HK, US stocks top stories
Bank of America Hartnett: The market focuses on the surge in U.S. stocks and the possibility of a "new welcome," with the only risk being "the market is too optimistic."Bisheng Asset founder Wang Guohui: The long bull market has arrived, and those who label China as "non-investable" may not understand investment | Alpha Summit"Smart money" has also been "cutting leeks" in the cryptocurrency circle this yearFu Peng: The key to determining the rise and fall of global assets in 2026—Is there really a car running on the AI "highway"?Morgan Asset Management China Equity Team Outlook 2026: Anchoring on the Global Competitiveness of High-Quality Chinese CompaniesMarket Predictions Bet on "Global Market Value Leader": Next Year, Google Will Challenge NVIDIA and Apple Head-On with AI ChipsZhejiang Merchants Futures Chief Strategist and General Manager of Investment Consulting Department Xu Tao: The biggest risk point in the commodity market next year is the U.S. stock market, but a "big pit" is a better buying opportunityScaling Law is not dead! Core executives of Gemini reveal that Google already has a disruptive keyAltman faces $1.4 trillion skepticism: As long as computing power is still in short supply, OpenAI must continue to burn cashZhang Bin from the Chinese Academy of Social Sciences: In the short term, the most important thing for consumption growth is to enlarge the nominal GDP cakeDialogue with Pony AI's Wang Haojun: Robotaxi is entering the stage from 1 to 1000Sell all Nvidia, mortgage Arm to leverage! SoftBank bets everything on OpenAI, striving to secure funding by the end of the yearGAC "tightens its belt"Clocktower Chief Strategist Kevin Wang: The macro focus in 2026 is on inflation, beware of the risk of a shift in monetary policy expectations