Samsung and SK Hynix warn: Prioritizing AI leads to a shortage of traditional chips, global smartphone and PC shipment guidance turns negativeThe number of initial jobless claims in the United States remained stable last week, indicating resilience in the labor marketTesla will invest over $20 billion to carry out a large-scale restructuring of its factory production linesWhat does the Federal Reserve's "dovish pause" mean? Morgan Stanley: The future path of interest rate cuts will be more driven by inflation"New Bond King" Gundlach: The dollar enters a long-term depreciation cycle and will continue to bet on gold and physical assetsThe market sees a reverse bet: options traders are betting heavily on an unexpected interest rate cut by the European Central Bank in 2026, with potential returns as high as 12 timesToo crazy! A 10 yuan silver commemorative coin has been speculated to over 80,000 yuan, and the China Gold Coin Group has issued an important reminderFull text | Meta Q4 earnings call transcript: Meta is a deeply technical companyReport: ByteDance and Alibaba will launch new artificial intelligence modelsZhitong Hong Kong Stock Analysis | Popularity Cools Down, Real Estate Takes Over, Kweichow Moutai Boosts BaijiuDuan Yongping: I really didn't buy Moutai todayAlibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three yearsThe bull market in US stocks passes the "baton" to small and medium-sized banks: the S&P Regional Bank Index surges, analysts shout that there is still room for growthFrom closed-loop rectification to growth breakthrough, Luokong (NYSE LU) continues to improve its operating fundamentalsMemory prices surge by 400%, raising gross profit alarms; Apple's Q1 financial report faces a cost challengeUS Stock Outlook | Three Major Index Futures Rise Together, Gold and Silver Hit New Highs, Apple to Release Earnings After HoursIntensive official announcements on all-solid-state batteries, the last shortcoming of pure electric vehicles is about to be addressedWhy has NVIDIA recently underperformed the market, and what are investors worried about?Wall Street comments on Tesla's financial report: The automotive gross margin is a surprise, waiting for robots, and preparing for a wave of capital expendituresMemory prices soar, impacting profits; Apple's financial report will become an industry "stress test" benchmarkThe performance recovery of the joint venture company SQM contributes to profit growth, and TIANQI LITHIUM's net profit is expected to turn from loss to profit year-on-year in 2025 | Financial Report InsightsCPUs are booming, but there are even greater opportunities in the server sectorTIANQI LITHIUM: Expected net profit for 2025 is between 369 million yuan and 553 million yuan, turning a profit year-on-yearBOC HONG KONG: It is expected that the Federal Reserve has a relatively high chance of cutting interest rates in the middle of the year, and the southbound trading and inflow of overseas funds will continue to support the performance of the Hang Seng Index this yearCaiNiao's unmanned vehicles merge into the JiuShi RoboVan ecosystemCopper supply alarm sounded! Glencore's production will drop by 11% in 2025, with declining ore grades becoming a "hard injury.""Roughly Neutral" or "Slightly Tight"? Citigroup Interprets Powell's Speech: The Threshold for Rate Cuts is Already Low, Expected to Cut Rates Three Times This YearMorgan Stanley: The launch of exclusive insurance products for self-driving cars is a core signal of a Tesla bull marketMoutai sauce-flavored liquor expands cooperation with Meituan Flash Sale: Official stores increase to nearly 3,000The U.S. escalates threats against Iran, gold reaches a new high of $5,580, U.S. stock futures are under pressure, and the Indonesian stock market plummets 8%Citigroup: China approves the procurement of H200 chips, Tencent becomes the biggest beneficiaryWhere is the focus of the Federal Reserve's interest rate cuts this year?Microsoft and Meta's quarterly reports addressed market focus issues: computing power expenditure and AI demand are both very strong!Aberdeen: It is expected that Powell will maintain interest rates unchanged during the remainder of his term, and the policy path of the new Federal Reserve Chairman will be more accommodativeMSFT (Trans): Agents will be the apps of the new eraThree tech giants to pour RMB 60 bn into OpenAI; BABA's T-Head unveils Zhenwu 810E | Daily News RecapCopper prices soar, are Chinese mining companies making a fortune?World Gold Council: Global gold demand exceeds 5,000 tons for the first time, with retail and institutional investors as the main buyersCaution! The "rotating bull market" in the commodity market may be an illusionThe world's largest sovereign fund returned 15.1%, driven by technology stocks like NVIDIAChina has approved the import of the first batch of NVIDIA H200 artificial intelligence chips? The Ministry of Foreign Affairs respondsPIMCO, the 'King of Fixed Income,' warns: The era of free lunch for 'U.S. Dollar + U.S. Treasury Bonds' is overFidelity International: The new Federal Reserve Chairman will resume easing policies in May, with an estimated three rate cuts in the second half of this yearSK Hynix Conference Call: DRAM supply tightness may continue into the second half of the year, HBM4 has fully ramped up production but still struggles to meet customer demandCloud transformation enters the realization phase, SAP's operating profit in the fourth quarter increased by 27% year-on-year after adjustments, and the guidance for cloud revenue growth in 2026 has been raised"American version of ASML" performance skyrockets! Lam Research conference call: expects the global wafer fab equipment market to surge to $135 billion by 2026