On the first day of trading, VIGONVITA opened with a rise of over 185%, as the company is committed to drug development in the fields of neuropsychiatry and reproductive healthThe Supreme Court questions the "Trump tariffs," retail stocks surge in response, and a "hundred billion dollar tax refund" is in sight?Understanding the Market | ZIJIN GOLD INTL rises over 6% after being included in the MSCI China Index, effective after the market close on November 24"K-POP Demon Hunter Girl Group" unexpectedly achieves "the hottest in history," Netflix's first teenage super IP appears, is the next explosive toy on the way?Musk gave his time to xAI but asked Tesla for a trillion-dollar salaryUnderstanding the Market | Weichai Power rose over 13% in early trading as Ceres announced a manufacturing license agreement with Weichai PowerQualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?Understanding the Market | XTALPI opened over 6% higher after reaching a $345 million platform strategic cooperation with Eli Lilly for AI-enabled bispecific antibodiesThe Hang Seng Index opened up 0.49%, and the Hang Seng Tech Index rose 0.63%Suspected overreach! Trump's tariff policy faces strong backlash in the U.S. Supreme CourtImplanting a "super brain" for Siri! It is reported that Apple plans to spend $1 billion annually to purchase Google Gemini as a transitional solution"AI power trading" is booming, and equipment manufacturers are thrivingQualcomm Q4 revenue increased by 10% year-on-year, Q1 guidance exceeded expectations, future bets on AI chips to challenge NVIDIA | Earnings Report InsightsNight trading anomaly | Forge Global rises over 53%, Charles Schwab will acquire the companyWithout the high-growth violent aesthetics, is Applovin still appealing?Arista's earnings report exceeded expectations, but the stock price plummeted. The CEO stated that we are in the "golden age of network connectivity under the AI explosion.""American influencer brokerage" Robinhood's profits exceeded expectations, while cryptocurrency revenue fell short of expectations, CFO resigns | Earnings report insightsEven more bustling than the Shuibei gold market, the storage prices in Huaqiangbei, Shenzhen have doubled! Merchants say, "Prices are rising every day, and they may be even more expensive later," but they dare not stock upStrong third-quarter report, secured a $400 million order for built-in "AI search" Perplexity, Snap's stock price surged over 20%US Stock Fund Activity List | Micron rises nearly 9%, DDR5 spot prices soar 25% this weekNVIDIA CEO Jensen Huang: "China will win the artificial intelligence competition"AI chip demand is high, Arm's guidance this season greatly exceeds expectations, rising by 5% in after-hours trading | Earnings Report InsightsNot afraid of Apple's and Samsung's "de-Qualcomm" strategy! The AI replacement trend drives high-end smartphone demand, and Qualcomm delivers better-than-expected resultsQualcomm: Apple, Samsung, and China's Xiaomi currently each account for over 10% of its revenueBreakfast | U.S. economic data beats expectations, U.S. stocks rebound; Milan expects continued interest rate cuts and warns that tariff decisions may weigh on the economyChina and the United States begin to implement the consensus reached in the Kuala Lumpur economic and trade consultationsReminder: Please pay close attention to the following (all in Beijing time)Federal Reserve Governor Michelle Bowman reiterated that current interest rates are too high and that further cuts should be considered in the futureThe Supreme Court questions Trump's global tariff authority, with hundreds of billions in tax refunds hanging by a threadQualcomm's adjusted revenue for the fourth fiscal quarter was $11.27 billion, compared to the expected $10.77 billion.
The expected revenue for the first fiscal quarter is between $11.8 billion and $12.6 billion, with analysts expecting $11.59 billionThe U.S. consumer debt default rate has risen to a five-year high, with the student loan default rate reaching 14.4%, a record high!The Japanese yen fell 0.3%, slipping below 154, significantly declining after the release of the U.S. ISM non-manufacturing dataGoogle reaches a settlement with EpicTesla hires former Lamborghini executive to drive its return to the Indian marketApple plans to spend $1 billion to buy Google AI services, with a 12 trillion parameter model to greatly upgrade SiriGoogle Gemini will help run Apple's Siri features in 2026. Apple has finalized an agreement to pay approximately $1 billion to the other party each yearFederal Reserve Governor Michelle Bowman: The ADP employment report is unexpectedly reassuring, expects to continue cutting interest rates, warns that tariff decisions may weigh on the economyUnity (Minutes): Its unique runtime data possesses monetisation growth value.Meta's massive spending evokes memories of the metaverse debacle that severely impacted its stock priceWill US Treasuries Strengthen by Year-End? Analysis: Unrelated to Rate Cuts, but a "Return of Risk Aversion"The U.S. Treasury maintains its long-term bond issuance unchanged but hints at a possible future increase, with the 10-year U.S. Treasury yield jumpingAMD's performance exceeded expectations but did not meet high hopesU.S. Democratic Senator Warren: Calls for Bowman to stop the international policy of "providing preferential treatment to large European banks"Unity: Patience is key, the metamorphosis is underway