A new global "industrial cycle" is emergingAI strikes the "hard-hit area," Indian IT stocks have collapsed, is India's export engine about to stall?After "Doomsday Bunker," Apple acquires independent IP: $70 million for "Life Cutting Technique"APP (Trans): Highly confident vs. Meta
---UBS rushes ahead of NVIDIA's earnings report: target price raised to $245, with Blackwell contributing $9 billion in revenue as the biggest highlightIgnore the strong non-farm payrolls! Hedge funds turn bullish on Japan, making a big bet on the yen strengtheningFamous hedge fund Gusu Capital CIO: The AI bubble will have to wait until OpenAI goes public, thinking not about short-term speculation but about the world pattern in 3-5 yearsMeituan upgrades "Ask XiaoTuan" AI butler to create dining, entertainment, and leisure guides for users and automatically issue couponsWho Crushed U?---The AI computing power competition ignites super orders! Liquid cooling leader Vertiv's quarterly orders surged by 252%, and the 2026 performance guidance exceeded expectationsNetEase's quarterly report falls short of expectations, but the actual performance is better?Micron CFO is confident in HBM, storage stocks rise across the boardWall Street receives a big gift: The Federal Reserve plans to "lighten the load" for banks, with batch cancellations of rectification ordersChina's large model "Spring Festival 档" is launched! Waiting for consumer-grade AI to produce "blockbusters"APP: Haunted by 'ghost stories'—even strong results can't hold?
---Omdia: In Q4 2025, the global smartphone market is expected to grow by 4% year-on-year, with Apple leading the market with a 25% shareBoth the financial report and guidance exceeded expectations, yet the "AI application hot stock" AppLovin's stock price still plummetedThe "Robotaxi Commercialization Competition" has kicked off, and Waymo has set its "KPI for this year": 1 million orders per week in the U.S. market!McDonald's Q4 revenue surged, with U.S. same-store sales jumping 6.8%, as low-price strategies attract "cash-strapped" consumers | Earnings Report Insights10% weight heavy position enters! Pershing Square bets big on Meta's "AI inflection point," Ackman calls it the strongest AI beneficiaryxAI All-Hands Meeting: Musk Restructures Four Major Teams, Launches "Giant" Project to Challenge Microsoft, Plans to Build Satellite Factory and Data Center on the MoonElon Musk's Valentine's Day "self-castration"! For personal gain, or for the benefit of all humanity?Non-farm payrolls hit a new high in over a year but fail to save the market! AI panic trading dominates U.S. stocks as the S&P 500 misses a historical highCryptocurrency lending platform BlockFills suspends customer withdrawals, evoking the tragic memories of "FTX collapse" in the crypto communityARR revenue exceeds $400 million, "Europe's OpenAI" sees revenue surge 20 times in one yearBreakfast | The U.S. January non-farm payroll report is strong, market interest rate cut expectations are pushed back, and the three major indices opened high and closed low10% position, $2 billion heavy bet! Bill Ackman "bottom-fishing" MetaFrom Goldman Sachs to Blackstone, Wall Street giants are all here to support: Software will not collapse"The next AI victim" has emerged, real estate service stocks have been sold off, marking the largest single-day decline since the pandemicCisco's revenue last quarter hit a record high, with AI demand supporting an upward revision of the full-year guidance, but the gross margin for this quarter is expected to be weak, falling over 7% in after-hours trading | Earnings Report InsightsTesla launches site selection for photovoltaic manufacturing base, Morgan Stanley analysis: aligns with its own space strategy, enhances long-term valuationReminder: Please pay close attention to the following (all times are in Beijing time)"Non-farm payrolls are not weak" suppresses interest rate cut expectations, market reassesses Federal Reserve policy pathTop 20 U.S. stock trading volumes on February 12: Bill Gates claims "never interacted with any victims"Apple's new Siri release delayed again? Reportedly, testing has exposed issues, and some features may be launched in SeptemberRegulatory pressure eased, tone shifted! The Federal Reserve will relax requirements for banks to rectify deficienciesThe two-year U.S. Treasury yield rose by about 5.8 basis points on non-farm payroll dayCisco's performance is improving, raising full-year revenue expectations, and quarterly guidance exceeds expectationsApple's plan to launch a new version of Siri faces setbacks, with several highly anticipated features potentially delayed for releaseHow 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 day