Earnings Preview | "Google Chain Core" Broadcom Q4 earnings report is about to be released, and performance is expected to exceed expectations again driven by the AI engineTrump's post hints that the Supreme Court will overturn the "reciprocal tariffs"? American companies are already "rushing" to compete for "tax refunds""Woodstock" ARK publicly reveals SpaceX's "valuation model": A in 2030, $2.5 trillion!Bank of America: If Trump intervenes in the economy to curb the decline in support rates, now may be a good opportunity to position in mid-cap stocksToday, the Supreme Court debates the "Cook case," and the ruling will affect Trump's control over the Federal ReserveAI enters the "liquid cooling era," the market underestimates the "degree of transformation," and the domestic supply chain is accelerating its entryDongfang Securities: The super cycle of industrial metals may have arrived, with a focus on the copper, aluminum, and gold sectorsJapan's GDP contraction in the third quarter was revised down to 2.3%, providing a basis for the large-scale stimulus plan by High City SaimaiWhere are the market divergences? Morgan Stanley responds to clients' doubts about its "2026 Outlook"Understanding the Market | Most Chip Stocks Rise, Hua Hong Semiconductor Up Over 4%, SMIC Up Over 3%This week's Federal Reserve decision "script": Decision to cut interest rates, Powell's "hawkish speech," Hasset and Bessent's "dovish hedge"?Should You Worry About Nvidia's AI Market Leadership? 21 Words From Jensen Huang Offer a Strikingly Clear Answer."Economic performance better than expected"! U.S. Treasury Secretary Janet Yellen: Strong holiday shopping season, GDP growth rate will reach 3% by year-end!"Stock Movement" POP MART fell 6%, Deutsche Bank worries that Labubu's premium may decline, and domestic revenue may drop by 20% next yearNetflix co-CEO once personally visited the White House to lobby Trump to assist in the acquisition of Warner BrosUnderstanding the Market | Chinese brokerage stocks lead the gains as the Chairman of the China Securities Regulatory Commission proposes to expand the capital space for brokerages, and the ROE ceiling for quality brokerages is expected to be liftedDongxing Securities Co., Ltd.: Maintains "Buy" rating on XPENG-W, will transition from automotive to AI technology in 2026The showdown of "Federal Reserve Week"! The historically high U.S. stock market and the tense bond market are just waiting for Powell to "make the final call"?The world holds its breath! The Federal Reserve leads the "Super Central Bank Week," with multiple central banks set to announce interest rate decisionsGalaxy Securities: The expectation of the Federal Reserve's interest rate cut strengthens, and domestic policies are worth looking forward toThe U.S. bond market is experiencing a "rare divergence in thirty years": on the eve of the Federal Reserve's interest rate cut, long-term U.S. bond yields are "rising instead of falling."Bessent "Spoiler": The actual GDP growth rate in the United States will reach 3% this yearWhat does the statement from the Chairman of the Securities Regulatory Commission, "appropriate easing," mean for brokerages?The adjustment of risk factors releases "hundred billion level" equity accumulation space! Shenwan Hongyuan: The insurance opening red is heating up, and the high dividend market is running ahead of scheduleHTSC: In mid to late December, the "spring restlessness" may start early, balancing the allocation of growth and cyclical stocksTrump expresses antitrust concerns over Netflix's acquisition of Warner Bros., stating that market share could be an issueHow to understand the value of SpaceX? Musk: In 3-4 years, "space supercomputing" will be the lowest-cost computing powerThe world holds its breath! The most critical week of the year has arrivedRare in decades! The Federal Reserve cuts interest rates while U.S. Treasury yields rise, sparking intense debate on Wall Street over the reasons behind itHong Kong Stock Concept Tracking | Severe Shortage of Foreign Silver, International Silver Prices Hit Record Highs Approaching $60 (Including Concept Stocks)Zhitong Hong Kong Stock Early Knowledge | The market expects the Federal Reserve to cut interest rates by 25 basis points, and China's gold reserves have increased for 13 consecutive monthsReminder: Please pay close attention to the following (all times are in Beijing time)Haitong International: As the policy window approaches, the market rebound momentum is expected to continueHow has the market performed after the recent adjustments in risk factors by insurance companies and the introduction of leverage policies by brokerages?Memory shortage, server prices riseShenwan Hongyuan: The U.S. job market may gradually achieve "rebalancing" by 2026, but the weakening short-term demand remains the core contradictionNot just interest rate cuts? Former New York Fed expert: Powell may announce a $45 billion bond purchase plan next WednesdayIn-depth discussion on Google TPU chips: How to compete with Broadcom? Can it compete with NVIDIA?Fu Peng: Will the Bank of Japan's interest rate hike in 2025 trigger a reversal of carry trade again? Let's take a look at the underlying logic! [Fu Peng's Commentary + Article Review]The People's Bank of China has increased its gold holdings for the 13th consecutive monthFrom "doubt" to "recognizing unique value," Wall Street is optimistic about the continued rise of the Chinese stock market next yearTesla plans to increase the number of electric vehicle charging ports in Japan to 1,000 by 2027For decades, personnel changes have never been so turbulent! Apple experiences a wave of executive departures, and Cook's whereabouts are under close scrutinySalesforce CEO "Large models have no moat," major short seller "OpenAI is the next Netscape"Apple has been facing a series of executive departures, and a key figure in its self-developed chip strategy may become the next to leave7 times in 3 years! The rise of Broadcom and the iron-fisted CEO Chen Fu YangAlso want to shake off NVIDIA? Report: Microsoft in talks with Broadcom for custom chipsMillennium and Jane Street enter the market, top global investors return to the Hong Kong IPO marketAcquiring the AI pendant startup Limitless, Meta aims to expand its AI hardware business