How does Wall Street view January's non-farm employment? The first interest rate cut is postponed until July, and the "New Federal Reserve Communication Agency" expects a longer pause in rate cutsThe yen rose more than 0.8% on non-farm payroll dayPanxing Square disclosed a large-scale position in Meta, indicating that the market underestimates the upside potential brought by artificial intelligenceThe US Dollar Index surged and then retreated on Non-Farm Payrolls dayMeta will invest over $10 billion in a data center in Indiana, USAThe yield on German bonds surged and then retreated on the U.S. non-farm payrolls day, with long-term German bond yields falling by more than 3 basis pointsSHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through paymentsUK bond yields fell across the boardSHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane?
---Profit to the left, net assets to the right: Analyzing the "surface" and "substance" of the performance of unlisted life insurance companiesThe cryptocurrency market has declined, and the U.S. non-farm payroll report has brought a sharp rise and fall to small-cap coinsAsk and Buy: Google Integrates AI Shopping Features into Search and GeminiKansas City Fed President: Inflation Remains Above Target Level, Should Maintain a "Slightly Restrictive" Interest Rate StanceCitigroup warns: The British Pound's "most vulnerable moment" is in May, as political turmoil and interest rate cut expectations put it under dual pressureMeta and YouTube face "addictive" lawsuit allegationsNTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedFederal Reserve's Schmid: Need to cool inflation through restrictive policiesAstera Labs' stock price fell over 16% after the earnings report, with investment banks focusing on the collaboration with Amazon and the profit structureNTES: The 'Pig Farm' Must Still Tough It Out
---Humanoid robot startup Apptronik raises $520 million with investments from Google and Mercedes-BenzFar exceeding expectations! The U.S. added 130,000 non-farm jobs in January, and the unemployment rate unexpectedly declined, cooling market interest rate cut expectationsSummary of Key Points from the U.S. January Non-Farm Payroll ReportGlobal news you need to know before the U.S. stock market opens on WednesdayWall Street analysts: The plunge is excessive, U.S. software stocks have fallen into a "golden pit"Quick Review of U.S. Non-Farm DataArbitrage "time bomb" ticking, the yen's unusual movement may be the signal for a global asset shiftOPEC Monthly Report: In January, the oil production of OPEC member countries significantly declined, maintaining the demand forecast for this year and next year unchangedAfter the release of the U.S. non-farm payroll data, U.S. stock futures surged in the short termIn January, the U.S. non-farm payrolls increased by 130,000, expected to be 65,000, and the previous value was 50,000Oil prices rose over 2% during the day, reports: Trump is privately considering withdrawing from the US-Mexico-Canada AgreementMorgan Stanley "violently" raised the target price for Micron to $450: As long as AI demand remains strong, the impact of Chinese production capacity and overheated capital expenditure are not issues!U.S. Stock Market Outlook | Three Major Index Futures Rise Together, Gold Returns to $5,100, Non-Farm Payroll Data Hits TonightTonight, the "bad news" from non-farm payrolls is the "good news" for the US stock market?Congo's copper exports grew by 10% last year, while cobalt exports fell by nearly 80%Wall Street Survey: The Federal Reserve will start cutting interest rates in June, and Waller's policy may lean towards easingWhen devaluation expectations encounter the commitment of a "strong dollar," who will become the "scapegoat," Bostic or Waller?Goldman Sachs Q4 "Selective Investment" in the Technology Sector: Favoring Apple and Google among Tech Giants while Reducing Holdings in Two Major Digital Token ETFsAmazon Pharmacy will expand its same-day delivery service to approximately 4,500 towns in the United StatesIs the new model from DeepSeek here?Goldman Sachs Global Macro Forum: Expects Asia-Pacific stocks to perform strongest in 2026, with tech stocks remaining the leadersU.S. non-farm employment growth in January is expected to pick up slightly, but the labor market remains "frozen" under the pressure of tariffs and immigration policiesIn a sluggish stock market, Indian investors are turning to a frenzy of buying gold and silver ETFs