"Shadow Fed Chair" Hassett speaks out: The Federal Reserve should cut interest rates next week, expecting a 25 basis points reductionWhy is Altman in a hurry?The United States cannot bear higher interest ratesUS Stock Fund Activity List | Tesla Rises Nearly 2%, Ranks Among the Top 10 American Automotive BrandsReminder: Please pay close attention to the following (all in Beijing time)December 5th External Headlines: Trump Tightens Immigration Work Permits, Meta Plans to Cut Investment in Metaverse Business, U.S. Federal Housing Finance Agency Director Suspected of Abuse of PowerMicrosoft raised the prices of Office business subscriptions in July, with a price increase of up to 33% for frontline worker productsReports indicate that the production of AI chips is expected to double next year, with Cambricon surging in the late trading session, and a late-night "serious statement": untrueAfter the redemption restriction turmoil, the popular PE Blue Owl raised $1.7 billion for its data center dedicated fundThe U.S. government's outstanding national debt has surpassed $30 trillion for the first time, doubling since 2018Commodity trading giant adds fuel to the fire: Mercuria was reported to have planned to withdraw over 40,000 tons of copper from LME warehousesGoldman Sachs suspends bond issuance for digital center company related to the incident with the Chicago Mercantile ExchangeAmazon's influence in the U.S. shipping market continues to expandAiming at the billion-dollar market of Anthropic! Google enters the AI coding battle and reaches a multi-year partnership with ReplitMeta rose 4.0% and plans to cut its metaverse budget by 30%Former Intel CEO: Google makes a strong comeback with Gemini 3Investors bet that Google's TPU could become a multi-hundred-billion-dollar opportunityNVIDIA has a "happy trouble": too much cashDecember A-share Market Style Outlook: Large Cap First, Growth Before ValueSources: Meta plans to implement a budget cut of up to 30% for its metaverse division next yearMark Zuckerberg of Meta Platforms plans to cut the Metaverse budget by 30%Global news you need to know before the U.S. stock market opens on ThursdayJensen Huang's 10,000-word interview: The AI competition has no "finish line," technological iteration is key, and for 33 years, I have felt that the company could go bankrupt every dayThe number of initial jobless claims in the United States unexpectedly fell to a three-year low last week, with no signs of deterioration in the labor marketRevelio Labs stated that the U.S. non-farm payrolls decreased by 9,000 in NovemberGoogle's AI chips are hailed as a "secret weapon" that could generate nearly one trillion dollars in revenueIs NVIDIA trembling? Google's TPU is expected to become a "revenue-generating artifact" with sales aiming for nearly one trillion dollarsChina Merchants Securities: Incremental funds in December are expected to maintain a stable net inflow overall, and foreign capital activity may continue to riseGoogle's "secret weapon" - TPU will support a $900 billion super track?Amazon is exploring the termination of its partnership with the United States Postal ServiceU.S. Stock Outlook | Three Major Index Futures Rise Together, Snowflake Plummets After Earnings, BlackRock Supports AIFacing TPU and Trainium? NVIDIA once again publishes a statement to "prove" that GB200 NVL72 can enhance the performance of open-source AI models by up to 10 timesAlibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)Guo Yingcheng appears, KAISA GROUP embarks on a new path to debt resolutionPalantir, NVIDIA, and Centerpoint Energy collaborate to develop new AI software to accelerate data center constructionPGIM warns: Even with Harker at the helm of the Federal Reserve, there is no ability to "quickly cut interest rates" as Trump wishesBank of America: Maintains Buy rating on Amazon, AWS growth expected to rise to 25%On December 4th, Tencent spent approximately HKD 636 million to repurchase 1.044 million sharesNVIDIA CEO Jensen Huang meets with Republicans as the controversy over the heated competition in artificial intelligence continuesApple's design executive Alan Dye has been poached by Meta, marking a significant breakthroughPerhaps next week, the term "RMP" will go viral across the market and be regarded as the "new generation of QE."Li Auto releases AI glasses Livis; Micron exits retail storage business to focus on AI | Today's Important News RecapChagee's performance decline cannot be solely blamed on the price warBig shots gave a warning: U.S. Treasury bonds may collapse first next year, the market has shifted from "rewarding AI spending" to "rewarding sell-offs," and the appreciation of Asian currencies will end the gold bull marketUnderstanding the Market | Innovative drug concept stocks warmed up today, with multiple stocks rising over 4%. Institutions say they are paying attention to the release of the medical insurance catalog and the commercial insurance innovative drug catalog