As the value of dollar assets diminishes, global asset management turns to emerging markets, with capital inflows potentially igniting a new round of bullish trendsGoogle and Meta reach billion-dollar AI chip agreement, intensifying competition with NVIDIANvidia's adopted son CoreWeave plummeted 12% after hours! Holding a "heavy sword" with $67 billion in orders, yet faced a "sneak attack" in Q1 guidanceOvernight U.S. Stocks | Three major indices mixed, chip stocks broadly declined, NVIDIA fell nearly 5.5% after earningsZhitong Hong Kong Stock Early Knowledge | China's AI usage surpasses the United States for the first time. BeOne Medicines: Global total revenue is expected to grow by 33% year-on-year in the fourth quarter of 2025CoreWeave's Q4 revenue doubled sharply, with year-end backlog revenue of 66.8 billion, unexpected widening of losses, and a plunge in after-hours trading | Earnings Report InsightsOvernight news on February 27: NVIDIA plummets, gold prices rise slightly, Walmart reaches a $100 million settlement with the FTC, and the U.S. 30-year mortgage rate falls below 6%Reminder: Please pay close attention to the following (all times are in Beijing time)The cryptocurrency winter is not over! The crypto market resumes its downward trend, following the sentiment of tech stocksBetting on artificial intelligence, Block cuts nearly half of its workforce!AI impact scares off institutions? "YOLO" retail investors boldly enter the market, significantly increasing their positions in software stocks, with a preference for MicrosoftIt is expected that AI server revenue will double this year! Dell's performance and guidance both exceeded expectations, rising over 12% in after-hours trading | Earnings Report InsightsConcerns about AI bubble intensify! NVIDIA's earnings report exceeds expectations, but the stock price plummets 5.6%, marking the largest intraday decline in three monthsTop 20 US stock trading volumes on February 27: NVIDIA fell over 5%, investors are concerned about the sustainability of AI spendingDespite record profits, why did NVIDIA's stock price decline?Wealth Management Subsidiary Sample Slicing: The Migration, Compromise, and Breakthrough of Massive FundsBanks are starting to hire for the new year!CoreWeave's fourth-quarter revenue was $1.57 billion, while analysts expected $1.55 billion. The stock price fell over 5% in after-hours tradingDell Tech expects revenue of $138 billion to $142 billion in 2027, while analysts anticipate $126.28 billionA woman suing Meta and YouTube, accusing them of causing social media addiction, is expected to testify in courtNVIDIA warns of tight supply for gaming GPUs, which may signal impending price increases and shortagesNVIDIA's stock price may record its largest single-day drop in nearly a yearAt the close: S&P 500 index fell 0.6% after NVIDIA's earnings report caused a drop in stock priceEuropean stock markets remain stable, while NVIDIA's decline triggers sector rotationAfter the Google AI image generation tool became popular, the second generation version Nano Banana 2 was launchedGoogle upgrades its popular image tool Nano Banana, launching the Gemini App and search on ThursdayIn two months, it surged 50%, rising to become the ninth largest stock market in the world. How much longer can the South Korean stock market go crazy?LKNCY (Trans): Market Share Gain Remains Top Strategic Priority
---LKNCY: Is China's coffee leader being held hostage by the delivery wars?---VIPS: Negative Growth Again? 10% Shareholder Return to the RescueBIDU (Trans): Focus on shareholder returns, stronger mgmt. execution
---Opening: U.S. stocks opened mixed on Thursday as investors digested earnings reports from NVIDIA and SalesforceBaidu conference call: AI Cloud revenue will reach 30 billion yuan by 2025, computing power subscriptions increased by 143% year-on-year in Q4, and "Carrot Run" orders surged by 200%AI has not yet disrupted the labor market; U.S. initial jobless claims have slightly increased but remain close to a two-year lowTim Cook hints that Apple will hold a launch event on Monday morningRecent Independent Trend of the Renminbi: Three Core LogicsTaking over the "Oracle of Omaha" debut! Abel faces the annual shareholder letter exam of Berkshire (BRK)After the announcement of better-than-expected earnings, NVIDIA's stock price only rose slightlyNVIDIA CEO Jensen Huang stated that the market's view on AI threat software is "wrong."A "Spring Brawl" of OpenClaw selling shovelsGoldman Sachs: Zimbabwe's lithium mine export ban is unlikely to be lifted soon, and lithium prices will "undoubtedly" reach new highs!Federal Reserve Governor Michelle Bowman: I believe we need to lower interest rates by about one percentage point this yearChinese technology "feeds back" to Europe! Stellantis plans to use Leapmotor electric technology for the first time in European modelsTCOM: After the regulatory crackdown, can it remain a lean, high-quality play?
---Major Bull in the Crypto Circle Tom Lee: The Sell-off of AI and Cryptocurrencies is Nearing Its EndBitcoin's sharp decline severely impacts the fundamentals! American Bitcoin, supported by the Trump family, shifts from profit to lossNVIDIA CEO refutes software apocalypse theoryAsian chip stocks rise boosted by Nvidia's performance