Why Is Meta Platforms Stock Underperforming?Renminbi: A good start after the holidayHSBC HOLDINGS rose more than 3% in the afternoonNVIDIA's earnings report this week will be good, but investors are more concerned about the March GTC conferenceMercado (Trans): Will develop an in-house e-comm AgentUnderstanding the Market | Aluminum stocks continue to rise as expectations for overseas electrolytic aluminum production cuts increase, and the valuation of the electrolytic aluminum sector is expected to gradually recover"The Father of OpenClaw": When "experimental projects" become "global hits," the essence of software development has changed—code is dead, intention lives onFacing enterprise software giants: OpenAI seeks "disruption," Anthropic chooses "symbiosis"XPeng's New Year Sword, pointing towards Physical AICathay Securities: Maintains Samsonite "Buy" Rating, Disclosure of Dual Listing Rules for US StocksMELI: LatAm's 'Alibaba' with a split personality — a rev. giant, profit minnow---Industrial Securities: The prosperity trend of the tool industry is on the rise, and there is ample room for Chinese companies to increase their market shareA comprehensive understanding of Apple's 2026 shareholder meeting: 5 topics, 1 rejected, Cook not retiring"Scarce Assets" in the AI Era? Goldman Sachs: HALO - Heavy Assets, Not OutdatedSchroders Investment: Remains optimistic about stocks and gold, currently maintains a negative outlook on the US dollarUnderstanding the Market | XPENG-W rises over 3% as the 2026 model XPeng X9 pure electric MPV officially announces its launch in early MarchAMD and Meta "10% equity for $100 billion order," Goldman Sachs: Need to see actual deployment to be more confidentThe "Year-End Blitz" of China's Insurance Capital GiantsHSBC "Contrarian Statement": Software will devour AI, now is a good time to bottom fishCITIC Securities: The Rigid Narrative and Multidimensional Constraints of AI Development"Insider information" front-running and low-discount bottom-fishing, quantitative giant Jane Street accelerated the "crypto winter" of 2022HP's Q1 revenue grew by 7%, exceeding expectations, but the rise in storage chip prices dragged down performance outlook, causing a nearly 7% drop in after-hours stock price | Earnings report insightsThe Seoul Composite Index in South Korea has surpassed the 6000-point mark for the first time in historyThe price increase of storage chips may continue throughout the year, with the rise of the Chinese industry becoming a "deciding factor."Heading south to Guangdong, major investment! Liu Qiangdong officially announced: hoping to have a yacht worth 100,000 yuan, making it affordable for the working classInterest Rate Futures Inversion Warning: Traders Bet on "Continued Rate Cuts" Replacing "Rate Hikes Next Year," Why Did Market Expectations for the Federal Reserve Change Overnight?Warner Bros. stated that Paramount's new offer of $31 may be better than Netflix's proposalAI panic trading cools down, Asian chip stocks hit all-time highs, gold and silver retreat, London copper rises 2%, Bitcoin plungesBond traders do not believe the Federal Reserve may raise interest rates next! Betting on the continuation of the rate cut cycle until 2027Storage vs GPUBreakfast | AI panic alleviation boosts Nasdaq up over 1%, Anthropic concept stocks surgeNo signs of relief from the impact of AI yet, traders rush to sell software industry debt exposureReminder: Please pay close attention to the following (all times are in Beijing time)AI Reconstructs Wall Street: JPMorgan Chase has launched a large-scale internal job relocation planCoreWeave plans to raise approximately $8.5 billion to expand AI computing infrastructure for MetaBank of America survey: AI bubble becomes the number one risk in the credit market, with 23% of investment-grade investors viewing it as the biggest threat"Against Jobs' wishes"? Apple's MacBook Pro is getting a touchscreen, and it also features Dynamic Island"Official Refutation": White House economists claim that Citrini's AI risk report is purely "science fiction"Apple's MacBook Pro models equipped with touch screens will be launched this fallSandisk "flash crash"! Short seller Citron points out that supply tightness is a "mirage," and the cycle is about to peakFederal Reserve Governor warns: Monetary policy may not be able to address the unemployment wave caused by AIThe labor market is experiencing a moderate recovery, with the U.S. ADP weekly average of new jobs added at 12,750, marking the fourth consecutive week of month-on-month improvementDon't disrupt, cooperate! Anthropic upgrades enterprise-level AI tools to expand into investment banking, HR, and other scenariosThe U.S. government has warned technology companies about the risks of over-reliance on Taiwan SemiconductorMeta faces a court hearing on child safetyMorning: US stocks rise, Dow Jones up 200 points, AMD up 6.6%