CITIC Securities: Maintains an optimistic outlook on precious metals and non-ferrous metal pricesU.S. software stocks rebounded strongly, with Oracle, which had previously "halved," soaring nearly 10%, marking the largest increase since SeptemberHyundai Motor seeks to supply 50,000 vehicles to Google's autonomous driving company, worth $2.5 billionShanghai Securities Journal: The trend of private equity going overseas has emerged, and foreign capital is optimistic about Chinese assetsGold vs Bitcoin vs Japanese Long-term Bond YieldZhitong Hong Kong Stock Early Knowledge | The Ministry of Commerce held a symposium for automobile companies, and overnight U.S. stocks rose across the boardTo what extent has the U.S. labor market slowed down? Keep a close eye on Wednesday's non-farm payroll report, which is significant and information-richReminder: Please pay close attention to the following (all times are in Beijing time)Layout new consumption, promote effective investment, and accelerate the construction of new growth engines in the six provinces of Central ChinaGoldman Sachs: Hedge funds increased their short positions in U.S. stocks to a record high last week, with the information technology sector being the hardest hitTop 20 U.S. stock trading volumes on February 10: Oracle received positive ratings from institutions, and its stock price surged by 9.6%Novo Nordisk's weight loss drug advertisement was deemed "false or misleading" by the FDA, and the stock price hit a new daily lowYen and Japanese bond relationship reversed? Morgan Stanley: It is now the weakening yen that leads to rising yieldsSouth Africa's agricultural product export value hits a record high, despite a significant decline in trade with the U.SFederal Reserve's Balance Sheet Reduction: How Significant is the Impact?Anthropic is considering locking in 10 GW of computing power. (The Information)Autodesk sues Google over AI film production softwareDisappearance of Forward Guidance? Former Federal Reserve Vice Chairman: "The Walsh Federal Reserve" May Have Adjustments in Three Major AreasA California jury will hear the lawsuit against Meta and YouTubeThe craziest since 2016! Goldman Sachs: During last week's plunge, hedge funds heavily shorted U.S. stocksBefore the important non-farm payroll report, the White House takes "precautionary measures": Hassett hints that job growth may be below expectationsEU antitrust lawsuit against Meta: plans to force WhatsApp to open up, strictly prohibiting the blocking of third-party AI competitorsAnnual data may face record downward revisions! The U.S. January non-farm payrolls may reveal a stagnation in job growth, and the Federal Reserve's interest rate policy is approaching a critical turning point?What does Seedance 2.0 mean for AI applications?A significant increase in capital expenditures will put financial pressure on Alphabet, Amazon, and the metaverseWill tariff transmission and the "January effect" push up the U.S. January CPI?Is the $1 trillion rebound a "dead cat bounce"? Hidden worries behind the recovery of U.S. stocks, market confidence is weakThe crisis in U.S. software stocks is not over! Citigroup: The impact of AI may cause terminal value to evaporate by one-thirdNovo Nordisk's European stock surged 9% as competitors canceled their generic Wegovy weight loss drug projectsHong Kong Stock Market Review: Comprehensive RecoveryOn February 9th, XIAOMI-W spent HKD 52.7268 million to repurchase 1.5 million sharesAI Endgame: Power Calls the Shots?---Japanese stocks and yen both rise, Takashi Sato makes concessions, and the market chooses to temporarily believe!"High City Trading" dominates the market, the Nikkei 225 rises above 57,000 points for the first time, Japanese government bond yields rise across the board, and gold returns above the $5,000 markPrediction: Amazon's Sell-Off Will Set Up a Monster Rebound in 2026The EU threatens to take temporary measures against Meta for its exclusion of AI competitors on WhatsAppMeta criticizes the EU's antitrust measures against WhatsApp for blocking AI competitorsTotalEnergies will supply solar power to Google's Texas data centerHBN's parent company, Hujia Technology, is racing towards an IPO on the Hong Kong Stock Exchange amid slowing growth and difficulties in offline operationsCan PVC become the next electrolytic aluminum?Has the Japanese yen and Japanese bonds stabilized?The internal letter from CHINA LIT for the Spring Festival has been leaked, revealing three strategic focusesThe significant rebound in the US stock market will only make investors more anxious?Blackstone enters the game, NVIDIA supports: Australian AI company secures $10 billion in financing, plans to IPO within the yearGoldman Sachs expects NVIDIA's Q4 revenue to reach $67.3 billion and sets a target stock price of $250Dongfang Securities: Global geopolitical disturbances intensify, optimistic about the sustained high prosperity of the mining machinery industryForeign capital is hypocritical! "Complaining during the day, buying wildly at night." How long can this "hot money" boom in the United States last?