Target price of $250! Wall Street top analyst asserts: NVIDIA's AI feast has just entered its third yearDon't be misled by the noise of Wall Street's "rotating bull market." The "leading myth" of the Mag7 remains the main line of the U.S. stock marketJapan's largest budget proposal in history: "Reduce the issuance of ultra-long bonds" to soothe the bond market, while increasing funding for chips and AI by three timesGold, silver, platinum, and palladium all hit new highs! Year-end liquidity, interest rate cuts, and geopolitical risks combine to create a historic market for precious metalsGlobal bond market "canary"! The pressured Japanese government bonds will become the first "domino" to fall?The competition in energy storage has actually begun, and the intensity in the future may far exceed that of photovoltaics?Japan forms a group to develop storage, aiming to eliminate HBMRegaining upward momentum! Precious metals collectively hit new highs: Silver breaks 74, platinum futures hit the limit up again, gold reaches 4530From photovoltaics, nuclear power to coal, "all lines take off," how long can the "AI power supply" theme in the US stock market last?BlackRock Think Tank: Gold prices and the stock market show correlated fluctuations, but the long-term logic of gold remains unchangedDalio sounds the highest alarm: America's "debt heart disease" may erupt before 2029, with trillion-dollar interest potentially triggering a systemic crisis?Precious metals continue to soar: "Crazy Silver" rises for 5 consecutive days to set a new high, surging 150% this year! Gold stabilizes at a high of 4500CITIC Securities: The macro asset environment in 2026 may show characteristics of marginal liquidity easing and moderate economic recovery. Recommended commodities > stocks > bondsAfter the RMB breaks 7The confidence behind silver's "continuous new highs": The run on London spot silver is intensifyingHas the RMB appreciated significantly?On the first day after Christmas, gold and silver hit new highs, and the author of "Currency Wars" stated, "Next year, gold prices will reach $10,000, and silver prices will reach $200!"CICC: The U.S. policies and economy have not yet shown a turning point; the gold bull market may continue, maintaining an overweight position in goldK-shaped economy! The performance of large and small businesses in the United States varies significantlyAI "power shortage" ignites US power stocks, but the "easy profit" feast may have already endedReminder: Please pay close attention to the following (all times are in Beijing time)Foreign capital is optimistic about investment opportunities in emerging marketsChina Investment Silver LOF resumes trading and hits the limit down, what to do with the "string" of premium LOFs?£867 million, Chinese giants acquire top copper-gold mine in South America! The mine has been validated by international peers for many years, but has been hesitant due to high development difficultyFor 2026, these are the top 10 questions that Goldman Sachs' leading technology traders are most concerned aboutDare to arbitrage? China Investment Silver LOF takes action again: A-class regular investment limit reduced back to 100 yuan, effective from December 29Samsung Electronics plans to integrate its self-developed GPU into application processors for the first time in 2027, accelerating its edge-side AI layoutDingTalk creates "Silicon-based Employees"Humanoid Robots: AI's Best Hope?The starting price of Xiaomi 17 Ultra is 6,999 yuan, an increase of 500 yuan compared to the previous generation modelXiaomi officially launched the Xiaomi 17 Ultra, starting at a price of 6,999 yuanMicrosoft and Google have launched a "chip-snatching" mode, sending employees to South Korea, and those who fail to secure chips from Samsung or SK Hynix will be firedShen Nong Investment's Chen Yu: Next year's AI applications are like real estate in 2006, and innovative drugs are just the beginning of a twenty-year bull marketWhen "pension money" meets "AI fever": What are the risks of global pension funds heavily betting on data center infrastructure?Is NVIDIA in a hurry? Or is it being cornered by Google's TPU, with Jensen Huang willing to "recruit" Groq at any cost?Commodity surge, stock and bond logic reversed again! Morgan Stanley warns of three major "changes" in 2026Japan's 2-year government bond auction was weak, and the market expects inflation may force the central bank to "raise interest rates more aggressively."NVIDIA confirms technology licensing agreement with startup GroqPOS machines are exploding! $20 billion, $5 billion, $1 billion, Jensen Huang is "buying up" everything with US dollarsThe Ministry of Commerce responds to TikTok's plan to establish a joint venture in the U.S.: hopes that the company will reach a solution that complies with Chinese laws and regulations and balances interestsAfter being suppressed by Eli Lilly for two years, how Novo Nordisk fights back: "Bowing to Trump" in exchange for tariff exemptions, using profits to gain speed in launching new drugsGame AI is here! NVIDIA's new model learns all games by watching live streams, GPT-5.2 crushes ZeldaWall Street sings bullishly for the U.S. stock market in 2026! With AI and interest rate cuts resonating, a four-year consecutive rise is expected, but the high consensus may become a hidden concernCEB Bank stated that it is "steadily planning" AIC, and has previously been continuously exploring "investment-loan linkage."The rise of precious metals pauses! Gold falls below 4500, palladium futures hit the limit down, silver fluctuates at a high levelTrump's "deregulation" has driven Bank of America’s market value to increase by $600 billion this yearShenwan Hongyuan: Maintains Alibaba-W "Buy" rating with a target price of HKD 197What does NVIDIA want by acquiring Groq for $20 billion?