Hong Kong Stock Market Review: A Poor Start港股马年首个交易日：恒科指跌超 2%，大模型和存储逆势大涨，智谱大涨近 43%，机器人概念股爆发"Curve Investment" SpaceX IPO, this Korean brokerage stock has surged 200% this year!Amazon has now become the largest company in the United States, reflecting on its 17-year journey to surpass WalmartStarting at $59,990! Tesla lists the cheapest Cybertruck, and the most expensive Cyberbeast has also seen a price dropTesla lowers the price of the Cybertruck Cyberbeast version in the United StatesHong Kong stock technology stocks show differentiation: "AI newcomers" are favored, while "monetization concerns" drag down internet giantsThe "Chinese Sample" of AI Healthcare: Under the profit surprise, why can HEALTHYWAY INC benchmark against the $12 billion valuation of Open Evidence?Will Japan's overseas capital "return on a large scale"?Intel foundry – the last "opportunity window"Tesla launches a cheaper Cybertruck model in the United States, priced at $59,990A comprehensive understanding of the global market from 2026 to the present: What is rising? Why are U.S. stocks struggling? Will this trend continue?NVIDIA is close to reaching a $30 billion investment agreement with OpenAI, replacing the $100 billion deal announced last yearLearning from NVIDIA stimulates chip sales, AMD guarantees loans for "AI Cloud"The effects of the "tariff war" in its first year are not significant! The United States saw record highs in both imports and goods trade deficit last yearHong Kong stock market's first trading day of the Year of the Horse: Hang Seng Index opened down 0.18%, Hang Seng TECH Index opened nearly 0.7% lowerWalmart's fourth-quarter earnings report exceeded expectations, but the profit guidance fell short of expectations. The CEO stated, "Low-income families in the U.S. can only barely make ends meet."Google suddenly released Gemini 3.1 Pro: core inference performance has doubled directlyMeta is reportedly reducing stock awards for most employees by 5% to fund the achievement of AI goalsThe preliminary GDP for the fourth quarter in the United States is about to be released, and the market generally expects the economic growth rate to be significantly lower than the previous quarterOvernight U.S. Stocks | Three Major Indices Closed Lower, S&P 500 Index Nearly Erased Year-to-Date GainsConcerns about technology stocks have eased, and the stock markets in Japan and South Korea opened higher and continued to rise, with Samsung Electronics up 5%. The yen weakened to 154, and rising geopolitical tensions pushed up gold and oil pricesInvesco and Kameniak short U.S. Treasuries, pessimistic about the Federal Reserve's rate cut spaceTop 20 U.S. stock trading volumes on February 20: NVIDIA announces the release of an unprecedented new chip in MarchHas the firm interest rate cut faction in Trump's camp wavered? Federal Reserve Governor Michelle Bowman: Improvements in the labor market could lead to fewer rate cuts this yearAmazon's annual revenue surpasses Walmart for the first time, as the retail giants ramp up the AI competitionPrivate credit "trouble" signal? Blue Owl restricts redemptions, sells loans, stock price hits a two-and-a-half-year lowNo need to panic about the sharp drop in cryptocurrency prices? The Trump family's cryptocurrency platform holds a conference at Mar-a-Lago, and Wall Street's attitude shiftsThe U.S. trade deficit widened in December, recording one of the largest deficits since 1960 for the entire yearChip startup Taalas raises $169 million to develop AI chips to challenge NVIDIABarclays Survey: Google's Bond Issuance This Year Expected to Lead Among Major Cloud Service ProvidersNVIDIA's Q4 earnings report is about to be released, and Oppenheimer expects it to exceed market expectations, reiterating its "outperform" ratingMeta partners with NVIDIA to expand long-term artificial intelligence developmentAmazon surpasses Walmart to become the world's top revenue earnerThe labor market remains resilient! The number of initial jobless claims in the U.S. unexpectedly fell to a new low in over a month last weekHedging while riding the AI wave! The U.S. utility sector has transformed from "dull blue chips" into an investment darlingIs Trump "overconfident" or "putting on a show" regarding Iran and oil prices?Google will help Singapore's Winter Sea Group build an AI shopping intelligenceSamsung Electronics' stock price soars to a historic high! Report: The company plans to significantly raise the price of its HBM4 chips by 30%Foreign capital sweeps Japanese stocks, with net purchases in a single week reaching the highest level since 2014!Global fiscal stimulus "loud thunder but little rain"? UBS expects it to contribute only 8 basis points to GDP growth in 2026Google collaborates with Shopee's parent company Sea to develop AI tools for e-commerce and gamingHawkish expectations rise! Most economists predict that the Bank of Japan will raise interest rates ahead of scheduleTesla claims that the cumulative mileage of the FSD supervision version has exceeded 8.2 billion milesDisagreements within the Federal Reserve persist! The interest rate outlook remains unclear as the dollar moves away from recent lowsJensen Huang predicts "unprecedented" new chip products, the next-generation Feynman architecture may become the focusSamsung and SK Hynix "adjust strategy": New storage factory production plan advanced