Tencent officially enters the desktop Agent market, WorkBuddy starts internal testing todayUnderstanding the Market | LI AUTO-W rose nearly 3% and will launch the all-new generation LI L9 Livis version, with a significant increase in the level of intelligence in the new generation modelCICC: Maintains outperform industry rating on MEITUAN-W with a target price of HKD 1252000 亿军备赛！亚马逊为 AI 颠出新高度軟件一起崩？Roblox：有生態閉環，Genie 破不了The Hang Seng Index opened down 1.97%, and the Hang Seng Tech Index fell 2.42%Bitcoin has halved, altcoins have collapsed, and retail investors who believe in the "Trump market" are "footing the bill."The center of the "Software-PE" death spiral, the three giants of American PE continue to plummet, KKR and Blue Owl acknowledge financial challenges in conference callsLearning from history, can Bitcoin still drop significantly?Galaxy Securities: Optimistic about the continued rise of copper prices, the core investment value of copper mines is highlightedCGS: The Federal Reserve led by Waller may initiate a profound shift in the role of central banksCryptocurrency market crash "focal point": MSTR reports huge losses, Saylor says open to "selling coins"The South Korean stock market fell by 5%, and Bitcoin briefly declined to near the $60,000 markCME "the sixth margin increase in this round," gold and silver continue to plunge, with silver falling below the $70 markArgentina's statistics chief resigns, and Milei also wants to "manipulate inflation data"?Breakfast | All asset classes fell across the board! U.S. stocks, gold and silver, cryptocurrencies, and crude oil were all affectedWeak employment data triggers a "risk-off tsunami"! U.S. Treasury yields see the largest drop in months, with rate cut expectations brought forward to JuneCME has raised margin requirements again, gold and silver continue to plunge, with silver dropping 5% and falling below the $67 markSpending big on AI surpasses Google! Amazon's spending guidance for this year unexpectedly exceeds $200 billion, plunging over 10% in after-hours trading | Earnings Report InsightsAmazon's stock price fell nearly 10% in after-hours trading, raising concerns over massive capital expendituresNovo Nordisk plummeted 8%, as the new weight loss pill faced "knockoffs" right after its launch, with telemedicine company Hims introducing a $49 generic versionThe hottest trades on Wall Street are all retreatingPanic in software stocks spreads to Asian stock markets, with South Korean stocks falling over 3%, silver plummeting 16%, and gold dropping below $4,800Cathay Securities and Haitong Securities: With increased market volatility, it is recommended to overweight AH shares, US stocks, crude oil, and industrial commodities in FebruaryBefore inflation falls, there is no rush to cut interest rates. Federal Reserve officials once again signal a "wait and see" approachThe cryptocurrency market faces a new round of bloodbath! Bitcoin breaks the 70,000 mark, and StrategyQ4 reports a net loss of 12.4 billion USDTop 20 U.S. Stock Trading Volumes on February 6: Amazon Expected to Reach $200 Billion in Capital Expenditures This YearAmazon expects its capital expenditures to reach $200 billion this year, far exceeding market expectationsIn the fourth quarter, Amazon's net sales reached $213.39 billion, while analysts expected $211.49 billionWill Waller be sued if interest rates are not lowered effectively? The Besant hearing leaves a question: whether to sue depends on TrumpReuters fell 7%, FactSet fell 10%, Anthropic released a model proficient in financial researchThe European Union plans to relax carbon market reduction rules to alleviate corporate costs and enhance industrial competitivenessAutonomous Driving Review Targets Tesla and WaymoNetflix's acquisition of Warner Bros. Discovery faces Senate inquiryAMD continues to decline after Wednesday's drop, despite exceeding performance expectationsAmazon's earnings report is imminent, and the market is focused on its AI investment informationThe global memory market is facing a severe shortage, with Qualcomm and Arm issuing warnings: chips will squeeze smartphone production capacityBessenet: Trump will decide whether to sue Federal Reserve Chair nominee Waller over interest rates欧央行行长拉加德：通胀比往常更难预测，欧元走强与关税阴影下，欧央行连续第五次按兵不动U.S. December JOLTS job openings hit a more than five-year low, far below expectationsThe China concept index rose by 1.2%, Nio increased by over 7%, and Li Auto rose by about 3%The U.S. job market is facing a winter! Companies' layoffs in January surged by 118%, reaching the highest level for the same period since the Great Recession of 2009"Shorting silver makes a fortune" short essay attracts attention, and the response from Zhongcai Futures has arrived!The blizzard impacts the job market, with the number of initial jobless claims in the United States unexpectedly jumping to 231,000 last weekWhat does the merger between SpaceX and xAI mean? UBS: It opens the "Orbital AI" eraGlobal news you need to know before Thursday's U.S. stock market opensGoogle's "burning money" attack on AI has scared its own stock price, but ignited the semiconductor ecosystem: Are NVIDIA and Broadcom the biggest beneficiaries?Panic spreads, and selling is triggering more selling