Betting on the "AI Memory Supercycle," SK Hynix's 10nm DRAM production will increase eightfold next yearU.S. large-cap tech stocks rose broadly before the market opened, with Nvidia up over 4%"Genesis Project"! Trump will sign new AI policies next Monday, likening it to the "Manhattan Project" and the "Space Race"After analyzing OpenAI's AI demand, Barclays concluded that the AI capital expenditure cycle will continue, and technological breakthroughs may trigger a surge in computing power demand in 2027/2028U.S. Stock Outlook | Three Major Index Futures Rise Together, NVIDIA Gains After Earnings, September Non-Farm Payroll Report to be Released SoonMuddy Waters CEO: Now is not a good time to short large tech stocksWalmart's third-quarter revenue was $179.5 billion, with a 4.5% increase in comparable sales in the U.S. for the third quarter, and adjusted earnings per share of $0.62 for the third quarterUBS is unafraid of gold pullbacks: maintains long positions and raises optimistic scenario gold price forecast to $4,900Zhitong Hong Kong Stock Analysis | Brokerage Mergers and Acquisitions Resurface, Rumors Trigger Strength in Real EstateNVIDIA's performance contradicts the AI bubble theory? Analysts: The concern should not be NVIDIA, but the data centers built on debtOn November 20th, Xiaomi Corporation-W spent HKD 508 million to repurchase 13.5 million sharesSuspected of unfair competition and violating EU data protection regulations, a Spanish court ruled that Meta must compensate digital media organizations $550 millionLeveraged "gamblers" are buried, institutional funds withdraw, and the cryptocurrency market experiences its most severe adjustment since 2017How far are solid-state batteries?On November 20th, Tencent Holdings Limited spent HKD 636 million to repurchase 1.026 million sharesNetEase Q3 revenue increased by 8.2% year-on-year, net profit increased by more than 30% year-on-year, and gaming business grew by 11.8% | Earnings report insightsIs the issuer "working for" the investment bank? The quantitative faction's Hong Kong stock IPO raised 100 million but only received 5.8 millionGoldman Sachs: Raises Techtronic Industries target price to HKD 111.3, rating "Buy"More important than strong financial reports, Goldman Sachs: NVIDIA's management answered three "key questions"US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News RecapTonight! The first major data is here. Will the "late arrival" of the U.S. September non-farm payrolls bring interest rate cuts "back into view"?Manulife Investment: Emerging Market Opportunities + Technology Innovation Drive, Greater China Stock Market Attractive in Q4Elon Musk and Jensen Huang discuss: AI will make you busier, humanoid robots will become the largest industry in historyFrom OpenAI to Anthropic, Microsoft's new AI empire emerges!Alibaba Qianwen emerges, global AI super entrance competition escalates"Chop hands" can turn into shareholders, WeShop's US stock surged 100% within a week of its listingNVIDIA's earnings report ignites a frenzy in AI stocks, "breather rebound" or "valuation reset"?Understanding the Market | Gold stocks fell today as the Federal Reserve's Minutes revealed internal divisions; the market is focused on tonight's U.S. September non-farm payroll dataThe Japanese and South Korean stock markets opened higher, Nasdaq futures rose by 1.5%, NVIDIA surged over 5% in after-hours trading, driving chip stocks higher, and gold and silver reboundedCounterpoint Research: NVIDIA's strategic shift combined with structural factors may lead to a doubling of advanced memory pricesThe plunge triggered a "vicious cycle": BlackRock's Bitcoin ETF set a record for daily fund outflowsGoldman Sachs: Expects XPENG-W to outperform peers in seasonal performance in the first quarter of next year, target price raised to HKD 96Morningstar: Baidu's AI business is expected to provide long-term growth potential, and the company's stock is undervaluedNVIDIA boosts optimism for artificial intelligence, Australian uranium miners surgeCryptocurrency giant Kraken secretly submitted an IPO application, seizing the last window before the midterm elections in 2026Hong Kong Stock Market Mid-Review: Hang Seng Index closed up 0.14%, new consumption concept and automotive stocks have seen significant declines for several consecutive daysHow to view the correlation between gold prices and the Nasdaq index moving up and down together?In the AI boom, which companies benefit more?Jensen Huang impresses Trump? Reports say the White House pressures Congress to block the bill restricting AI chip exportsTo address the power shortage, the United States plans to add up to 10 new nuclear reactors, potentially with Japan "footing the bill."Joining forces with Kalshi, Coinbase "enters" the prediction marketHow the AI Frenzy is Reshaping the Global Commodity Supercycle?Minsheng Securities: NVIDIA proposed an 800VDC outdoor direct current solution, with the core difference in the industrial chain being the transformer夜盘异动｜英伟达夜盘直线拉升涨近 6%，美国白宫要求国会否决限制英伟达芯片出口的法案Microsoft Ignite Conference reveals core strategy for enterprise AI. Morgan Stanley comments: Clear prospects, firmly optimisticNVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blindThe fog of Federal Reserve decision-making has not lifted, analysts say: The delayed September non-farm payroll data is unlikely to illuminate the interest rate cut outlookBarclays: The AI capital expenditure boom may drive the dollar higher, and commodities are expected to benefit from the investment cycle