CITIC Securities Co., Ltd.: It is expected that Powell will not lower interest rates again during the remainder of his termFormer Bank of Japan official Taketoshi Takeda: Japan may temporarily refrain from intervening in the yen exchange rateCICC: The Federal Reserve remains on hold, and the timing of interest rate cuts may be delayedTesla conference call: Halting production of Model S/X to fully shift towards AI, releasing the third generation Optimus this quarter, and this year is a big capital expenditure yearThe king returns! Samsung Electronics' Q4 revenue reaches a record 93.8 trillion won, with operating profit from the memory business soaring 465%, reclaiming the top spot in the DRAM marketMusk stated that chip supply is crucial for Tesla and will be the biggest bottleneck limiting growth in the next three yearsElon Musk stated that China is Tesla's biggest competitor in the field of humanoid robotsVote for a rate cut! Waller "wants to progress too much"The quarterly report and guidance both exceeded expectations, yet the software giant ServiceNow is still being sold off by the market, overshadowed by the impact of AIUS Dollar -- "Trump 1.0" vs "Trump 2.0"Ignore the huge losses in the metaverse! Meta's aggressive layout in AI, Q4 financial report conveys key signals: high investment = high growth?Zhitong Hong Kong Stock Early Knowledge | Gold prices hit a new record as the market enters a defensive state ahead of Powell's speechPowell says interest rate policy is nearing "neutral level," firmly defends central bank independenceTesla invests $2 billion in Musk's xAI and reiterates that Cybercab will be produced this yearMeta's fourth-quarter performance, first-quarter guidance, and full-year capital expenditures exceeded expectations, with the stock price soaring over 11% in after-hours trading | Earnings Report InsightsMicrosoft's cloud business growth slows, record high capital expenditures raise concerns, stock price falls about 5% after hours | Earnings Report InsightsTesla will cease production of Model S and X, shifting the production line to manufacture humanoid robots OptimusReminder: Please pay close attention to the following (all times are in Beijing time)Overnight U.S. Stocks | Three major indices mixed, S&P 500 index briefly surpassed 7,000 points, gold recorded its largest single-day increaseThe Federal Reserve announced as scheduled to maintain interest rates unchanged, stating that inflation remains slightly elevatedMeta's revenue outlook for the quarter exceeds expectations, providing support for large-scale artificial intelligence spendingTesla's fourth-quarter performance exceeded expectations, rising nearly 4% in after-hours tradingMETA's fourth-quarter revenue increased by 24% year-on-year, rising over 7% in after-hours tradingTesla's fourth-quarter revenue is $24.9 billion, expected to be $25.11 billionMicrosoft's revenue for the second fiscal quarter was $81.27 billion, while analysts expected $80.31 billion.
Intelligent Cloud revenue was $32.91 billion, with an expectation of $32.39 billionMeta's fourth-quarter revenue was $59.89 billion, while analysts expected $58.42 billion.
The expected revenue for the first quarter is between $53.5 billion and $56.5 billion, with analysts expecting $51.27 billionWhat changes are there in the full comparison of the Federal Reserve's January meeting statement?The Federal Reserve paused interest rate cuts as scheduled, with two dissenting votes, and Fed Chair nominee Waller supports a further cut of 25 basis pointsPowell: Interest rate hikes are not a fundamental assumption for anyone's next actionsThe Federal Reserve remained on hold as expected, U.S. stocks fluctuated little, and gold surged to a new highThe Federal Reserve remains on hold. The decision statement indicates that governors Waller and Mester lean towards a 25 basis point rate cutASML (Trans): Outlook weighed by customer fab build-outs; most new orders are for 2027 deliveries.Analyst: Apple's AI roadmap remains the top concern for investorsThe euro breaks above the 1.20 mark, reaching a five-year high, as the bullish frenzy leaves the European Central Bank "in a dilemma."The demand wave for artificial intelligence data centers surpasses NVIDIA, leading to a rise in chip manufacturers' stock pricesThe social media addiction lawsuit against Meta and YouTube advances to trialEDU (Trans): Market Share Up, Pursuing High-Quality GrowthAmazon closes Fresh and Go stores and expands Whole Foods MarketThe football grand year has arrived, and adidas is making a significant bet on the "Scottish Premiership."Bescent: The United States has consistently pursued a strong dollar policy and will "absolutely not" intervene in the foreign exchange market to support the yenRieder has donated to Trump's opponents and senior Democrats, which may complicate his bid for Federal Reserve Chair