This Wednesday, Trump will have dinner with CEOs on Wall StreetLiquidating NVIDIA shakes the market, this is Masayoshi Son's second time doing soAI giants "must buy," manufacturers hold the greatest pricing power! Morgan Stanley: This round of memory "super cycle" will far exceed historical peaksThe U.S. government shutdown is about to end, and Morgan Stanley has developed a data regression timelineSoftBank's stock price once fell by 10% after disclosing the complete liquidation of NVIDIABarclays: After the valuation decline, there are investment opportunities in U.S. auto dealersThe only Asian giant with a market value exceeding one trillion dollars! Institutions are forced to "underweight" Taiwan SemiconductorThe U.S. government is about to reopen, and the September non-farm payrolls may be released as early as Friday. The October non-farm payrolls may be "gone," but Goldman Sachs expects it to be "the worst since December 2020."Hesai (3Q25 Minutes): Lidar shipments are expected to reach at least 2 million to 3 million units by 2026What are overseas investors buying in 2025?The AI frenzy "sucks" global capital, has AI caused the dollar to "bottom out"?The giants are "finding ways" for off-balance-sheet financing! These three "huge AI financings" are so "innovative" that the entire Wall Street is watchingAmidst a chorus of bearish voices, is the "most unpopular" Christmas rally in US stocks about to arrive?Dr. Lisa Su: By 2030, the AI data center market size is expected to exceed 1 trillion, and AMD's revenue growth may exceed 35% annuallyEpic reallocation! SoftBank cuts losses on NVIDIA and fully bets on OpenAI, is the AI bubble nearing its critical point?The sentiment in the cryptocurrency market remains weak, and the positive news of the "U.S. government shutdown" ending did not lead to a significant rebound in BitcoinTrade concerns dampen risk appetite, U.S. stock index futures collectively decline, gold and silver rise, Bitcoin drops over 1%Wall Street veteran refutes AI bubble theory: Tech giants' high valuations are worry-free, but two real risks must be vigilantCoreWeave data center delivery delays, suspected issues with Core Scientific, both plummeted over 10%Breakfast | NVIDIA fell nearly 3%, Apple’s market value returned to $4 trillionFord CEO says he is shocked and ashamed by the disassembly of Tesla and Chinese electric vehiclesZhitong Hong Kong Stocks Early Insights | Domestic brain-computer interface products enter the approval "green channel" for the first time, SoftBank sells all its shares in NVIDIA to cash outAltman-supported nuclear power newcomer Oklo's new fuel facility has been approved, but Q3 losses unexpectedly widened | Earnings report insightsSupermicro CEO Charles Liang: Revenue is expected to grow at an average annual rate of 35% over the next three to five years, with AI chip business growth potentially reaching 80% annuallyChina Securities Journal front page article: Anchoring at a high level, capital market opening measures will be more forcefulChina Merchants Securities: There is room for upward revision in external liquidity expectations; it is recommended to return to a barbell strategy in allocationTop 20 U.S. Stock Trading Volumes on November 12: SoftBank fully liquidates NVIDIA, cashing out over $5.8 billion"Dollar Smile" theory proposer: The dollar will fall another 13.5% during Trump's termThe longest government shutdown in U.S. history is about to end, and history shows that after a restart, U.S. stocks often continue to riseU.S. Treasury futures rose, indicating that yields will open lower on WednesdayBarclays downgrades Oracle's debt rating: Cash may run out by November next year, potentially becoming "junk bonds."The AI cash burn wave raises overheating concerns, and Apple's conservative strategy becomes a protective talismanDouble 11 Battle Report: JD.com sets a new record for transaction volume, with a 40% increase in the number of ordering users and nearly a 60% increase in order volumeSea (Minutes): Investing for Long-term Profit GrowthSEA: An Unchanged Report Card Can't Compete with a 'Changed Heart' MarketBank of America released the latest active fund holdings data for October, with NVIDIA still being the "darling" of institutionsTesla shifts focus to autonomous drivingThe "battlefield" with blurred boundaries: When high-performing public funds begin to "invade" the private placement arenaGoogle will invest 5.5 billion euros in data centers and offices in GermanyADP four-week average shows rising layoffs, deepening fatigue in the U.S. job marketPoint72's AI fund achieves a 30% return, profiting from bets on the technology boomU.S. Treasury futures rise, the dollar weakens, and the U.S. job outlook is bleakIf you urgently need a stock that combines both hedging and AI beta attributes, it is AppleHesai: Tesla 'Disdain'? Still Growing Wildly Towards the Sun"Little Non-Farm" warns again! In October, ADP private sector employment decreased by 45,000, marking the largest decline in two and a half yearsGlobal news you need to know before the U.S. stock market opens on TuesdayConsolidating its position as the "largest heavyweight stock" in the UK market, pharmaceutical giant Astrazeneca's stock price hits a new high