Bostic stated that there should be no interest rate cuts this year, and Waller will face a "daunting task" if he takes over the Federal ReserveZhitong Hong Kong Stock Early Knowledge | Modern Capital Urban Circle Spatial Collaborative Planning Approved, CITIC Securities Plans to Distribute Dividends of 4.298 Billion YuanOpenAI CEO praises NVIDIA's AI chips, rebutting dissatisfaction rumors from afarNVIDIA's AI dominance faces a major test! OpenAI is dissatisfied with some of its latest AI chipsElon Musk's space exploration company SpaceX confirmed in a memorandum: merger with xAIPalantir's revenue surged 70% year-on-year, with full-year guidance far exceeding market expectations, and the stock price rose about 8% in after-hours trading | Earnings Report InsightsCathay Pacific Securities: Precious metal prices fluctuate dramatically, pay attention to the changes brought by the new Federal Reserve ChairmanReminder: Please pay close attention to the following (all times are in Beijing time)Global capital targets Chinese assets, domestic ETFs go overseas to attract "fresh water"Q4 revenue and guidance both exceeded expectations, automotive business lagged, NXP Semiconductors stock fell over 6% in after-hours trading | Earnings Report InsightsOracle launches a $25 billion bond issuance, planning to raise funds in eight parts, fully sprinting towards cloud infrastructureTrump: The US and India have reached a trade agreement, "reciprocal tariffs" will be reduced from 25% to 18%Trump claims that the U.S. and India have reached a trade agreement to reduce tariffs on India, with India halting purchases of Russian oil and increasing purchases of American oilFord is in talks with Xiaomi to produce electric vehicles in the U.S., Tesla falls 2.6%DIS: Volatility Inevitable in Integration; Awaiting New Growth DriversAmazon announces another layoff of 16,000 peopleThe Federal Reserve and the Treasury welcome a "new contract"? Waller advocates for balance sheet reduction, and the reality of liquidity may become the biggest stumbling blockIndia intensifies its AI ambitions: Implementing a 20-year tax exemption for global hyperscale cloud service providersNVIDIA tones down its investment rhetoric towards OpenAIGoogle, AI tools trigger sell-off in gaming stocks; analysts say market's panic reaction is "irrational" as leading companies still hold advantagesMeta faces a jury trial in New Mexico over child safety issuesDisney's Q1 revenue for fiscal year 2026 increased by 5% year-on-year, while net profit declined by 6%, with the entertainment and sports segments dragging down profitability | Financial Report InsightsWarner Bros. shareholders are reportedly set to vote on the Netflix deal in MarchFar exceeding expectations! The U.S. January ISM Manufacturing PMI recorded the fastest growth since February 2022NVIDIA pre-market down 1.5% on OpenAI investment plan being shelvedThe guide prices for some Mercedes-Benz models have been reduced by 10%. The All-China Federation of Industry and Commerce Automobile Dealers Chamber of Commerce calls on car companies to proactively optimize and adjust their business policiesGoogle Earnings Preview: Performance Likely to Exceed Expectations, Capital Expenditure Guidance is the Biggest HighlightU.S. Stock Market Outlook | The declines in the three major stock index futures have significantly narrowed, Trump splurges $12 billion to launch the "Treasury Plan"Sheng Songcheng published an article in the People's Daily: How to Understand Structural "Interest Rate Cuts"?Tesla's European opening is bleak: January sales in France hit a three-year low, and registrations in Norway plummeted by 88%Gold is approaching the first key support levelGoldman Sachs supports the 2026 U.S. stock earnings outlook: More than half of companies raise guidance, easing concerns over a sluggish earnings seasonReport: SpaceX is in deep negotiations with xAI for a merger, with an announcement of the agreement possible as early as this weekIs the storage chip just a wrongful kill? DRAM price increase expectations are violently raised againJust entering the market and 遭遇重击！ The "retail army" floods into the gold and silver market, but hits a historic plungeLong time no see! The 30-day volatility of gold has risen to 44%, surpassing Bitcoin, reaching the highest level since 2008BlackRock increased its holdings in MEITUAN-W by approximately 1.2128 million shares at a price of about HKD 97.65 per shareGaming Stocks Rout: Did Google Do a 'Thanos' Snap?On February 2nd, XIAOMI-W spent HKD 209 million to repurchase 6 million sharesTaiwan Semiconductor's 2nm production capacity is in crisis: Apple secures the first batch, AMD and Google are in line, and NVIDIA has already set its sights on 1.6nmThe VAT rate jumps by 3 percentage points! The three major telecom operators are under short-term pressure; can new productive forces break the deadlock in the long term?Northbound Capital Trends | Northbound capital net purchases amounted to 1.907 billion yuan, the Chinese New Year red envelope activity has started, Northbound capital aggressively bought Tencent exceeding 1.3 billion Hong Kong dollarsThe "Jie Wo Rui" incident has triggered a "chain reaction," with another gold platform "Yun Dian Dang" experiencing payment anomalies; multiple gold trading mini-programs have suspended services, and staff remind: it's best to buy physical gold!Major breakthrough in lithium batteries! Musk: Tesla achieves large-scale production of dry electrode batteriesXPeng-W delivered 20,011 new cars in January