Summary of Key Points from the U.S. January Non-Farm Payroll ReportGlobal news you need to know before the U.S. stock market opens on WednesdayWall Street analysts: The plunge is excessive, U.S. software stocks have fallen into a "golden pit"Quick Review of U.S. Non-Farm DataArbitrage "time bomb" ticking, the yen's unusual movement may be the signal for a global asset shiftOPEC Monthly Report: In January, the oil production of OPEC member countries significantly declined, maintaining the demand forecast for this year and next year unchangedAfter the release of the U.S. non-farm payroll data, U.S. stock futures surged in the short termIn January, the U.S. non-farm payrolls increased by 130,000, expected to be 65,000, and the previous value was 50,000Oil prices rose over 2% during the day, reports: Trump is privately considering withdrawing from the US-Mexico-Canada AgreementMorgan Stanley "violently" raised the target price for Micron to $450: As long as AI demand remains strong, the impact of Chinese production capacity and overheated capital expenditure are not issues!U.S. Stock Market Outlook | Three Major Index Futures Rise Together, Gold Returns to $5,100, Non-Farm Payroll Data Hits TonightTonight, the "bad news" from non-farm payrolls is the "good news" for the US stock market?Congo's copper exports grew by 10% last year, while cobalt exports fell by nearly 80%Wall Street Survey: The Federal Reserve will start cutting interest rates in June, and Waller's policy may lean towards easingWhen devaluation expectations encounter the commitment of a "strong dollar," who will become the "scapegoat," Bostic or Waller?Goldman Sachs Q4 "Selective Investment" in the Technology Sector: Favoring Apple and Google among Tech Giants while Reducing Holdings in Two Major Digital Token ETFsAmazon Pharmacy will expand its same-day delivery service to approximately 4,500 towns in the United StatesIs the new model from DeepSeek here?Goldman Sachs Global Macro Forum: Expects Asia-Pacific stocks to perform strongest in 2026, with tech stocks remaining the leadersU.S. non-farm employment growth in January is expected to pick up slightly, but the labor market remains "frozen" under the pressure of tariffs and immigration policiesIn a sluggish stock market, Indian investors are turning to a frenzy of buying gold and silver ETFsEarnings guidance below expectations, NVIDIA software supplier's stock price plummets 20%!Hong Kong Stock Review: Gold Stocks ReboundHow to understand the normalization of central bank buying and selling of government bonds?The gaming business cools down, NetEase's Q4 revenue and profit both fall short of expectations | Earnings report insightsThe autonomous driving giant welcomes a new presidentSeedance 2.0 may open its API as early as after the holiday, with stable computing power output being a potential challengeThe General Office of the State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System"HOOD: Stock Halved? Let Earnings Speak, Other Notes
---How did SK Hynix surpass Samsung and achieve a profit margin greater than Taiwan Semiconductor to become the "invisible leader" in the AI storage field?Behind the large-scale 涨停 of fiberglass: Electronic cloth is tight, AI computing power encounters new constraints!The guidance from Oracle is more explosive than ever, but history has thrown a bucket of cold water on itNetEase's revenue in the fourth quarter was 27.5 billion yuan, while the market estimate was 28.79 billion yuan; the gross profit in the fourth quarter was 17.7 billion yuan, while the market estimate was 18.25 billion yuanMSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News RecapQuota reduction of 70%! The world's largest nickel mine faces production limits in Indonesia, causing a surge in London nickel pricesGlobal debut! Intel showcases ZAM memory prototype: single chip 512GB, power consumption cut in half, directly competing with HBM"Artificial Sun" queues for listing, last year fusion startup financing reached a record highBeginning 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 year