"Walmart recession signal" lights up red, is a recession really coming?Qimai Data: Tencent's mobile games "Honor of Kings" and "Teamfight Tactics" ranked Top 1 and Top 3 respectively in the November popular game downloads listThe European Central Bank is set to cut interest rates by 25 basis points this week? Deutsche Bank: If inflation continues to weaken, a 50 basis point cut may occur in early 2025Strong Demand for AI Power, Mobil Wants a Share of the PieNot swayed by CPI, the U.S. bond market is more focused on employment dataHow do institutions view the reform of the personal pension system?Nvidia, AMD, and Intel rarely join forces to invest in a photonic chip companyInterest rate cut expectations rise, Bitcoin returns above $100,000Pony Ma: Contributing the Power of the Internet to Economic Recovery and ImprovementTrump's DOGE department plans to cut expenses, Morgan Stanley is bearish on US defense stocksPersonal pensions launch a "full-scale war"Chinese asset ETFs and US-listed Chinese stocks rose in the night session, with a 3x long position in the FTSE China ETF lifting it up nearly 5%The entry point for AI agents, Google will eventually make glasses too?Difficult! Trump wants to reduce inflation, but housing costs may not agreeTesla's night trading surged sharply!The U.S. Treasury is under "immense pressure"! The budget deficit in November reached USD 366.8 billion, a year-on-year increase of 17%No interest rate hike next week? It is rumored that the Bank of Japan thinks it can wait a bit longerIs Rocket Lab (RKLB) the Next SpaceX?Alibaba Cloud swiftly ventures overseas"New Federal Reserve News Agency": The challenge from Trump and the Federal Reserve has arrived, CPI shows inflation strengtheningWall Street interprets CPI: No change to the Federal Reserve's "gradual easing," core inflation remains strong supporting a pause in rate cuts in JanuaryAdobe's earnings guidance misses expectations, dropping over 8% in after-hours trading | Earnings report insightsWays to reduce healthcare spending? Musk: Nothing is more beneficial to American health than "ultra-low-cost" weight loss drugsTesla sets a historical high for the first time in three years! Wall Street significantly raises its target, and Musk becomes the world's richest person with a net worth exceeding $400 billionDaily Hong Kong Stock Market News Briefing (December 12, Thursday)Trump's "Inflation View"Almost 100%! Wall Street firmly believes that the Federal Reserve will definitely cut interest rates next weekThe ceiling of Doubao, latest data on ASICAfter the release of the U.S. November CPI: A rate cut in December is almost certain, and the pace of rate cuts in 2025 may slow downBreakfast | The Nasdaq closed above 20,000 points for the first time, with Tesla, Google, Meta, Amazon, and Netflix all hitting new highs纳指首次突破 2 万点,特斯拉带领一众科技巨头创新高,比特币重上 10 万美元Reminder: Please pay close attention to the following (all times are in Beijing time)Tesla has risen for the sixth consecutive trading day, reaching a historic high during intraday tradingOvernight U.S. Stocks | Nasdaq breaks 20,000 points, setting a new historical high; Musk becomes the world's richest person with a net worth exceeding $400 billion12 月 11 日美股成交额前 20:特斯拉创新高,马斯克身家超 4000 亿美元The US Dollar Index rose by more than 0.2%, the Japanese Yen briefly rose towards 151, and the Canadian Dollar almost retraced the gains since the Bank of Canada cut interest ratesGoogle launches the next generation AI model Gemini 2.0 Flas, supporting image generationIt will take at least 7 more years! Microsoft AI CEO refutes Ultraman: Current hardware is not strong enough, AGI won't come that quicklyThe U.S. fiscal cycle may be difficult to close, Japan's low interest rate mentality remains, and the Federal Reserve's "balance" may once again tilt towards curbing inflation---1211 Macro DehydrationBest Stock to Buy Right Now: Amazon vs. AppleBOSS Zhipin: Budgeting to Meet Goals (3Q24 Conference Call Summary)The U.S. November CPI year-on-year growth rate accelerated to 2.7%, with a month-on-month increase of 0.3%, reaching a seven-month high, in line with expectationsThe G7 pioneer, the Bank of Canada, cut interest rates by 50 basis points, in line with expectations, with slightly hawkish language regarding future rate cutsBOSS Zhipin: No slacking off, truly facing fierce headwindsBetter Buy for 2025: Bitcoin vs. Nvidia?The U.S. November CPI rebounded to 2.7%, raising concerns about sticky inflation, but the Federal Reserve's interest rate cut expectations remain unchangedAccording to The Information, Apple is collaborating with Broadcom on artificial intelligence (AI) chips. Apple's chips are expected to be ready by 2026. Broadcom (AVGO) rose 3.6% in pre-market trading