For a long time, "TSMC's largest customer," Apple now has to "snatch capacity."TSMC's stock price rises again, Goldman Sachs raises target price to NT$2,600Old Huang "takes the lead," while everyone is competing for Taiwan Semiconductor's capacity, NVIDIA is "seizing land."Sheng Songcheng: Why is it said that lowering the reserve requirement ratio is more important than lowering interest rates now?Understanding the Market | CONANT OPTICAL rises over 7%, institutions say Meta's increased investment in smart glasses business is expected to lead to accelerated industry developmentFord is in talks with BYD to purchase batteries, with plans including "transporting to factories outside the United States."After a break of more than two years, Maersk resumes sailing in the Red Sea, with analysis stating that "if the Red Sea route is restored, 6% to 8% of the global container fleet will no longer be needed."Decoding the central bank press conference: Eight measures implemented, how far are we from a comprehensive reduction in reserve requirements and interest rates?Breakfast | US stocks stop falling and rebound, most chip stocks riseTop 20 U.S. Stock Trading Volumes on January 16: Taiwan Semiconductor's fourth-quarter net profit increased by 35% year-on-year, setting a new recordThe silver frenzy has temporarily paused, as Trump has not yet imposed tariffs on key minerals, and spot silver prices have once dropped over 7%Wall Street comments on TSMC's financial report: Capital expenditure and profit margin guidance are too "explosive," anyone hoping for a pullback will be disappointedFederal Reserve "hawkish" statement: should maintain restrictive interest rates to firmly curb inflationFounder Securities: Long-term Comparative Analysis and Insights of ROE between A-shares and US Stocks"Wood Sister" Cathie Wood continues to reduce her holdings in Tesla and increase her investment in this stock, betting on AI and semiconductors"New Federal Reserve News Agency": Powell unexpectedly becomes a "folk hero," supported by this year's voting committeeIs a super merger in shale oil coming? Coterra is considering a marriage with Devon Energy, and the stock price once rose over 10%Shuibei has silver merchants experiencing a blowout, with multiple merchants losing tens of thousands to hundreds of thousands of yuan, and the police have intervenedJP Morgan frontline research: Microsoft is at least 10 light-years ahead of everyone else, with very strong ecosystem integration capabilities!Amazon's first attempt to obstruct Saks Fifth Avenue's bankruptcy financing has failedPositive news from Taiwan Semiconductor drives the continued rise led by chipsThe cost of storage chips has surged by 230%! The high-end model of iPhone 18 may face a significant price increaseThe artificial intelligence boom at Taiwan Semiconductor is driving a surge in capital expendituresThe China Concept Index fell over 1% in early trading of US stocks, Vnet dropped 7%, GDS fell about 3%, XPeng rose about 3%, and the FTSE A50 gave back its gainsOpening: U.S. stocks opened higher on Thursday, with Taiwan Semiconductor leading the chip sectorThe battle for physical assets has begun: Amazon will acquire the first new copper production in the United States in over a decade for data center constructionSingle-chip power exceeds 1 kilowatt, data centers are brewing a quiet revolution of 800VThe number of initial jobless claims in the United States unexpectedly fell below 200,000 last week, but seasonal fluctuations cannot conceal the stagnation in the labor marketAmazon Web Services CEO says its sovereign cloud launched in Europe is "a significant bet"Goldman Sachs Q4 net revenue decreased by 3% year-on-year, stock trading income broke Wall Street records, and net profit grew by 12%, exceeding expectations | Earnings report insightsGoldman Sachs: In the fourth quarter, FICC sales and trading revenue was $3.11 billion, while the market estimate was $2.95 billion; equity sales and trading revenue was $4.31 billion, while the market estimate was $3.65 billionMorgan Stanley: Fourth quarter net revenue of $17.89 billion, market estimate of $17.62 billion; fourth quarter earnings per share of $2.68The Cost of the Storage Feast: Behind Samsung's Doubling Profits, Apple's and HP's "Profit Defense War" Has Just BegunAnother strategic reserve born? Report: Bipartisan push in the U.S. Congress for a $2.5 billion critical minerals strategic reserve plan"Victims" of the storage price surge: Consumer electronics manufacturers trapped in a cost quagmire, facing profit impacts are Apple, HP, and othersU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Oil Prices Plunge, TSMC Rises After EarningsTSM (Trans): Capex to rise by tens of billions YoY, a decision made after talks with downstream customers.A major new opportunity for CPUs? When Intel and AMD collide with the new trend of AgentsUSD 580, Sandisk's target price raised by 93%! Bernstein: AI is creating an unprecedented storage supercycleThe AI wave creates the king of European stocks! TSMC's strong 2026 capital expenditure guidance boosts ASML's market value to over $500 billionGoldman Sachs: The dollar is still overvalued by about 15% in 2026, and the revaluation of technology "exceptionalism" is a significant downside riskOn January 15th, Xiaomi Corporation-W spent HKD 148 million to repurchase 3.9 million sharesTo cope with rapid policy changes, US asset management giants are starting to sell off dollar assets to diversify risksHuaChuang Zhang Yu: Re-discussing the strength of exports in the midstream, 2026 electromechanical exports may continue to thriveOn January 15th, Tencent spent HKD 636 million to repurchase 1.017 million shares