Guotai Junan Securities: The recovery of domestic demand for consumer discretionary goods continues, firmly optimistic about the direction of fiscal subsidiesAs the year-end approaches, will the "Christmas rally" in the US stock market arrive as scheduled?Political turmoil in France triggers market turbulence: Hedge funds massively sell euros to invest in yen, betting on Japanese interest rate hikesFollowing other tech giants, Meta has also set its sights on nuclear energyWall Street's most optimistic forecast! Wells Fargo: Trump's policies combined with interest rate cuts are favorable, aiming for 7,000 points for the S&P 500 by the end of next yearKGI Asia: The Hang Seng Index is expected to return to the level of 23,200 points next yearHas the market made a choice? Bank of America: Trump may be more important than non-farm payrolls!Short positions are about to disappear, and the S&P 500 index holdings are "completely one-sided."Meta and Apple, two giants, continue to set historical highsIPO Preview | After four years of cumulative losses exceeding 2.6 billion yuan, Huizhi Holdings is going public in Hong Kong with the strategic backing of TencentAI demand is strong, chip company Marvell's sales surged 19% quarter-on-quarter, significantly exceeding expectationsSenseTime launches a sprint towards generative AIXPeng won a key battleTF SECURITIES: 500 billion central enterprise special bonds drive investment, ample space for central enterprises to increase leverageUnderstanding the Market | MEITUAN-W rose nearly 3% during the session, with the company's third-quarter performance being impressive. Morgan Stanley pointed out that its stock price still has room for growthAfter four years of record "penalties," will Trump close the Public Company Accounting Oversight Board (PCAOB) in the United States?CITIC Construction Investment: In December, the interest rates of the China-U.S. bond market resonate downward, and gold prices may continue to fluctuate at high levels overallBaillie Gifford: The US dollar may strengthen further, and any short-term weakness will create buying opportunitiesTencent's version of "Sora" joins the generative video battlefieldUnderstanding the Market | XPENG-W rose over 3% as MONAM03 and P7+ kick off the company's new vehicle cycle, with significant profit flexibility in the futureOptimism on Wall Street rises again! Wells Fargo: S&P 500 is expected to aim for 7,007 points next yearUnderstanding the Market | Kingsoft Cloud rises over 6%, with a cumulative increase of over 65% after earnings; revenue from Xiaomi and Kingsoft is expected to accelerate growth"Leading" Salesforce's revenue exceeds expectations, stock price surges, U.S. software stocks "add fuel to the fire"Tesla's compensation case ruling upheld, analysts expect victory in appeal to the Supreme CourtDaily Hong Kong Stock Market News Briefing (December 4, Wednesday)Meta actively embraces nuclear energy to support data centers in the United StatesSouth Korea's largest opposition party convenes an emergency meeting and issues a statement: If Yoon Suk-yeol does not resign immediately, impeachment proceedings will be initiatedIntel seeks external "parachute" CEOA look at several typical high-speed internet scenarios from CredoMicrosoft faces antitrust investigation, OpenAI "caught in the crossfire"?The U.S. Treasury market is poised for action as traders bet that yields will continue to decline12 月 3 日美股成交额前 20：苹果再创历史新高，市值超 3.66 万亿美元The government is on the brink of collapse, and France is facing a "critical moment."美加激烈交锋：特朗普被曝 “面斥” 特鲁多，如果有关税就不能活，加拿大不如做美国第 51 个州！Tesla major shareholder Liao Kaiyuan: No longer fully invested in Tesla, the 1929 stock market crash is about to repeatBreakfast | South Korea faces "martial law" turmoil, South Korean stocks open as usual today! Tesla major shareholder Liao Kaiyuan "no longer all in on Tesla"智通港股早知道 | 四大行业协会呼吁谨慎采购美国芯片 商务部加强相关两用物项对美出口The AI "arms race" accelerates again! Amazon launches a new chip array and large language modelMultiple Federal Reserve officials signal that expectations for a rate cut in December are risingSouth Korean President Yoon Suk-yeol announced a "state of emergency" late at night, leading to a sharp decline in the Korean won and Korean stocks, while the Korean cryptocurrency market plummeted. The state of emergency has now been lifted纳指标普再新高，法股涨，韩国 ETF 跌 7% 后收窄，离岸人民币一度跌穿 7.31 元Xinhua Commentary: How to View Economic Growth RateWill there be a rate cut in December? The Federal Reserve's voting committee this year is "playing Tai Chi": regardless of whether to cut rates or not, interest rates should continue to declineThe strong U.S. labor market drives the dollar higher, suppressing gold's gainsApple's stock price hits a new high, analysts expect a market value of 4 trillion next yearOvernight U.S. Stocks | Three major indices mixed, Nasdaq and S&P 500 hit new closing historical highsReminder: Please pay close attention to the following (all times are in Beijing time)Why Tesla Stock Jumped 38% in NovemberAI shopping guides boost sales on America's "Cyber Monday" to over $13 billion, a year-on-year increase of 7.3%