480 billion, "Luckin Coffee's operator" Li Hui bets, the last of the "domestic GPU four little dragons" has gone publicSix Key Issues in the Early Stage of the AI Mega CycleBABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News RecapChina Post Securities: NVIDIA Vera Rubin reconstructs AI storage hierarchy, NAND is expected to become an inflationary productElon Musk responds again to the gap between Tesla FSD and NVIDIA AlpamayoBenefiting from the surge in gold prices, the value of the Philippine central bank's gold holdings has skyrocketed by 70%, reaching a record high"The first stock of domestic large models" KNOWLEDGE ATLAS faced a risk of surge on its first day of listing: Can model iteration × ecological flywheel drive growth?Guo Weiling from Dacheng Fund: AI is still the main technology theme for 2026, with structural opportunities outperforming the overall market, optical communication > storage, liquid cooling > PCB upstreamJPMorgan Chase becomes the new issuer of the Apple CardWill Data Centers Welcome a "Cooling Revolution"? UBS: NVIDIA's Technological Transformation May Reshape the Industry "Landscape"Dongfang Securities: NVIDIA releases open-source model for autonomous driving, expects Robo-X scaling progress to accelerateAI redefines strong growth trajectory! Wall Street significantly raises Taiwan Semiconductor's target price: 2026 revenue is expected to grow by 30%Abbvie denies talks to acquire cancer drug developer Revolution MedicinesSix Key Issues in the Early Stage of the AI Mega CycleThe Transformation Journey of Tencent's Hunyuan Over Three YearsUnderstanding the Market | Alibaba-W fell more than 3% in the afternoon, firmly increasing investment in Taobao Flash Sale for 2026TrendForce: Affected by specification upgrades and NVIDIA's strategic adjustments, the mass production schedule for HBM4 is estimated to be postponed to the end of the first quarter of 2026Precious metals continue to adjust! Silver drops over 3%, gold declines, and the important commodity index rebalancing begins todayTrump's "Nuclear Dream" is not favored by manyZEEKR disrupts the overseas luxury car marketUnderstanding the Market | LEOCH INT'L soared over 15% in the afternoon, plans to spin off subsidiary for a U.S. listing, today is the deadline for the rights tradingAlibaba breaks through in local lifeNaver has built South Korea's largest AI computing cluster, using 4,000 NVIDIA GPUsSociété Générale is optimistic about Google becoming a "dominant AI platform": Gemini has narrowed the gap with ChatGPT, and AI monetization channels are more extensiveWei Shaojun from the China Semiconductor Industry Association talks about NVIDIA H200 chip: unwavering confidence and determination in the path of localizationFord plans to enter the Robotaxi market with L3 autonomous driving? Launching "Eyes-Free" technology in 2028 aimed at Tesla"Shortages will eventually lead to surpluses"! a16z Anderson's 2026 outlook: AI chips will see a capacity explosion and price collapseAfter becoming the first stock of large models, the chairman of KNOWLEDGE ATLAS speaks for the first time: discussing 2513, "burning money and generating blood"Citigroup: Trump's housing purchase ban triggers decline, these two US stocks are oversoldAt the "Technology Spring Festival Gala," robots are everywhere pouring coffee and folding clothes, but their speed is "incredibly slow."Perovskite and AI, the two major trends, "converge" here!The Hang Seng Index opened down 0.59%, and the Hang Seng TECH Index fell 0.44%The U.S. military-industrial sector sees a V-shaped reversal: After threats to ban dividends and limit salaries, Trump proposes an annual defense budget increase of 50% to $1.5 trillion"Storage surge" is fundamentally reshaping the bill of materials structure for hardware manufacturersProfits triple! Samsung expects Q4 profit of 20 trillion won and revenue of 93 trillion won, both hitting record highs, as AI triggers "out-of-control" price increases in storageProhibition on institutions "buying houses" and restrictions on military industry "dividends," Trump's posts stir up the US stock marketIntroducing the "1/1000 ounce of gold" unit, "stablecoin leader" Tether strongly promotes the circulation of "gold-backed stablecoins."In the first 7 days of the year, $245 billion in global bond issuance set a record!Breakfast | "Little Non-Farm" data growth is below expectations, U.S. stock market's three major indices show mixed resultsThe important commodity index rebalancing begins on Friday, with two major investment banks predicting "silver will adjust within two weeks," and Goldman Sachs stating "the key is still London."Lei Jun: Now, whenever I hear the word 'marketing', I feel a bit nauseousTop 20 U.S. stock trading volumes on January 8: Google's parent company Alphabet surpasses Apple in market valueTesla becomes the world's largest energy storage battery supplierTechnical overbought conditions trigger a pullback, global stock markets pause their upward momentum, Nasdaq futures down 0.2%, precious metals plummet across the board, oil prices under pressureOptimistic about the Chinese economy, foreign investment institutions release positive signalsDownward adjustment! Multiple banks have reduced wealth management fees to 0%Overnight news on January 8: Google's market value surpasses Apple's, OpenAI launches ChatGPT for healthcare, Trump decides to increase the 2027 military budget to $1.5 trillion