Bank of America: TSMC's capital expenditure shifts "toward the front end," preparing for 2nm mass production in 2026 and AI chip demandHas software development entered the "black box" era? Former GitHub leader: In the future, no one will check the code written by AICushman & Wakefield: The wealth effect of the stock market drives buyers into the market, expecting Hong Kong's property prices to increase by about 5% this yearThe AI gold rush has turned into an AI panic! Wall Street's new consensus: avoid all companies that could be disruptedFollowing Starbucks and Burger King, the operators of DQ and Papa Johns in China may be soldOver 400,000 people actively participated in the "No Running Red Lights" campaign, and Meituan distributed smartwatches and other New Year gift packages to riders who comply with traffic regulationsTonight, the U.S. non-farm payroll may see a "million-level" downward revisionHOOD: What's Left After the Frenzy?Why the Chinese Model Leads in AI VideoChina Merchants Macro: The primary task of monetary policy is to boost nominal growth rateSamsung executive: Memory demand will continue until 2027, HBM4 customer feedback is "very satisfied"Balance sheet reduction - "Federal Reserve Treasury Agreement" - Interest rate cuts, is this what Walsh calls "the grand strategy"?After-hours surge of 16%! AI-driven growth, Cloudflare's performance explodes, securing the largest annual contract in historySoaring 50%, short sellers refuse to back down! Is POP MART facing an epic "short squeeze" storm?100GW, far exceeding the ground demand in the United States! The solar power capacity that Tesla is expanding is preparing for space data centersSMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3Understanding the Market | XIAOMI-W rose over 5%, new generation SU7 expected to be launched in AprilUnderstanding the Market | WANGUO GOLD GP Rises Over 7% to Refresh Listing High, Company Benefits from Rising Gold PricesDomestic Video Model Evaluation: ByteDance's Dream 2.0 vs KUAISHOU-KeLing 3.0China's January CPI year-on-year increase fell to 0.2%, and the year-on-year decline of PPI narrowed to 1.4%When AI enters hospitals, risks such as "surgical errors and misidentification of organs" also ariseSamsung is set to launch the Galaxy S26 series smartphones on February 26, with a comprehensive upgrade of its AI strategy to compete against Apple's iPhoneChina's January CPI year-on-year 0.2%, previous value 0.8%. China's January PPI year-on-year -1.4%, previous value -1.9%The National Bureau of Statistics responds to the base period rotation of CPI and other price indices"The AI War" cannot afford to lose! What does it mean for the market if the US stock market's Mag 7 burns its cash flow into negative this year?Federal Reserve: U.S. consumer debt default rate soars to the highest level in nearly a decadeIs the Wash nomination effect cooling down? Traders bet that the Federal Reserve will only cut interest rates two to three times this yearAmazon disclosed that it holds a 5.3% stake in Beta TechnologiesRobinhood's fourth-quarter profit fell by 34%, with sluggish cryptocurrency dragging down revenue, dropping over 6% in after-hours trading | Earnings Report InsightsSilver "needs time"Signals from the central bank's fourth-quarter monetary policy report: The probability of a short-term interest rate cut is relatively lowThis Wall Street investment bank warns: Yen arbitrage trading is a "time bomb"U.S. retail investors are bottom-fishing software stocksRecord number of new users, profit growth of 200%! "Online music giant" Spotify "successfully raised prices"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 reasonably