Group 1 - The report highlights a significant decline in the US manufacturing index for December, which turned negative at -3.9, falling short of the expected 10, indicating a contraction in activity [9] - Bitcoin has dropped below $86,000, reaching a low of $85,380, marking a decline of 5.1% [9] - The report suggests an asset allocation strategy focusing on equities as the main axis, with bonds as stabilizers, gold for risk mitigation, and alternative assets to enhance risk-adjusted returns, aiming to build a cross-cycle portfolio [9] Group 2 - The report notes that major Wall Street firms are optimistic about the US stock market outlook, with the Dow Jones Industrial Average rising by as much as 221 points to a high of 48,679 points, although tech stocks showed weakness [11] - The report mentions that the New York Fed President Williams indicated a shift in monetary policy stance to neutral after recent rate cuts, which positions the Fed favorably to address future challenges [11] - The report discusses the economic data from mainland China for November, which fell short of expectations, with retail sales growth at only 1.3%, the lowest in nearly three years, and fixed asset investment down by 2.6% year-to-date [13] Group 3 - The report highlights the performance of the Hong Kong stock market, with the Hang Seng Index closing down 347 points (1.3%) at 25,628 points, indicating a lack of catalysts for short-term market movement [13] - The report notes that the luxury car brand Hongqi in China has seen a sales increase of 17.4% year-on-year, reaching approximately 412,000 units last year, reflecting a successful turnaround [13] - The report mentions HSBC's proposal to privatize Hang Seng Bank, with a court meeting and shareholder meeting scheduled for January 8, 2026, to vote on the plan [13] Group 4 - The report provides an overview of key earnings announcements, including Lennar Corporation, which is expected to report Q4 2025 results [18] - The report highlights General Electric's strong Q3 2025 performance, with adjusted revenue of approximately $11.3 billion, a year-on-year increase of about 26% [23] - Bristol-Myers Squibb Co is noted for raising its full-year revenue guidance to approximately $47.5 billion to $48 billion, reflecting confidence in core products and new drug launches [25]

華爾街的分析師 要心臟驟停了！ 馬斯克這次 沒開玩笑 他剛剛洩漏了 特斯拉未來十年 的最大底牌 FSD 已經解決了！ 你沒聽錯 不是明年 不是畫大餅 馬斯克在最新的 黑客松上 直接放話： 只要 3週！ 就在德州奧斯汀 沒有安全員 完全無人駕駛的 Robotaxi 將正式上路！ 這意味著什麼？ 我們喊了五六年 的「狼來了」 這次狼真的 站在門口了！ 你以為他在吹牛？ 華爾街頂級投行 Piper Sandler 剛剛挖到了 後台數據 特斯拉最新的 FSD 版本 關鍵接管里程 直接暴漲了 20倍！ 這是四年來 最恐怖的 數據飛躍 一旦 3週後 奧斯汀街頭 出現無人車 今天的股價 回頭看 可能就是 絕對的地板價 這場秀 才剛開始 你準備好 上車了嗎？. ...