CITIC Securities: What Does a Stronger US Dollar Mean for Hong Kong StocksLooking back at the current "AI Bull Market" in the US stock market: ChatGPT is approaching its 3rd anniversaryGuotai Junan Securities Hong Kong Stock 2026 Investment Strategy: Focus on AI Application Main Line and Grasp PPI-CPI Rotation RhythmThe most aggressive Wall Street investment bank: "There will be no more rate cuts" during Powell's termRegarding "AI bubble," "selective politics," and "overturning tariffs," from Bank of America Hartnett's judgment, he said, "The top is a process, while the bottom is a moment."Goldman Sachs trader: The volatility at this time of year is a "normal phenomenon," nothing "abnormal"How would the market react if Trump's "reciprocal tariffs" were overturned?National Bureau of Statistics: In October, food and energy prices remained low, but the year-on-year decline has narrowedJensen Huang personally visited Taiwan Semiconductor, stating "We need capacity," and claimed "Without TSMC, there is no NVIDIA."Non-farm "is gone," next week's US CPI will also be "gone," can the Federal Reserve "close its eyes and cut interest rates" in December?U.S. Treasury General Account (TGA) vs Bitcoin vs NasdaqAs the cryptocurrency market bleeds profusely, another stablecoin has "de-pegged."NVIDIA experienced a drop of $800 billion this MondaySNAP benefits interrupted! U.S. Supreme Court approves Trump to withhold $4 billion in food aidNVIDIA CEO hopes TSMC will supply more wafers to meet strong AI demandThe "big short" bets 80% of assets shorting AI, making its second "attack" on NVIDIA this year. Will the "subprime mortgage crisis prophet" succeed?Meta bets on the future of AI in the U.S.: $60 billion investment plan announced for 2028, with utility cooperation for supportXun Yugen: The Role of the Stock Market in Promoting Consumption and SuggestionsTrump has set his sights on U.S. meat prices, swinging his "iron fist" at the four giantsContinuously being bloodied! The gains in the first ten months of this year were wiped out in just one month in the crypto circleThe Tesla shareholder meeting failed to approve the investment in xAI. Is there still hope for the anticipated integration?Are the capital expenditures of tech giants approaching their limits?U.S. tech stocks faced their "worst week since April," with the "AI eight giants" losing $800 billion in market value in a single weekThis time, retail investors in the U.S. stock market did not buy the dipThe topic of greatest concern in the market: "When will the U.S. government shutdown end?"Discrepancies in AI valuation and interest rate cut prospects intensify, global stock markets fluctuate, U.S. stock index futures turn positive, and gold, silver, and oil all riseFederal Reserve Report: Policy uncertainty becomes the number one financial stability risk, central bank independence named for the first time, focus on financial leverageGoldman Sachs top trader: US stocks are nearing the CTA sell trigger point, market stabilization depends on government reopeningTop 20 U.S. stock trading volumes on November 8: NVIDIA fell over 7% this week, targeted by major short sellersMicrosoft will deliver 60,000 NVIDIA artificial intelligence chips to data centers in the UAEFederal Reserve Governor Michelle Bowman: Stablecoins could significantly lower the R* rate.
If R* declines, the policy rate should also decrease.
When access to dollars is restricted, stablecoins can meet the demand.
The growth of stablecoins should boost the supply of funds available for loansApproximately 20 banks are lined up to provide $18 billion in loans for data centers related to Oracle in New MexicoIs Quantum Computing the "Next AI"? Analysis: Timing of Entry is CrucialU.S. October layoff announcements surge, with companies like Amazon leading the layoffsThe initial value of the one-year inflation rate expectation in the United States for November is 4.7%Storage concept stock Sandisk surged over 7% against the trendIs the Asian AI bubble "starting to crack"? The Korean stock market has given the first warning signalGlobal news you need to know before the U.S. stock market opens on FridayGold prices to break $5,000 next year? Analysis: The premise is that the "dollar depreciation trade" becomes popular againThe Federal Reserve is trapped in a "data black hole": the government shutdown leads to the absence of key economic data, and the divergence in the interest rate cut path in December may intensifyHassett: The impact of a U.S. government shutdown on the economy is far more severe than expected, and GDP growth in the fourth quarter will decreaseZhitong Hong Kong Stock Analysis | Short selling in US tech stocks creates spillover effect, price increase concept shows strong momentum