Is the AI cloud business severely undervalued? Wells Fargo: The market is overly pessimistic, and Oracle has a 50% upside potentialSan Francisco power outage, Google's self-driving car Waymo in chaos, Tesla wins bigThe yen rises in the short term! Japanese Finance Minister: Has "discretionary power" against speculation in the foreign exchange market and will take bold actionMetal Carnival! Gold, silver, and copper all hit new highs, while platinum and palladium surged across the boardIt is reported that NVIDIA is working hard to export H200 chips before mid-FebruaryWhen all of Wall Street is bullish, is the US stock market in danger?Sources: NVIDIA plans to deliver H200 chips to China starting in mid-FebruaryA year-end fundraising crucial to the faith in AI in the US stock market! SoftBank is pulling out all the stops to sprint for $22.5 billion, with Masayoshi Son's "AI dream" almost entirely bet on OpenAIFormer member of the Bank of Japan: Kazuo Ueda may raise interest rates three more times during his term, with rates increasing to 1.5%Fiscal stimulus counterproductive? Former Bank of Japan official warns: interest rate hikes may exceed expectations, rates will reach 1.5%Apple fined over 800 million!South Korea is caught in a currency defense battle: retail investors pour trillions into overseas markets, and the national pension fund is forced to sell dollarsSanhua: Expected net profit in 2025 is 3.874 billion to 4.649 billion yuan, a year-on-year increase of 25%-50%Does Hang Seng Technology also have a Christmas rally?Moore, Mu Xi, BIREN TECH, and Tian Shu! The "Four Little Dragons of Domestic GPUs" gather for IPOOn December 22nd, Tencent Holdings Limited spent HKD 636 million to repurchase 1.035 million sharesEllison's tough tactics against Warner Bros. have provided Netflix with an opportunityTariff shocks, AI frenzy, and "rollercoaster-like volatility"! Six charts review the "wild year of 2025" in the US stock marketPhase 1 solid tumor biotechnology company Aktis Oncology applies for a US IPO aiming to raise $100 millionCyclical tailwinds, inflation retreat, AI turbulence, volatility protection—these are Goldman Sachs' "Top 10 Core Theme Trades" for 2026Professor Fang Yue: If AI cannot be scaled and implemented, the market may repeat the internet bubble of 2000 | Alpha SummitJingluo: 45% of respondents without property are considering purchasing their first home next year, with mortgage interest rates expected to remain at 3.25% in the first half of next yearRobotaxi is entering the "China Moment"Understanding the Market | CRO Concept Stocks Under Pressure, Pharmaron Falls Over 4%, JOINN Falls Over 3%Asset management giant Apollo has entered "risk-off mode": hoarding cash, deleveraging, waiting for "bad things to happen"?GF SEC Liu Chenming: Rejecting traditional macroeconomics, looking at the 2026 layout window from debt resolution and changes in profit structure | Alpha SummitWhy did the yen fall instead of rising after the interest rate hike?Li Chenggang, the International Trade Negotiator and Deputy Minister of the Ministry of Commerce, met with Sabih Khan, Chief Operating Officer of Apple IncIt is reported that Alibaba's DingTalk has launched the "D Plan," which may involve entering the AI hardware field"Interest rate cut expectations + geopolitical conflicts" drive gold to rise above 4400, silver continues to hit historical highs, and spot platinum breaks above 2000 USD for the first time since 2008Clocktower Kevin Wang: The End of the Old Order and Global Asset Rebalancing Under the Dollar "Bear Market" | Alpha SummitHong Kong Stock Midday Review: Hang Seng Index Rises and Falls, Optical Communication Sector SoarsWhat other thematic investment opportunities can be focused on after commercial aerospace and nuclear fusion?Uber Tech partners with Baidu to launch a pilot program for autonomous taxis in London, UKTrillions of dollars in investment, thousands of new players – AI data centers have become a "new gold rush" that concerns the fate of the global economyGoldman Sachs predicts that the global economy will grow steadily in 2026, but the job market will still appear sluggishReport: Next year, NVIDIA's GB300 shipment volume is expected to reach 55,000 units, and the Vera Rubin 200 is expected to ship in the fourth quarter of next yearOptions Market "Insight" into 2026 U.S. Stocks: 30% Plunge Probability Reaches 10%, Beware of the "Misery Index"Both hit new historical highs again! Interest rate cut expectations and safe-haven demand resonate, gold and silver rise togetherHong Kong stocks intraday | The three major indices opened higher, with the technology and AI sectors active. Baidu rose 1.52%, YOFC surged 11.4%, and chip stocks performed stronglyUnderstanding the Market | Gold Stocks Lead the Gains as Spot Gold Hits New Historical Highs, Goldman Sachs Reiterates Bullish Outlook on Gold"FOMO Theory vs Bubble Theory," Wall Street believes that the volatility of U.S. stocks will not decrease next yearWith multiple favorable factors building up, will the US stock market kick off the "Santa Claus Rally" this week?Understanding the Market | YOFC rises over 9% again, with a cumulative increase of over 50% this month; demand for hollow-core optical fibers is expected to benefit from AI catalysisXiaomi has sent red envelopes to distributorsChina's December LPR remains unchanged for seven consecutive months: the 5-year LPR is 3.5%, and the 1-year LPR is 3%AI Storage New Cycle: The Siege of NAND and the Defense of HDDMiniMax first disclosed its performance! It will compete with Zhipu for the title of "first stock" in large models