At the "Technology Spring Festival Gala," robots are everywhere pouring coffee and folding clothes, but their speed is "incredibly slow."Perovskite and AI, the two major trends, "converge" here!The Hang Seng Index opened down 0.59%, and the Hang Seng TECH Index fell 0.44%The U.S. military-industrial sector sees a V-shaped reversal: After threats to ban dividends and limit salaries, Trump proposes an annual defense budget increase of 50% to $1.5 trillion"Storage surge" is fundamentally reshaping the bill of materials structure for hardware manufacturersProfits triple! Samsung expects Q4 profit of 20 trillion won and revenue of 93 trillion won, both hitting record highs, as AI triggers "out-of-control" price increases in storageProhibition on institutions "buying houses" and restrictions on military industry "dividends," Trump's posts stir up the US stock marketIntroducing the "1/1000 ounce of gold" unit, "stablecoin leader" Tether strongly promotes the circulation of "gold-backed stablecoins."In the first 7 days of the year, $245 billion in global bond issuance set a record!Breakfast | "Little Non-Farm" data growth is below expectations, U.S. stock market's three major indices show mixed resultsThe important commodity index rebalancing begins on Friday, with two major investment banks predicting "silver will adjust within two weeks," and Goldman Sachs stating "the key is still London."Lei Jun: Now, whenever I hear the word 'marketing', I feel a bit nauseousTop 20 U.S. stock trading volumes on January 8: Google's parent company Alphabet surpasses Apple in market valueTesla becomes the world's largest energy storage battery supplierTechnical overbought conditions trigger a pullback, global stock markets pause their upward momentum, Nasdaq futures down 0.2%, precious metals plummet across the board, oil prices under pressureOptimistic about the Chinese economy, foreign investment institutions release positive signalsDownward adjustment! Multiple banks have reduced wealth management fees to 0%Overnight news on January 8: Google's market value surpasses Apple's, OpenAI launches ChatGPT for healthcare, Trump decides to increase the 2027 military budget to $1.5 trillionWarner Bros. Discovery rejects Paramount's trillion-dollar leveraged buyout: the offer is "still insufficient," and the Netflix proposal is "more certain."Evercore reiterates Apple as its top pickCitigroup: Vera Rubin will bring $50 trillion in artificial intelligence opportunities for NVIDIAOn Wednesday, Taiwan Semiconductor fell 2.5% in the late trading sessionIntel confirms new gaming chip advancement planReport: JPMorgan Chase has reached an agreement to take over Apple's credit card businessThe 10-year U.S. Treasury yield fell by about 4 basis pointsGeopolitics takes a back seat, the real driver of the U.S. stock market in 2026 is still "profit is king"Under tariff pressure, India is expected to achieve an economic growth of 7.4% in the fiscal year 2026Siemens and NVIDIA expand industrial artificial intelligence collaborationCES focuses on NVIDIA, AMD, and other leaders in artificial intelligenceNVIDIA releases Rubin and AlpamayoThe new U.S. automobile safety bill targets Tesla's door designGlobal Times Editorial: What Japan Should Reckon Most Clearly Is the Major Account of Regional Peace"Small Non-Farm" Just Right! The U.S. Labor Market Mildly Recovers, Stabilizing Rate Cut ExpectationsGlobal news you need to know before the U.S. stock market opens on WednesdayMiniMax IPOs in Hong Kong at the highest price, with an issuance valuation exceeding HKD 46 billion!AI chip frenzy worth $148 billion, but this business has stalled: NVIDIA's bet on manufacturing yields little over four yearsBenchmarking "Musk-style" incentives! GameStop announces CEO compensation plan, full payout requires market value to exceed $100 billionAfter four rounds of stock purchases, the shareholding has increased to 20%. The dividend calculation behind Ping An Life's additional capital of 15 billionGoldman Sachs significantly raises PCB market size expectations: both volume and price increase + specification upgrades, with a compound growth rate expected to exceed 140% in the next two years!With CoWoS capacity support, JP Morgan has again raised its TPU shipment expectations: shipments are expected to reach 3.7 million and 5 million units in the next two yearsEven Wall Street is tired of AI! Funds in the US stock market are quietly flowing to the other 493 companies in the S&P 500U.S. Stock Outlook | The three major stock index futures are mixed, Warner Bros. again rejects Paramount, "Little Non-Farm" to be announced tonight