Breakthrough in the off-season! Tesla's sales in China have increased for three consecutive months, with nearly 70,000 deliveries in January, a year-on-year increase of 9%With the Japanese election approaching, the Liberal Democratic Party is likely to achieve an "overwhelming victory," and hedge funds have already shorted the yen in advance!The Eurozone's January CPI further cooled to 1.7%, the lowest level since September 2024, with market expectations that the European Central Bank will "stay put" at this week's meetingJP Morgan comments on Palantir's earnings report: The company's guidance is too conservative, and $10 billion in revenue is just around the cornerOn February 4th, XIAOMI-W spent HKD 146 million to repurchase 4.3 million sharesIs the gold bull still on? Analysts: The previous two bull markets experienced multiple significant corrections, and declines present good opportunities to increase positionsBring gold back to the country! Germany is hoarding gold on a large scale, casting a vote of no confidence in the global monetary systemOn February 3rd, XIAOMI-W spent HKD 104 million to repurchase 3 million sharesXPeng bets on "Physical AI""Self-owned No. 1" changes ownership?JP Morgan warns: Global copper inventories have doubled, and short-term copper prices may face consolidationGuotai Junan Securities: The dollar index's phase rebound has weak sustainability, continuing to be optimistic about the Hong Kong stock spring marketNew AI tools trigger software selloff; WeChat cracks down on Yuanbao violating links | Daily News RecapSAIC Volkswagen is ready to compete fiercely with new forces1932 was the same! High concentration in the US stock market is not scary; the real danger is being too expensiveThe "liquidity illusion" behind prosperity: Canada's new regulations and Australia's interest rate hike resonate together, and liquidity in 2026 is not a one-sided easingApple Xcode finally introduces AI, "Agentic Coding" invades the "Apple ecosystem" developer strongholdLocal Two Sessions Conclude: Signals Beyond GDP TargetsCentral Bank: Focus on supporting the expansion of domestic demand, technological innovation, and key areas such as small and micro enterprisesIt is reported that Tesla is still advancing the development of CarPlayPrice increase of 10%! Samsung's wafer foundry is considering raising prices for 4nm and 8nm processesThe EU announces an investigation into Goldwind, and the Chinese side respondsA wake-up call: NVIDIA's reassessment of OpenAI, why should it most concern Microsoft?Will the next financial crisis be triggered by Walsh?Valuation exceeds $100 billion! JP Morgan initiates coverage on Waymo: predicts order volume will exceed 277 million by 2030, with a CAGR of up to 79%Citi: Expects Tencent's gaming business to maintain double-digit growth this year, with advertising business rising by 20%NVIDIA's Jensen Huang refutes concerns that artificial intelligence will replace software tools, while the company's stock price sell-off intensifiesAMD Frankfurt-listed stock fell over 6%$20 billion! NVIDIA plans to initiate the largest investment in history, breaking the deadlock in cooperation with OpenAIProsus signs a major AI cloud services deal with Amazon, expected to achieve "double-digit" cost savingsOpenAI Codex evolves again: reasoning speed increased by 40%, significantly reducing programming latencyInvestors find valuations too expensive! Tether's fundraising target cut from $20 billion to $5 billion, even the top stablecoin "backs down"?Understanding the Market | LI AUTO-W is currently up over 5% as the company accelerates its AI transformation and comprehensively lays out embodied intelligenceScared of being borrowed! Banks are eager to find a "buyer" for Oracle's $56 billion debt, with insurance funds and private equity stepping inAMD (Trans): LT outlook unchanged; MI500 slated for 2027.The U.S. AI chatbot war: ChatGPT's market share fell from 69.1% to 45.3%, Gemini rose from 14.7% to 25.1%, and Grok increased from 1.6% to 15.2%Hong Kong Stock Midday Review | Hang Seng Index fell 0.41% in the morning session, Tencent dropped over 3%, dragging down blue chipsMusk Super Complex: SpaceX + xAI…… + Tesla?Citadel economists discuss Waller: The Federal Reserve may not cut interest rates for the next year, and the dollar bear market is pausedIntel enters the GPU market!NVIDIA's Jensen Huang actively predicts: AI as the "driving force behind the energy crisis" is not to be feared and will ultimately drive down energy pricesSticking to the principle of "not disturbing users," WeChat has finally taken action on the Yuanbao red envelopeUnderstanding the Market | Tencent Holdings falls more than 3% as WeChat announces action against illegal links to YuanbaoThe biggest impact of AI on SaaS currently: AI is not consuming your product in terms of functionality, it is consuming your budget financiallyConcerns over intervention fade, hedge funds restart "short yen" tradesMizuho warns: If the Federal Reserve significantly reduces its balance sheet, it will be forced to intervene more frequently for "firefighting" measuresUnderstanding the Market | Drinda shares rise over 6% as reports indicate Musk's team secretly visits multiple photovoltaic companies in ChinaThe escalation of tensions between the U.S. and Iran and the decline in inventories boost international oil prices, leading U.S. oil and gas stocks to riseEarning 50,000 yuan in one month and losing 20,000 yuan in another day, actress Zhao Jiaxin shares her fund returns: every day upon waking, she studies gold, aerospace, semiconductors, and AI