Three tech giants to pour RMB 60 bn into OpenAI; BABA's T-Head unveils Zhenwu 810E | Daily News RecapCopper prices soar, are Chinese mining companies making a fortune?World Gold Council: Global gold demand exceeds 5,000 tons for the first time, with retail and institutional investors as the main buyersCaution! The "rotating bull market" in the commodity market may be an illusionThe world's largest sovereign fund returned 15.1%, driven by technology stocks like NVIDIAChina has approved the import of the first batch of NVIDIA H200 artificial intelligence chips? The Ministry of Foreign Affairs respondsPIMCO, the 'King of Fixed Income,' warns: The era of free lunch for 'U.S. Dollar + U.S. Treasury Bonds' is overFidelity International: The new Federal Reserve Chairman will resume easing policies in May, with an estimated three rate cuts in the second half of this yearSK Hynix Conference Call: DRAM supply tightness may continue into the second half of the year, HBM4 has fully ramped up production but still struggles to meet customer demandCloud transformation enters the realization phase, SAP's operating profit in the fourth quarter increased by 27% year-on-year after adjustments, and the guidance for cloud revenue growth in 2026 has been raised"American version of ASML" performance skyrockets! Lam Research conference call: expects the global wafer fab equipment market to surge to $135 billion by 2026Setting a new historical high again! London copper continues to rise, standing above $14,000HBM explosion reshapes the semiconductor industry landscape, SK Hynix's annual profit surpasses Samsung for the first timeSales hit a record high, Toyota continues to dominate the global automotive market in 2025'Seasoned' MSFT: Deliberate Step back for Bigger Leap?Central Plains Mortgage: The Hong Kong interbank offered rate is expected to decline within the year, with multiple favorable factors consolidating the Hong Kong property market in an upward trajectoryMSCI warns + Goldman Sachs strikes again, Indonesia's stock market plummets 15% in two days, multiple circuit breakers triggeredMETA (Trans): AI Improving Recommendations; FB & IG Engagement to Keep RisingThe first round of the "elimination match" has begun! Morgan Stanley announces: humanoid robots have entered the mass production phase of "knife fighting," and PPT players are being eliminatedJensen Huang: NVIDIA will achieve significant growth this year, and Taiwan Semiconductor needs to significantly increase capacity in the next decadeTSLA 2026: $20bn Capex, All-in AI Master PlanTesla Accelerates Departure from the "Luxury Car Company" PathNAND flash memory demand surges, the rise of the "second-tier alliance" Kioxia and SandiskUnderstanding the Market | Most Copper Stocks Rise, CHINFMINING Up Over 7%, JIANGXI COPPER Up Over 5%Google AI monetization new chapter: Chrome's "Auto Browse" feature targets AI Pro/Ultra paid subscription usersHuman civilization faces the most severe test! Anthropic CEO warns: a super AI that could completely surpass Nobel Prize winners may arrive within 1-2 yearsTearing up 'Bad Earnings' Script, TSLA Ready to Turn the Tide?Consolidating its dominant position! It is reported that SK Hynix has secured 70% of the HBM orders for NVIDIA's Vera Rubin platformNvidia, Microsoft, and Amazon are in talks to invest up to $60 billion in OpenAICharles Schwab: The Federal Reserve's decision to hold steady reflects that its decisions are still data-drivenThe Indonesian stock market fell for the second consecutive dayMusk strongly promotes Tesla's strategic transformation, planning to invest $20 billion to build an AI futureThe world's largest sovereign wealth fund "afraid of heights"? Plans to reduce holdings in NVIDIA and other American tech giants in the second half of 2025Meta conference call: The recommendation system is being rewritten by large models, and a future without smart glasses is "hard to imagine.""If GPU supply is sufficient, growth will exceed 40% soon!" Microsoft addresses market concerns in a conference call: We lack production capacity, not ordersMeta：Massive Capex? Hypergrowth Silences the SkepticsElon Musk stated that Tesla needs to build its own chip factory as current suppliers cannot meet demandCICC: The expectation of interest rate cuts can only rely on the new chairman of the Federal Reserve?Under the metal frenzy, the top 50 global mining giants surged 20% at the beginning of the yearDan Bin: Historically, the two surges in gold and silver have ended very tragicallyChina Merchants Securities: How Will the New Chair of the Federal Reserve Affect Future Market Pricing?Gold prices staged another "heart-stopping" performance: after falling back from the 5600 level, it closed around 5500 USD, with dovish Federal Reserve expectations triggering a market surgePowell: Interest rate hikes are not a fundamental assumption for anyone's next actions, and tariff inflation is expected to dissipate by mid-year (full text attached)Break the "chip wall"! Tesla announces the launch of the TeraFab chip project and invests an additional $2 billion to strengthen xAI, vertically integrating the entire AI industry chainCITIC Securities Co., Ltd.: It is expected that Powell will not lower interest rates again during the remainder of his termFormer Bank of Japan official Taketoshi Takeda: Japan may temporarily refrain from intervening in the yen exchange rateCICC: The Federal Reserve remains on hold, and the timing of interest rate cuts may be delayedTesla conference call: Halting production of Model S/X to fully shift towards AI, releasing the third generation Optimus this quarter, and this year is a big capital expenditure year