Hassett: Appointing Waller is "the right person at the right time," and the Federal Reserve's balance sheet should be "as streamlined as possible."Understanding the Market | Automotive Stocks Generally Decline, XPeng-W Drops Over 9%, January Sales Show Clear Differentiation Among AutomakersFour restaurant companies apply for IPO in the nine heavens. How much longer is the window period for Hong Kong stocks?CICC: Gold exceeding $5,500 is an important watershedUnderstanding the Market | Gold stocks opened significantly lower, and the nomination of Wosh triggered a record plunge in gold and silver. Institutions expect gold to experience wide fluctuations in the short termThe Hang Seng Index opened down 1.06%, and the Hang Seng Tech Index fell 1.29%Cloud business investment cannot stop! Oracle will raise $50 billion this yearMorgan Stanley: The Federal Reserve's policy is unlikely to shift in the short term, and balance sheet reduction will have to wait until next year at leastVote with your feet! Three top investment giants begin to guard against "inflation risk"Is the U.S. stock market entering a high-risk window? After a turbulent week, the U.S. January non-farm payrolls and the earnings reports of Google and Amazon become the market focusOverseas tourists surged by 40%! "China's inbound tourism" is booming, which may drive the RMB to continue strengtheningBitcoin falls below $80,000, ushering in a new round of "trust crisis"After the sharp decline in gold and silver, all eyes are on the opening of the Chinese market on MondayThe national automotive team fights a desperate battleThe continuous plunge of Bitcoin raises concerns about whether MSTR is forced to sellCICC: The Policy Proposals of Walsh and Their Potential ImpactThe macro shift has arrived! From the bloodbath in silver to the breakout in BTC, beware of the "volatility trap" in asset prices【Insight Representative's Extra Lesson】This week's heavy schedule: US non-farm payrolls, European and British central bank decisions coming up, financial reports from giants like Google, Amazon, AMD, etcOil production expansion drives economic growth, Saudi Arabia's GDP growth rate reached a three-year high last yearZhitong Hong Kong Stocks Early Knowledge | Panic selling sweeps the precious metals market, SERES sees a significant year-on-year increase in new energy vehicle production and sales in JanuaryIf Walsh is elected chairman, will the Federal Reserve "exchange interest rate cuts for balance sheet reduction"?Reminder: Please pay close attention to the following (all times are in Beijing time)Tether, the 'king of stablecoins,' earned $10 billion last year, a year-on-year decrease of 23%Clues on Industry Allocation in the Latest Financial Reports from China and the U.SJensen Huang clarifies: The "hundred billion investment" in OpenAI was "never committed," NVIDIA will gradually evaluateLi Auto-W delivered 27,668 new vehicles in January, a year-on-year decrease of 7.5%Andrej Karpathy: Despite Moltbook "blowing it out of proportion," 150,000 fully automated AI agents are still "unprecedented."Target price of $1,000! The institutions on Wall Street that are most optimistic about Sandisk have a valuation estimate with a PE multiple of only 11 timesSpace X investor: This year's IPO will be "the largest wealth creation event in history," Musk is still underestimated, and excess rocket capacity is giving rise to space data centersBank of America Hartnett: Only "a bigger event" can end the "gold bull market"Haopu Aian bids farewell to the comfort zoneFrom Yuanbao's 1 billion new users, looking at Tencent's "user posture" rapid turn"Disciples" unify the Treasury and the Federal Reserve, it's time to learn "Druckenmiller Economics"Binance releases detailed report on "1010 historical level liquidation," Zhao Changpeng denies profiting from the crash, Xu Mingxing states "it's Binance's irresponsibility that led to this"Wall Street focuses on Wosh: "How to achieve both 'interest rate cuts + balance sheet reduction'?" "Mentor" Druckenmiller: He may not necessarily be a hawkGoldman Sachs trader: The big logic hasn't changed, don't "overinterpret" the sharp decline in the past two days, especially considering the big rise in JanuaryWosh ends the "dollar depreciation trade"? The cryptocurrency market continues to plummet over the weekend, with Bitcoin falling below the $80,000 markHow far is it from AI agents suing humans?Xiaomi Automobile: Delivery volume exceeds 39,000 units in January 2026Silver falls, can photovoltaics get enough to eat?CITIC Securities: The reform of the monetary policy mechanism by the Federal Reserve indicates a determination to control inflation, which is expected to meet the demand for interest rate cutsXiaomi Auto enters the U.S.? Reports say Ford is exploring a joint venture with Xiaomi to establish an electric vehicle companyJensen Huang stated that the investment in OpenAI could be the largest in NVIDIA's historyWash's three major challenges: the Federal Reserve, inflation, and TrumpChina AI Trading: Uncertainty over "Who is the Ultimate Winner," Betting on the Beneficiaries of the "AI Application War"The Federal Reserve will welcome a supply-side reformer - How to understand Walsh's monetary policy framework?Finding Shovel Sellers Under the Desktop Agent DividendMusk's empire merger? AI is too costly, even the richest must "search every pocket"Port trading changes? The Panama port operation contract was ruled unconstitutional, and CKH HOLDINGS, owned by Li Ka-shing, saw a sharp decline in stock prices! The Hong Kong government: Strong dissatisfaction, companies should seriously review their current and future investments in the local area