Among AI giants, "burning money the most"! Amazon's profitability raises concerns: this year's spending guidance of $200 billion far exceeds expectations, and AWS's profit growth is unsatisfactoryCryptocurrency market crash "focal point": MSTR reports huge losses, Saylor says open to "selling coins"The South Korean stock market fell by 5%, and Bitcoin briefly declined to near the $60,000 markCME "the sixth margin increase in this round," gold and silver continue to plunge, with silver falling below the $70 markArgentina's statistics chief resigns, and Milei also wants to "manipulate inflation data"?Breakfast | All asset classes fell across the board! U.S. stocks, gold and silver, cryptocurrencies, and crude oil were all affectedWeak employment data triggers a "risk-off tsunami"! U.S. Treasury yields see the largest drop in months, with rate cut expectations brought forward to JuneCME has raised margin requirements again, gold and silver continue to plunge, with silver dropping 5% and falling below the $67 markSpending big on AI surpasses Google! Amazon's spending guidance for this year unexpectedly exceeds $200 billion, plunging over 10% in after-hours trading | Earnings Report InsightsAmazon's stock price fell nearly 10% in after-hours trading, raising concerns over massive capital expendituresNovo Nordisk plummeted 8%, as the new weight loss pill faced "knockoffs" right after its launch, with telemedicine company Hims introducing a $49 generic versionThe hottest trades on Wall Street are all retreatingPanic in software stocks spreads to Asian stock markets, with South Korean stocks falling over 3%, silver plummeting 16%, and gold dropping below $4,800Cathay Securities and Haitong Securities: With increased market volatility, it is recommended to overweight AH shares, US stocks, crude oil, and industrial commodities in FebruaryBefore inflation falls, there is no rush to cut interest rates. Federal Reserve officials once again signal a "wait and see" approachThe cryptocurrency market faces a new round of bloodbath! Bitcoin breaks the 70,000 mark, and StrategyQ4 reports a net loss of 12.4 billion USDReminder: Please pay close attention to the following (all times are in Beijing time)Top 20 U.S. Stock Trading Volumes on February 6: Amazon Expected to Reach $200 Billion in Capital Expenditures This YearAmazon expects its capital expenditures to reach $200 billion this year, far exceeding market expectationsIn the fourth quarter, Amazon's net sales reached $213.39 billion, while analysts expected $211.49 billionWill Waller be sued if interest rates are not lowered effectively? The Besant hearing leaves a question: whether to sue depends on TrumpReuters fell 7%, FactSet fell 10%, Anthropic released a model proficient in financial researchThe European Union plans to relax carbon market reduction rules to alleviate corporate costs and enhance industrial competitivenessAutonomous Driving Review Targets Tesla and WaymoNetflix's acquisition of Warner Bros. Discovery faces Senate inquiryAMD continues to decline after Wednesday's drop, despite exceeding performance expectationsAmazon's earnings report is imminent, and the market is focused on its AI investment informationThe global memory market is facing a severe shortage, with Qualcomm and Arm issuing warnings: chips will squeeze smartphone production capacityBessenet: Trump will decide whether to sue Federal Reserve Chair nominee Waller over interest rates欧央行行长拉加德：通胀比往常更难预测，欧元走强与关税阴影下，欧央行连续第五次按兵不动U.S. December JOLTS job openings hit a more than five-year low, far below expectationsThe China concept index rose by 1.2%, Nio increased by over 7%, and Li Auto rose by about 3%The U.S. job market is facing a winter! Companies' layoffs in January surged by 118%, reaching the highest level for the same period since the Great Recession of 2009"Shorting silver makes a fortune" short essay attracts attention, and the response from Zhongcai Futures has arrived!The blizzard impacts the job market, with the number of initial jobless claims in the United States unexpectedly jumping to 231,000 last weekWhat does the merger between SpaceX and xAI mean? UBS: It opens the "Orbital AI" eraGlobal news you need to know before Thursday's U.S. stock market opensGoogle's "burning money" attack on AI has scared its own stock price, but ignited the semiconductor ecosystem: Are NVIDIA and Broadcom the biggest beneficiaries?Panic spreads, and selling is triggering more sellingTaiwan Semiconductor will produce advanced AI chips in JapanConcerns about "光模块巨头" Coherent falling behind are alleviated with key AI client CPO large orders?No interest rate cut! The European Central Bank keeps interest rates unchangedMorgan Stanley Quantitative Warning: Momentum Collapse, Leveraged ETFs Massively Sell Off U.S. Stocks, Few Retail Investors Taking Over!In January, U.S. Challenger Companies laid off 108,000 people, the highest for the same period since 2009, a month-on-month increase of 205%U.S. Stock Market Outlook | Three major stock index futures all decline, the "software stock apocalypse" theory is rampant, Amazon will announce its earnings after hoursHold steady! The Bank of England maintains the interest rate at 3.75%, with a 5 to 4 voting result sending a strong signal for rate cutsElon Musk's team visits China secretly to focus on what in the photovoltaic industry?NIO has secured a key stronghold