From Microsoft to NVIDIA to Meta: What gives Nebius the edge to win the "money vote" from the three tech giants?Goldman Sachs bets that the U.S. stock market will continue to play out a long-term bull market! A style shift from cyclical stocks to AI leaders is about to unfoldMorgan Stanley: Upgrades BILIBILI-W rating to "Overweight" with a target price of HKD 270The situation in Iran has severely impacted the market, with global hedge funds suffering their worst losses since "Tariff Day."Under the OpenClaw craze, Meta's Manus launches a desktop application, bringing its AI intelligence into personal devicesNew Federal Reserve News Agency: Powell's "second to last" interest rate meeting, Fed's divisions intensifyGlobal timber trader FF Global Holdings submitted an IPO application for the US stock market, aiming to raise $20 millionFrom training to inference, NVIDIA's barriers are further strengthened! Analysts: It's hard to imagine how competitors can competeThe "Little Lobster" concept surges! Jensen Huang: OpenClaw will be the next ChatGPT!Goldman Sachs: Downgrades Li Auto-W rating to "Neutral" and lowers target price to HKD 74Amazon CEO boasts: With the support of AI, AWS revenue aims for $600 billion in ten yearsSamsung confirms mass production of Tesla chips in the U.S. starting in 2027, with a $16.5 billion order boosting its foundry business growthUnderstanding the Market | BABA-W surged over 4% in the afternoon as Alibaba Cloud announced a price increase of up to 34%Microsoft is weighing legal action over the $50 billion Amazon-OpenAI cloud dealNVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returnsBaidu's Isolation Method for "Shrimp Farming" ExplainedMicron officially announces mass production of HBM4, binding with NVIDIA's Veo Rubin platform to seize the opportunityIn the fourth quarter, monthly active users decreased by 5% to 528 million, and Tencent Music's stock plummeted over 20% in both US and Hong Kong marketsWill the "black swan" of chips materialize in the Iran war?"The false oil price" is still hovering around 100 dollars, while "the real oil price" has already reached 155 dollarsJensen Huang calls out "1 trillion," why is NVIDIA still struggling to rise?Beats cross-industry collaboration breaks the circle with Nike! Apple aims to ignite a new wave of wearable consumer trends, while Nike bets on the narrative of "sports technology."UBS supports gold: Dollar suppression is temporary, still the "king of safe havens," expected to reach new highs this year!Guangfa Securities: GTC NVIDIA upgrades Agent computing power products, a new opportunity for the domestic AI industryIf the blockade of the Strait of Hormuz continues, a "more ferocious than in 2022" bull market for agricultural products is coming?Samsung Electronics plans to start mass production of chips for Tesla in the second half of 2027LULU (Trans): Pricing expected to return to positive growth in H2 2026Secured a big order and "surged," announced bond issuance and "plummeted," shareholders of "AI cloud newcomer" Nebius are "very conflicted."LULU: Dropping slow craft — will a ZARA-style fast push save its 'little black pants'?Tencent Holdings Q4 2025 performance outlook: Revenue and profit may see double-digit growth; market focuses on the latest AI strategy, AI budget, and capital expendituresUnderstanding the Market | Storage Concepts Strengthened in Early Trading, Overnight U.S. Stock Storage Stocks Hit New Highs, Supply Crisis Continues to EvolveUnderstanding the Market | FIT HON TENG rises nearly 15% as NVIDIA's new architecture or "light copper dual-use" drives strong AI demand and high performance growthOn its first day of trading, it surged 700%! This "drone AI" company's IPO was heavily speculatedH200 Countdown for Increased Volume in the Chinese Market! CUDA Supports Strong Demand as NVIDIA's AI Empire Welcomes "Incremental Benefits"Powell faces the impact of rising oil prices! The market bets on the Federal Reserve to "hold steady," with the real suspense lying in the dot plot and economic forecastsGoogle is vigorously promoting personal intelligent ecosystems in the United States, with applications such as Search and Chrome browser fully integrating AIUnderstanding the Market | MINIMAX-W opened over 4% higher as the company collaborates with Tencent Cloud to smoothly operate a million-level Agent RL sandboxJoin the optimistic camp of Goldman Sachs and Morgan Stanley! Barclays exclaims: U.S. stocks are showing the best buying opportunity in nearly a yearIs the era of "autonomous driving technology" coming? NVIDIA is pushing hard, and both Uber and LYFT surgeStrategic major withdrawal! Meta urgently shrinks its VR front, with resources fully tilted towards AI and smart glassesIn-depth recommendation: HALO has been trading for less than a month, and Goldman Sachs suggests shorting some of the "HALO concept stocks" that have risen too muchOaktree Capital's Marks: Investors Underestimate the Impact of AIOptical Communication Conference (2026 OFC): The telecommunications conference has transformed into an AI conference, focusing on "how to fit higher density optical fibers into smaller spaces."U.S. stocks in the storage sector rose across the board, with Western Digital, Seagate, and Sandisk soaring to new highs, and Micron Tech entering the "500 billion dollar club."Rare bearish gold report: $5,000 gold price is too high, comparable to the peaks of 1980 and 2011Rising oil prices drive the dollar to regain its "safe haven" status, but how far can this rally go?Amazon is reportedly planning to significantly reduce the volume of packages sent through the U.S. Postal ServiceMiddle Eastern energy facilities have been consecutively attacked, causing oil prices to surge back above $100. Asian tech stocks are rising on the positive news from NVIDIA, and spot gold has increased by 0.4%Reminder: Please pay close attention to the following (all in Beijing time)