BioVie spins off its liver disease business Option Therapeutics and launches an IPO on the US stock marketThe game behind Microsoft's "outperform" rating: strong momentum in cloud and AI, but the market begins to discount "disruptive" risksASML rides the wave of NVIDIA, rising with its laser and giant chip "lithography machine"Micron announces the construction of a new NAND factory, with a total investment of $24 billionThe cold wave severely impacts the U.S. economy! Bank of America: It will lower GDP by 0.5-1.5 percentage pointsWhy is "digital gold" Bitcoin not a safe haven despite the craziness of gold?Exclusive supplier of Microsoft's AI flagship chip, SK Hynix's stock price soars close to historical highs"The largest customer" has made concessions! Korean media reports that Samsung and SK Hynix will double the DRAM supply prices to Apple in the first quarter compared to the previous quarterThe "Outsider" of the Red Envelope WarTrump threatens tariffs, South Korean stocks open lower, Hyundai Motor briefly drops nearly 5%Morning News SummaryMetal and memory price increases "double whammy"! UBS: Auto companies' profits will be completely devouredXPeng's Vice Chairman Gu Hongdi expects the company to achieve "very strong" growth this yearBarclays: The IPO of Kunlun Chip may bring incremental value to BaiduIt is reported that Anthropic has exited due to high pricing, and Apple plans to finalize Google Gemini to power SiriAfter a brief pullback, gold has stabilized strongly, approaching 5100, while silver has returned to 110Dialogue with Tencent Cloud Vice President Eric Wu: The "Productivity War" of AI Agents has begunWithout conversion rate data, the asking price is comparable to the "American Spring Festival Gala," OpenAI's advertising price for ChatGPT is astonishingBarclays re-evaluates Baidu: for the first time includes Kunlun Chip in the valuation system, significantly raises the target price by 47%NVIDIA makes a significant move into "server CPUs," Jensen Huang: Vera CPU will be launchedMinimax and Zhipu: The Ultimate Test for Large Models, Computing Power Intensity, and Funding Endurance?Bank of America comments on the U.S. stock earnings season: The second week is stable with no surprises, and the proportion of positive surprises has decreased compared to the previous weekUnderstanding the Market | Alibaba-W rose over 2% officially releasing the Qwen3-Max-Thinking model with a total parameter count exceeding one trillionThe huge profits of SK Hynix and Samsung are opportunities for Chinese memory companiesInvested $51 million three years ago, now worth $2-4 billion? Anthropic's stake skyrockets, Zoom's stock price surgesEXCLUSIVE-Micron to announce memory chip manufacturing investment in Singapore, sources sayNVIDIA gave its "favorite child" $2 billion, CoreWeave's stock price surgedRetail investors flock to gold and silver, while Bitcoin is abandonedGold, do you remember last October?The "big short" continues to buy, triggering GameStop, with the stock price temporarily rising by 8.8%The expectation of a joint intervention in the foreign exchange market by the US and Japan is rising, the US Dollar Index has fallen to a new four-month low, and the stock market may face a new round of volatilityOvernight U.S. Stocks | Three major indices closed higher as Trump announced an increase in South Korea's reciprocal tariffs from 15% to 25%Microsoft upgrades its self-developed AI chips to reduce dependence on NVIDIA, claiming to outperform Amazon's Trainium and surpass Google's TPUJanuary 27 closing: U.S. stocks closed higher, with the Dow Jones up 300 points as the market awaits major earnings reports from Apple and othersEmerging market ETFs have attracted capital for the 14th consecutive week, with China-related ETFs being the most favoredApple releases upgraded AirTag: positioning distance increased by 50%, alert sound louderILUVATAR COREX announced the fourth-generation chip architecture roadmap, expecting to surpass NVIDIA's Rubin architecture next yearNVIDIA invests $2 billion to support the heavily indebted CoreWeaveMicrosoft launches next-generation artificial intelligence chip targeting NVIDIA's software advantagesGeopolitical risks combined with a surge in supply have caused global crude oil freight rates to soar to a three-year highMicrosoft releases the latest AI chip, hoping to reduce dependence on NVIDIAChina's AI "Max Moment"! Qianwen's strongest model opens the second growth curveAlibaba releases the Qwen3-Max-Thinking flagship reasoning model, with performance comparable to GPT-5.2 and Gemini 3 ProGoogle settles Google Assistant privacy lawsuit for $68 millionApple's stock price rises as JP Morgan raises its target price, expecting strong iPhone salesBank of America: Intel's stock price leads its profitabilityWhen and why will Japanese government bonds and the yen reach a turning point?NVIDIA releases the new Earth-2 weather forecasting model