U.S. Stock Market Outlook | Three major stock index futures all decline, Trump plans to increase defense spending by $500 billion annually, defense sector surges in pre-market tradingJP Morgan Micron Research: New factory starts production ahead of schedule but can only meet half of the demand, with context window storage becoming a new growth point for NANDIntel hopes its new chips will become the future of artificial intelligenceThe EU antitrust regulator is set to make a ruling on Google's acquisition of Wiz by February 10The Rise of the American Middle Class: Goldman Sachs Bets on U.S. Stocks for a 2026 "Consumer Bull" to Succeed AISanhua: In the AI robotics era, do cross-industry incumbents laugh last?1,000 companies "besiege" the White House: demand the return of $100 billion in tariffs, the Supreme Court may decide life or death this weekAI search battlefield changes: Gemini's traffic surged by 24% month-on-month in December, while ChatGPT declined by 9%Continue to increase holdings! Ping An has raised its stake in China Merchants Bank H shares for the fourth timeTrump's oil price target: $50Goldman Sachs summarizes the CES analyst conference: The incremental demand for AI infrastructure comes from "embodied intelligence" and "agents"JD Group-SW has completed the cancellation of 183 million Class A ordinary shares repurchased in 2025Sinopec Corp. and China Aviation officially announced a restructuringGuotai Junan Futures Analyst Feng Da: The gold bull market is expanding, silver will "collapse" after a short squeeze, and copper is the most undervalued strategic assetNo wonder they refused to invest in Oracle! Blue Owl is in trouble: facing a crazy run on the fund, redemption limits have soared to 17%Sinopec Corp. and China Aviation officially announced a restructuringOn the eve of MiniMax's IPO, institutions oversubscribed by more than 70 times, with Baillie Gifford, GIC, and the Norwegian Sovereign Fund entering the marketLeopard Lake chip debuts at the Consumer Electronics Show, Intel faces a critical momentXPeng released four new cars and will scale up production of humanoid robots and flying cars in 2026The NII recovery cycle is heading straight for 2027, and the Wall Street giants leading the earnings season will add fuel to the U.S. stock bull marketOn January 8th, Tencent spent HKD 636 million to repurchase 1.034 million sharesLi Bin has secured the final ticketSibori Asset Management: The global economy will continue to grow, with challenges and opportunities coexisting in the coming yearWill this year be the "darkest hour" for AI startups? Silicon Valley giants enter predatory mode480 billion, "Luckin Coffee's operator" Li Hui bets, the last of the "domestic GPU four little dragons" has gone publicSix Key Issues in the Early Stage of the AI Mega CycleBABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News RecapChina Post Securities: NVIDIA Vera Rubin reconstructs AI storage hierarchy, NAND is expected to become an inflationary productElon Musk responds again to the gap between Tesla FSD and NVIDIA AlpamayoBenefiting from the surge in gold prices, the value of the Philippine central bank's gold holdings has skyrocketed by 70%, reaching a record high"The first stock of domestic large models" KNOWLEDGE ATLAS faced a risk of surge on its first day of listing: Can model iteration × ecological flywheel drive growth?Guo Weiling from Dacheng Fund: AI is still the main technology theme for 2026, with structural opportunities outperforming the overall market, optical communication > storage, liquid cooling > PCB upstreamJPMorgan Chase becomes the new issuer of the Apple CardWill Data Centers Welcome a "Cooling Revolution"? UBS: NVIDIA's Technological Transformation May Reshape the Industry "Landscape"Dongfang Securities: NVIDIA releases open-source model for autonomous driving, expects Robo-X scaling progress to accelerateAI redefines strong growth trajectory! Wall Street significantly raises Taiwan Semiconductor's target price: 2026 revenue is expected to grow by 30%Abbvie denies talks to acquire cancer drug developer Revolution MedicinesSix Key Issues in the Early Stage of the AI Mega CycleThe Transformation Journey of Tencent's Hunyuan Over Three YearsUnderstanding the Market | Alibaba-W fell more than 3% in the afternoon, firmly increasing investment in Taobao Flash Sale for 2026TrendForce: Affected by specification upgrades and NVIDIA's strategic adjustments, the mass production schedule for HBM4 is estimated to be postponed to the end of the first quarter of 2026Precious metals continue to adjust! Silver drops over 3%, gold declines, and the important commodity index rebalancing begins todayTrump's "Nuclear Dream" is not favored by manyZEEKR disrupts the overseas luxury car marketUnderstanding the Market | LEOCH INT'L soared over 15% in the afternoon, plans to spin off subsidiary for a U.S. listing, today is the deadline for the rights tradingAlibaba breaks through in local lifeNaver has built South Korea's largest AI computing cluster, using 4,000 NVIDIA GPUsSociété Générale is optimistic about Google becoming a "dominant AI platform": Gemini has narrowed the gap with ChatGPT, and AI monetization channels are more extensiveHong Kong Stock Market Mid-Review: Hang Seng Index down 1.22%, Hang Seng TECH Index down 1.13%