Report: Supply chain news indicates that after Apple, NVIDIA's next-generation GPU will also collaborate with Intel to please TrumpThe US dollar experiences its largest decline since the tariff turmoil in April last year! Traders anticipate further depreciationAI-driven demand for data centers is strong! Storage giant Seagate Tech's Q2 revenue increased by 21.5%, with operating profit margin reaching a record high. Q3 revenue guidance exceeded expectations, and the stock price rose about 9% in after-hours tradingGold vs US StocksTen-year low! The U.S. January Consumer Confidence Index unexpectedly collapsed, and the U.S. Treasury yield curve steepens againZhitong Hong Kong Stock Early Knowledge | Trump Signals Dollar Depreciation, Gold Prices Continue to Hit Historical HighsAsian AI leader "far ahead"Riedel has emerged as the frontrunner for the Federal Reserve Chair, and the bond market has suddenly sparked a wave of interest in rate cut betsGold volatility rises to a peak!Trump's "not afraid of a weak dollar" remark had barely faded when the euro broke through the 1.20 mark, reaching a two-and-a-half-year high, with the options market betting on further euro gainsCathay Securities and Haitong Securities: Loose trading continues, and the change in the new Federal Reserve Chairman is expected to reshape the global monetary policy path and market space"New Federal Reserve News Agency" Outlook for January FOMC Meeting: Expected to Pause Rate Cuts, Uncertainty Remains on Restarting Easing PathSeagate Tech's revenue guidance exceeds expectations, stock price rises about 9% after hoursReminder: Please pay close attention to the following (all times are in Beijing time)Global stock markets rose ahead of tech earnings, with Nasdaq futures up 0.6%. Gold briefly returned to 5,100, and silver rebounded to 110 USDWhat did Trump say? The dollar "collapsed" and spot gold once broke through 5,190 USD, setting a new historical highMarket predicts Riedel favored to succeed as Federal Reserve Chair, but experts say "the two Kevins" are still in the runningThe United States will hold air force readiness exercises in the Middle East, oil prices rose 3% during the session, and spot gold increased by more than 2%LVMH's Q4 core business of soft luxury unexpectedly declined by 3%, while profits from alcoholic beverages sharply decreased by 25% for the whole year under tariff threats, leading to a "flash crash" in stock prices | Financial Report InsightsJanuary 28th Foreign Market Headlines: The dollar falls to a four-year low, Trump says he is not worried, Google launches a low-cost version of AI Plus, the probability of Trump's tariffs being implemented is less than 30%Google launches a $7.99 low-cost AI Plus subscription service, available in 35 countries including the United StatesThe US dollar has fallen to a four-year low, but Trump is not worried: the dollar is performing well and can find a reasonable levelWho can succeed Jensen Huang and lead NVIDIA? Suitable candidates may be rareAmazon will close its fresh grocery stores and convenience stores to focus on Whole Foods MarketBy the end of last year, electric vehicle sales in Europe had surpassed pure gasoline vehicles, with Tesla's sales in Europe declining by 37%Valuation logic fails? Tesla's profit outlook plummets by 56%, yet the target price is raised to $410Stop focusing on tech stocks! The rotation in the U.S. stock market continues to spread, with small-cap stocks and cyclical sectors leading the gainsJapanese Finance Minister: Will coordinate with the U.S. on exchange rate actions if necessary, yen rises in the short termThe China concept index rose over 1%, Kingsoft Cloud rose about 12%, and Alibaba rose about 3%Intel, "returning" to DRAM?ANTA's Acquisition of PUMA: An Atypical Move in GlobalizationGoogle Cloud officially announces a price increase, with prices doubling in North AmericaBoeing's Q4 revenue surged 57% year-on-year, with annual deliveries reaching the highest level since 2018, boosted by asset sales, and adjusted EPS hitting a new high in over a decade | Earnings Report InsightsPing An continues to acquire peers, can it increase its holdings in China Life H shares to nearly 10%?Corning's U.S. stock soared over 7% in pre-market trading! Report: Meta plans to spend $6 billion on fiber optic orders, focusing on AI data centersCorning's stock price rose in pre-market trading after media reports about an agreement signed with MetaTesla's profit outlook worsens, yet target stock price rises against the trendWill AI accounting be the next "killer" application?Shenwan Hongyuan 2025 performance forecast: net profit upper limit exceeds 10 billion yuanThe European Union intervenes, requiring Google to open AI services and data access to competitorsCorning's US stock rose over 7% in pre-market trading after reports that Meta is preparing to pay Corning up to $6 billion for the purchase of fiber optic cablesU.S. Stock Market Outlook | The three major stock index futures are mixed, insurance stocks collectively flash crash in pre-market, UBS raises S&P 500 target to 8,400 pointsIn the fourth quarter, Boeing's revenue was $23.95 billion, estimated at $22.58 billionThe power supercycle has erupted, and the real opportunity is not at the generation end?Intervention signal arrived? New York Fed's "rate check" ignites the yen, 147-149 becomes the new focus rangeSK Hynix plans to establish an AI investment platform in the United States to integrate the group's 100 trillion won overseas assetsIn 2025, Dajia Insurance's premiums will exceed 10 billion, with net profit surging by 439%