The payment industry "self-revolution"! Visa and Mastercard accelerate their layout of stablecoinsThe Federal Reserve's "third-in-command" fails to boost gold prices with dovish remarks, as gold prices await retail data to break the consolidation pattern"The market is eager for a rate cut in December," said Goldman Sachs traders: sentiment is low, but many clients believe "if Bitcoin stops falling, US stocks will still have momentum by the end of the year."China Merchants Jinling International: Downgrades LINK REIT target price to HKD 45.7, maintains "Buy" ratingNew Stock News | JD Industrial passes Hong Kong Stock Exchange hearing, becoming the largest participant in China's MRO procurement service market"NVIDIA, Rich Enough to Rival a Nation": The Trouble of Having Too Much Money?U.S. stocks face the Thanksgiving holiday this week as multiple economic data and the Federal Reserve's Beige Book arrive amid fragile investor sentimentVaccination rates are declining, and the former "star vaccine stock" Moderna has become the most shorted stock in the U.S. marketCICC: Maintains Miniso "Outperform Industry" rating and lowers target price to HKD 50.18The Hang Seng Index opened up 0.92%, and the Hang Seng Tech Index rose 1.13%Goldman Sachs downgraded Ganfeng Lithium's H-share rating to "Sell" and lowered the lithium price forecast for the second half of 2026 by 14%Insuring against "AI troubles"? Insurance companies "dare not take it on"Shenwan Hongyuan: The adjustment is merely "doubting the bull market level"Zhitong Decision Reference | The market has already reflected negative expectations, and there are many favorable factors this week"Crypto Circle - AI - US Stocks" is interconnected, the era of "free money" has ended, and everyone is watching "when will the crypto circle stabilize"CITIC Securities: NVIDIA guidance and Google Gemini 3 exceed expectations, maintaining a positive outlook on the AI PCB sectorMorgan Stanley: The main risk in 2026 is that the "AI capital frenzy fails to enhance productivity"JP Morgan: Upgrades Baidu to Overweight and raises target priceHong Kong Stock Concept Tracking | Innovative Pharmaceutical Companies Generally Experience Growth, Upstream CXO Industry Adjustment Basically Completed (With Concept Stocks)NVIDIA's financial report fails to dispel market concerns, with debates on "bubble theory" and "early-stage theory" in the AI sectorElon Musk: Tesla's AI5 chip is about to complete tape-out, and the development of the AI6 chip has been initiatedThe "crypto disaster" has caused the Trump family to suffer "heavy losses," and the second son claims "this is a great buying opportunity."NVIDIA can't save AI stocks, what does the market want to see?Is the US stock market a "big casino"?Next week's heavy schedule: Alibaba and Meituan earnings reports, the U.S. "ultimatum day" to Ukraine, and the Federal Reserve's favorite inflation indicatorFor the household sector, there are very few "high-yield assets" left that compete with stocks for depositsCan Hengke hold the 120 line?Tianfeng Securities: The direction of the Federal Reserve's interest rate cuts remains unchanged, and the adjustment of A-shares is expected to build momentum for a breakthrough bull marketHong Kong Stock Concept Tracking | Google's computing power target exposed! A thousand-fold increase in the next 4-5 years, the domestic AI computing power industry chain is expected to flourish (with concept stocks)CITIC Securities: Market risks have been significantly released, and the Chinese stock market has entered the hitting zoneNeed AI to provide answersBank of America Hartnett: Everything has reached a "liquidity peak," and the Federal Reserve will be forced to "surrender," with Bitcoin being the first to sniff out the market rescue signalsCITIC Securities Co., Ltd.: After the December Federal Reserve interest rate meeting, U.S. stocks are expected to regain an upward trendIndustrial Securities: Chinese assets are expected to welcome a recovery"Nobody expected it to rise so fast"! South Korea's stock index breaks through "4000 points", up more than 60% this year, the best in the worldThe investment trend in AI has changed! The market now demands less "promising" and more "monetization."Ultraman Memo Warning: Google's Recovery Will Lead to "Difficult Times" for OpenAINVIDIA executives say concerns about an AI bubble are overblown, and the market remains skepticalReport: Meta is being sued for concealing "causal" evidence of social media's harm to mental healthCathay Securities and Haitong Securities: With incremental capital inflows and a gathering of quality assets, the adjusted bull market in Hong Kong stocks is still expected to continueNVIDIA's earnings report is stunning, but US stocks "turn down"! Such a "roller coaster," traders admit: no one expected thisCITIC Securities Co., Ltd.: After the Federal Reserve stops tapering on December 1, the pressure on the U.S. funding market may further easeFederal Reserve's Collins: No decision yet on voting stance for December FOMCTo respond to the court ruling, the Trump administration is preparing a backup plan for tariffsHas NVIDIA done well already?HuaChuang Securities: The employment data vacuum period may prompt the Federal Reserve to pause interest rate cuts in DecemberXiaomi increases investment in "Safety Course"AI has wiped out another industry