Alibaba AI scores another victory: Pingtouge may go public independently, capital imagination unleashedAppLovin firmly rejects short-seller report; BIDU debuts ERNIE 5.0 | Daily News RecapAI spending + cyclical recovery dual engines drive! Morgan Stanley is optimistic about the semiconductor sector welcoming another "harvest year," with Nvidia, Micron, and others as top picksEuropean electric vehicle demand slows, Tesla's Berlin factory lays off 1,700 workersDaiwa Capital Markets: Expects Tencent Holdings' revenue in the last quarter to increase by 13% year-on-year, maintains "Buy" ratingWho will decide the winner of the AI competition? Perhaps it is: gas turbinesMemory costs become the "Sword of Damocles" as UBS maintains a "Neutral" rating on AppleJensen Huang stated that NVIDIA has replaced Apple as TSMC's primary customerDenmark liquidates, Sweden follows suit! Nordic pension funds successively sell off U.S. TreasuriesChallenge SpaceX Starlink! Bezos's Blue Origin launches enterprise-level satellite networkForget about Q4 performance, the biggest highlight of Tesla's earnings report next week is the robot and autonomous drivingAs the cold wave hits, US natural gas prices soar by 50% in two days, with this week's increase set to break a 34-year recordOpen Source Securities: NVIDIA Vera Rubin cabinet shipments focus on silicon photonics and CPO chain investment opportunitiesValuation pain under the AI wave? Mizuho "cuts three times": lowers target prices for Atlassian, Cloudflare, and MicrosoftChina's supply chain determines the winner of the global Robotaxi competition!The satellite internet market is intensifying! Blue Origin, owned by Jeff Bezos, enters the fray with the "TeraWave" satellite network, aiming to challenge SpaceX and AmazonIs the rebound in Japanese bonds just a "flash in the pan"? The Bank of Japan's holdings have fallen below the 50% red line, and the selling pressure is far from over$5,400! Goldman Sachs significantly raises gold price target: The wealthy are rushing in, competing with central banks for "limited physical reserves"U.S. stocks are fluctuating due to news about Trump! Goldman Sachs: The economy has support, but don't chase the rise, look for bottom-fishing opportunitiesIs it difficult to make money with AI? Anthropic lowers gross margin guidance: Revenue increased 12 times, but cannot offset a 23% surge in reasoning costsGlobal chip stocks surge as NVIDIA CEO's speech at Davos boosts AI trading enthusiasmKorean stocks break 5000 points! South Korea's AI strategy accelerates comprehensively, building an "Asian AI infrastructure hub"Hong Kong Stock Midday Review: Hang Seng Tech Index falls 0.4%, "Three Oil Giants" rise over 3% against the trendNegotiate with Meta to dispel concerns about nuclear commercialization! Bank of America raises Oklo rating to "Buy," with a target price of $127SCHW (Trans): Key moves this year in digital assets and alts.Understanding the Market | Li Auto-W rose over 4% as it was reported that the 2026 plan aims for a 40% increase in sales, with the overall strategic direction returning to range-extended products"1920s vs 2020s"! Wall Street Godfather, ECB President, and historians engage in a heated debate: "AI, tariffs, and geopolitics" dragging the world towards "1930"?Goldman Sachs: Apple's recent stock price weakness presents a good buying opportunity, reiterates "Buy" ratingCITIC Securities: The cost-performance ratio of equity asset allocation in non-US developed markets is difficult to surpass that of US stocks, and US stocks will continue to show an upward trend"See-Through Leggings" Encounter Cold Reception, Lululemon Founder Publicly Criticizes Board: Too LowSoft and hard are different -- The Beta of the era!Storage "Zhang Fei"! "The strongest in US stocks" Sandisk rises over 10%, Micron, Western Digital, Seagate Tech and others all surgeRiedel and Waller, 2 choose 1? Trump "wants both," the candidate for the new chairman of the Federal Reserve changesThe ultimate challenge for the new head of the Federal Reserve: the $6.6 trillion "tapering bomb" and the direct conflict with the White House's interest rate cut orderThe U.S. President personally "harvests leeks," Trump Coin has dropped 94% in a year!Accurately predicting potential bestsellers, reconstructing the global retail order, the report shows that Temu's global market share has caught up with AmazonThe most optimistic time in a long while! Intel's stock price soars on the eve of earnings reportMeta will fully launch ads on Threads starting next week, and analysts are optimistic that it will become a new growth engineU.S. insurers announce premium reductions for Tesla, Musk responds: FSD greatly enhances safetyEmerging from the shadow of tariffs! In 2026, U.S. energy stocks "make a comeback" and achieve greatness as geopolitical risks ignite a sector celebrationApple is developing an AI wearable device called PinShenwan Hongyuan: U.S. inflation in 2026 may show a "high first, low later" characteristicThe market expects that inflation pressures in the U.S. will remain stable in November, with a 95% probability that the Federal Reserve will keep interest rates unchanged next weekThe U.S. Supreme Court held a hearing on Trump's case to dismiss Federal Reserve Board member Cook, leaning towards maintaining the independence of the central bankOn January 22, the top 20 trading volumes in the US stock market: Intel received a huge contract from the US Department of Defense, and its stock price surged by 11.7%"New Federal Reserve News Agency": What does the investigation of Powell mean for the case of Governor Cook?Benchmarking ChatGPT! Apple will launch a new AI version of Siri in June, bidding farewell to "artificial stupidity."