CICC expects a year-on-year net profit increase of 50%-85% in 2025, with significant advantages in the integration of "investment + investment banking + research"｜Financial Report InsightsGoldman Sachs and Citigroup evaluate Apple's financial report: Performance exceeds expectations, 2.5 billion active users are expected to support a new cycle for iPhoneAfter crossing the WanDian Wharf, GUOQUAN aims to create a "Chinese version of Sam's Club."中国消费级 AI“激活年”，AI 应用胜负未定，摩根大通更看好 “二阶受益者”Sold out in 10 minutes! ZIJIN MINING's $1.5 billion convertible bonds received 8 times oversubscription52,000 people! Major American companies are intensively laying off employees this week, aiming to reduce costs with AI"Money can't buy"! Samsung, Micron, and SK Hynix join forces to "limit sales" and strictly prevent downstream stockpilingBank of America raises Meta's revenue forecast for 2026 and provides four major risk warningsThe weakening of the US dollar triggers a "major repositioning": Emerging markets surge by 11%, with a market capitalization increase of $1 trillion, and stock markets in multiple countries rise by over 20%Morgan Stanley lowers Tesla's target price: The "burning cash" model will impact short-term profits, and free cash flow is likely to turn negativeDon't just focus on Azure! Morgan Stanley supports Microsoft: cRPO increased by over 39% + Copilot is about to explode, the company's long-term growth logic remains unchangedTesla's "solar ambition" becomes First Solar's "nightmare" as stock price plunges 10% and is downgraded by BMOIs AI monetization just the beginning? Morgan Stanley significantly raises Meta's target price: Q2 advertising revenue is expected to surpass Google Search for the first timeSamsung SDI's U.S. subsidiary has obtained a battery supply contract, suspected to supply Tesla's energy storage system businessMetal market "the darkest hour": LME delayed opening due to malfunction, copper prices fell sharply by 4% after hitting a historic highApple will prioritize the launch of high-end iPhones in 2026The first rate hike in 2026? The Reserve Bank of Australia may take counter-cyclical action next Tuesday, leading to a surge in Australian dollar bullsIndonesia's stock market "bloody week": multiple crashes, circuit breakers, exchange CEO "resigns to apologize"Montage Technology plans to go public in Hong Kong with a maximum fundraising of HKD 7 billionWorrisome signals? Asia's gold ETF inflows hit record highsIs a major reversal in oil prices coming? Barclays: "The surplus crisis" is an illusion, and a bull market in crude oil is about to begin!Tesla Stock Dips as Investors Weigh Its Fourth-Quarter Results: Is This a Buying Opportunity?Western Digital conference call: 2026 production capacity sold out, long-term contracts signed until 2028, AI inference is reshaping the HDD valuation systemReviewing half a century of data: What usually happens when gold's short-term increase exceeds 20%?META (Follow-up call Trans): Most capex translates into post-2027 capacityThe U.S. Secretary of Commerce wants to "dig" into Europe's core enterprises! Mercedes-Benz CEO: Europe is going to compete!Hong Kong Stock Midday Review: Hang Seng Index fluctuates at low levels in the morning, precious metal concept stocks collectively declineGoldman Sachs Quick Comment on SanDisk's Quarterly Report: Performance Exceeded "Already Very High" Expectations"Revenue + Profit" both exceeded expectations, but why did chip equipment manufacturer KLA decline? | Earnings Report InsightsAAPL (Trans): New Siri to partner with Google; in-house R&D remains a priorityCost reduction and efficiency improvement finally show results! FedEx's stock price hits a record high, shedding its identity as a "tariff victim."The GPT moment for AI interactive games has arrived! Google Genie 3 first test! So awesome!Tokyo CPI in Japan has declined for two consecutive months, with lower energy and food pricesTrump: Will announce the Federal Reserve Chair nominee on FridayRobotaxi welcomes significant catalysts! Mercedes-Benz collaborates with NVIDIA and Uber to jointly deploy a global Robotaxi fleetAmazon's "dual-line bet" on AI dominance: abandoning exclusive partner Anthropic to invest in OpenAI, the trillion-dollar cloud market battle intensifiesApple makes a comeback in the Chinese market, achieving the highest quarterly sales in four yearsApple conference call: More personalized Siri will be launched this year, storage price increase +3nm capacity tightness becomes Q2 gross profit pressureSanDisk conference call: "Data centers will become the largest market for NAND," CEO says "unable to meet demand" but refuses to blindly expand productioniPhone Rocks, with Gemini Teamup — Is Apple’s AI Era Finally Coming?The ultimate suspense is about to be revealed! Trump suddenly changes plans and announces that the nominee for Federal Reserve Chair will be revealed on Friday morningApple's impressive performance faces "cost clouds"! Cook warns: Rising storage chip prices may drag down gross margin in the new quarterReport: SpaceX and xAI are in discussions about a merger, aiming to complete it before a possible IPO this yearBitcoin vs GoldApple stated that chip supply shortages limited iPhone sales in the first fiscal quarter"You may never encounter this market again"! Commodities are rising one after another, and Chinese investors have "sent copper flying."