Copper prices have strongly broken through $13,000, pushing up the "short-term target," but this investment bank believes that January could be the peak for the entire year!Goldman Sachs: KUAISHOU's revenue and valuation for the fiscal year 2026 are expected to rise, with strong momentum in its AI modelsUnderstanding the Market | HESAI-W rises over 6% after being selected by NVIDIA as a lidar partner, planning to double annual production capacity this yearZhongtai Securities: Initiates "Buy" rating for Tencent Holdings, defining the future decade for China's internet leadersIs Wall Street too conservative? NVIDIA CFO says revenue is "definitely" higher than previous guidance: over $500 billion!Goldman Sachs strategists: Beware of the U.S. stock market's "high valuation, high concentration, high increase," which historically often ends in a significant declineCapital supports Musk! xAI raises $20 billion, exceeding expectations, with valuation doubling in a yearIn the face of the impact from Gemini, is OpenAI continuously "bleeding"?U.S. stocks open with a bang! S&P and Dow hit new highs together as sector rotation acceleratesOptions market "jumping the gun" on U.S. non-farm and other economic data: bullish buying expands, betting that the 10Y U.S. Treasury yield will fall below 4% within weeksThailand and Vietnam's "GDP Competition" Influences the Economic Landscape of Southeast AsiaWhat does the surge in commodities mean?Breakfast | Three major U.S. stock indices rise, S&P and Dow hit all-time highsElon Musk comments again on NVIDIA's autonomous driving AI: providing useful tools for the automotive industryWind: The total equity financing scale of the US stock market in 2025 is expected to reach USD 201.8 billion, an increase of 14.27%Reminder: Please pay close attention to the following (all times are in Beijing time)Geopolitical impact is limited, and the U.S. Treasury market awaits non-farm payroll data and tariff rulingsThe revenue forecast of 500 billion is too conservative! NVIDIA CFO says "it will definitely be higher," Jensen Huang states that demand from Chinese customers is strongIntel is building a dedicated handheld gaming platform, featuring custom chipsJensen Huang stated that there is no need to rely on chillers, and cooling equipment stocks once plunged 20%Elon Musk's xAI completes $20 billion financing, with investors including NVIDIAMetal frenzy! During the trading session, London nickel rose over 9%, New York silver rose over 6%, and London copper hit a new historical highNVIDIA CFO predicts revenue will be more optimistic than the outlook made last OctoberFederal Fusion Systems completes reactor magnet installation and partners with NVIDIANVIDIA launches the Vera Rubin artificial intelligence platformMorgan Stanley: The market underestimates the U.S. stock bull market, six catalysts will ignite risk appetitePolitical intervention, interest rate cut space, balance sheet reduction controversy... The six challenges the Federal Reserve cannot avoid in 2026Data center cooling stocks fell in pre-market trading due to comments from NVIDIA CEOStrong start to the New Year! AI demand combined with tightening supply leads to a collective rebound in storage chipsGlobal news you need to know before the U.S. stock market opens on TuesdayJoining NVIDIA, Rubin's first batch of cloud service providers: Nebius will launch the Vera Rubin NVL72 computing cluster in the second half of 2026NVIDIA and AMD's new products ignite CES! Generally favored by Wall Street: The "once in 40 years" AI wave upgrades againAI creates the strongest moat in history? JP Morgan Asset Management: Two medium-term risks hide a liquidation crisisBYD accelerates global expansion, surpassing Tesla in sales in the two major electric vehicle markets in Europe last yearFubon: China has a clear advantage in the AI competition, and the Hang Seng Index is expected to reach 30,000 points by 2026Wall Street remains optimistic, but threats are here! NVIDIA's "4 trillion myth" is facing unprecedented challengesExpansion cannot stop! Citigroup: Capital expenditures of the three giants Samsung, Taiwan Semiconductor, and Intel will have positive guidanceU.S. Stock Market Preview | The three major stock index futures are mixed, with the market focusing on CES 2026: The AI bull market narrative continues to dominate the stock marketLock in NVIDIA's mass production dividends: Super Micro Computer expands Vera Rubin liquid cooling supportThe Venezuela incident did not shake the US stock market, but the trading logic is accumulating risks for 2026Brain-computer interface "unicorn" Qiangnao Technology completes 2 billion yuan financing, second only to Musk's Neuralink in scaleMemory Rally: How Big Is the AI Storage Supercycle?From NVIDIA's Rubin leading the "AI Factory Era" to AMD's MI500 "Thousandfold Roadmap": The "AI Bull Market Narrative" continues to dominate the stock marketDah Sing Bank: Optimistic about US stocks and some Asian stock markets, the AI industry remains a major engine driving the stock marketAI enters the "Monetization Era"! Google's latest report: Enterprises bid farewell to the experimental phase, with 88% of AI pioneers achieving positive returnsThe world's first 1.8nm chip is here!