TSM: The Real Boss of AI—Who Would Say No?"Capacity is very tight"! Taiwan Semiconductor's performance guidance exceeds expectations across the board, and capital expenditures will significantly increase over the next three yearsVanke's 5.7 billion medium-term note holder meeting proposal is out: it includes four repayment plans, with a maximum proposed repayment of 40% of the principal, scheduled for repayment on January 28Central Bank: Continue to implement a moderately loose monetary policy in 2026, flexibly and efficiently utilizing various monetary policy tools such as reserve requirement ratio cuts and interest rate reductionsCICC: Under the macro narrative, the commercial aerospace sector is highly popular, and we continue to be optimistic about the catalytic landing of related manufacturing industriesHong Kong stocks closed (01.15) | The Hang Seng Index fell 0.28%, with active performance in optical communication and domestic property stocks; Trip.com Group-S plummeted 19%PBoC signals easing; Alibaba's Qwen rolls out a full-ecosystem push | Daily News RecapAmazon steps on the landmine of a century-old luxury brand! Furious at Saks' bankruptcy financing, nearly $500 million equity investment value goes to zeroBrazilian digital bank AGI rushes for US stock IPO, aiming to raise approximately $200 millionInflation stickiness remains, and divisions among Federal Reserve officials intensify: Will there be a rate cut of 150 or 25 basis points this year?Amazon launches new independent cloud services in Europe to address user data security concernsCiti: Trip.com Group-S's short-term profit margins may be under pressure, expects China's antitrust actions to become more normalizedStrong evidence of AI demand! Taiwan Semiconductor's Q4 net profit greatly exceeds expectations, with advanced process revenue accounting for 77%Understanding the Market | HUA HONG SEMI rose over 4% in the afternoon as TSMC's Q4 net profit surged by 35%Hong Kong boutique investment bank Sibao has resubmitted its IPO application for the US stock market, aiming to raise up to 15 million USDSuper Cycle of Power Grid Equipment: "14th Five-Year Plan" Investment of 4 Trillion, Orders from Europe and America Ready to SurgeLarge models begin to "batch solve" mathematical problemsThe Throat of Global AI: Why TSMC's Production Capacity Can't Keep Up with the World's Ambitions?Demand for AI chips remains strong, TSMC's net profit in Q4 increased significantly by 35%, with total capital expenditure reaching $40.9 billion in 2025 | Financial Report InsightsIs this time different? This round of "lithium price bull market" is different from historyUBS: Reiterates Tencent as a preferred stock and key recommendation, expects potential of artificial intelligence to be unleashed"Tactical bullish" on crude oil and precious metals, "structural bullish" on aluminum, copper prices "may peak within a month" – this investment bank's "latest commodity judgment"Founder Daniel Zhang resumes CEO position, HAIDILAO undergoes top-down reformHong Kong Stock Midday Review: Hang Seng Index rises and falls, closing down 0.55%, AI healthcare sector shows weak performanceCommodity collective pullback, crude oil down 3%, silver plummets 7%What does the antitrust investigation mean for Trip.com?The internal divisions within the Federal Reserve have intensified, and Milan has proposed a new logic for interest rate cuts: the deregulation by Trump is the reasonAlibaba's special forces launched a nuclear bombThe faith in gold never dies! With gold prices soaring by 70%, Wall Street plays the $5,000 fantasyMorgan Stanley CIO Survey: Corporate software budgets accelerate in 2026, with Microsoft leading generative AI spending at 34% shareAlibaba's AI narrative returns, the rebound window for the internet leaderQianwen connects Alibaba's entire ecosystem, seizing the global AI super entranceUnderstanding the Market | COWELL Rises Nearly 3% as Company Orders Show Resilience; Changes in Apple's Rear Camera Supply Structure Bring Opportunities for Its Market Share ExpansionHas the door to interest rate cuts closed? The Bank of Korea has held steady for 7 consecutive times, removing "easing" terminology and shifting to a neutral stanceGoogle intensifies upgrade of Gemini to fully integrate Google ecosystem applicationsDongfang Securities: Maintains "Buy" rating on Alibaba-W, AI-driven Alibaba Cloud is expected to continue acceleratingCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 700Microsoft's "Plan B": Dissatisfied with OpenAI's performance, Copilot fully introduces Anthropic to usher in the dual-engine eraThe Hang Seng Index opened down 0.1%, and Trip.com Group fell nearly 15%Tesla shifts from "selling cars" to "software SAAS"? Musk: FSD will suspend the "one-time payment model" and only accept "monthly subscriptions"Google complains about the difficulty of connecting data centers to the U.S. power grid: waiting time exceeds ten yearsHaidilao under pressure, Daniel Zhang leads the "female army" back to the front lineSenior central bank reporter: To win the election, Trump is using "three major levers" to stimulate the economy, and it is "very likely to succeed" this year, butTop 20 U.S. stock trading volumes on January 15: Tesla's FSD software will only be available as a monthly subscription serviceThe Federal Reserve's Beige Book outlines a "steady soft landing" roadmap: the U.S. economy is recovering with stable employmentGoogle states that connecting to the U.S. power transmission system is the biggest challenge in connecting data centersZhitong Hong Kong Stock Early Knowledge | The Ministry of Finance held a meeting on fiscal and financial coordination to promote domestic demand, and the White House announced a 25% tariff on certain semiconductors and others