Brent crude oil falls below the $65 mark! IEA just warned of a "significant surplus," and the U.S. Energy Secretary calls for "doubling production."Loose capital, weak regulation, light pressure testing... Is Trump pushing Wall Street's major banks into an "era of deregulation"?ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?The second wave of computing power tax, CPU price increaseApple requests Indian court to halt antitrust agency's demand for its financial dataPOP MART's new product "Electronic Wooden Fish" has gained popularity, with hidden versions being speculated to over 300 yuan, a premium of more than twice the price!GIGADEVICE: It is expected that the net profit in 2025 will be around 1.61 billion yuan, an increase of approximately 46% year-on-yearSamsung and SK Hynix report earnings on the same day, both sprinting towards their best performance in history, as the HBM4 competition escalatesDeficit reappears! Japan's economic stimulus plan breaks the 28-year vision of budget balanceStorage is booming! Kioxia's production capacity has been fully sold out this yearXIAOMI-W plans to repurchase up to HKD 2.5 billion of Class B common stockSpaceX plans to launch Starlink Generation 2 satellites in 2027, aiming for 5G-level experienceHong Kong Stock Review: Global StabilizationOn January 22nd, XIAOMI-W spent HKD 201 million to repurchase 5.7138 million sharesThe candidates for the Federal Reserve Chair position keep changing, and what Trump wants the most is still Bostic?Pan Gongsheng: Flexibly and efficiently use various monetary policy tools such as reserve requirement ratio cuts and interest rate reductions; there is still some room for reserve requirement ratio cuts and interest rate reductions this yearASML will interpret the "bottleneck" to the extreme! As the AI infrastructure frenzy and storage supercycle arrive, the "peak of human technology" embarks on a major upward trendAlibaba AI scores another victory: Pingtouge may go public independently, capital imagination unleashedAppLovin firmly rejects short-seller report; BIDU debuts ERNIE 5.0 | Daily News RecapAI spending + cyclical recovery dual engines drive! Morgan Stanley is optimistic about the semiconductor sector welcoming another "harvest year," with Nvidia, Micron, and others as top picksEuropean electric vehicle demand slows, Tesla's Berlin factory lays off 1,700 workersDaiwa Capital Markets: Expects Tencent Holdings' revenue in the last quarter to increase by 13% year-on-year, maintains "Buy" ratingWho will decide the winner of the AI competition? Perhaps it is: gas turbinesMemory costs become the "Sword of Damocles" as UBS maintains a "Neutral" rating on AppleJensen Huang stated that NVIDIA has replaced Apple as TSMC's primary customerChallenge SpaceX Starlink! Bezos's Blue Origin launches enterprise-level satellite networkForget about Q4 performance, the biggest highlight of Tesla's earnings report next week is the robot and autonomous drivingAs the cold wave hits, US natural gas prices soar by 50% in two days, with this week's increase set to break a 34-year recordOpen Source Securities: NVIDIA Vera Rubin cabinet shipments focus on silicon photonics and CPO chain investment opportunitiesValuation pain under the AI wave? Mizuho "cuts three times": lowers target prices for Atlassian, Cloudflare, and MicrosoftChina's supply chain determines the winner of the global Robotaxi competition!The satellite internet market is intensifying! Blue Origin, owned by Jeff Bezos, enters the fray with the "TeraWave" satellite network, aiming to challenge SpaceX and AmazonIs the rebound in Japanese bonds just a "flash in the pan"? The Bank of Japan's holdings have fallen below the 50% red line, and the selling pressure is far from over$5,400! Goldman Sachs significantly raises gold price target: The wealthy are rushing in, competing with central banks for "limited physical reserves"U.S. stocks are fluctuating due to news about Trump! Goldman Sachs: The economy has support, but don't chase the rise, look for bottom-fishing opportunitiesIs it difficult to make money with AI? Anthropic lowers gross margin guidance: Revenue increased 12 times, but cannot offset a 23% surge in reasoning costsGlobal chip stocks surge as NVIDIA CEO's speech at Davos boosts AI trading enthusiasmKorean stocks break 5000 points! South Korea's AI strategy accelerates comprehensively, building an "Asian AI infrastructure hub"Hong Kong Stock Midday Review: Hang Seng Tech Index falls 0.4%, "Three Oil Giants" rise over 3% against the trendNegotiate with Meta to dispel concerns about nuclear commercialization! Bank of America raises Oklo rating to "Buy," with a target price of $127SCHW (Trans): Key moves this year in digital assets and alts.Understanding the Market | Li Auto-W rose over 4% as it was reported that the 2026 plan aims for a 40% increase in sales, with the overall strategic direction returning to range-extended products"1920s vs 2020s"! Wall Street Godfather, ECB President, and historians engage in a heated debate: "AI, tariffs, and geopolitics" dragging the world towards "1930"?Goldman Sachs: Apple's recent stock price weakness presents a good buying opportunity, reiterates "Buy" ratingCITIC Securities: The cost-performance ratio of equity asset allocation in non-US developed markets is difficult to surpass that of US stocks, and US stocks will continue to show an upward trend"See-Through Leggings" Encounter Cold Reception, Lululemon Founder Publicly Criticizes Board: Too LowSoft and hard are different -- The Beta of the era!Storage "Zhang Fei"! "The strongest in US stocks" Sandisk rises over 10%, Micron, Western Digital, Seagate Tech and others all surge