AI demand, simulation chips, and storage are all heating up! UBS provides a comprehensive analysis of US semiconductor stocksLi Xiang hopes to win againCisco launches new AI networking chip to directly compete with Broadcom and NVIDIAZhejiang Merchants Securities: Google raises capital expenditure for 2026, TPU PCB suppliers are expected to benefit firstAmazon discusses creating an artificial intelligence content marketplace with publishersIn January, India's gold ETF net inflow reached 240.4 billion rupees, surpassing the stock market for the first time in historyByteDance AI Actions Boost Market; Google Issues 100-Year Gilt Bond | Daily News RecapAfter investing $18.5 billion to partner with Stone Group, AstraZeneca's earnings per share are expected to increase by double digits$20 billion is not enough! Alphabet issues Swiss franc bonds to borrow globally for its $185 billion AI ambitionsAlibaba's move this time focuses on embodied intelligence, aiming at deep environmental understandingBaidu launches the "O Plan": from search to "intelligent agent scheduling"Revenue down 10%, profit down 40%! Gucci is deeply mired in winter, Kering hopes for a turnaround in 2026Elon Musk's trillion-dollar gamble: Sending AI data centers to the sky, is it a genius idea or a sci-fi bubble?Evaluation surpasses Google and NVIDIA! Alibaba releases RynnBrain robot large model: enabling robots to have a "thinking brain"Wall Street "reduces holdings in the U.S.": Over $50 billion flowed into international ETFs in January, shifting towards China, Japan, and EuropeBenchmarking Microsoft? Amazon plans to launch an AI content trading platform to assist publishers in "pay-per-use" for large modelsReviewing the price increase in the lithium battery industry chain: The current point in time is similar to Q4 2020, with both volume and profit expected to riseTencent Mix Yuan open source 0.3B edge model memory usage only 600MBIs Japan's "Iron Lady" controlling the fate of the US stock market and the yen?When POP MART squeezes out the "bubble" - from "super IP establishment" to "global evergreen"Foreign capital accelerates allocation to China! QRT fund expands tenfold in one year, with a scale exceeding 2 billion USD and a return rate of 98%Taiwan Semiconductor's January sales amounted to NT$ 401.26 billion, a year-on-year increase of 36.8%Taiwan Semiconductor's January revenue surged 37%, indicating that global artificial intelligence spending remains strongThe next round of Doubao is coming, and the AI battle for the Spring Festival is becoming increasingly livelyRay Dalio's latest in-depth interview: The United States is on the brink of order collapse and civil war, and gold is the only safe haven arkAs the next round of chip tariffs is about to be announced, Trump aims to stabilize AI investments! Large tech companies may be exemptedWhich real estate data is improving?China Galaxy Securities: The supply and demand relationship in the food and beverage industry is expected to improve, optimistic about price recovery-related opportunitiesChina's AI War: The "Hundred Models Battle" has ended, and the largest profit pool belongs to the big companies. How will KNOWLEDGE ATLAS and MiniMax break through?Sources: The United States requires South Korea to approve applications related to Google Maps dataMorgan Stanley: Downgrades LI AUTO-W rating to "Underweight," prefers Geely Auto and SINOTRUKElon Musk's "designated" investment banker is "in position," preparing for the world's largest IPOUnderstanding the Market | INNOSCIENCE rises over 7% as the company officially enters the Google AI server and data center supply chainPE giant Apollo provides $3 billion in financing to purchase NVIDIA chips for leasing to xAI"Annual sales of 400 million pieces!" After the "Labubu era," can POP MART's high growth be sustained?After 13 years of service, core executives leave, and Tesla is mired in a triple crisis of sales, brand, and leadershipThe California Clean Truck Incentive Program reportedly reserves $165 million in funding for Tesla SemiHuayuan Securities: Uncertainty in tariffs restricts the path of global central bank interest rate cuts, and a super cycle for commodities is expected to arriveThe midpoint rate hits a new low, should we hold foreign exchange for the holiday?U.S. media: Trump said he "made a big mistake" in the decision-making of the Federal Reserve chairman candidate during his first termThe key catalyst for the long bull market in US stocks is coming! Giants like SpaceX and OpenAI are gearing up, and Goldman Sachs bets that 2026 will be a big year for IPOsUBS: Li Auto-WL9 is about to be renewed, catalyzing a revaluation, reiterating a "Buy" ratingThe chairman of South Korea's SK Group held a "fried chicken meeting" with NVIDIA CEO Jensen HuangTrump: If Walsh leads the Federal Reserve, the U.S. economic growth rate "could exceed 15%"Silicon Valley "Fried Chicken Talks": SK Hynix Chairman meets Jensen Huang to secure 55% HBM4 market share and initiate AI infrastructure collaborationTrump: Choosing Walsh can bring a 15% growth to the U.S. economyAfter-hours surge of 15%! "Optical interconnection giant" Credo's Q3 revenue guidance crushes expectations, with full-year growth expected to exceed 200%CITIC Securities: Maintains an optimistic outlook on precious metals and non-ferrous metal prices