The U.S. Treasury Secretary stated that the President has the authority to "intervene" in the Federal Reserve and has always supported a strong dollar policyMeta's next-generation AI model Avocado has completed pre-training, internally referred to as the "most powerful" foundational modelOvernight news on February 5: AMD plummets, dragging the Nasdaq lower; Chinese concept stocks decline; US-Iran negotiations change; oil prices rise and gold prices fluctuate; Google's annual revenue exceeds $400 billionReminder: Please pay close attention to the following (all times are in Beijing time)Overnight U.S. Stocks | S&P 500 Index Falls for Two Consecutive Days, AMD Plummets Over 17%, Bitcoin Once Dropped Below $72,000Besant Hearing "Mars Four Stars": Denies that tariffs cause inflation, reiterates strong dollar, holds the Federal Reserve accountable, and is criticized as a Trump lackeyTop 20 U.S. stock trading volumes on February 5: AMD plummeted 17.31%, weak earnings outlook led to its declineGoogle's revenue will exceed 400 billion in 2025, with cloud business becoming the core growth engineFebruary 5 closing: S&P index falls for two consecutive days, AMD drags down NasdaqAlphabet, Google's parent company, reported fourth-quarter revenue of $113.83 billion, exceeding analysts' expectations of $111.4 billion. Google Cloud revenue was $17.66 billion, above the expected $16.2 billionThe worst since 2017! AMD plummets 17%, is the earnings report guidance the culprit?The sharp decline in tech stocks spreads, storage chip giants face a "collective stampede"! Sandisk drops over 10% during tradingNVIDIA is caught in a software stock sell-off, with its stock price falling for four consecutive days, but one analyst claims this is unreasonableAMD's stock price plummets, disappointing investors with its earnings reportSummary of Key Points from U.S. Treasury Secretary Yellen's House HearingThe worst since 2018! AMD dropped 17% during the session, is the earnings report guidance the culprit?Uber（纪要）: 3P 模式才会是无人网约车的最终赢家The U.S. Department of Labor will release the January non-farm payroll report next WednesdayUber：好业绩也暴跌，真会被特斯拉 “抄家”？NVIDIA-invested AI voice startup ElevenLabs completes a new round of financingMorning: Tech stocks face another sell-off, AMD drops over 14%The US January ISM Non-Manufacturing Index hits a new high since 2024According to reports, Zhongcai Futures shorted silver before the recent price crash, making a profit of over 500 million dollarsAmazon AI assistant Alexa+ is now available to all users in the United StatesThe U.S. Treasury Department maintains the bond issuance scale unchanged and will not increase the issuance of medium- and long-term bonds in the coming quartersCould the plummet in software stocks trigger the next round of credit crisis?Amazon may adopt a customized OpenAI model for AlexaWho is mass-producing "low-quality" prospectuses in the Hong Kong stock market?Significant slowdown in employment! In January, the ADP employment number in the United States increased by 22,000, lower than the expected 45,000In January, the U.S. ADP employment increased by 22,000, expected 45,000, previous value 41,000Uber's pre-market once plummeted 10%! Q4 bookings surge but profit concerns loom, new CFO signals "focus on Robotaxi" | Earnings report insightsMetal surge exacerbates inflation concerns in the U.S.! Barclays estimates: for every 10% increase in metal prices, CPI rises by 0.3%Google's Q4 financial report is imminent! The $4.1 trillion market value faces scrutiny, and performance growth needs to support valuation expansionU.S. Stock Market Outlook | The three major stock index futures are mixed, as the market awaits the U.S. Treasury's debt issuance plan and ADP data, with Alphabet set to release its earnings report after hoursWeight loss drug sales explode! Eli Lilly's Q4 revenue increased by 43% year-on-year, net profit grew by 50%, and the revenue guidance for 2026 is between $80 billion and $83 billion | Earnings report insightsSpaceX is not a "cash machine"! Analyst: Integrating xAI may bury financial risks for the aerospace giantNASDAQ plans to introduce "Fast Track Inclusion" new rules to address large IPOs like SpaceXMorgan Stanley's commentary on Lumentum's financial report: Gross margin exploded, and more importantly, CPO secured a major order!Novo Nordisk's European stock plummeted 18%, CEO admits: facing "unprecedented pricing pressure" in 2026Wall Street comments on AMD's earnings report: Operating expenses limit profitability, market focus shifts to AI rack scale in the second half of the yearAmazon intensifies its physical grocery business, deepening competition with WalmartEli Lilly's fourth-quarter revenue was USD 19.29 billion, a year-on-year increase of 43%. The expected full-year revenue is between USD 80 billion and USD 83 billion, with market expectations at USD 77.71 billionBreakthrough 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 corner