HK, US stocks top stories
Wall St Week Ahead-Investors eager for delayed data to shed light on US economyHassett: Trump's opinions carry no weight; the Fed's decision-making independence is paramount.GLOBAL MARKETS-Stocks slip as traders reduce exposure ahead of central bank meetings, key dataThe advertising company "Xianyu Fanshen" has become an AI revenue stock? "AI disrupts the industry, but it does not eliminate intermediaries."The Hang Seng Index opened down 1%, and the Hang Seng TECH Index fell 1.3%Led by Musk, with Bezos and Jensen Huang joining in, the American tech circle suddenly has a "flood" of discussions about space data centersCDS 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!Who is the bubble?This 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 attentionTechnology "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."