Europe's Fatal Weakness in the Global AI Competition - Energy!LEAPMOTOR's monthly sales exceed 70,000, aiming for globalizationA large number of bulls in the US stock market are "speaking contrary to their hearts": they claim to fear an AI bubble, yet they are aggressively buying stocks!Chinese Internet giants' financial reports are approaching: AI and instant retail are burning cash, entering a profit vacuum in the third quarter?Apple's new round of "shape transformation," how to reshape the valuation of the Apple supply chain?Fearless of the AI bubble! Robinhood CEO: Plans to launch a new fund to allow retail investors to invest in OpenAI and othersEmployment Fog in the Absence of Non-Farm Payrolls: ADP Data Strongly Rebounds, Morgan Stanley Warns Continued Unemployment Claims Hide ConcernsHow to understand the significant price drop of GLP-1 weight loss drugs? Goldman Sachs: Strategic "price for volume," Eli Lilly is at an advantage, Novo Nordisk is under pressureAnother sign of AI bubble? Taiwan Semiconductor's October revenue growth rate hits a new low in over a year and a halfHong Kong logistics service provider Speed Group Holdings submitted an IPO application for the US stock market, aiming to raise USD 11 millionMemory demand is booming! DRAM price expectations have been raised again, and AI giants are even frantically competing for 2027 production capacityUnderstanding the Market | Restaurant stocks' gains further expanded in the closing hours, JIUMAOJIU rose over 6%, HAIDILAO rose nearly 5%NVIDIA requests Taiwan Semiconductor to expand wafer production capacity by 50% as demand for Blackwell surgesReviewing the "Five Bubble Indicators," Goldman Sachs believes "the current situation resembles 1997 rather than 1999, and the AI bull market still has a second half."Driven by expectations of interest rate cuts and economic concerns, gold surged nearly 2%, approaching the $4,100 markUnderstanding the Market | Gold and Jewelry Stocks Rebound Collectively, Short-term Price Adjustments for Gold and Jewelry Products, Long-term Potential to Drive Market Share Concentration Towards Leading PlayersUnderstanding the Market | H World-S rose nearly 6% as the industry's RevPAR continues to stabilize, Morgan Stanley expects the company's third-quarter performance to exceed expectationsU.S. Consumption: "Excess Savings" Have Been Exhausted, Next It Relies on the Stock MarketThe U.S. government shutdown crisis is about to be resolved, and an epic short squeeze in the U.S. stock market is imminent?Goldman Sachs directly doubled the target price for Sandisk! The shortage of NAND will greatly boost pricing power and profit margin growthIn the fourth quarter market, choosing the right tools is more importantAfter the "singing progress" of the US stock market, the "brake key" has been pressed, but investors remain generally optimistic about the future marketTaiwan Semiconductor's October sales reached NT$ 367.47 billion, a year-on-year increase of 16.9%Sandisk, rumored to increase prices by 50%Hong Kong Stock Mid-Review: Hang Seng Index closed up 0.61%, airline stocks led the gainsThe investment logic in the US stock market for the restaurant sector has shifted towards "consumption downgrade": affordable fast food rises against the trend, while high-end casual brands face pressureDFZQ: It is expected that gold prices will stabilize on the left side, and is optimistic about gold prices breaking through 4,500 USD/ounce and continuing to riseReplicating a 1350% stock price increase? Tesla's "ambition," investors' "wishes," and the upcoming key milestonesHong Kong Stock Market | The Hang Seng Index rises nearly 0.5%, stabilizing at 26,300, semiconductor sector under pressure; Tencent up 1.81%, SMIC down over 3%Over 1900% increase in 12 months, the "quantum monster stock" far exceeds the "AI monster stock"The U.S. government shutdown is expected to end, with U.S. stock futures, cryptocurrencies, and gold and silver all risingIs the pullback of NVIDIA an entry opportunity? Model calculations show the stock price is undervalued by 22%, target price $230This week's key agenda: Tencent, JD.com, and SMIC earnings reports, China's October economic dataCICC 2026 Commodity Outlook: Gold Continues to Rise, Non-ferrous Metals Reach New Heights"The speed of U.S. capital inflow into Japan is the fastest since the implementation of Abenomics"! Goldman Sachs stated: The influx of U.S. capital means a shift in Japanese stock style towards growthTrump reiterates "tariff refunds": Every American will receive a $2,000 "dividend"Valuation concerns and the shadow of government shutdown loom over the market, U.S. stocks may face a calm week after posting their worst weekly performance in monthsThe cryptocurrency market has been severely hit, and the "Digital Currency Financial Vault Company" that "leveraged cryptocurrencies" has collapsedZhitong Decision Reference | Many directions are transforming towards a better placeTianfeng Securities: Underestimated dividends continue to rise, investment main line focuses on three directionsWhich products have significantly increased in price in the past month?Federal Reserve's Williams: The December interest rate decision will be a "balancing act"U.S. stock volatility rises! "Bubble fear" replaces "AI frenzy," investors cautiously chase gains: flocking to options to hedge risksGoldman Sachs: Nikkei Index soars 30%, outperforming U.S. stocks, with the fastest influx of U.S. capital since "Abenomics"Zhitong Hong Kong Stock Early Knowledge | Export controls on superhard materials, rare earths, and lithium batteries suspended; FIH expects significant improvement in financial performanceBreakfast | The earnings report week for star tech stocks is coming soon! The U.S. government shutdown is expected to endCITIC Construction Investment: Has the AI sector become a bubble?Sustainable aviation fuel has dropped to below 20,000 yuan/ton, and the aviation industry is making efforts to overcome the carbon reduction challenge