Beginning of the Year Inflation: The Resurgence of Green ShootsTaiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia InvestorsCore inflation rebounds and gradually improves - January inflation data commentaryWill optical fiber be the next storage?Hong Kong human resources company CALM Chain International submitted an IPO application for the US stock market, aiming to raise USD 18 millionHong Kong civil engineering subcontractor Uptrend Holdings' US stock IPO issuance volume surged by 150%, aiming to raise USD 17 millionSMIC conference call: "12-inch wafers are nearing full capacity," AI drives up storage demand squeezing orders for mobile phones and others, with capital expenditure remaining at a high level of $8.1 billion this yearUnderstanding the Market | Gold stocks continue to rise, Zijin Gold International up over 8%, Lingbao Gold up over 7%Goldman Sachs forecasts that the U.S. non-farm payrolls in January may add only 45,000 jobs as the labor market gradually coolsThe profits of US tech giants' "hegemony" coming to an end? Earnings growth is spreading across the entire industryHumanoid Robot Racing: Chinese Startups Rush to Mass Production, Tesla and Boston Dynamics Won't Start Until 2026Two papers from NVIDIA introduce a new paradigm of embodied intelligence after VLAUnderstanding the Market | KINGSOFT CLOUD rises over 10%, Goldman Sachs optimistic about the company benefiting from Xiaomi's continued investment in AI developmentBank of America: TSMC's capital expenditure shifts "toward the front end," preparing for 2nm mass production in 2026 and AI chip demandHas software development entered the "black box" era? Former GitHub leader: In the future, no one will check the code written by AICushman & Wakefield: The wealth effect of the stock market drives buyers into the market, expecting Hong Kong's property prices to increase by about 5% this yearThe AI gold rush has turned into an AI panic! Wall Street's new consensus: avoid all companies that could be disruptedFollowing Starbucks and Burger King, the operators of DQ and Papa Johns in China may be soldOver 400,000 people actively participated in the "No Running Red Lights" campaign, and Meituan distributed smartwatches and other New Year gift packages to riders who comply with traffic regulationsTonight, the U.S. non-farm payroll may see a "million-level" downward revisionHOOD: What's Left After the Frenzy?Reminder: Please pay close attention to the following (all times are in Beijing time)Why the Chinese Model Leads in AI VideoChina Merchants Macro: The primary task of monetary policy is to boost nominal growth rateSamsung executive: Memory demand will continue until 2027, HBM4 customer feedback is "very satisfied"Balance sheet reduction - "Federal Reserve Treasury Agreement" - Interest rate cuts, is this what Walsh calls "the grand strategy"?After-hours surge of 16%! AI-driven growth, Cloudflare's performance explodes, securing the largest annual contract in historySoaring 50%, short sellers refuse to back down! Is POP MART facing an epic "short squeeze" storm?100GW, far exceeding the ground demand in the United States! The solar power capacity that Tesla is expanding is preparing for space data centersSMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3Understanding the Market | XIAOMI-W rose over 5%, new generation SU7 expected to be launched in AprilUnderstanding the Market | WANGUO GOLD GP Rises Over 7% to Refresh Listing High, Company Benefits from Rising Gold PricesDomestic Video Model Evaluation: ByteDance's Dream 2.0 vs KUAISHOU-KeLing 3.0China's January CPI year-on-year increase fell to 0.2%, and the year-on-year decline of PPI narrowed to 1.4%When AI enters hospitals, risks such as "surgical errors and misidentification of organs" also ariseSamsung is set to launch the Galaxy S26 series smartphones on February 26, with a comprehensive upgrade of its AI strategy to compete against Apple's iPhoneChina's January CPI year-on-year 0.2%, previous value 0.8%. China's January PPI year-on-year -1.4%, previous value -1.9%The National Bureau of Statistics responds to the base period rotation of CPI and other price indices"The AI War" cannot afford to lose! What does it mean for the market if the US stock market's Mag 7 burns its cash flow into negative this year?Federal Reserve: U.S. consumer debt default rate soars to the highest level in nearly a decadeIs the Wash nomination effect cooling down? Traders bet that the Federal Reserve will only cut interest rates two to three times this yearAmazon disclosed that it holds a 5.3% stake in Beta TechnologiesRobinhood's fourth-quarter profit fell by 34%, with sluggish cryptocurrency dragging down revenue, dropping over 6% in after-hours trading | Earnings Report InsightsSilver "needs time"Signals from the central bank's fourth-quarter monetary policy report: The probability of a short-term interest rate cut is relatively lowThis Wall Street investment bank warns: Yen arbitrage trading is a "time bomb"U.S. retail investors are bottom-fishing software stocksRecord number of new users, profit growth of 200%! "Online music giant" Spotify "successfully raised prices"