The People's Bank of China has increased its gold holdings for the 14th consecutive monthDeep binding rumors with NVIDIA ignite stock prices! Hyundai Motor surges nearly 15% in a single day, reaching a historic high"AI Entry in the Post-Intelligent Era" Explodes in Orders! Meta Smart Glasses See Booming Demand in the U.S., Urgently Halting Global Expansion PlansDongfang Securities: NVIDIA launches inference context memory storage platform as AI storage demand continues to expandUnderstanding the Market | CHINA SANJIANG rises over 7% as institutions are optimistic about the acceleration of the chemical industry cycle turning pointSpace Photovoltaics: Reliable Energy from Beyond Earth, Targeting a Trillion-Dollar MarketThe computing power revolution behind "Yi Zhongtian's" continuous surge: Silicon photonics is no longer a substitute, but a new king to be establishedElon Musk talks about Tesla's chip factory: You can eat hamburgers and smoke cigars insidePepsiCo creates the industry's first intelligent ecosystem, partnering with NVIDIA to define the "factory of the future."CICC: NVIDIA expands its smart driving software and hardware ecosystem, leading domestic smart driving suppliers welcome overseas opportunities"Tarroism" monetization? Chevron urgently dispatches 11 oil tankers to seize Venezuelan crude back to the United StatesJensen Huang stated that Tesla's FSD represents the most advanced technology in the field of autonomous driving robotsWanting both? India is importing Russian oil while seeking to reduce tariffs with the United StatesCitigroup: Strong corporate earnings will support high overall valuations of U.S. stocks, maintaining "Overweight" on U.S. stocks in 2026Kunlun Xin is sprinting for a Hong Kong IPO, aiming to raise up to $2 billionSamsung warns: Memory costs soar, all electronic products face price increasesPrecious metals collectively plummet! Key commodity index rebalancing begins tomorrowMorgan Stanley Research: Memory prices soar, both Android and PC face impact, but Apple will not raise prices this yearThe Advancing Insurance: Not Just a Transaction "New Year Opening", Long-term Bonds at 2% Threshold and Returning to 1x P/EVReminder: Please pay close attention to the following (all times are in Beijing time)Betting on the prospects of cooperation with NVIDIA, Hyundai's stock price surged 18%, reaching a historic highBaidu's AI chip company Kunlun is reportedly planning to raise no more than $2 billion through a Hong Kong IPOHong Kong Stock Midday Review: Hang Seng Index down 1.01%, Hang Seng TECH Index down 1.65%MSCI announced that it will "not remove the treasury company from the index for the time being," and MSTR and others "escaped a disaster."2026 is expected to be a "super year" for IPOs in the US stock market: from SpaceX to the "two government-sponsored enterprises," a wave of hundreds of billions of dollars in listings is coming!Tesla Recently Saw EV Deliveries Decline Nearly 16%. However, Investors Are Focusing Their Attention ElsewhereStorage is exploding again! AI inference and multimodal drive data explosion, hard disk and flash memory manufacturers will become the biggest beneficiariesDongbei Securities: Initiates "Buy" Rating on XPENG-W, Strategic Transformation into a "Physical AI" CompanyThe market is overly focused on the so-called "North American market high-frequency data," Morgan Stanley: POP MART is undervaluedThe largest single bet in history! On the eve of Friday's non-farm payrolls, the U.S. interest rate futures market witnessed a "massive bet on a change in the situation."Computing power giant starts IPO counselingPouring cold water on the hot SanDisk and NAND, Jeffries: The market underestimates Yangtze Memory TechnologiesTSMC's record surge prompts Wall Street major firms to raise their target pricesCopper 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%