U.S. non-farm employment growth in January is expected to pick up slightly, but the labor market remains "frozen" under the pressure of tariffs and immigration policiesIn a sluggish stock market, Indian investors are turning to a frenzy of buying gold and silver ETFsEarnings guidance below expectations, NVIDIA software supplier's stock price plummets 20%!Hong Kong Stock Review: Gold Stocks ReboundHow to understand the normalization of central bank buying and selling of government bonds?The gaming business cools down, NetEase's Q4 revenue and profit both fall short of expectations | Earnings report insightsThe autonomous driving giant welcomes a new presidentSeedance 2.0 may open its API as early as after the holiday, with stable computing power output being a potential challengeThe General Office of the State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System"HOOD: Stock Halved? Let Earnings Speak, Other Notes
---How did SK Hynix surpass Samsung and achieve a profit margin greater than Taiwan Semiconductor to become the "invisible leader" in the AI storage field?The guidance from Oracle is more explosive than ever, but history has thrown a bucket of cold water on itNetEase's revenue in the fourth quarter was 27.5 billion yuan, while the market estimate was 28.79 billion yuan; the gross profit in the fourth quarter was 17.7 billion yuan, while the market estimate was 18.25 billion yuanMSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News RecapQuota reduction of 70%! The world's largest nickel mine faces production limits in Indonesia, causing a surge in London nickel pricesGlobal debut! Intel showcases ZAM memory prototype: single chip 512GB, power consumption cut in half, directly competing with HBM"Artificial Sun" queues for listing, last year fusion startup financing reached a record highBeginning of the Year Inflation: The Resurgence of Green ShootsTaiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia InvestorsCore inflation rebounds and gradually improves - January inflation data commentaryWill optical fiber be the next storage?Hong Kong human resources company CALM Chain International submitted an IPO application for the US stock market, aiming to raise USD 18 millionHong Kong civil engineering subcontractor Uptrend Holdings' US stock IPO issuance volume surged by 150%, aiming to raise USD 17 millionSMIC conference call: "12-inch wafers are nearing full capacity," AI drives up storage demand squeezing orders for mobile phones and others, with capital expenditure remaining at a high level of $8.1 billion this yearUnderstanding the Market | Gold stocks continue to rise, Zijin Gold International up over 8%, Lingbao Gold up over 7%Goldman Sachs forecasts that the U.S. non-farm payrolls in January may add only 45,000 jobs as the labor market gradually coolsThe profits of US tech giants' "hegemony" coming to an end? Earnings growth is spreading across the entire industryHumanoid Robot Racing: Chinese Startups Rush to Mass Production, Tesla and Boston Dynamics Won't Start Until 2026Two papers from NVIDIA introduce a new paradigm of embodied intelligence after VLAUnderstanding the Market | KINGSOFT CLOUD rises over 10%, Goldman Sachs optimistic about the company benefiting from Xiaomi's continued investment in AI developmentBank 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?Reminder: Please pay close attention to the following (all times are in Beijing time)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 Prices