Sou Hu Cai Jing·2025-12-01 02:18Group 1 - The fluctuation in the US stock market is primarily due to significant changes in the Federal Reserve's interest rate cut expectations and rumors regarding Powell's potential resignation [1] - The speculation about Powell's resignation is viewed as a pressure tactic from Trump, aiming to influence the Fed to cut rates again in December [1] - The direct impact of Powell's resignation on the A-share market is considered limited, although it may indirectly affect the US's sovereign credit and subsequently impact the dollar and US bonds [1] Group 2 - The movie "Zootopia 2" has set a new box office record, similar to the strong performance of "Ne Zha" last year, which positively affected the stock price of Light Media [2] - For retail investors, it is advised to set profit-taking points if they have already invested in related film stocks, while new investors are cautioned against chasing prices due to potential profit-taking risks [2] - Intel's stock surged due to its new contracts to supply chips for Apple and Google, indicating a shift in investment focus towards AI, with Google emerging as a new hotspot [2] - The shift in funding preferences suggests that the AI sector is not in a bubble but rather evolving, with a recommendation to pay attention to stocks with high cobalt content during market corrections [2]