The Advancing Insurance: Not Just a Transaction "New Year Opening", Long-term Bonds at 2% Threshold and Returning to 1x P/EVBetting on the prospects of cooperation with NVIDIA, Hyundai's stock price surged 18%, reaching a historic highBaidu's AI chip company Kunlun is reportedly planning to raise no more than $2 billion through a Hong Kong IPOHong Kong Stock Midday Review: Hang Seng Index down 1.01%, Hang Seng TECH Index down 1.65%MSCI announced that it will "not remove the treasury company from the index for the time being," and MSTR and others "escaped a disaster."2026 is expected to be a "super year" for IPOs in the US stock market: from SpaceX to the "two government-sponsored enterprises," a wave of hundreds of billions of dollars in listings is coming!Tesla Recently Saw EV Deliveries Decline Nearly 16%. However, Investors Are Focusing Their Attention ElsewhereStorage is exploding again! AI inference and multimodal drive data explosion, hard disk and flash memory manufacturers will become the biggest beneficiariesDongbei Securities: Initiates "Buy" Rating on XPENG-W, Strategic Transformation into a "Physical AI" CompanyThe market is overly focused on the so-called "North American market high-frequency data," Morgan Stanley: POP MART is undervaluedThe largest single bet in history! On the eve of Friday's non-farm payrolls, the U.S. interest rate futures market witnessed a "massive bet on a change in the situation."Computing power giant starts IPO counselingPouring cold water on the hot SanDisk and NAND, Jeffries: The market underestimates Yangtze Memory TechnologiesTSMC's record surge prompts Wall Street major firms to raise their target pricesCopper prices have strongly broken through $13,000, pushing up the "short-term target," but this investment bank believes that January could be the peak for the entire year!Goldman Sachs: KUAISHOU's revenue and valuation for the fiscal year 2026 are expected to rise, with strong momentum in its AI modelsUnderstanding the Market | HESAI-W rises over 6% after being selected by NVIDIA as a lidar partner, planning to double annual production capacity this yearZhongtai Securities: Initiates "Buy" rating for Tencent Holdings, defining the future decade for China's internet leadersIs Wall Street too conservative? NVIDIA CFO says revenue is "definitely" higher than previous guidance: over $500 billion!Goldman Sachs strategists: Beware of the U.S. stock market's "high valuation, high concentration, high increase," which historically often ends in a significant declineCapital supports Musk! xAI raises $20 billion, exceeding expectations, with valuation doubling in a yearIn the face of the impact from Gemini, is OpenAI continuously "bleeding"?U.S. stocks open with a bang! S&P and Dow hit new highs together as sector rotation acceleratesOptions market "jumping the gun" on U.S. non-farm and other economic data: bullish buying expands, betting that the 10Y U.S. Treasury yield will fall below 4% within weeksThailand and Vietnam's "GDP Competition" Influences the Economic Landscape of Southeast AsiaWhat does the surge in commodities mean?Breakfast | Three major U.S. stock indices rise, S&P and Dow hit all-time highsElon Musk comments again on NVIDIA's autonomous driving AI: providing useful tools for the automotive industryWind: The total equity financing scale of the US stock market in 2025 is expected to reach USD 201.8 billion, an increase of 14.27%Reminder: Please pay close attention to the following (all times are in Beijing time)Geopolitical impact is limited, and the U.S. Treasury market awaits non-farm payroll data and tariff rulingsThe revenue forecast of 500 billion is too conservative! NVIDIA CFO says "it will definitely be higher," Jensen Huang states that demand from Chinese customers is strongIntel is building a dedicated handheld gaming platform, featuring custom chipsJensen Huang stated that there is no need to rely on chillers, and cooling equipment stocks once plunged 20%Elon Musk's xAI completes $20 billion financing, with investors including NVIDIAMetal frenzy! During the trading session, London nickel rose over 9%, New York silver rose over 6%, and London copper hit a new historical highNVIDIA CFO predicts revenue will be more optimistic than the outlook made last OctoberFederal Fusion Systems completes reactor magnet installation and partners with NVIDIANVIDIA launches the Vera Rubin artificial intelligence platformMorgan Stanley: The market underestimates the U.S. stock bull market, six catalysts will ignite risk appetitePolitical intervention, interest rate cut space, balance sheet reduction controversy... The six challenges the Federal Reserve cannot avoid in 2026Data center cooling stocks fell in pre-market trading due to comments from NVIDIA CEOStrong start to the New Year! AI demand combined with tightening supply leads to a collective rebound in storage chipsGlobal news you need to know before the U.S. stock market opens on TuesdayJoining NVIDIA, Rubin's first batch of cloud service providers: Nebius will launch the Vera Rubin NVL72 computing cluster in the second half of 2026NVIDIA and AMD's new products ignite CES! Generally favored by Wall Street: The "once in 40 years" AI wave upgrades again