The internal divisions within the Federal Reserve have intensified, and Milan has proposed a new logic for interest rate cuts: the deregulation by Trump is the reasonAlibaba's special forces launched a nuclear bombThe faith in gold never dies! With gold prices soaring by 70%, Wall Street plays the $5,000 fantasyMorgan Stanley CIO Survey: Corporate software budgets accelerate in 2026, with Microsoft leading generative AI spending at 34% shareAlibaba's AI narrative returns, the rebound window for the internet leaderQianwen connects Alibaba's entire ecosystem, seizing the global AI super entranceUnderstanding the Market | COWELL Rises Nearly 3% as Company Orders Show Resilience; Changes in Apple's Rear Camera Supply Structure Bring Opportunities for Its Market Share ExpansionHas the door to interest rate cuts closed? The Bank of Korea has held steady for 7 consecutive times, removing "easing" terminology and shifting to a neutral stanceGoogle intensifies upgrade of Gemini to fully integrate Google ecosystem applicationsDongfang Securities: Maintains "Buy" rating on Alibaba-W, AI-driven Alibaba Cloud is expected to continue acceleratingCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 700Microsoft's "Plan B": Dissatisfied with OpenAI's performance, Copilot fully introduces Anthropic to usher in the dual-engine eraThe Hang Seng Index opened down 0.1%, and Trip.com Group fell nearly 15%Tesla shifts from "selling cars" to "software SAAS"? Musk: FSD will suspend the "one-time payment model" and only accept "monthly subscriptions"Google complains about the difficulty of connecting data centers to the U.S. power grid: waiting time exceeds ten yearsHaidilao under pressure, Daniel Zhang leads the "female army" back to the front lineSenior central bank reporter: To win the election, Trump is using "three major levers" to stimulate the economy, and it is "very likely to succeed" this year, butTop 20 U.S. stock trading volumes on January 15: Tesla's FSD software will only be available as a monthly subscription serviceThe Federal Reserve's Beige Book outlines a "steady soft landing" roadmap: the U.S. economy is recovering with stable employmentGoogle states that connecting to the U.S. power transmission system is the biggest challenge in connecting data centersZhitong Hong Kong Stock Early Knowledge | The Ministry of Finance held a meeting on fiscal and financial coordination to promote domestic demand, and the White House announced a 25% tariff on certain semiconductors and othersDemand for hedging and supply factors jointly push up U.S. Treasury bonds, with the 30-year yield falling below 4.8%, reaching a new low for the yearThe White House announced a 25% tariff on certain semiconductors and other productsReminder: Please pay close attention to the following (all times are in Beijing time)Not afraid of recent stock price slump, KeyBanc states that the recovery of IT budgets is expected to boost Microsoft's cloud and AI business, maintaining an "Overweight" ratingTo avoid the risk of a Supreme Court ruling, Trump invokes Section 232 to impose tariffs on certain semiconductors and critical mineralsThe resilience of the U.S. economy exceeds expectations, and the President of the Minneapolis Federal Reserve emphasizes cautious interest rate cutsGoogle launches personal intelligence features in GeminiTrump: Impose a 25% tariff on imported chips not used for AI in the United StatesFederal Reserve Beige Book: Overall economy has improved, employment levels remain largely unchanged in most regions, and prices have risen moderately in most areasThe Federal Reserve's 2026 voting members maintain a cautious stance, while the 2025 voting members emphasize that independence is crucial in combating inflationGlobal Times Commentary: The U.S. "Allows" H200, Reflecting China's Technological Self-Reliance and StrengthWhy Google's Stock Price Soared in 2026What does NVIDIA's inference context memory storage mean for NAND?Uncertainty continues to loom over the market! Tariff decision "misses deadline again" as the three major U.S. stock indices plungeThe United States approves NVIDIA's shipments to ChinaDriven by rising energy costs, the U.S. November PPI rose year-on-year to 3%, reaching a new high since JulyU.S. existing home sales hit the strongest level since 2023, significantly exceeding expectations, with the weakest price increase in two and a half yearsTrip.com faces regulatory storm