Hong Kong raised its full-year growth forecast for a second time in months as the global artificial intelligence boom turbocharged trade and economic expansion reached a five-year high, according to Bloomberg.

After a turbulent year, the yen unexpectedly traded in a narrow range around 158 against the U.S. dollar in recent months, then fell below 160 this week before rebounding amid speculation that officials would intervene to support it. According to Sina Finance, the sudden move highlights how traditional signals such as interest-rate differentials have become less reliable, as Bank of Japan tightening, ongoing capital outflows and large-scale intervention pull the currency in different directions. The yen averages about $1.6 trillion in daily turnover, and its movements can affect global investors, Japanese inflation and overseas flows from the country's large pool of savings. Rajeev De Mello, global macro portfolio manager at Gama Asset Management SA, said competing forces make the timing and scale of yen moves harder to predict, adding that he had reduced his yen positions as uncertainty increased. The firm manages about 600 million Swiss francs in assets. Reasons to buy the yen include the Bank of Japan raising rates at its fastest pace since 1990, domestic yields at multidecade highs, and officials in Tokyo and Washington showing willingness to intervene if the currency falls too quickly. On the other hand, Japanese interest rates remain far below those in the United States and other major economies. Some investors consider the Bank of Japan's efforts to narrow the gap too slow, leaving carry trades attractive as Japanese companies, institutions and households continue to allocate heavily to overseas assets. Long-term views differ sharply: James Athey of Marlborough Investment Management expects the yen to appreciate substantially, while Zhu Lei of Fidelity International sees greater risk of further depreciation. David Clewell of T. Rowe Price has avoided the yen for a long time, while Carol Lye of Brandywine Global Investment Management has avoided dollar-yen trades this year and instead traded the yen against the euro.

According to CNBC, Treasury yields edged higher Friday as traders increased bets on a Federal Reserve rate hike at the Dec. 9 meeting. The 10-year Treasury yield rose 1 basis point to 5.1230%, while the 30-year yield gained 2 basis points to 5.4516%. The 2-year yield slipped 1 basis point to 4.8589%. Traders priced in 100% odds of a rate increase, including an almost 87% chance of a 25-basis-point hike and about 13% odds of a 50-basis-point increase.

2026年11月12日，黄仁勋正式辞去CEO等职务，结束长达33年的公司领导生涯。英伟达股价大幅波动，美股AI产业链及加密市场也受到波及，没有了黄仁勋的英伟达将何去何从？

Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, discussed a rotation away from semiconductor stocks and why she sees hyperscalers benefiting, according to Bloomberg. She also commented on European equities and why banks are attractive.

没有万能的资产，只有不同的角色分工：美债是工资，黄金是保险，BTC是期权。

黄仁勋辞职后，英伟达第一次有了董事长。CFO克雷斯临时接棒，哈维·琼斯主持董事会，这家公司正在脱下创始人的皮夹克。

彭博社还原黄仁勋辞职前最后几小时：他精神崩溃、自责“我是个烂人”，董事会连夜会议决定要求其辞职。

中国在全球机器人竞赛中处于什么位置、竞争优势在哪里，更重要的是，可投资的空白在哪里

Anthropic百亿IPO投资、Figure AI追加10亿、Nscale逾50亿信贷担保等多笔谈判中交易前途未卜。同时，其5000亿AI融资平台陷入停滞，部分客户正酝酿转向AMD或谷歌。

我们从去中心化来，但实际最终还得回到现实，不管是监管还是政策，现在几乎已经主导了加密行业，屠龙少年终成恶龙，这是商业循环，亘古不变。

黄仁勋的离任甚至在移民人群中引发唏嘘：在面对特朗普日益收紧的签证政策时，黄仁勋是为数不多愿意公开为科技行业外籍员工发声并兜底的领袖。

谷歌正式发布 Gemini 4 Hydrogen，并同步推出了多模型智能调度系统 Orchestrator。

德意志银行正式面向欧洲各地的企业和机构客户推出加密货币托管服务，将历时五年开发的数字资产项目投入商业运营。