Foxconn: In collaboration with NVIDIA, a $1.4 billion supercomputing cluster will be completed next yearCitadel's Chief Strategist: AI investment sentiment is saturated, the Federal Reserve is hawkish, K-shaped economic consumption differentiation... US stocks are currently facing "ten major headwinds"U.S. Stock Market Outlook | The three major stock index futures are mixed, Bitcoin plummets, Castle Securities is optimistic about the S&P 500 rebounding to 7,000 pointsAnchoring Saudi Arabia + Cost Dominance, the Logic Behind CHUANGXIN IND's 446 Times OversubscriptionUltraman internal letter exposed: OpenAI's leading advantage narrows, warning of "difficult times" aheadDissecting Yum China’s Ambition for 30,000 Stores: Pathways, Efficiency, and ReturnsAsian stock markets fell broadly, with the Nikkei 225 index down over 2% and the South Korean benchmark index down over 4%Foxconn will build an NVIDIA data center in Taiwan, expected to be operational in the first half of next yearSeptember non-farm payrolls increase uncertainty, JPMorgan Chase: The Federal Reserve will "skip" interest rate cuts next month, restarting in January and May next yearWall Street mogul Tom Lee: The adjustment in the crypto market may be nearing its end, and Bitcoin is becoming a leading indicator for U.S. stocksGuosheng Securities: Reiterates "Buy" rating on Xiaomi Corporation-W, long-term trend unchanged, high-end advancement continuesOn November 21st, Tencent spent HKD 636 million to repurchase 1.042 million sharesDuan Yongping: I don't want to be friends with Musk, but investing in Tesla is still possibleThe market is in distress; Xiaomi Rises Courageously｜Today's Important News ReviewNot the Federal Reserve and not tariffs, AI will become the most important macro variable in 2026Intel CEO crushes rumors of "taking away TSMC secrets" and emphasizes respect for IP in the "life-and-death battle" of advanced processesAsset management giant Vanguard: The market has overestimated the pricing of the Federal Reserve's interest rate cutsAt an internal meeting of NVIDIA, Jensen Huang admitted: It's too difficult, "doing well is an AI bubble," "if it's slightly below expectations, the whole world will collapse."Google's stock price surge propels Larry Page to become the world's third richest personUnderstanding the Market | CRO concept stocks collectively declined, GENSCRIPT BIO fell over 6%, PHARMARON fell over 4%Buy stocks and sell cryptocurrencies! American retail investors are bottom-fishing with "differentiated treatment," as Bitcoin falls below "production costs" for the first time since July 2020The AI chip boom drives housing prices to soar! South Korea's economy welcomes a "dual super cycle of chips and real estate."Why did U.S. stocks experience a massive drop overnight? Goldman Sachs provides nine reasonsPulais: Uncertainty in Federal Reserve policy raises market concerns, maintaining a high allocation to Chinese stocks"Wood" flagship fund buys NVIDIA stock for the first time since AugustNVIDIA's "universe-level" financial report surprisingly becomes a "bull trap" for US stocks, Goldman Sachs warns: the market is already batteredIs a bidding war about to break out? Warner Bros. Discovery reportedly received acquisition offers from Paramount Global, Comcast, and NetflixReminder: Please pay close attention to the following (all times are in Beijing time)Hong Kong Stock Midday Review: Hang Seng Index closed down 2.07%, market advances towards the 25,000-point thresholdNVIDIA collaborates with Foxconn to bring artificial intelligence into factories and production linesRising inflation and recovering exports make the path for the Bank of Japan's interest rate hike clearer in October's economic dataUnderstanding the Market | CHINFMINING falls over 6% again, Qianbixi Southeast mine temporarily suspends production, lowers copper production guidance to 140,000 tonsHow panicked is the crypto world? Even the "first-generation whales" are fleeing, Owen Gunden liquidated $1.3 billion in Bitcoin holdings in one monthUnderstanding the Market | Chinese brokerage stocks fell across the board, with DFZQ and CSC both down nearly 5%The father of autonomous driving: Humanoid robots are both overestimated and underestimated, and the market potential for aerial robots will far exceed that of ground robotsGoldman Sachs significantly raised its long-term copper price forecast and believes that aluminum prices are too high in the short termStrong semiconductor demand offsets automotive tariff pressure; South Korea's early November exports grow by 8.2%Understanding the Market | Innovative drug concept stocks lead the decline, signs of cooling in innovative drug business development, and expectations of interest rate cuts may impact valuations and investment financingUnderstanding the Market | XPENG-W continues to drop nearly 4%, with a cumulative decline of 20% this week. Goldman Sachs states that sales momentum may be relatively mild in the short termNVIDIA first proposed an off-exchange direct current solution to effectively reduce power loss. Minsheng Securities: Focus on FII, Lenovo, and othersDon't just focus on NVIDIA and Oracle CDS, the "hot PE" Blue Owl in the U.S. has exploded, impacting the trillion-dollar private equity marketUnderstanding the Market | Xiaomi Corporation-W rose nearly 3%, spending over HKD 500 million to repurchase shares, with revenue from smart electric vehicles and AI and other innovative businesses reaching a record highUnderstanding the Market | Non-ferrous Stocks Under Pressure, CMOC Down Nearly 4%, JIANGXI COPPER Down Over 3%Understanding the Market | Technology stocks fell across the board, dragging the Hang Seng TECH Index down over 3%, as expectations for interest rate cuts cooled and concerns over the AI bubble impacted U.S. stocksGoogle "surprises" AirDrop! Self-developed technology breaks the transmission barrier between Pixel and iPhoneThe "culprit" behind the sharp decline in US stocks! NVIDIA plummeted 7% during the day, and the "big short" intensively "fired" after the earnings reportJapan's stocks, bonds, and currency face a "triple kill," Deutsche Bank: Compared to the volatility of U.S. stocks, the Japanese market is more concerning!Hong Kong Stock Movement | Xiaomi surged over 1% in early trading, announced a buyback of HKD 500 million