Nomura: The Liberal Democratic Party's landslide victory intensifies short-term weakening pressure on the yen, with the intervention red line still at the 160 levelBetting on the merger of Tesla and SpaceX? "Cathie Wood" under her space ETF has made its first purchase of TeslaThe iPhone "Hermès Orange" has become popular, and Apple has reversed its declining sales in China with high recognitionUp nearly 30%! Zijin Mining plans gold production target: aiming for 130 to 140 tons by 2028Tracking the Valuation Turmoil of Silver LOF: Limit Down is Lifted, Controversy ContinuesBescent: The Federal Reserve may not quickly reduce its balance sheetGoldman Sachs' heavyweight report: The most severe shortage of memory chips in fifteen years is approaching, and even a collapse in consumer demand cannot stop itThe AI shockwave spreads from the software industry to the bond market: the largest bondholders Ares and KKR see their stock prices plummet, and the default rate is expected to soar to 13%The premium of software stocks has fallen to a new low since the financial crisis, Goldman Sachs: Don't rush, it hasn't fully dropped yet!A down payment of 350 million, totaling 8.5 billion USD! INNOVENT BIO collaborates with Eli Lilly to layout the research and development of new tumor immunotherapy drugsGoldman Sachs discusses Vietnam's "10% growth target": A long way to go, facing two major challengesLumentum's performance surged, establishing two major industry trends: CPO and OCS optical switchesGermany's manufacturing sector rebounds from the bottom?Understanding the Market | INNOSCIENCE rises over 7% as the company’s GaN chips are integrated into Google's AI hardware supply chain, with significant advantages in power conversion efficiencyAfter Takamatsu Sōmai's victory, Japan's foreign exchange chief warns of "closely monitoring the yen's movements"DingDong sells itself, the front warehouse model comes to an endU.S. Treasury Secretary Janet Yellen signals "stabilizing expectations": The Federal Reserve's balance sheet reduction requires at least a one-year observation period, and the appointment of Waller will not accelerate the processDouble bearish pressures crush the British Pound! Central bank decision and prime minister crisis trigger hedge funds to go short wildlyElon Musk: It's time to return to the moon on a large scaleMorgan Stanley: All global indicators are very optimistic, is it "too good to be true"?Understanding the Market | Space photovoltaic concept stocks are rising across the board as Tesla accelerates solar manufacturing, and space photovoltaic demand is expected to experience exponential growthThe biggest misconception about "quantum computing": it is still "too early"The Hang Seng Index opened up 1.6%, and the Hang Seng TECH Index rose 1.9%After the major reversal in the US stock market, how will this week's delayed non-farm payrolls + inflation and the results of the Japanese election stir global assets?Waller supports it, with far-reaching implications! After 75 years, the Federal Reserve is about to reach an agreement with the U.S. Treasury again?After touching the lower edge of the ten-year channel, U.S. tech stocks rebounded significantly. Has the correction ended?Federal Reserve's Daly pointed out vulnerabilities in the labor market, indicating there is still room for interest rate cutsAfter the 'historic' decline, has the bull market for gold and silver ended?Goldman Sachs traders: US stocks will face continued selling pressure this weekIs the algorithm sell-off storm subsiding? Goldman Sachs: If the S&P 500 falls below 6,707 points, it may trigger a $80 billion systemic sell-offNext week's heavy schedule: US Non-Farm Payrolls and CPI release, China's inflation, AI and robotics Spring Festival battleIs a transformation of the Federal Reserve's balance sheet imminent? The "new agreement" between Waller and the Treasury may shake up the $30 trillion U.S. Treasury market structureElon Musk claims that a market value of $10 trillion for Tesla is not impossibleCICC: Can resource stocks still be bought?The ruling coalition in Japan won more than half of the seats in the House of Representatives, putting pressure on the yen and Japanese government bondsElon Musk stated that Tesla's Semi truck will begin mass production this yearReminder: Please pay close attention to the following (all times are in Beijing time)OpenClaw is gaining popularity, and the era of personal AI agents has truly arrivedGold, silver, and copper will "consolidate" in the coming weeks! JP Morgan: This is just a bull market pause, and copper may rebound first in the second quarterBank of America Hartnett: Small-cap stocks are more worth betting on than tech stocks, tech giants are no longer winnersSamsung will be the first to mass-produce HBM4: Securing the "next ticket" for AI storageBehind the big fluctuations in the U.S. market this week: hedge funds "shorting everything," buying interest in software stocks began on Thursday, and a "brutal short squeeze" on FridayAfter the big AI investments: Are Amazon, Google, and Meta going to run out of cash flow?The US stock market experienced significant fluctuations this week, with investors worried: Is the US economy really strong? Has AI become a negative factor? Have safe-haven assets turned into risk assets?OpenAI's first hardware is coming, but it may be "not so AI"?12,000 developers and thousands of operations affected! Goldman Sachs partners with Anthropic to achieve full automation of accounting and compliance operationsEpic blunder: South Korean exchange "slips" and issues $44 billion in BitcoinUS-China trade agreement: Harley motorcycles enjoy duty-free access, Tesla misses out on tariff reductions