The U.S. FCC approves Amazon to deploy 4,500 satellitesAsian stock markets rose broadly, with "high market trading" leading to new highs in the stock market, while gold and silver fell, and the US dollar stabilized as the RMB strengthenedU.S. December retail sales data unexpectedly weak, U.S. Treasury yields continue to rise, and interest rate cut expectations heat up againInflation remains stubbornly high, two Federal Reserve officials express: more inclined to keep interest rates unchangedReminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve two voting members: Support keeping interest rates unchanged unless the U.S. labor market shows substantial weaknessAI panic "infection": New tools scare wealth management stocks, Charles Schwab fell over 9% during tradingAI panic "infection": New tools scare wealth management stocks, Charles Schwab drops over 9% during tradingParamount is still not giving up, improving its hostile takeover proposal, and promising to pay Warner a breakup fee of $2.8 billionThe 30-year U.S. Treasury yield fell by more than 7.4 basis pointsLi Qiang: We need to develop rare earth resources reasonablyTesla leadership's latest changes appoint European executives to oversee global electric vehicle salesKO (Trans): Will Deepen End-to-End DigitalizationUber launches Baidu autonomous taxi service in DubaiSPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement
---KO: Betting on AI — Is the 'happy soda' playing a long game?---Alphabet issued a century-long pound bond for the first time, with a subscription multiple exceeding 7 timesThe European Commission accepts Volkswagen's commitment on the pricing of pure electric vehicles made in China0%! U.S. December retail sales unexpectedly stagnate, weak consumption at the end of the holiday seasonNarratives crack and sentiment wobbles? SPOT remains the nimble, high‑quality play.The US stock market begins a "large capital rotation": AI concept volatility raises anxiety, "non-tech" sectors favoredGlobal news you need to know before the U.S. stock market opens on TuesdayThe latest signal from the central bank: Prices are showing positive marginal changes, and the coordination between monetary policy and fiscal policy will continue to strengthenMyrmikan founder: The valuation of gold mining stocks is still low, and the long-term gold price is bullish at $12,000U.S. December retail sales month-on-month 0%, expected 0.4%, previous value 0.6%Goldman Sachs: Global capital begins "hard asset rotation," commodities may welcome long-term premiumsEnd of "buying the dip"? Why does Walsh's nomination mean that the threshold for the Federal Reserve to intervene in the market has significantly increased?BodyArmor impairment drags down Coca-Cola's Q4 GAAP operating profit, which fell 32% year-on-year, and the full-year guidance is below expectations | Earnings Report InsightsSMIC: Doubling Down in a Downcycle — The Last Hope for Homegrown AI Chips?Zhitong Hong Kong Stock Analysis | Large Model Releases Intensively Before the Festival, Filtering the Wheat from the Chaff, Robots May Form a RelayApple and Google agree to adjust app store policies to appease UK regulatorsThe S&P 500 pauses after a surge, as the market holds its breath for key data weekWhy can't overseas tech giants stop burning money?Rising from the ruins of Kindle, Onyx still faces tough battles in going overseasMarket rushes ahead of "rate cut trend": U.S. Treasury yields continue to decline ahead of retail sales data releaseSpring Festival AI battle is just a performance? JP Morgan: Token consumption will enter a period of rapid growth, potentially increasing 370 times in five years!People's Bank of China: Continue to implement a moderately loose monetary policyECB economists: Tariff shocks weigh on inflation, and interest rate cuts are expected to offset negative impactsAI frenzy erases cyclical memory: When Sandisk rose 12 times, who still remembers the past crash?Continuing to raise funds for AI ambitions! After selling $20 billion in bonds, Google issues bonds in pounds and Swiss francsHas programming AI changed again? The mysterious model Pony Alpha has become popular, reported to be KNOWLEDGE ATLAS GLM-5, with stock prices soaring 60% in two days!AI demand explodes, South Korean companies' North American sales increase by 14%, SK Hynix's sales in the U.S. surge by 65%Taiwan Semiconductor plans to inject USD 30 billion into its subsidiary to reduce foreign exchange hedging costsAI demand, simulation chips, and storage are all heating up! UBS provides a comprehensive analysis of US semiconductor stocksLi Xiang hopes to win again