Signals of a "crash-like" correction in tech stocks: The era of rising risk assets has come to an end, and losers will be ruthlessly abandoned!1.6T optical module, Tower collaborates with NVIDIAThe Dow Jones Industrial Average breaks through the 50,000 mark! Trump boasts: Achieved the goal three years ahead of schedule, will reach 100,000 points by the end of his termLaunch 1 million satellites, what does Musk want to do?"The largest power grid in the United States" PJM: The U.S. faces a significant power shortage in the next decade, with a gap of up to 60GWChoosing a Federal Reserve Chairman who is "willing to cut interest rates," has always been "difficult to achieve" for U.S. presidents in history!Gold - Asset Reallocation, Where is the Gold Price Heading?Investors are rushing to increase their stakes! Anthropic's new round of financing is expected to double, with a valuation reaching 350 billion USD!The industry's first rider family hospitalization insurance has been implemented, and Meituan has upgraded its major illness care plan, covering over one million rider familiesOne year after "DeepSeek Moment," the market witnessed the "Claude Impact"This week, investors are "voting with their feet" on capital expendituresExpectations for interest rate cuts rise again as the $30 trillion U.S. Treasury market faces a "data week" testJinglin Asset reduced its holdings in NVIDIA in the fourth quarter, heavily investing in Google, Meta, and PDDOvernight U.S. Stocks | The Dow Jones Industrial Average welcomes a historic moment as Bitcoin surpasses the $70,000 mark, with Strategy rising over 26%The Dow Jones Industrial Average breaks 50,000 points for the first time, setting a new historical high. Analysts: The market has adapted to global uncertainties, and investor confidence is genuinely presentNVIDIA surged nearly 8%! Jensen Huang's latest statement: double, and then double againThe aftermath of the tech stock crash sweeps across Asia-Pacific, with South Korean stocks plunging the most. Bitcoin briefly fell below the 60,000 mark, and silver dropped another 10%Overnight news on February 7: U.S. stocks closed higher, with the Dow Jones Industrial Average surpassing 50,000 points; Chinese concept stocks rose broadly; U.S.-Iran nuclear talks temporarily ended, followed by sanctions on Iran; the U.S. Department of Justice is investigating NetflixBescent and Trump "express loyalty": Clarifying strong dollar policy, reiterating that suing Walsh is a joke, hinting at Powell's dereliction of dutyTech giants spend 650 billion, increasing concerns, Jensen Huang "puts out the fire": AI demand is booming, and the huge expenditure is reasonable and sustainableFDA warns of "swift action," HIMS weight loss drug generic plan thwarted, stock price falls nearly 6%New Trend of Rotation in US Stocks: "Anti-AI" Stocks Become Safe Haven, Tech Stocks are "Abandoned"Hedge funds experienced their worst day in months this week, with more turbulence on the way?The Trump administration is considering an antitrust investigation into home builders, and the residential construction index has turned downBeijing Rural Commercial Bank welcomes a "new helmsman": Bai Xiaodong takes office as Party Secretary, and the candidate for Chairman is eagerly anticipatedJensen Huang stated that AI capital expenditures are appropriate and sustainable, and NVIDIA's stock price ended its consecutive decline and surged significantlyNVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessaryTop Wall Street Analysts' Latest Ratings: Amazon Downgraded, Roblox UpgradedInstitution: The Federal Reserve under the leadership of Jerome Powell can learn from the practices of the Bank of England to stabilize balance sheet reductionConcerns over AI bubble trigger a wave of sell-offs, with U.S. tech giants losing over $1 trillion in market value in a weekTesla's capital expenditure will exceed $20 billion in 2026, and Vice President Tao Lin announced six major investment directionsAlphabet's AI spending plan is seen as a positive for NVIDIATesla Vice President Tao Lin: Willing to open FSD capabilities for use by more car manufacturers, every car in the future should have autonomous driving capabilitiesHow is the implementation of FSD in China? Tesla Vice President Tao Lin: We are actively promoting it, but there is no timetable to announce yetIn February, the University of Michigan's 1-year inflation expectations in the U.S. hit a 13-month low, and consumer confidence roseAI infrastructure concept stocks rebounded, NVIDIA rose 5.6%, Sandisk rose over 6%, CoreWeave rose over 9%, and the China concept index rose 2%Amazon significantly increases AI capital expendituresTesla communication meeting, Tao Lin revealed for the first time: latest details on FSD entering China, Optimus mass production, AI training center, etcAutomobile manufacturing drag, Germany's industrial output in December fell by 1.9% month-on-month, marking the first contraction since August of last yearThe policy has always been consistent! The regulation clearly maintains a prohibitive policy towards virtual currency-related business activitiesAmazon's $200 billion capital expenditure scares its own stock price, but ignites the market for suppliers like NVIDIA and Marvell TechDirect Sales Miracle? BYD's property insurance comprehensive expense ratio drops to 5.21%, achieving first-year profitabilityTrump's new tax law significantly reduced the corporate taxes paid by Amazon美股回调之际现积极信号： 超 75% 标普成份股利润增长，创四年新高