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Making chips, Musk is "serious"—2026

Making chips, Musk is "serious"—2026

Musk is accelerating his chip self-sufficiency strategy, planning to build a complete chip industry chain in the United States, covering printed circuit boards (PCB), fan-out panel-level packaging (FOPLP), and wafer fabrication, to gradually reduce dependence on external supply chains. On November 16, according to media reports, the plan has entered

Next week’s focus: “Nvidia earnings report.” Morgan Stanley: It will be the strongest in recent quarters, breaking the perception of “peak growth.”

Next week’s focus: “Nvidia earnings report.” Morgan Stanley: It will be the strongest in recent quarters, breaking the perception of “peak growth.”

Morgan Stanley raises Nvidia’s price target to $220. Analysts expect Nvidia’s upcoming third-quarter earnings report to be a breakthrough quarter, likely dispelling market perceptions that its growth has peaked. According to ZF Trading Desk, Morgan Stanley analyst Joseph Moore stated in a November 14 report that industry research

"Data gaps" disrupt rate cut plans, Goldman Sachs: Originally it should have been "rate cut in December, pause in January," but now it's uncertain.

"Data gaps" disrupt rate cut plans, Goldman Sachs: Originally it should have been "rate cut in December, pause in January," but now it's uncertain.

``` The absence of key economic data is causing the Federal Reserve and bond markets to "fly blind," forcing investors to reassess the likelihood of a Fed rate cut in December. Goldman Sachs analysts warn that insufficient data has disrupted the previously expected pace of rate cuts, and the

Next week's major schedule: The most important earnings reports and data are coming.

Next week's major schedule: The most important earnings reports and data are coming.

``` Overview of major financial events for the week of November 17 - November 23, all times in Beijing Time: Key Focus for Next Week: Financial results from major companies such as Nvidia, Baidu, Xiaomi, Pinduoduo, etc. The US government restarts, and economic data such as nonfarm payrolls will be released.

Starting next Thursday, a "data frenzy" will hit the U.S., which is crucial for the market.

Starting next Thursday, a "data frenzy" will hit the U.S., which is crucial for the market.

After the end of the longest government shutdown in U.S. history, a backlog of economic data will be released intensively, providing key references for the market and the Federal Reserve to assess economic conditions. The U.S. Department of Commerce and the Department of Labor have announced a detailed

Goldman Sachs trader: The "core bull market logic" has been challenged over the past two weeks.

Goldman Sachs trader: The "core bull market logic" has been challenged over the past two weeks.

Goldman Sachs top trader Mark Wilson warns that core narratives of the equity bull market have all been challenged in the past two weeks. Fundamental concerns combined with overly crowded market positioning have triggered the largest "high beta momentum" pullback since the DeepSeek incident. Wilson states that the

United Imaging’s overt ambition to become the “King of Ultrasound”

United Imaging’s overt ambition to become the “King of Ultrasound”

United Imaging Healthcare is entering Mindray Medical's territory. On November 12, United Imaging Healthcare announced that three color Doppler ultrasound diagnostic systems had been approved for market launch by the drug administration, namely uSONIQUE Pulse, uSONIQUE Genesis, and uSONIQUE Venus. These systems fully support use in multiple departments