Morgan Stanley has delayed its expectation for the first interest rate cut this year, stating that the Federal Reserve's focus has shifted from employment to inflationIntel and AMD strengthen in pre-market as KeyBanc upgrades ratings for both companies due to strong server CPU demandOn January 13th, Tencent spent HKD 636 million to repurchase 1.012 million sharesThe TSMC earnings conference is approaching, and foreign institutional investors overwhelmingly support the target price for a significant increase in operational performanceAI e-commerce accelerates landing, Google Gemini and retailer token demand surge become key catalystsIt is reported that Google will develop and manufacture smartphones in VietnamHSBC supports Chinese assets: Overweight on AH shares, "Long on RMB" as one of the top macro strategies for the yearU.S. stock volatility is too cheap! Bloomberg strategists warn: be careful of "liquidation" at the 7000-point mark of the S&PJack Ma's heavily invested institution has succeededBefore the CPI announcement, the market was cautious, U.S. stock index futures fell across the board, Japanese stock indices hit new highs, bonds and currencies were both hit hard, gold and silver fluctuated at high levels, and the situation in Iran boosted oil pricesGuolian Minsheng Securities: NVIDIA releases a new AI architecture, AI is reshaping the storage stackAAPL announces partnership with Gemini; PDD quietly pilots 'Billion-Yuan Supermarket' | Daily News RecapWanBang Digital transitions to Hong Kong stock market IPO, but the sub-brand "Xingxing Charging" is spun offGoldman Sachs Annual Institutional Survey: US Stocks Lose Favor, Mag7 Underperform, Geopolitics Becomes the Biggest "Gray Rhino," Gold Price Expected to Reach $6,000Tonight's US CPI: Government shutdown disturbances fade, core inflation may return to 2.7%, is the rebound just beginning?Schroders Investment: Remains optimistic about US stocks, with the safe-haven attributes of gold and energy becoming more prominentGovernment shutdown "lowers" November inflation, and the U.S. December CPI may rebound to 2.7%Criminal investigation? Retail investors support "Daddy Powell," "the best chairman in history"South Korean officials say NVIDIA has committed to prioritize the supply of next-generation artificial intelligence chips to South KoreaSK Hynix invests $13 billion to build a factory to address HBM shortageThe China-Europe electric vehicle tariff agreement reaches a "price commitment" framework. How will sales be in 2026?What can we learn from experiencing a tech bubble?Will silver stage a "roller coaster" market this year? UBS warns: it may surge another 25% in the first half, but could fall back in the second halfHong Kong Stock Midday Review: Hang Seng Index breaks through 27,000, retreats to close up 1.01%, pharmaceutical sector strengthens collectivelyLiang Wenfeng's new paper: Provide a "dictionary" for large models, with computation and memory separated, IQ skyrockets, spoilers for DeepSeek V4?Sue Powell, overturn the Federal Reserve? The market doesn't believe it!BAIC New Energy's "Breaking the Wall" MomentXPeng Huitian secretly submitted its application for IPOAt the time of the big surge, the CME took action again! The margin for precious metal contracts has changed from "fixed" to "floating"!Siri welcomes the "Gemini AI foundation"! Apple partners with Alphabet to innovate edge-side AI, with Alphabet's market value surpassing $4 trillionThe U.S. Department of Justice was reported to have launched a criminal investigation against Powell in November last yearCitigroup: Expects strong demand for AI cloud services, with Tencent Holdings as the top choice in the internet sectorUnderstanding the Market | Risk aversion sentiment supports gold prices, CHINAGOLDINTL rises over 6%, LINGBAO GOLD rises over 4%Copper price divergence intensifies! UBS bets on "supply collapse," Goldman Sachs warns of "overheating correction," has the turning point arrived?"Sell America" trading resumes: The US dollar weakens, emerging market currencies and stock markets rise togetherUnderstanding the Market | Major Progress in the China-Europe Electric Vehicle Case Negotiations, BYD Company Limited Rises Over 4%, XPENG-W Rises Over 3%Understanding the Market | XPENG-W rose nearly 5% as it was reported that XPeng Huitian submitted a confidential application for a Hong Kong stock IPODo you remember the trigger for last year's "AI crash"? Coreweave has made "significant progress," and its stock price has surged accordinglyUnderstanding the Market | Alibaba-W rose over 5% in early trading, with downloads of the Alibaba Qianwen model exceeding 700 million times, and Alibaba Cloud's revenue growth is expected to continue acceleratingNVIDIA and AMD debut at CES 2026, accelerating hardware evolution, with Wanxing Technology leading application layer iterationThe Hang Seng Index opened up 1.32%, and the Hang Seng TECH Index rose 1.93%Bond giants warn: "Sue Powell" is Trump's "own goal," it will only raise interest rates"Wealthfront, the pioneer of smart investment advisory," has a large asset scale of $92.8 billion, with revenue hitting a record high during the U.S. stock market bull run