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Morgan Stanley's major outlook: 2026 will be the "year of risk restart," with strong US stock earnings and a resonating AI investment cycle—S&P 500 may rise to 7,800 points!

Morgan Stanley's major outlook: 2026 will be the "year of risk restart," with strong US stock earnings and a resonating AI investment cycle—S&P 500 may rise to 7,800 points!

Morgan Stanley Releases 2026 Global Strategic Outlook Morgan Stanley has released its 2026 global strategic outlook, predicting that the triple policy stimulus and the AI investment cycle will resonate, driving a strong year for risk assets. Coupled with robust corporate earnings growth, US equities are expected to lead global markets.

From the Brazilian real to Asian tech stocks, is the emerging market boom nearing its end?

From the Brazilian real to Asian tech stocks, is the emerging market boom nearing its end?

Since the beginning of this year, some of the most popular emerging market trades, such as going long on the Brazilian real and betting on AI-related stocks, have become so overcrowded that asset managers are expressing concerns, warning that a correction may be inevitable. Wells Fargo noted that as one

Alibaba is entering the race for the AI super traffic gateway.

Alibaba is entering the race for the AI super traffic gateway.

Author | Huang Yu Editor | Wang Xiaojuan During the global AI arms race over the past three years, Alibaba has focused primarily on AI infrastructure for B-side customers, investing little in AI-native applications for consumers. Goldman Sachs even put forward the view that “for China’s AI industry, Alibaba leads in

JD targets Dianping as the three giants fiercely compete in local life services.

JD targets Dianping as the three giants fiercely compete in local life services.

Author | Wang Xiaojuan Editor | Huang Yu Closely followingAlibaba’s“AutoNavi Street Sweeping Ranking”steps,JD.com ultimately made a move on “reviews”. Recently, JD.com quietly launched the “JD Reviews” feature in its APP. Currently, this section is placed within the “Instant Delivery” channel, and includes five core categories: find

Unitree is one step closer to an IPO.

Unitree is one step closer to an IPO.

``` Author | Chai Xuchen Editor | Zhou Zhiyu As the AI wave sweeps into the physical world, embodied intelligence is becoming the golden track where global technology and capital compete. Recently, the official website of the China Securities Regulatory Commission showed that Unitree Robotics has released its IPO counseling completion report and

XPeng Motors: Third-quarter revenue was 20.38 billion yuan. Fourth-quarter revenue is expected to be between 21.5 billion yuan and 23 billion yuan, with estimated deliveries of 125,000 to 132,000 vehicles in the fourth quarter.

XPeng Motors: Third-quarter revenue was 20.38 billion yuan. Fourth-quarter revenue is expected to be between 21.5 billion yuan and 23 billion yuan, with estimated deliveries of 125,000 to 132,000 vehicles in the fourth quarter.

``` XPeng Motors: Third quarter revenue was 20.38 billion RMB. Fourth quarter revenue is expected to be between 21.5 billion RMB and 23 billion RMB, with deliveries expected to range from 125,000 to 132,000 units. Risk Warning and DisclaimerThe market involves risks, and investment should be made

Storage chips are skyrocketing in price, hurting PC and server manufacturers! Morgan Stanley: For every 10% increase, OEM gross margin drops by 45-150 basis points.

Storage chips are skyrocketing in price, hurting PC and server manufacturers! Morgan Stanley: For every 10% increase, OEM gross margin drops by 45-150 basis points.

An unprecedented “super cycle” in storage chips is sweeping through the global technology hardware industry, casting a shadow over the profit outlook for PC and server manufacturers. According to news from Chasing the Wind Trading Desk, Morgan Stanley warned in a report released on November 16 that the runaway surge