Key Takeaways $Goldman Sachs(GS)$ ' 2025 Family Office Report shows that among 245 family offices globally with an average of over $1 billion in assets under management, their biggest concerns are geopolitical conflicts (61%) and the failure of the world order, rather than market volatility.Asset Allocation Strategy (Average):Cash 12%: As tactical "ammunition," used for bottom-fishing and adding to positions, not for hoarding.Equities 31%: Heavily invested in high-quality core assets (especially US tech stocks), serving as a foundation for inflation protection.Alternative Assets 42%: Core hedging tools, including gold, private equity, real estate, infrastructure, and energy, building an "anti-fragile" portfolio.Key Investment Directions:AI (86% All

I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai

Premarket sentiment is positive as individual stock news dominates market focus: $NASDAQ(.IXIC)$ The MACD signal indicates "A MACD buy signal has been triggered, the strongest since April."【Premarket Movers】 $Accenture PLC(ACN)$ soared 4.8% in premarket trading after announcing a partnership with OpenAI to deepen its AI services layout. $Canadian Solar(CSIQ)$ skyrocketed over 12% in premarket trading as the company plans to restructure its U.S. business by establishing two new joint ventures with its controlling shareholder to focus on U.S. solar and energy storage operations.【Major Deals】

$XIAOMI-W(01810)$ ｜Tech Giant Consolidation: 18-22 HKD Range Battle Amid Smart Device Recovery SignalsLatest Close (Hong Kong Time): XIAOMI-W closed at approximately 19.85 HKD (-1.2%), trading within the key consolidation range. The stock remains about 15% below its recent high of 23.50 HKD, showing typical post-earnings volatility patterns.Core Market Drivers: Xiaomi's Q3 smartphone shipments showed resilience despite global headwinds, with IoT ecosystem expansion gaining momentum. However, margin pressure from component costs and intensifying competition in the premium segment continue to weigh on investor sentiment.Technical Indicator Analysis: Volume patterns suggest institutional accumulation at current levels, though momentum indicators rem

$Oracle(ORCL)$ recently completed a partial gap filling around $260, which corresponds to the previous breakout range (07/31 H), a typical support/resistance flip structure.It's worth noting that although the institutional money flow curve has recently started to decline, as of today, the institutional cumulative flow is still higher than the level on September 10th.This means that despite three rounds of profit-taking (at $345, $329, and $322 respectively), major funds have not withdrawn, and net buying power remains.From a fundamental perspective, Oracle is undergoing its most significant structural transformation since its inception:The company is transforming from a traditional enterprise software vendor into a cloud infrastructure and AI-driv

$Berkshire Hathaway(BRK.B)$ : Rare Wall Street Downgrade to "Underperform" on Succession and Profit ConcernsIn an unusual move, Keefe, Bruyette & Woods (KBW) has downgraded Berkshire Hathaway Class A shares from "Market Perform" to "Underperform"—the only "sell" rating among analysts tracked by Bloomberg. Key concerns:Earnings Pressure: GEICO's underwriting margin may have peaked, catastrophe-reinsurance rates are sliding, and lower short-term rates will compress investment income.Operating Headwinds: Railroad volumes are tariff-hit, and renewable-energy tax credits are fading.Succession Risk: Investors remain wary of capital-allocation quality once Warren Buffett departs.KBW cut its price target to $700,000 (from $740,000) and trimmed 2026-2

$FuelCell(FCEL)$ – FuelCell Energy Incredible potential– Rounded base on weekly forming– Volume Vector setup– Targets $12.00 and $13.70– Weekly setup execute on daily – Incredible volume after earningsImage

Money kept floating in front of me, but I still missed the 258 % mega-winner $Bloom Energy Corp(BE)$ ; I dumped my last shares in early August [Facepalm][Cry]Which means it rose another 119% in just 1.5 month.Overnight the AI-data-center backup-power theme exploded: $Plug Power(PLUG)$ +19 % $Bloom Energy Corp(BE)$ +9 % $FuelCell(FCEL)$ +10 %2025 YTD performance (Tiger Brokers / TradingView):BE +258 % / +240 % — the clear champPLUG –14 %FCEL –26 %Quick fundamental check (orders → profit → cash flow)CompanyTechAI-order visibilityGross marginCash flowNotes $Bloom Energy Corp(BE)$ Nat-gas