AI computing power and storage demand explode, semiconductor equipment welcomes a super cycle! Applied Materials' performance outlook crushes expectationsBreakfast | AI concerns compounded by CPI uncertainty, U.S. stocks and commodities fall together, risk aversion sentiment risesZhitong Hong Kong Stock Early Knowledge | The National Film Administration and the Ministry of Commerce organize the "Film +" comprehensive consumption pilot project, precious metals plummet significantlyAI panic spreads, tech stocks drag down US stocks again, real estate stocks suffer heavy losses for consecutive days, Apple evaporates $200 billion in one dayNVIDIA's 16-year lease agreement boosts data center bond issuance, as the AI infrastructure lending boom shifts to the "junk bond" marketInstitution: China's smartphone sales in January fell by 23% year-on-year, while Apple grew against the trendInterest costs are consuming fiscal space Analysts: US Treasury yields are being "artificially elevated"Gold and silver plummeted on Thursday, triggered by algorithmic trading sell-offs due to a sharp decline in U.S. stocks?February 13th, Top 20 U.S. Stock Trading Volumes: Cisco Plummets 12.3%, Rising Memory Prices Pressure Its PerformanceNorth American sales are recovering, but comparable sales growth is below expectations; L'Oréal S.A. sees the largest intraday drop in nearly 6 years | Earnings Report InsightsThe 30-year U.S. Treasury yield fell by 8 basis pointsThe ultimate test scores have reached a new high, Google Gemini 3 has undergone a major upgrade in its deep thinking model, targeting scientific research and engineering applicationsWith supply surging and demand growth slowing, global crude oil inventory increases in 2025 reach the highest level since 2020NVIDIA is being cornered: OpenAI releases Cerebras chip-supported model for the first timeWaymo, a subsidiary of Google, has begun deploying the next generation of Ojai autonomous taxisThe Russell 3000 Trucking Index in the US stock market plummeted by 7%UBS: Expects demand for humanoid robots to reach 30,000 units by 2026, with significant volume production likely in 2027-2028How will the central bank respond to the wave of currency exchange and appreciation?In the cold winter, the total number of existing home sales in the U.S. in January saw the largest decline in four yearsThe expectation for tech IPOs is heating up, but has Wall Street's main battleground shifted to the bond market?The number of initial jobless claims in the United States fell last week, showing signs of stabilization in the labor marketA "sweetness crisis" triggered by weight loss "miracle drugs": sugar prices have halved, and even Magnum ice cream is struggling to sell!The European Central Bank may maintain a 2% interest rate until 2027, and cooling inflation is unlikely to shake its neutral stanceApple employees confirm: iPhone 16e inventory has "run dry," countdown to 17e release beginsGlobal news you need to know before the U.S. stock market opens on ThursdayGoogle's parent company issues century-long pound bonds, raising concerns about debt-fueled AI arms raceMicrosoft readjusts its relationship with OpenAI: shifting focus to AI "self-sufficiency" and strengthening self-developed cutting-edge modelsThe "traditional economy" sector of the US stock market makes a full comeback! The transportation industry becomes an "anti-AI" sector: irreplaceable by AI, strongly outperforming the marketOracle's most pessimistic assumption: If all AI data center contracts are terminatedBoth the Japanese and South Korean stock markets hit new highs, with Samsung Electronics rising to a record highOn February 12th, XIAOMI-W spent HKD 148 million to repurchase 4.05 million sharesWhat doubts are behind the unexpectedly strong January non-farm payrolls?Unity (Trans): Vector up 70% YoY in Jan.Hermès' fourth-quarter revenue grew by 9.8%, exceeding expectations, with a strong performance in the U.S. market driving results against the trend | Earnings Report InsightsSnowy study tour to Changbai Mountain! Discussing 2026 asset allocation trends with financial experts like Fu PengSamsung claims to have taken the lead in the competition to supply AI storage chips to NVIDIALenovo aims to use "scale advantages" to combat the rising tide of storage pricesChina's official new regulations on automotive industry pricing: "Significant legal risks exist if the actual factory price is lower than its production cost."Bernstein is bullish on Apple: Memory cost impact is exaggerated, AI will enhance user stickinessSpring Festival trading big red envelope, besides AI, there are also consumption, RMBDeutsche Bank Global CIO: AI is not a bubble, the attractiveness of Chinese assets is risingHua Hong Semiconductor: In the fourth quarter of 2025, sales revenue reached a new high of USD 659.9 million, an increase of 22.4% year-on-year and 3.9% quarter-on-quarter. The profit attributable to the parent company's shareholders was USD 17.5 million, compared to a loss of USD 25.2 million in the same period last year and a profit of USD 25.7 million in the previous quarterInvolving Volkswagen SUVs being exempt from EU tariffs, dairy products being taxed, and close communication between China and the U.S., the Ministry of Commerce responded intensively today!AI vs SaaS: Sell first, ask later, the market only "got it right half the time"?