The father of Node.js officially announces: the era of humans writing code is really over!The market begins to question the "exceeding expectations" logic! In the era of high valuations for U.S. stocks, a lack of strong performance guidance equals selling the factsAnalysts speak carelessly, Deutsche Bank CEO hurriedly apologizes: retracting the report "Europeans will sell American assets"JP Morgan: It is unlikely that Europe will significantly sell off U.S. Treasuries; the key variable in the next phase lies in the technical aspectsZuckerberg's "sky-high poaching" shows initial results as Meta reveals that the new AI team has delivered core models this monthJensen Huang: We need to build "trillions" of dollars in infrastructure, and AI is creating job opportunities"Canary" brings good news! South Korea's January exports preliminary increased by 14.9%, with chip exports surging by 70%On January 21st, Xiaomi Corporation-W spent HKD 248 million to repurchase 7 million sharesHong Kong Stock Review: Accelerated InflowXibei Series A financing: New Rongji boss, former Ant Group CEO Hu Xiaoming and others investPerfect combination to hedge against AI bubble: clean energy, critical metals, infrastructure, and defense?Hong Kong Stock Market Closing (01.21) | Hang Seng Index rose by 0.37%, risk aversion sentiment increased, gold stocks were active, GIGADEVICE rose againHong Kong marketing company AM PM Group raises the scale of its US stock IPO by 150%, aiming to raise USD 17 millionAlibaba Cloud Redefines Database in the AI EraThe $5,000 gold threshold is in sight! The market has begun discussing $6,000, $7,000, and even $10,000!The South Korean president responds to chip tariff threats: If taxes increase by 100%, it will only make Americans pay the price themselves!In response to Trump's "self-funded" request? OpenAI promises to cover the costs for the power upgrades of the $500 billion AI infrastructureBerkshire plans to "liquidate" its holdings in Kraft Heinz! Registered to sell 325 million shares, the company's stock price plummetsPDD hit with RMB 100k fine; TSLA Dojo3 returns | Daily News RecapBottom-fishing moment for Apple? Goldman Sachs: Super upgrade cycle + Siri reshaping, iPhone remains the preferred hardware entry point in the AI eraTakami Takashima personally opened the "Pandora's Box." Can the central bank's intervention prevent the collapse of Japanese bonds?The Shanghai tax authorities have imposed penalties on "PDD" for failing to submit tax-related information as requiredManulife Investment: Prefers investment opportunities in Chinese technology stocks; the US may cut interest rates 3 times in 2026Daniel Zhang talks about gold: When "fantasy" enters "reality"Report: NVIDIA CEO Jensen Huang plans to visit China before the Spring FestivalGameStop CEO takes action after five years: invests in an additional 500,000 shares, increasing ownership stake to 9.2%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 sectorReminder: Please pay close attention to the following (all times are in Beijing time)Goldman 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 Conviction