The AI competition has no "finish line," technological iteration is key, and for 33 years, I have felt that the company could go bankrupt every dayThe number of initial jobless claims in the United States unexpectedly fell to a three-year low last week, with no signs of deterioration in the labor marketRevelio Labs stated that the U.S. non-farm payrolls decreased by 9,000 in NovemberGoogle's AI chips are hailed as a "secret weapon" that could generate nearly one trillion dollars in revenueIs NVIDIA trembling? Google's TPU is expected to become a "revenue-generating artifact" with sales aiming for nearly one trillion dollarsChina Merchants Securities: Incremental funds in December are expected to maintain a stable net inflow overall, and foreign capital activity may continue to riseGoogle's "secret weapon" - TPU will support a $900 billion super track?Amazon is exploring the termination of its partnership with the United States Postal ServiceU.S. Stock Outlook | Three Major Index Futures Rise Together, Snowflake Plummets After Earnings, BlackRock Supports AIFacing TPU and Trainium? NVIDIA once again publishes a statement to "prove" that GB200 NVL72 can enhance the performance of open-source AI models by up to 10 timesAlibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)Guo Yingcheng appears, KAISA GROUP embarks on a new path to debt resolutionPalantir, NVIDIA, and Centerpoint Energy collaborate to develop new AI software to accelerate data center constructionPGIM warns: Even with Harker at the helm of the Federal Reserve, there is no ability to "quickly cut interest rates" as Trump wishesBank of America: Maintains Buy rating on Amazon, AWS growth expected to rise to 25%On December 4th, Tencent spent approximately HKD 636 million to repurchase 1.044 million sharesNVIDIA CEO Jensen Huang meets with Republicans as the controversy over the heated competition in artificial intelligence continuesApple'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?