Precise escape? Ahead of Trump's threat to impose tariffs on Europe, hedge funds have already shorted the euroThe AI network supercycle will arrive by 2026, with the biggest winner shifting from "Yi Zhongtian" to "Zhongtian Tai Chang"?Goldman Sachs: Trump's destructive policies frequent, expected to trigger a new round of capital flight from U.S. assetsOn January 19th, Xiaomi Corporation-W spent HKD 146 million to repurchase 4 million sharesHong Kong Stock Review: Gold is Getting StrongerThe watershed moment for the independence of the Federal Reserve! Tomorrow, the U.S. Supreme Court will hear the "Trump v. Cook" caseOn February 8, Takashi Sato announced the House of Representatives election: it will end the excessively tight fiscal policyWith HBM4 and dual catalysts for the US stock listing, JP Morgan raises the target price for SK Hynix to 1 million KRW"Only buy, not sell"! "Hong Kong Buffett" invests a quarter of his wealth in goldOphthalmic innovative drug and device company SpyGlass Pharma submitted an application for listing on the US stock market, aiming to raise USD 100 millionCICC: Silver Tariff Temporarily Delayed, Market Sentiment Cools DownChina GDP +5% for the year; TSLA AI5 chip design near completion | Daily News RecapApple's Q4 smartphone sales in China surged 28%, reclaiming the top spot, but the memory shortage crisis may eat into profitsNasdaq futures fell more than 1%, spot gold hit a new high, and Trump issued a tariff threat regarding GreenlandCainiao's overseas warehouse order volume increased by 32% year-on-year last yearKOSPI in South Korea surpasses 4900 points—foreign capital increases, retail investors retreat, how much further can this round of market go?Baijiu, reborn in the Kondratiev waveFour Solutions for Inference Chips, Written by David PattersonGreenland triggers the risk of a tariff war between the US and Europe, Nasdaq futures drop over 1%, gold and silver hit new highs, copper prices approach 13,000Withstanding the pressure of rising chip prices, Apple's iPhone Q4 shipments surged by 28%, reclaiming the top spot in the Chinese smartphone marketHong Kong construction subcontractor Yi Feng Holdings files for U.S. stock market, plans to raise up to $19 million in IPOThe myth of the "Seven Giants" in the US stock market is loosening, Bank of America’s Hartnett: The next round of winners must rely on AI to reshape their businessesHong Kong Stock Midday Review: Hang Seng Index down nearly 1%, AI application stocks decline, MINIMAX down over 10%Huafu Securities: Meta signs over 6GW nuclear power agreement, small reactors become an important support for AI energyTesla's self-developed chip accelerates progress! The design of the AI5 chip is nearly complete, and the development of the AI6 has also been initiatedGuotai Junan Securities: Initiates "Buy" rating on BOC Aviation, a leading aircraft leasing company with dual improvements in assets and liabilitiesSeverely Dependent on AI! The U.S. Economy is Experiencing a "Dangerous Prosperity"China's GDP is expected to grow by 5% year-on-year in 2025, with a GDP growth of 4.5% in the fourth quarter3nm production capacity is in crisis, TSMC's major customers are forced to divert, are opportunities coming for Samsung and Intel?National Bureau of Statistics: The GDP for the entire year of 2025 is expected to be 14,018.79 billion yuan, an increase of 5.0% compared to the previous yearOpen Source Securities: Alibaba is fully ramping up efforts; Agent recommends continuing to pay attention to AI application endThe "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 teams