1. 美国三大股指期货齐涨，纳指期货涨0.42%，标普500指数期货涨0.32%，道指期货涨0.13%。 2. 欧股主要指数全线上涨，德国DAX指数涨0.6%，英国富时100指数涨0.29%，法国CAC指数涨0.28%， 欧洲斯托克50指数涨0.62%。 3. 美国白宫：美国总统特朗普将于美东时间周二上午11:30(北京时间23:30)主持内阁会议；并将于下午 2:00(北京时间次日凌晨2:00)发布公告。 (格隆汇) 4. 亚马逊年度云计算大会AWS re:Invent开幕，公司CEO将于今晚发布重磅主题演讲。 5. 大摩亚洲调研：客户最大焦虑是买不到足够英伟达芯片，存储短缺是"30年最严重之一"。 6. 苹果AI战略负责人John Giannandrea将卸任，该职位将由微软前高管接任。 7. 小摩：苹果预计明年秋季发布首款可折叠iPhone，初步估算售价约2400美元。 8. "大空头"Michael Burry发帖称，正在做空特斯拉，其"估值高得离谱"。 9. 特斯拉中国11月批发销量达8.67万辆，同比增长10%，环比增长近41%。 10. 英特尔将在马来西亚加码投资超2亿美元，强化其芯片组装和测试 ...

Group 1: Japanese Government Bonds and Market Impact - A significant increase in Japanese government bond (JGB) yields has occurred, reaching levels not seen since 2008, raising concerns about carry trades and affecting global markets [2][3] - The 2-year yield surpassed 1%, the 5-year yield approached 1.4%, and the benchmark 10-year yield exceeded 1.85%, all marking the highest levels since 2008 [3] - The Bank of Japan Governor Kazuo Ueda indicated that the bank would continue to raise policy interest rates if economic conditions align as expected, which could lead to capital repatriation from overseas bonds [4][5] Group 2: Databricks Valuation and Financial Performance - Databricks is in discussions to raise approximately $5 billion at a valuation of $134 billion, which is nearly 32 times the expected sales of about $4.1 billion for the year [6] - The company has raised its sales forecast multiple times this year, now anticipating a 55% increase in sales [6] - Databricks reported a faster-than-expected decline in gross margin to 74%, down from an earlier target of 77%, attributed to increased usage of its AI products [7] Group 3: Federal Reserve Chair Speculation - President Donald Trump has indicated he knows who he will nominate as the next Federal Reserve chair, with Kevin Hassett currently having a 77% chance of the nomination according to prediction markets [8]