Bridgewater China achieved a return rate of 45% in 2025, marking the best performance in five years, with asset management scale leading foreign private equity at 60 billionDaiwa: Lowers Tencent's target price to HKD 725, reiterates "Buy" ratingUnderstanding the Market | MINTH GROUP rises over 7%, NVIDIA's Rubin platform ignites the liquid cooling sector, the company has entered the server liquid cooling industryTargeting as high as $320! BNP Paribas supports Amazon's fourth quarter AWS growth will surpass market expectationsAnthropic CEO: Disruptive AI technology will simultaneously boost economic growth and unemployment rate, differing from the "track" of Google and OpenAIIs the buying point for U.S. Treasuries approaching?After the collapse of Japanese bonds, Japan's second-largest bank has spoken out: prepare to buy the dip, and double the holdings!"AI Entry Battle" - ByteDance has become a "forcing trend," Alibaba and Tencent "cannot afford to lose"Cost plummets by 70%! Google's TPU is aggressively catching up, and its cost-performance ratio has matched NVIDIAAmazon plans to open its largest store, entering the large-format retail sectorGoldman Sachs Communication Meeting: Overweight China, Stocks in 2026 are "Clearly Overweight" AssetsCITIC Securities: U.S. furniture wholesalers are passively destocking, and leading companies' excess profits come from niche industry positioning, etcCapitalwatch strikes again: AppLovin is just the tip of the iceberg in the money laundering industry chain, with a dozen other companies involved, and "nuclear-level" materials have been submitted to regulatorsNFLX (Trans): TV competition is intense; confident the deal will clear regulatory review.Morgan Stanley: Expects the trade-in policy to continue benefiting the metal commodity market this year, recommends buying ZIJIN MINING, etcSociété Générale: Geopolitical risks are expected to drive gold to $5,000, while silver may fall back after reaching $100 as supply shortages easeHugging Face looks back at the "DeepSeek Moment": How has China’s AI changed the global open-source landscape in the past year?Commercial aerospace "star companies" Xinghe Power and Interstellar Glory have new developments in their IPOFidelity: New tariffs indicate further escalation of trade tensions between the US and Europe, focusing on three major risks in 2026Understanding the Market | GIGADEVICE Rises Over 10% as AI Drives Storage Cycle Upward, Storage Leader SanDisk Hits New HighsHow to save Japanese bonds? The Japanese Finance Minister's "rhetoric" is useless; only the central bank can "print money."NFLX: Will M&A Sink the Hit Factory? Time to Test ConvictionSpot gold stands above $4,800 per ounce, continuing to set historical highs, with an intraday increase of nearly 0.8%The more chaotic Japan becomes, the more it loves goldBullish "short squeeze," London copper "spot price spread" skyrockets to $100! The three major bulls want more spot copper than the total LME inventoryThe "triple kill" of stocks, bonds, and currencies in the U.S., Goldman Sachs traders: not worried about Greenland, but concerned about institutional positionsIs Trump fighting hard for the midterms? It may not necessarily be good news for the marketNetflix plans to increase film and television production investment this year, which may put pressure on profits"De-dollarization transactions" make a comebackTriple kill in stocks, bonds, and currencies! The "Sell America" trade returns, why has the market that got used to TACO suddenly changed?Japanese bonds "flap their wings," global government bonds "stir up a hurricane"On the eve of the announcement of the new Federal Reserve Chair candidate, Bessenet publicly criticized Powell, revealing his true intentionsElon Musk responds that Tesla's Cybercab will achieve "5 seconds to build a car"Reminder: Please pay close attention to the following (all times are in Beijing time)UAE G42 CEO: Advanced AI chips from NVIDIA, AMD, and others will arrive in the UAE within months"Sell America" trades dominate market sentiment as gold and silver hit all-time highsTrump: My wife thinks I am a genius, just like BuffettNetflix launches live voting featureSummary of Key Points from the Davos Forum on January 20U.S. Treasury Secretary Janet Yellen: Europe's sell-off of U.S. Treasuries is a "false narrative," new Federal Reserve Chair to be announced as early as next weekThe tides of fortune turn! European tech stocks surge 10% at the start of the year, crushing U.S. stocks, with the "three chip giants" contributing 90% of the gainsThe "Seven Sisters" of the US stock market once drove the market, but now they are heading towards differentiationMeta's Global Affairs Chief: The company aims to empower everyone with super intelligenceBridgewater's Dalio warns: Trump's policies may trigger a "capital war"