Is PDD entering the supermarket retail sector?Precious metals "bull market" rises again! Silver hits the $90 mark, creating a historical high, as rising risk aversion drives gold to rise in tandemThe "Physical AI" Turning Point at CES: Robotaxi Moves Towards Scaling, Humanoid Robot Supply Chain Quietly FormsThe AI data center power supply chain, Goldman Sachs prefers "gas turbine blades and transformers," presenting a great opportunity for these types of Chinese companiesUnderstanding the Market | The Optical Communication Sector Recovers Collectively, NVIDIA Rubin Platform Full Version Released, Institutions Optimistic About Scaleup CPO Large-Scale IndustrializationIce and Fire: U.S. Electricity Prices Are About to Explode, While China's Electricity Prices Have Started to DeclineU.S. CPI cools down, why is the market indifferent? Data distortion, the key is to look at next week's PCE"Foreseeing" tariff refunds? Amazon negotiates "price reductions" with suppliers ahead of the Supreme Court rulingHow to understand "Trump-style QE"? Investors: The era of liquidity has arrived, "all disguises of fiscal/monetary tightening have disappeared"Understanding the Market | Bitcoin breaks through the $95,000 mark, BOYAA rises over 10%, New Huo Technology Holdings rises over 7%8-inch wafer foundry collectively raises prices! The highest increase is 20%!At the "Medical Spring Festival," NVIDIA elaborated on "How to Implement AI in Healthcare"Understanding the Market | Alibaba-W rises over 3% as the group significantly increases its capital expenditure budget for Alibaba Cloud; institutions expect profit resilience to exceed expectationsMeta plans to partner with Luxottica to double the production capacity of AI smart glasses before 2026, competing with Google in the new AR trackOn the eve of the Federal Reserve's "receiving subpoenas," Trump "lambasted" the Department of Justice prosecutors as "weak and incompetent," saying they "dare not prosecute the targets."CICC: Moderate inflation is insufficient to prompt the Federal Reserve to cut interest rates in January; the next rate cut may be in MarchJP Morgan's Dimon warns: Trump's administration's attack on the Federal Reserve will trigger inflationThe Federal Reserve's interest rate cut expectations have changed! SOFR trading sentiment turns hawkish as funds bet on the Federal Reserve remaining steady throughout the yearThe United States has relaxed export controls on NVIDIA H200 chips to ChinaWhat does it mean if the U.S. Supreme Court's tariff ruling "misses the deadline" again today?Trump claims to have canceled all talks with Iranian officials, and U.S. oil rose 3% during the sessionSoaring Japanese bond yields vs GoldMeta glasses are selling so well that they plan to double production capacity to meet the surge in demandThe "time bomb" hidden in U.S. Treasuries! Morgan Stanley: Basis trading has expanded to $1.5 trillion, beware of a repeat of the 2020 market stormReminder: Please pay close attention to the following (all times are in Beijing time)Top 20 U.S. Stock Trading Volumes on January 14: Google Hits New High, Citigroup Reiterates Buy RatingNew York futures gold fell more than 0.4%, and the historical high brought by the U.S. CPI data could not be maintained for longNetflix is considering modifying the acquisition terms for Warner Bros. Discovery and has discussed an all-cash acquisition planMeta's nuclear data center agreement may require an investment of over $14 billionThe two-year U.S. Treasury yield fell by more than 1 basis point, significantly plummeting when the U.S. CPI data was releasedPowell's testimony to Congress becomes the focus of a high-risk investigation by the Department of JusticeWhat signals does the U.S. December CPI send? Wall Street has low expectations for a rate cut this month, and the "New Federal Reserve News Agency" states that the Fed's wait-and-see attitude is unlikely to changeTrump: Will decide the candidate for the Federal Reserve Chairman in the coming weeksMeta is reportedly planning to double the production capacity of its AI smart glasses, with an annual output potentially reaching 20 million pairsThe US CPI inflation report has a significant impact on German bonds, with the 30-year German bond yield rising by more than 1 basis pointAnalysts upgrade rating citing strong demand for artificial intelligence in Intel's data centersSummary of key points on the U.S. December CPI inflation data: Trump says Powell has the opportunity to cut interest ratesFederal Reserve's Musalem: Interest rates are close to neutral, no reason to cut rates for nowGoogle deepens artificial intelligence shopping collaboration with WalmartCore inflation cools down! The U.S. core CPI in December rose by 2.6%, matching the lowest level in four years, while the CPI increased by 2.7% year-on-year, in line with expectationsMeta appoints Dina Powell McCormick as President and Vice ChairTop Wall Street Analysts' Latest Ratings: AMD Upgraded, Arm Downgraded