Zhitong Hong Kong Stock Analysis | NVIDIA's impressive earnings report once again catalyzes AIDC as North America faces severe electricity shortages, leading to a surge in gas turbinesBeigene's Q4 revenue increased by 33% year-on-year, turning a profit for the full year, with Baiyueze achieving a record high of 1.1 billion in a single quarter｜Financial Report InsightsThe king bomb turns into a discarded piece! Giants flee, CEOs resign, can the gene therapy track still work?Warren Buffett vs. Bill Ackman: One Piled Into Amazon While the Other SoldAzure is under antitrust investigation, and Microsoft's Japan head emphasizes compliance operationsAmazon's appeal against the lawsuit from UK retailers and consumers was rejectedMeta faces headwinds again in the European data case as the EU Court's Advocate General supports regulationOn February 26th, XIAOMI-W spent approximately HKD 99.9968 million to repurchase 2.8322 million sharesMore intense than the Internet bubble! Tech giants gamble $2 trillion on AI, with unprecedented capital intensityThe turning point of inflation in the United States has arrived! Goldman Sachs: The cost of tariffs is nearing the end of being passed on, and core PCE inflation will return to target levels by the end of the year!Hong Kong Stock Review: SeesawBetting on the "Singularity Moment"! Circle conference call: AI agents will become the largest business incrementMeituan AI Butler "Xiao Tuan": Nearly 100 million young people return home using AI to find KTVs in county townsBaidu Group's fourth-quarter revenue is RMB 32.74 billion, estimated at RMB 32.66 billionIndia relaxes regulations, allowing stock funds to allocate gold and silver, with a maximum holding ratio of 35%!Is Japan the ultimate winner of Halo trading?Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap
---Japan's birth rate has declined for the tenth consecutive year, and the population crisis is worsening!Tesla China makes a big move, launching a new promotion plan: Model 3/Y down payment starting at 79,900 yuan, multiple models can enjoy "7 years of ultra-low interest," and also have the option of "5 years 0 interest."SK Hynix collaborates with Sandisk to launch HBF standardization, with capacity crushing HBM by 10 times!The "last straw" that crushed Meizu phones14 billion yuan can't keep him! Pang Ruoming leaves Meta to join OpenAIStock market plummets 54%, stagflation strikes? Federal Reserve simulates extreme scenario of AI bubble burstNVIDIA CEO Jensen Huang sounds the horn! Preparing for a new battle in the CPU market, targeting Intel and AMDApple is reportedly planning to launch Apple Pay services in India this yearWhy did the market "turn a blind eye" to NVIDIA's explosive earnings report?The supply of rare earths in the United States has worsened again! Some aerospace and chip production has been forced to limit output, and the price of yttrium has skyrocketed 69 times in a year!Not just outstanding performance! Goldman Sachs names three catalysts for NVIDIA, stating that "the path to outperformance in the coming months is clear."NVIDIA's fourth-quarter sales reached a record of $68 billion, alleviating bubble concernsAnalysis: Despite NVIDIA's strong performance, volatility in AI trading still existsMinimax continues to dig deep into "lobster meat"Daniel Zhang: The Speculation of Exchange Rate Narratives"Crazy Little Yang Ge" concept stocks surged 64 times before plummeting 96%! Continuously high-growth NVIDIA concept stocks released (with list)CRM Trans: Organic rev. growth to re-accelerate in H2 FY
---Samsung's storage division is charging exorbitant prices, and Apple is accepting them all—Samsung's mobile division is forced to use 50% Micron storage chipsCRM: AI-replacement thesis sweeps; is the SaaS leader now a 'castoff'?
---Record funds have poured in, yet it has resulted in the worst relative performance in 15 years! The halo of U.S. stocks fades, and the dollar alarm sounds?NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized
---Goldman Sachs on AI Trading: Risks of "AI Infrastructure" in the Second Half, "Losers" of "AI Applications" Hard to Turn Around in the Short TermStock market "honey," bond market "arsenic"? Military and AI spending in various countries surges, pushing global debt to a record $348 trillionAfter analyzing over ten thousand financial reports, Morgan Stanley found that the "services + cyclical" sector, which has been sold off, actually has the highest AI adoption rate and the strongest bargaining powerStrategic focus to counter Amazon and Tesla, Google reabsorbs AI robotics subsidiary IntrinsicQuantum Unlock 1.0: IBM elaborates on five key issues in quantum computingThe White House leads "power decoupling"! Six giants including Microsoft and Amazon pledge to build their own power plants to ensure that AI development does not drive up residential electricity pricesNVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---Steady performance, conference call explains "AI impact," "SaaS giant" Salesforce stock price still plummetsNikkei Index breaks through 59,000 points for the first time due to weakened prospects of early interest rate hikes and NVIDIA's earnings reportPerformance "King Bomb" shatters the bubble theory! NVIDIA's Q4 revenue hits a record high, guidance exceeds expectations, Jensen Huang asserts that the "AI industrial revolution" has just begunAMD and Nutanix join forces for a $250 million AI collaboration