HK, US stocks top stories
CES ignites the storage chip market: Jensen Huang claims AI storage demand is "unprecedented" Sandisk skyrockets 47% in three daysUnderstanding the Market | CAOCAO INC rose nearly 8% during the session as the company fully acquired Yao Travel and Geely Commercial Travel. Citigroup stated that proactive strategic mergers and acquisitions enhance competitivenessCapital supports Musk! xAI raises $20 billion, exceeding expectations, with valuation doubling in a yearDongbei Securities: Initiates "Buy" Rating on XPENG-W, Strategic Transformation into a "Physical AI" CompanyThe market is overly focused on the so-called "North American market high-frequency data," Morgan Stanley: POP MART is undervaluedThe largest single bet in history! On the eve of Friday's non-farm payrolls, the U.S. interest rate futures market witnessed a "massive bet on a change in the situation."Computing power giant starts IPO counselingPouring cold water on the hot SanDisk and NAND, Jeffries: The market underestimates Yangtze Memory TechnologiesTSMC's record surge prompts Wall Street major firms to raise their target pricesCopper prices have strongly broken through $13,000, pushing up the "short-term target," but this investment bank believes that January could be the peak for the entire year!Goldman Sachs: KUAISHOU's revenue and valuation for the fiscal year 2026 are expected to rise, with strong momentum in its AI modelsStorage is exploding again! AI inference and multimodal drive data explosion, hard disk and flash memory manufacturers will become the biggest beneficiariesUnderstanding the Market | HESAI-W rises over 6% after being selected by NVIDIA as a lidar partner, planning to double annual production capacity this yearZhongtai Securities: Initiates "Buy" rating for Tencent Holdings, defining the future decade for China's internet leaders