BlackRock Asset Management believes that the Federal Reserve may remain inactive after cutting interest rates in DecemberFederal Reserve Governor Michelle Bowman: The U.S. economy needs significant interest rate cutsAlphabet has the strength to challenge NVIDIA with its AI chips and Gemini modelZhitong Hong Kong Stock Analysis | The relationship between the Chinese and U.S. presidents has eased, and AI continues to ferment with financial supportInvestment bank Wedbush supports the AI wave: betting on the top ten tech stocks such as Microsoft and NVIDIA, asserting that "this is definitely not a bubble."Panasonic's energy division will supply automotive batteries to Amazon Zoox starting in 2026"Christmas Faith" Collides with AI Bubble Shadows, US Stocks' December Rise Myth Faces Major TestInflation expectations reignite! PPI announcement imminent, U.S. bond market faces pressure firstTaiwan Semiconductor sues former Vice President Wei-Ren Luo, accusing him of stealing chip technology before joining IntelMusk has started replacing employees with Grok! The worst-hit department has laid off 90% of its staffIs the post-Cook era approaching? Four powerful figures within Apple enter the succession spotlightThe United States will face a "data storm," with the third-quarter GDP and October non-farm payroll report to be released intensively in mid to late DecemberThe core logic of the market next year: Where does the demand power for China's re-inflation come from?U.S. Stock Market Outlook | Three Major Index Futures Decline Together, Market Awaits Economic Data to Assess Rate Cut ExpectationsAlibaba's revenue in the second fiscal quarter increased by 4.8% year-on-year, with cloud business revenue surging by 34% and instant retail business revenue growing by 60% | Financial Report InsightsTaiwan Semiconductor sues former executives over security concernsPoland launches antitrust investigation against Apple, accusing ATT privacy policy of restricting competition in the advertising marketAlphabet rose over 4% in pre-market trading, while NVIDIA fell nearly 4%Alibaba-W released its second-quarter results, with a net profit attributable to shareholders of 20.99 billion yuan, a year-on-year decrease of 52%Alibaba's revenue for the second fiscal quarter was RMB 247.8 billion, estimated at RMB 245.2 billionAI Daily 丨 NVIDIA partners with Nokia to create a global network for AI services, Alibaba Qianwen ignites a download frenzyNIO's Q3 revenue increased by 16.7% to 21.8 billion yuan, with a record high vehicle gross margin of 14.7%. Both Q4 revenue and delivery guidance reached new highs | Earnings report insightsCity-level bicycle profitability turns positive, Pony AI's Q3 revenue increases by 72% year-on-year, gross margin rises to 18.4% | Financial report insightsNIO's third-quarter revenue was 21.79 billion yuan, estimated at 22.28 billion yuanApple's sales department layoffs, significant reduction in iPhone Air productionOn November 25th, Tencent spent HKD 635.5 million to repurchase 1.014 million sharesGoogle's "full-stack" counterattack, strongly reclaiming AI dominance!ByteDance and KUAISHOU-W boost the rapid growth of comic dramas this year, leading AI monetizationThe transformation of the writer returns! "Big Short" Barry Ritholtz blasts the AI bubble: NVIDIA is the Cisco of its timeHong Kong Stock Market Closing (11.25) | Hang Seng Index rose by 0.69% AI concept stocks became active again, airline stocks continued to declineGoogle's TPU Sales Challenge Nvidia Dominance; Xiaomi Rallies on Lei Jun's Stake Boost. ｜Today's Important News ReviewAmazon internal documents exposed: strongly promoting self-developed Kiro, squeezing out external AI programming toolsA comprehensive understanding of "Google Chain": AI full-stack innovation, TPU + OCS co-creating the next generation of intelligent computing networkThe market digests interest rate cut expectations, European stocks open slightly higher, U.S. stock index futures decline, gold and silver rise, and cryptocurrencies retreatSociété Générale supports Google "outperforming the market" with strong advertising + cloud business exceeding expectations supporting valuation expansionBank of America: Amazon re:Invent 2025 conference will announce new AI moves, with the Trainium3 chip and Nova model attracting attentionPerformance hard against Blackwell, energy efficiency surpassing GPU, a deep dive into the "real combat power" of Google's TPUMorgan Stanley's Wilson: Weak employment data will force the Federal Reserve to pivot, optimistic about the recovery of small-cap stocks and the consumer sectorTencent's Mix Yuan OCR model announces open source, with parameters of only over 1 billion and multiple core capabilities achieving SOTA effects"Federal Reserve News Agency": Allies "pave the way" for interest rate cuts next month, Powell will decide between "hawkish rate cuts" or "dovish pause"As supply tightens and expectations for a Federal Reserve interest rate cut rise, London copper spot premiums hit a five-week highOpenAI's "AI hardware" is coming! Altman: More peaceful and tranquil than the iPhoneGemini 3, is it "cursed" out by Sergey Brin?JD.com Industrial IPO is imminent, and Liu Qiangdong's "Supply Chain Empire" adds another pieceElon Musk publicly challenges "the Nvidias": I will take you all on by myself!Hong Kong Stock Market Midday Review: Hang Seng Index up 0.61%, Hang Seng TECH Index up 1.15%Morgan Stanley: 2/3 of large-cap stocks have nearly retraced 10%, the adjustment in US stocks is "nearing its end"