US Dollar -- "Trump 1.0" vs "Trump 2.0"Ignore the huge losses in the metaverse! Meta's aggressive layout in AI, Q4 financial report conveys key signals: high investment = high growth?Zhitong Hong Kong Stock Early Knowledge | Gold prices hit a new record as the market enters a defensive state ahead of Powell's speechPowell says interest rate policy is nearing "neutral level," firmly defends central bank independenceTesla invests $2 billion in Musk's xAI and reiterates that Cybercab will be produced this yearMeta's fourth-quarter performance, first-quarter guidance, and full-year capital expenditures exceeded expectations, with the stock price soaring over 11% in after-hours trading | Earnings Report InsightsMicrosoft's cloud business growth slows, record high capital expenditures raise concerns, stock price falls about 5% after hours | Earnings Report InsightsTesla will cease production of Model S and X, shifting the production line to manufacture humanoid robots OptimusReminder: Please pay close attention to the following (all times are in Beijing time)Overnight U.S. Stocks | Three major indices mixed, S&P 500 index briefly surpassed 7,000 points, gold recorded its largest single-day increaseThe Federal Reserve announced as scheduled to maintain interest rates unchanged, stating that inflation remains slightly elevatedMeta's revenue outlook for the quarter exceeds expectations, providing support for large-scale artificial intelligence spendingTesla's fourth-quarter performance exceeded expectations, rising nearly 4% in after-hours tradingMETA's fourth-quarter revenue increased by 24% year-on-year, rising over 7% in after-hours tradingTesla's fourth-quarter revenue is $24.9 billion, expected to be $25.11 billionMicrosoft's revenue for the second fiscal quarter was $81.27 billion, while analysts expected $80.31 billion.
Intelligent Cloud revenue was $32.91 billion, with an expectation of $32.39 billionMeta's fourth-quarter revenue was $59.89 billion, while analysts expected $58.42 billion.
The expected revenue for the first quarter is between $53.5 billion and $56.5 billion, with analysts expecting $51.27 billionWhat changes are there in the full comparison of the Federal Reserve's January meeting statement?The Federal Reserve paused interest rate cuts as scheduled, with two dissenting votes, and Fed Chair nominee Waller supports a further cut of 25 basis pointsPowell: Interest rate hikes are not a fundamental assumption for anyone's next actionsThe Federal Reserve remained on hold as expected, U.S. stocks fluctuated little, and gold surged to a new highThe Federal Reserve remains on hold. The decision statement indicates that governors Waller and Mester lean towards a 25 basis point rate cutASML (Trans): Outlook weighed by customer fab build-outs; most new orders are for 2027 deliveries.Analyst: Apple's AI roadmap remains the top concern for investorsThe euro breaks above the 1.20 mark, reaching a five-year high, as the bullish frenzy leaves the European Central Bank "in a dilemma."The demand wave for artificial intelligence data centers surpasses NVIDIA, leading to a rise in chip manufacturers' stock pricesThe social media addiction lawsuit against Meta and YouTube advances to trialEDU (Trans): Market Share Up, Pursuing High-Quality GrowthAmazon closes Fresh and Go stores and expands Whole Foods MarketThe football grand year has arrived, and adidas is making a significant bet on the "Scottish Premiership."Bescent: The United States has consistently pursued a strong dollar policy and will "absolutely not" intervene in the foreign exchange market to support the yenRieder has donated to Trump's opponents and senior Democrats, which may complicate his bid for Federal Reserve ChairAI "eating memory" can't stop? Can SanDisk's financial report bring another surprise guidance?Dan Bin's latest investment "portfolio" exposed: Google position exceeds NVIDIA, US stock market size approaching 10 billionResearch: Apple's ultra-thin iPhone gamble encounters a cold reception; consumers are not buying itEDU: Resilient Growth, Brand Equity of the Sector Leader Still RisingNorth America and China markets have both recovered, Starbucks' same-store sales have seen positive growth for two consecutive quarters, cost pressures continue, and adjusted EPS has decreased by 19% year-on-year | Earnings report insightsStrong growth in optical communication business drives Corning's Q4 core revenue to a record high with a year-on-year increase of 14%, double-digit profit growth, and expected accelerated expansion in the first quarter | Earnings Report InsightsThe AI "burning money competition" welcomes a key test! Microsoft and Meta's financial reports become a barometerMicrosoft and Amazon's earnings reports: Investors are more concerned about order backlogs being depleted by AI than revenue growth rates