Report: SoftBank and NVIDIA are in talks to invest in Skild AI, which is considering raising $1 billion at a valuation of $14 billionTaiwan Semiconductor becomes the focus of AI infrastructure constructionRiding on Trump All in Robot Dongfeng? SoftBank and NVIDIA consider participating in Skild AI's new financing, with a valuation of possibly 14 billionWhile laying off employees, IBM makes a big purchase: planning to acquire Confluent for $11 billion as it transforms into AI500 billion brokerages change leadership, "post-65" veteran suddenly resignsWall Street's top analysts latest ratings: Netflix and Tesla downgradedHassett: Trump hopes to conduct a thorough analysis of Netflix's acquisition of Warner BrosThe Bank for International Settlements warns: Retail investors are pushing gold and US stocks into the "bubble zone"Google partners with Nextera Energy to bind data centers with supporting large power plantsGlobal news you need to know before Monday's U.S. stock market opensIndia's Tata Group's chip business welcomes its first major client, IntelMorgan Stanley: Expects electric vehicle companies to face challenges for the next 10 years, reducing Li Auto's target price by about 20%On the eve of Buffett's retirement, Berkshire investment manager Todd joined JP Morgan to lead a $10 billion strategic investment groupCICC Commentary on November Trade Data: The gap between domestic and external demand widens, and imports weaken after excluding the base effect"NVIDIA's favorite child" refinancing! CoreWeave issues $2 billion convertible bonds, stock price under pressure upon newsThe 4 millionth vehicle! Tesla's Shanghai factory sets another milestone, supporting half of global deliveries from a single factoryDirector of the National Economic Council of the White House, Kevin Hassett: Powell may also think that a rate cut is prudentTarget price raised to $350! Wedbush firmly believes that Apple will usher in the year of AI next year, with explosive sales of the iPhone 17The "New Main Line" under the AI Boom! Power Grid Technology Stocks Lead the New Wave of AI Infrastructure InvestmentU.S. Stock Outlook | Three Major Index Futures Rise Together, The Battle of "Federal Reserve Week"!U.S. stocks experience a major year-end reversal! Wall Street bets on economic recovery in 2026, aggressively buying stagnant sectors3% US 2026 GDP—New Policy Floor of AI Era?Anker Innovations unwilling to be "choked" by Amazon?China's passenger car sales in November fell by 8.5% year-on-year, with gasoline vehicle sales down by 22%, while new energy vehicles grew by 4.2%Hong Kong Stock Market Review: Performance DeclinesThe European Central Bank adopts a hawkish stance and fiscal expansion resonates, leading to German bond yields reaching a nine-month highGoldman Sachs: A major strategic shift in China's internet industry, with cloud and data centers becoming the top picks, surpassing gamingFrom AI's outstanding performance to a "cyclical group dance" in the US stock market! Morgan Stanley bets on a rolling recovery in 2026, with cyclical stocks leading the second phase of the bull marketCaitong Securities: Initiates "Buy" rating on Meituan-W, focusing on exploring new business increments as the main directionChina's rare earth exports in November increased by 26.5% month-on-month, while refined oil imports saw an increase in volume but a drop in price. Copper ore experienced both an increase in volume and price, and soybean imports decreased by 14.5% month-on-monthOn December 8th, Tencent Holdings Limited spent HKD 636 million to repurchase 1.049 million sharesWall Street's "conspiracy theory": Netflix is actually going to spend $80 billion to acquire the "outdated" Warner? There is a "big game" behind it!NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TVTrendForce: AI data centers trigger a shortage of optical communication lasers, NVIDIA's strategic layout reshapes the laser supply chain landscapeFederal Reserve "infighting" lays the groundwork for danger in the U.S. stock market in 2026?Triple Super Cycle! Nomura: Next year, demand for DRAM, NAND, and HBM will simultaneously explode, expected to double the storage marketPolitburo sets 2026 economic agenda, HOOD pushes into SE Asia crypto | Daily News RecapHong Kong stocks close | Three major indices pull back, Baidu's spin-off news stimulates stock price to rise by 3.45%, popular new stock LEMO SERVICES rises by 47.86% leading market focusPOP MART plummeted 9% during the session! U.S. "Black Friday" sales are suspected to fall short of expectations, with short interest reaching a two-year highLenovo won a bid for Xiaomi's storage project worth 148 million, and the acquisition plan for high-end storage Infinidat will be completed by the end of this monthAll commodities will be "like gold"! Bank of America Hartnett: Going long on commodities is the best "hot trade" for next yearWedbush raises Apple's target price to $350, optimistic about the development in the AI fieldThe market shifts from risk aversion to risk chasing! Five factors support a new round of "risk appetite" returning to the US stock marketNomura: Expects US economic growth of 2.4% next year, with two rate cuts in June and September, and a 5% depreciation of the dollar for the yearIs the policy turning point here? The European Central Bank's hawkish stance praises market interest rate hike bets, suggesting there is no room for rate cutsThe surge in AI adoption among American companies? Goldman Sachs' estimates reveal the current state of AI downstreamJP Morgan's View on 2026: Economic Divergence, Policy Divergence, and Soaring AI Adoption RatesUnderstanding the Market | Gold stocks collectively decline, ZIJIN GOLD INTL falls over 4%, SD GOLD drops over 3%