Morning: Tech stocks face another sell-off, AMD drops over 14%The US January ISM Non-Manufacturing Index hits a new high since 2024According to reports, Zhongcai Futures shorted silver before the recent price crash, making a profit of over 500 million dollarsAmazon AI assistant Alexa+ is now available to all users in the United StatesThe U.S. Treasury Department maintains the bond issuance scale unchanged and will not increase the issuance of medium- and long-term bonds in the coming quartersCould the plummet in software stocks trigger the next round of credit crisis?Amazon may adopt a customized OpenAI model for AlexaWho is mass-producing "low-quality" prospectuses in the Hong Kong stock market?Significant slowdown in employment! In January, the ADP employment number in the United States increased by 22,000, lower than the expected 45,000In January, the U.S. ADP employment increased by 22,000, expected 45,000, previous value 41,000Uber's pre-market once plummeted 10%! Q4 bookings surge but profit concerns loom, new CFO signals "focus on Robotaxi" | Earnings report insightsMetal surge exacerbates inflation concerns in the U.S.! Barclays estimates: for every 10% increase in metal prices, CPI rises by 0.3%Google's Q4 financial report is imminent! The $4.1 trillion market value faces scrutiny, and performance growth needs to support valuation expansionU.S. Stock Market Outlook | The three major stock index futures are mixed, as the market awaits the U.S. Treasury's debt issuance plan and ADP data, with Alphabet set to release its earnings report after hoursWeight loss drug sales explode! Eli Lilly's Q4 revenue increased by 43% year-on-year, net profit grew by 50%, and the revenue guidance for 2026 is between $80 billion and $83 billion | Earnings report insightsSpaceX is not a "cash machine"! Analyst: Integrating xAI may bury financial risks for the aerospace giantNASDAQ plans to introduce "Fast Track Inclusion" new rules to address large IPOs like SpaceXMorgan Stanley's commentary on Lumentum's financial report: Gross margin exploded, and more importantly, CPO secured a major order!Novo Nordisk's European stock plummeted 18%, CEO admits: facing "unprecedented pricing pressure" in 2026Wall Street comments on AMD's earnings report: Operating expenses limit profitability, market focus shifts to AI rack scale in the second half of the yearAmazon intensifies its physical grocery business, deepening competition with WalmartEli Lilly's fourth-quarter revenue was USD 19.29 billion, a year-on-year increase of 43%. The expected full-year revenue is between USD 80 billion and USD 83 billion, with market expectations at USD 77.71 billionBreakthrough in the off-season! Tesla's sales in China have increased for three consecutive months, with nearly 70,000 deliveries in January, a year-on-year increase of 9%With the Japanese election approaching, the Liberal Democratic Party is likely to achieve an "overwhelming victory," and hedge funds have already shorted the yen in advance!The Eurozone's January CPI further cooled to 1.7%, the lowest level since September 2024, with market expectations that the European Central Bank will "stay put" at this week's meetingJP Morgan comments on Palantir's earnings report: The company's guidance is too conservative, and $10 billion in revenue is just around the cornerOn February 4th, XIAOMI-W spent HKD 146 million to repurchase 4.3 million sharesIs the gold bull still on? Analysts: The previous two bull markets experienced multiple significant corrections, and declines present good opportunities to increase positionsBring gold back to the country! Germany is hoarding gold on a large scale, casting a vote of no confidence in the global monetary systemOn February 3rd, XIAOMI-W spent HKD 104 million to repurchase 3 million sharesXPeng bets on "Physical AI""Self-owned No. 1" changes ownership?JP Morgan warns: Global copper inventories have doubled, and short-term copper prices may face consolidationGuotai Junan Securities: The dollar index's phase rebound has weak sustainability, continuing to be optimistic about the Hong Kong stock spring marketNew AI tools trigger software selloff; WeChat cracks down on Yuanbao violating links | Daily News RecapSAIC Volkswagen is ready to compete fiercely with new forces1932 was the same! High concentration in the US stock market is not scary; the real danger is being too expensiveThe "liquidity illusion" behind prosperity: Canada's new regulations and Australia's interest rate hike resonate together, and liquidity in 2026 is not a one-sided easingApple Xcode finally introduces AI, "Agentic Coding" invades the "Apple ecosystem" developer strongholdLocal Two Sessions Conclude: Signals Beyond GDP TargetsCentral Bank: Focus on supporting the expansion of domestic demand, technological innovation, and key areas such as small and micro enterprisesIt is reported that Tesla is still advancing the development of CarPlayPrice increase of 10%! Samsung's wafer foundry is considering raising prices for 4nm and 8nm processesThe EU announces an investigation into Goldwind, and the Chinese side respondsA wake-up call: NVIDIA's reassessment of OpenAI, why should it most concern Microsoft?Will the next financial crisis be triggered by Walsh?Valuation exceeds $100 billion! JP Morgan initiates coverage on Waymo: predicts order volume will exceed 277 million by 2030, with a CAGR of up to 79%Citi: Expects Tencent's gaming business to maintain double-digit growth this year, with advertising business rising by 20%