Walmart's turnaround is not reliant on becoming the second Amazon"Woodstock" heavily bought Tesla and AMD stocks during the tech stock sell-offRetail investors have turned silver into a "mass grave"Under the pressure of low prices, takeout, and external factors, has YUM China really found the "best balance point"?It is reported that Taiwan Semiconductor is investing $17 billion to reshape its production lines in Japan, with additional government subsidies for the 3nm advanced processForeign investors net sold USD 3.4 billion in Korean stocks, setting a new record high"Once associated with OpenAI, it loses its appeal!" Wall Street begins to "liquidate" OpenAI concept stocks, with Google surging 36% to become the winnerThe European Central Bank's interest rate decision is coming tonight! It is expected to remain unchanged for the fifth consecutive time, with geopolitical turmoil and a strong euro being the biggest concernsAI investment pays off, Google Cloud accelerates its takeoffFor the first time using iPhone chips! Apple plans to launch a "budget version" MacBook, with a price possibly below $799DRAM price increase puts pressure, Sony's profit still surged by 22%, raises full-year guidanceTrump: India will no longer buy Russian oil, Russia: No, India never said thatThe imminent leadership change at the Federal Reserve: What is the impact on major asset classes?Lian Ping: Can the new Federal Reserve Chair Waller fulfill Trump's wish for significant interest rate cuts?Reminder: Please pay close attention to the following (all times are in Beijing time)"Optical module giant" Coherent conference call: CPO receives super large order, indium phosphide chip mass production breakthrough, 1.6T optical module enters explosive growth periodHong Kong Stock Market Midday Review: Hang Seng Index Closed Down 1.27%, New Consumption Concept StrengthenedQCOM (Trans): Memory Shortage; Smartphone OEMs Cutting Production PlansVietnam's economy starts strong, with a GDP growth target exceeding 10% for 2026New Normal for US Stocks? In just a few weeks of 2026, there have already been 5 instances of "sharp declines followed by V-shaped reversals."Why are tech giants spending huge amounts on OpenAI?AI trading is more selective! Arm's performance exceeded expectations but still plummeted 8% after hours, with smartphone supply chain and memory constraints becoming the focusUnderstanding the Market | Overnight AMD Plummets Affecting Chip Stocks, Hua Hong Semiconductor Falls Over 5%, GIGADEVICE Falls Over 4%Google (Trans): Expects compute capacity supply to remain constrained for the full year (energy, land, supply chain).Overnight, momentum stocks in the US stock market collapsed! The severity exceeded that of the "DeepSeek Impact"Goldman Sachs: Competition in Consumer AI Upgrades, Alibaba and Tencent Expected to be the Best Positioned Internet GiantsUnderstanding the Market | Gold stocks decline again as international gold market volatility intensifies; institutions claim the fundamental logic of precious metals has not changedSell first, ask later! Has the "software panic theory" gone too far? Wall Street always overestimates the capabilities of tech companiesThis year has earned $24 billion! Hedge funds are aggressively shorting software stocksGOOGL: The Giant Doubles Down on AIDeutsche Bank warns of "tech self-cannibalization"! Aside from Google, the AI bubble has actually burst long agoQualcomm conference call: AI data centers "sucking dry" DRAM capacity, memory shortages will determine this year's smartphone market sizeTesla fell over 3%, with a market value evaporating by 410 billion yuan overnight! Musk's net worth approaches 6 trillion yuanIf AI crushes software, why is "AI leader" NVIDIA dragged down by software stocks?Software stocks are "entering winter" while Apple remains "evergreen"! Its market value rises against the trend, surpassing $4 trillion, becoming a safe haven amid AI replacement fearsConfronting calls for interest rate cuts from the White House? Federal Reserve's Cook: Defending inflation credibility is a top priorityGoogle's AI monetization slows down, concerns over "burning money": Gemini drives Q4 cloud revenue exceeding expectations, this year's capital expenditure guidance doubles to $180 billionElon Musk and LinkedIn founder Hoffman exchanged barbs over the "Epstein scandal": At least I didn't go, but you didThe Hang Seng Index opened down 0.82%, and the Hang Seng Tech Index fell 1.31%Trump: If Walsh dares to raise interest rates, he won't be nominated; he knows I want to lower interest ratesQCOM: Memory Crunch Deepens; Smartphone Stocks at Risk?Google conference call: $185 billion in spending "must be spent," confirms collaboration with Apple, Gemini is not the "terminator" of SaaSThe largest decline since April last year, the Nasdaq experiences "two consecutive drops": software "on fire," chips "suffering," technology "plummeting"Baidu approved a stock repurchase plan of up to $5 billion, expecting to announce the distribution of dividends in 2026Software stocks have collapsed, and no one "dares to catch the falling knife."Baidu: Common Stock Adopts Dividend Policy for the First TimeTSMC reportedly plans to invest $17 billion to mass produce 3-nanometer chips at its factory in JapanTrump stated that he will not intervene in the bidding war between Netflix and Paramount for Warner Bros