Understanding the Market | Drinda once rose over 14%, institutions optimistic about space photovoltaics creating new growth spaceNVIDIA invested over $70 billion in partners last fiscal year to vigorously consolidate AI chip demandNVIDIA's stock price fell more than 5%, with a market value evaporating by 1.77 trillion yuan overnightCoreWeave conference call: CEO bluntly states that AI computing power demand is "ruthless and never-ending," holding $66.8 billion in orders, with future profits expected to stabilize at 25%DUOL (Trans): Guidance intentionally conservative, but user concerns lead it to forgo near-term monetization.
---The South Korean stock market explodes, not just in storageChina's "Life Insurance Leader" makes a major breakthrough, playing with "AI Agent"CICC: The reconstruction of the international monetary order in 2026 remains the main theme for global assets, with an overweight on Chinese stocks and gold, and a benchmark allocation to commodities, U.S. stocks, and U.S. bondsDUOL: Guidance bombs again; is the Green Owl now 'Dead Duo'?
---NVIDIA plummeted overnight, institutions sold off, and retail investors went on a buying spree?Google suddenly launched Nano Banana 2 late at night, the raw image community is in chaos! Pro-level 4K blockbuster, price slashed in halfExtreme situations must reverse! Software "counterattacks" chips"The Big Short" prototype warning: NVIDIA is in the same "dangerous situation" as Cisco during the internet bubbleAI is impacting various industries in succession, and Wall Street is turning to "fancy" defenseAs the value of dollar assets diminishes, global asset management turns to emerging markets, with capital inflows potentially igniting a new round of bullish trendsGoogle and Meta reach billion-dollar AI chip agreement, intensifying competition with NVIDIANvidia's adopted son CoreWeave plummeted 12% after hours! Holding a "heavy sword" with $67 billion in orders, yet faced a "sneak attack" in Q1 guidanceOvernight U.S. Stocks | Three major indices mixed, chip stocks broadly declined, NVIDIA fell nearly 5.5% after earningsZhitong Hong Kong Stock Early Knowledge | China's AI usage surpasses the United States for the first time. BeOne Medicines: Global total revenue is expected to grow by 33% year-on-year in the fourth quarter of 2025CoreWeave's Q4 revenue doubled sharply, with year-end backlog revenue of 66.8 billion, unexpected widening of losses, and a plunge in after-hours trading | Earnings Report InsightsOvernight news on February 27: NVIDIA plummets, gold prices rise slightly, Walmart reaches a $100 million settlement with the FTC, and the U.S. 30-year mortgage rate falls below 6%Reminder: Please pay close attention to the following (all times are in Beijing time)The cryptocurrency winter is not over! The crypto market resumes its downward trend, following the sentiment of tech stocksBetting on artificial intelligence, Block cuts nearly half of its workforce!AI impact scares off institutions? "YOLO" retail investors boldly enter the market, significantly increasing their positions in software stocks, with a preference for MicrosoftIt is expected that AI server revenue will double this year! Dell's performance and guidance both exceeded expectations, rising over 12% in after-hours trading | Earnings Report InsightsConcerns about AI bubble intensify! NVIDIA's earnings report exceeds expectations, but the stock price plummets 5.6%, marking the largest intraday decline in three monthsTop 20 US stock trading volumes on February 27: NVIDIA fell over 5%, investors are concerned about the sustainability of AI spendingDespite record profits, why did NVIDIA's stock price decline?Wealth Management Subsidiary Sample Slicing: The Migration, Compromise, and Breakthrough of Massive FundsBanks are starting to hire for the new year!CoreWeave's fourth-quarter revenue was $1.57 billion, while analysts expected $1.55 billion. The stock price fell over 5% in after-hours tradingDell Tech expects revenue of $138 billion to $142 billion in 2027, while analysts anticipate $126.28 billionA woman suing Meta and YouTube, accusing them of causing social media addiction, is expected to testify in courtNVIDIA warns of tight supply for gaming GPUs, which may signal impending price increases and shortagesNVIDIA's stock price may record its largest single-day drop in nearly a yearAt the close: S&P 500 index fell 0.6% after NVIDIA's earnings report caused a drop in stock priceEuropean stock markets remain stable, while NVIDIA's decline triggers sector rotationAfter the Google AI image generation tool became popular, the second generation version Nano Banana 2 was launchedGoogle upgrades its popular image tool Nano Banana, launching the Gemini App and search on ThursdayIn two months, it surged 50%, rising to become the ninth largest stock market in the world. How much longer can the South Korean stock market go crazy?LKNCY (Trans): Market Share Gain Remains Top Strategic Priority
---LKNCY: Is China's coffee leader being held hostage by the delivery wars?
---VIPS: Negative Growth Again? 10% Shareholder Return to the RescueBIDU (Trans): Focus on shareholder returns, stronger mgmt. execution
---Opening: U.S. stocks opened mixed on Thursday as investors digested earnings reports from NVIDIA and Salesforce