UBS predicts: Micron's traditional memory DDR gross margin will exceed HBM for the first timeAfter more than a decade of stagnation, "Big Short" Barry is betting real money on the listing of "America's Two Houses."Table flip! After being "attacked," Zhipu open-sourced its mobile Agent, allowing everyone to create AI phonesCrude oil posts largest three-week decline: Iraq's oil field resumption suppresses geopolitical premium, and Fed rate cut expectations struggle to offset supply pressureUnderstanding the Market | Optical Communication Concept Stocks Rise Again, AIDC Development Drives Demand for High-Speed Optical Transceiver Modules, Institutions Expect Shipment Volume to Surge Next YearA clear article! The market is paying attention, why is Warner Bros. Discovery's "sale transaction" so important?ECB "hawk" Schnabel: Feeling reassured about "interest rate hike" expectations, eurozone economic resilience serves as supportTesla's costs are 40% lower, Waymo's safety is 7 times higher, and the U.S. Robotaxi market is set to welcome a battle between two giants!The Future Battle of Hollywood! Warner's bidding war heats up, Paramount vs. NetflixUnderstanding the Market | Non-ferrous stocks lead the decline as the market focuses on the subsequent interest rate policy paths of central banks in various countries, putting pressure on non-ferrous metals across the boardUnderstanding the Market | Kingsoft Cloud rises over 5% against the trend, Xiaomi is expected to launch more AI achievements, the company is the only strategic cloud platform for the Xiaomi-Kingsoft ecosystemAI needs to be able to self-improve! More and more people in the AI community believe that "current AI training methods cannot break through."Understanding the Market | ASCLETIS-B opened nearly 15% higher as ASC30's 13-week Phase II study for obesity treatment achieved positive top-line resultsThe Supreme Court fiercely debates Trump's "firing power," the independence of the Federal Reserve's "last line of defense" may be in jeopardyTo compete for the Indian market, American AI giants are taking turns visiting India and unleashing the "free" strategyTrump announces: Allows NVIDIA to sell H200 chips to ChinaPrivate lending surge faces warning PIMCO chief: Institutions "snatch loans" from low-quality companies, liquidity feast may hide hidden dangersWeight loss drugs enter a new stage of "exchanging price for volume": the trend of consumerization accelerates, and low prices will stimulate a huge release of demandReports say that Google will launch advertising services on Gemini next year, but Google denies itNVIDIA GB200/300 NVL72 rack monthly shipment statistics, expected to triple next year?Are tech giants really "playing financial tricks" with the depreciation of AI chips?Apple's personnel turmoil receives key reassurance as chip head denies recent departure rumorsThe AI glasses battle is heating up! Google's first product equipped with Gemini will challenge Meta and Apple next year$2.3 billion privatization deal! Commercial real estate company Alexander & Baldwin is acquired by a consortium, soaring in after-hours tradingCars also need to compete for memory chipsZhitong Hong Kong Stock Early Knowledge | Multiple innovative pharmaceutical companies' products included in the "dual directory" of medical insurance and commercial insurance, Cambridge Technology plans to increase investment of USD 100 million in CIG USAOvernight U.S. Stocks | Three Major Indices All Decline, U.S. Treasury Yields Fall, Market Awaits Federal Reserve DecisionU.S. stock index futures rose slightly, the dollar fell slightly, copper prices hit a new high, and the 10-year Japanese government bond yield reached its highest level since July 2007Reminder: Please pay close attention to the following (all in Beijing time)AI end-side efforts, Google partners with XREAL to launch Project Aura smart glasses next yearDecember 9th Foreign Market Headlines: Paramount's $100 billion bid for Warner Bros, Morgan Stanley downgrades Tesla rating, Berkshire adjusts team, IBM acquires ConfluentGoogle will collaborate with Chinese AR company Xreal to create independent glasses codenamed "Project Aura," running the same Android XR system, working without a phone but requiring an external batteryWarby Parker and Alphabet will launch artificial intelligence smart glasses in 2026Will the 90-year precedent be overturned, and is the independence of the Federal Reserve at stake? The U.S. Supreme Court hints at supporting Trump's dismissal of FTC commissionersMorgan Stanley downgraded Tesla's rating for the first time in two and a half years, citing that its valuation is too highU.S. Treasury yields surged and then retreated, as investors' expectations for a Federal Reserve rate cut temporarily cooledAfter Trump questioned Netflix, Paramount acquired Warner Bros.! CEO promises to give shareholders $17.6 billion in cashBreaking the rumors, one of Apple's most important executives, chip chief Srouj: will not leave in the near futureReport: 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 opens