JPMorgan Chase 2026 Storage Market Outlook: This year's giant market capitalization approaches $1 trillion, $1.5 trillion in 2027Morgan Stanley's Heavyweight Robotics Yearbook (Part One): AI Moves Towards Physicalization, Robots Welcome a Cambrian Explosion, China's Leading Advantage is ObviousBroadcom CEO: Silicon photonics is a necessary path, but it will take timeDown 17% From Recent Highs, Is Nvidia Stock a Buy?The important commodity index rebalancing is imminent, and gold and silver futures will face significant selling pressure!Earnings Preview | Even if Q1 earnings are stunning, Micron's "storage supercycle" narrative still needs more validation?Japanese manufacturing confidence hits a four-year high, adding "more weight" to a rate hike in DecemberHong Kong Stock Midday Review: The Hang Seng Index fluctuated narrowly and closed down 0.92%, with insurance stocks collectively strengtheningGoogle ventures into the toughest decarbonization market: signing a solar energy agreement in Malaysia to power data centers by 2027Central Plains Real Estate: Ten major housing estates recorded 9 transactions over the weekend, a decrease of 3 transactions compared to last weekThe Federal Reserve's hawkish noise cannot suppress buying! Wall Street firmly believes in "gold faith," and gold prices are expected to rise for five consecutive daysThe decline in automobile and home appliance retail has widened, with China's retail sales of consumer goods in November growing at a year-on-year rate of 1.3%Concerns over AI impact lead to a broad decline in Japanese and South Korean stock markets, while gold, silver, and copper prices riseUnderstanding the Market | Gold Stocks Rise Against the Trend as Central Bank Purchases Gold and Investment Demand Increases; Institutions Optimistic About Continued Price ElevationThe advertising company "Xianyu Fanshen" has become an AI revenue stock? "AI disrupts the industry, but it does not eliminate intermediaries."The US stock market faces a critical test week: Federal Reserve Chair candidates stir the bond market, the AI "gold rush" switches tracks, and tech stocks face "guard changes."The Hang Seng Index opened down 1%, and the Hang Seng TECH Index fell 1.3%Media: Tesla Model Y begins driving in Austin without safety monitoringData storm is coming! The bond market is fiercely debating the Federal Reserve's interest rate cut script for 2026CDS trading volume nearly doubled! Investors seek to hedge against "AI debt risk"Initiating investment bank selection, SpaceX begins preparations for next year's "super IPO," with Google as an important shareholder?Uncertain whether economic policies can win the election, Trump questions, "Now there is good news and the stock market is down, when the news is particularly good the stock market will crash," it's all the Federal Reserve's fault!CICC: How to make choices among the US, Hong Kong, and the three regions?Who is the bubble?Google "lies down to win" again: SpaceX's valuation soars to $800 billion, investment returns surge againThis week's heavy schedule: Japan's interest rate decision, key data from China and the United States, ByteDance's Volcano Engine and Moore Threads conference attract attentionGTHT: The New Year's offensive has begun, optimistic about technology, brokerage firms, and consumptionTechnology "Shrinking Circle"Under various pressures from Trump, the renewable energy sector has "unexpectedly" become a big winner in the U.S. stock marketSpaceX's MoatNet purchases of 49 tons in October! The central bank's gold purchases remain strong, Goldman Sachs: "Tokenized gold" is not yet the main driver of gold pricesWall Street's "2026 US Stock Theme" is rotation! "Old Deng" outperforms Mag 7, Goldman Sachs exclaims "Cyclical stocks have not been fully priced in yet"The divergence between AI investment and AI stocks may become the norm, similar to the new energy sector after 2021?Wall Street investment banks: The bigger risk next year is not "a U.S. recession leading to a market crash," but "a market crash leading to a U.S. recession."Is a major change brewing? The U.S. Treasury will "merge" with the Federal Reserve, and Bessent is the true "shadow Fed Chair."Oracle and Broadcom earnings reports: The higher the market expectations, the harder the sell-offThe CEO of "Galaxy Bank" expressed support and predicted a surge in market probability for Waller to become the new Chairman of the Federal ReserveThe media supervised by the People's Bank of China: will prioritize domestic demand as the leading factorDisney invests $1 billion to bind OpenAI, 200 IPs + Sora, it's time to take off, right?"World Model" competition upgraded: Runway launches GWM-1, real-time interaction can last for several minutesA game of "no chivalry": The frenzy of "short squeeze" in commoditiesIs the so-called deep research on chips really just this? SemiAnalysis is fiercely criticized by netizensVisa executive: 2026 will be the "Year of AI Shopping Guide"Song Xuetao 2026 US Stock Market Outlook: The Internal Melting Point and External Turning Point of the AI BubbleThe Federal Reserve will cut interest rates more than expected in 2026, here’s whyThe path to interest rate cuts encounters "roadblocks": hawks within the Federal Reserve rise, and the 2026 roadmap is caught in a tug-of-warFrom AI trading, the new chair of the Federal Reserve to copper, these are the "five most important trading themes for 2026" listed by Goldman Sachs