The "most in-demand talent" in the American AI industry: plumbers and electriciansIs there a change in the race for the Federal Reserve Chair? Popular candidate Hassett responds: Trump may be right to keep him in the White HouseAlibaba AI Agent is implemented! Ecological closed loop ignites the valuation switch of Hong Kong stock internetGalaxy Securities: Global geopolitical uncertainties intensify, expecting narrow fluctuations in Hong Kong stocksThe worst start of the year! American software stocks have collapsed because Claude Code is too popularSequoia will invest heavily, Anthropic's financing exceeds $25 billion, with a valuation of up to $350 billionNext week's heavy schedule: China's GDP, "the Federal Reserve's favorite inflation indicator," Bank of Japan's decision, Winter DavosChina Merchants Bank, CITIC Bank, and Industrial Bank intensively lay out: Uncovering the survival philosophy of joint-stock banks AICReminder: Please pay close attention to the following (all times are in Beijing time)Bank of America Hartnett: "New Global Order = New Global Bull Market = Bull Market for Gold and Silver," the biggest risk of the bull market is the appreciation of East Asian currenciesAs "AI programming" becomes increasingly easier, a new wave is emerging: "micro-applications" that anyone can create and "super programmers" who can replace entire teamsA rising force! Successful meeting with Trump on Thursday, calls for BlackRock's Rieder to run for Federal Reserve Chair are growing"Rising Electricity Costs" Become a Focus of the U.S. Midterm Elections, AI Data Centers Stand on the "Political Volcanic Crater"Trump threatens to sue JPMorgan Chase, accusing it of "de-banking" himWho is the new chairman, suing Powell, and overturning the Federal Reserve? Various struggles surrounding the Federal Reserve will be decided next week?AI giants officially go to court: Musk sues OpenAI and Microsoft for up to $134 billionThe myth of luxury cars shatters, Porsche sales hit the largest decline in 16 yearsCoreWeave Investor Meeting: AI Demand "Unresolvable," Customers Willing to Sign Long-Term Contracts, and Sign 12 Months in AdvanceBank of America: The storage industry is increasingly resembling "chip foundry" – cyclical weakening, high profit marginsThe U.S. will not impose tariffs on "critical minerals" for the time being. JPMorgan Chase: Silver has temporarily held up, but the risk of a pullback is significant, which presents an opportunity for gold"AI Cloud" is back! From 2026 to now, CoreWeave has risen over 40%, and Nebius has increased nearly 30%"Father of HBM": The commercialization process of High Bandwidth Flash (HBF) exceeds expectations and may be integrated into GPUs within 2-3 years, with a market size surpassing HBMFamous strategist "abandoned" Bitcoin, citing concerns that "quantum computing will be realized soon"Interest rate cut expectations are once again suppressed! The Vice Chairman of the Federal Reserve emphasizes that interest rates are at an appropriate levelHasset "exits," but why do U.S. Treasuries "fall instead of rise"?Technology stocks boosted U.S. stock indices to rise across the board, with the Nasdaq up 0.5%, while silver prices fell sharply by 5%U.S. stocks in multiple sectors "surged" by 18%, with S&P 500 constituents rising over 10% this year, driven primarily by AI and policy changesTop 20 U.S. Stock Trading Volumes on January 17: Walmart's Three Core Business Divisions Get New LeadersGoogle asks a U.S. judge to delay the order requiring it to share data during its appealThe two-year U.S. Treasury yield surged rapidly on Friday, with a cumulative increase of over 6.2 basis points this weekSaks' bankruptcy triggers opposition from Amazon"Extremely dovish" Hassert may be unlikely to become the Federal Reserve Chair, Trump says he prefers to keep him in his current positionThe trading revenue of the five major Wall Street banks reached a record high for the year, but is this just the beginning?The CEO of DeepMind at Google stated that the gap between China's artificial intelligence models and those of the United States is only "months."Companies like Taiwan Semiconductor will invest $250 billion in the United StatesHaslett "out"? Calls for Walsh are increasing! Trump says he hopes Haslett continues to serve as a White House advisor