Worrisome signals? Asia's gold ETF inflows hit record highsIs a major reversal in oil prices coming? Barclays: "The surplus crisis" is an illusion, and a bull market in crude oil is about to begin!Tesla Stock Dips as Investors Weigh Its Fourth-Quarter Results: Is This a Buying Opportunity?Western Digital conference call: 2026 production capacity sold out, long-term contracts signed until 2028, AI inference is reshaping the HDD valuation systemReviewing half a century of data: What usually happens when gold's short-term increase exceeds 20%?META (Follow-up call Trans): Most capex translates into post-2027 capacityThe U.S. Secretary of Commerce wants to "dig" into Europe's core enterprises! Mercedes-Benz CEO: Europe is going to compete!Hong Kong Stock Midday Review: Hang Seng Index fluctuates at low levels in the morning, precious metal concept stocks collectively declineGoldman Sachs Quick Comment on SanDisk's Quarterly Report: Performance Exceeded "Already Very High" Expectations"Revenue + Profit" both exceeded expectations, but why did chip equipment manufacturer KLA decline? | Earnings Report InsightsAAPL (Trans): New Siri to partner with Google; in-house R&D remains a priorityCost reduction and efficiency improvement finally show results! FedEx's stock price hits a record high, shedding its identity as a "tariff victim."The GPT moment for AI interactive games has arrived! Google Genie 3 first test! So awesome!Tokyo CPI in Japan has declined for two consecutive months, with lower energy and food pricesTrump: Will announce the Federal Reserve Chair nominee on FridayRobotaxi welcomes significant catalysts! Mercedes-Benz collaborates with NVIDIA and Uber to jointly deploy a global Robotaxi fleetAmazon's "dual-line bet" on AI dominance: abandoning exclusive partner Anthropic to invest in OpenAI, the trillion-dollar cloud market battle intensifiesApple makes a comeback in the Chinese market, achieving the highest quarterly sales in four yearsApple conference call: More personalized Siri will be launched this year, storage price increase +3nm capacity tightness becomes Q2 gross profit pressureSanDisk conference call: "Data centers will become the largest market for NAND," CEO says "unable to meet demand" but refuses to blindly expand productioniPhone Rocks, with Gemini Teamup — Is Apple’s AI Era Finally Coming?The ultimate suspense is about to be revealed! Trump suddenly changes plans and announces that the nominee for Federal Reserve Chair will be revealed on Friday morningApple's impressive performance faces "cost clouds"! Cook warns: Rising storage chip prices may drag down gross margin in the new quarterReport: SpaceX and xAI are in discussions about a merger, aiming to complete it before a possible IPO this yearBitcoin vs GoldApple stated that chip supply shortages limited iPhone sales in the first fiscal quarter"You may never encounter this market again"! Commodities are rising one after another, and Chinese investors have "sent copper flying."Why didn't Apple surge despite bright performance guidance? It's all because of storageWestern Digital's Q2 fiscal revenue exceeded expectations with a 25% growth, and net profit doubled, with a 1% increase in after-hours stock price | Earnings Report InsightsApple CEO Tim Cook stated that iPhone demand is strong after supply constraintsMicrosoft's market value shrank by $357 billion in a single day, the amount only second to the record set by NVIDIACrushing expectations! Apple's revenue and iPhone sales hit record highs last quarter, with revenue in China surging nearly 40% | Earnings report insightsNvidia-supported Perplexity reportedly signed a $750 million agreement with MicrosoftApple Inc. quarterly revenue hits a record highReminder: Please pay close attention to the following (all times are in Beijing time)Powell's term enters countdown as the Federal Reserve signals a longer pause on interest rate cutsThe continued weakening of the US dollar may "backfire" on Trump's economic agenda, driving up inflation and hindering the Federal Reserve's interest rate cutsJanuary 30th Foreign Market Headlines: Gold Plummets, Microsoft Loses $357 Billion Overnight, Apple Revenue and Profit Hit Record High, SpaceX Discusses Merger with xAITop 20 U.S. Stock Trading Volumes on January 30: Microsoft’s Market Value Evaporates by Nearly $360 BillionAI drives explosive demand for storage, SanDisk's performance greatly exceeds expectations, stock price rises nearly 15% in after-hours trading | Earnings Report InsightsMicrosoft's earnings report triggers a sell-off: intraday decline reaches 12%, market value evaporates by $430 billion at one pointApple's fourth-quarter revenue was $143.76 billion, while analysts expected $138.4 billion. iPhone revenue was $85.27 billion, compared to the expected $78.31 billion. Apple fell 0.72% in after-hours tradingThe financial report data is impressive, but it fell 7% in pre-market trading. Where are Microsoft's market expectations lacking?Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance range. Revenue from data centers grew by 64%, driven by strong applications such as AI infrastructure construction. The expected revenue for the third quarter is between $4.4 billion and $4.8 billionWestern Digital's revenue for the second fiscal quarter was $3.02 billion, while analysts expected $2.96 billion.
The revenue for the third fiscal quarter is expected to be between $3.1 billion and $3.3 billion, with capital expenditures expected to be between $380 million and $390 millionApple acquires Israeli artificial intelligence startup Q.aiThe U.S. trade deficit in November surged 94% month-on-month, with a significant expansion of the deficit with the European UnionSamsung is close to obtaining NVIDIA's certification for HBM4