Will Oracle and other "OpenAI Chain" make a comeback in the first half of 2026? This is the prerequisiteBenchmarking NVIDIA: AMD launches MI440X to seize the enterprise-level AI data center marketEvercore raises Apple to $325: December App Store revenue stabilizes, strong growth in non-gaming businessElon Musk stated that NVIDIA Alpamayo may pose competitive pressure on Tesla within 5 to 6 yearsKaiYuan Securities: Brain-computer interfaces enter the fast track of industrialization, with a clear commercialization path for non-invasive productsCurrent Valuation Comparison of Non-ferrous StocksThe Japanese and South Korean stock markets hit new highs, with SK Hynix soaring over 3%Tesla China launches a 5-year 0% interest and 7-year ultra-low interest car purchase plan, as electric vehicle sales were surpassed by BYD for the first time last yearHong Kong Stock Market Mid-Review: Hang Seng Index rises 1.78%, Hang Seng TECH Index rises 2.21%NVIDIA wants to be the "Android" of "Physical AI"UBS: Volatility has surged significantly, be cautious of a short-term correction in gold, recently benefiting from the ride of "platinum, silver, and palladium."HSBC China Wealth Insights: Four Investment Themes to Help You Build Your Portfolio | HSBC Q1 2026 Investment OutlookAllianceBernstein Outlook 2026: Economic growth is expected to slow, interest rate cut expectations are rising, and the bond market outlook is positiveUnderstanding the Market | XPENG-W rises nearly 4%, the 2026 model of XPeng P7 will land in the European market this FridayJensen Huang's full speech at CES is here! Rubin is fully operational, computing power has surged by 5 times, breaking down the barriers to intelligent driving, all in the physical worldKeling AI goes overseas for the New Year, JP Morgan: We reiterate that KUAISHOU-W is one of the cheapest AI stocks in the worldWhy does inflation "not play by the rules" in the era of high tariffs? Two studies reveal the underlying logicCitigroup: AI helps mainland internet companies improve operational efficiency, optimistic about Tencent and Alibaba-WUnderstanding the Market | HESAI-W Soars Over 4% as HESAI is Selected by NVIDIA as a LiDAR PartnerSchroders Investment: The probability of an economic "soft landing" is rising, bringing good opportunities for short-term UK bonds and long positions in European bondsZhejiang Merchants Securities: Maintain Alibaba-W "Buy" rating, Alibaba Qianwen breaks the deadlock, and an increase in cloud business profit margins is expectedUnderstanding the Market | Gold Stocks Strengthen in Early Trading, Geopolitical Risks Support Gold Prices, Institutions Say We Are Still in a Rate Cut CycleUnderstanding the Market | Intelligent Driving Concept Stocks Rise Across the Board, NVIDIA Releases First Open Source Inference VLA Model to Accelerate the Development of Safe Autonomous Driving TechnologyBank of America firmly optimistic about AI chip stocks, listing NVIDIA, Broadcom, and others as top picksElon Musk responds to NVIDIA's withdrawal from the next-generation Rubin chipThe "Global Technology Spring Festival" showcases the AI terminal battleFor the first time since 2008! Deutsche Bank's PB returns to above 1, having dropped to a low of 0.19 in 2020NVIDIA CEO stated that the new Rubin chip is progressing smoothly, helping to accelerate AI developmentIntel showcases new laptops based on next-generation processors to enhance product competitivenessTesla's sales in the UK in December fell by more than 29% year-on-yearElon Musk responds to NVIDIA's launch of autonomous driving AI modelGold and silver surge, after Venezuela "everyone is on edge"Top 20 U.S. stock trading volumes on January 6: Amazon officially launched the Alexa+ dedicated websiteSoochow Securities Co., Ltd.: Hong Kong stocks enter a period of fluctuating upward movement, seizing the technology growth market in the first half of the yearNVIDIA launched the automotive platform Alpamayo, enabling vehicles to "reason" in the real worldRenminbi and Hong Kong stocks, who is whose "shadow"?Zhitong Hong Kong Stock Early Knowledge | DRAM prices surged by 70%, Seres' December new energy vehicle sales increased by 63.40% year-on-yearJensen Huang stated that NVIDIA's next-generation chips are in full productionNVIDIA released the new generation Rubin platform, with inference costs reduced by 10 times compared to Blackwell, and plans to ship in the second half of the yearU.S. judge rules Amazon must face price gouging lawsuit during the pandemicReminder: Please pay close attention to the following (all times are in Beijing time)Is there still upside potential for US stocks after three consecutive years of gains? Historical experience shows that the bull market is not yet at its end, analysts see the S&P 500 reaching 7,700 points by the end of the yearNVIDIA launches Alpamayo model for "thinking" toolsThe ChatGPT moment of physical AI! NVIDIA's "self-driven" autonomous vehicles are coming and will hit the roads in the U.S. in the first quarterBridgewater founder Ray Dalio: The AI boom is currently in the early stages of a bubble, and the Federal Reserve will further inflate the bubbleQualcomm releases a new, more affordable version of the X2 laptop processorAmazon opens part of its user web interface for Alexa+, targeting ChatGPTQualcomm launches a complete suite of robotic technology solutions to support embodied intelligence from household robots to full-sized humanoid robots