Strong earnings can't save the market? U.S. companies deliver the strongest report card, but the S&P 500 has dropped 1.7% in six weeksU.S. Stock Market Outlook | Three Major Index Futures Rise Together, NVIDIA's Earnings Report is ComingNVIDIA's earnings report tonight: How strong does it need to be to reverse the AI bubble panic?Another executive position at a state-owned bank has become "vacant"The "new team" of Western banks is undergoing changes again, with "insiders" concurrently holding key positionsAI "acrophobia" spreads: Global investors are searching for all means to hedge against three years of AI frenzyAfter Google, Microsoft also faced "knocking on the door": Japan's antitrust storm escalates, and tech giants' cloud businesses face compliance testsFeynman architecture debut? NVIDIA GTC conference may launch 1.6nm chipWill the RMB break 6.8?Yuanbao AI insulted users on New Year's Eve, official apology: caused by abnormal output during multi-turn dialogue processing of the model"Trump Trade" coming to an end? Investors accelerate "de-Americanization"A Unique Rebound in Global Industry in 2025On February 25th, XIAOMI-W spent HKD 99.9969 million to repurchase 2.8094 million sharesApple will adopt the Dynamic Island design in its first touchscreen MacBook ProAmer Sports' dual engines are in full swing: Arc'teryx "reduces noise" for steady growth, Salomon crosses the $2 billion thresholdByteDance's new valuation is $550 billion!U.S. lithium mining stocks strengthened before the market opened, reports: Zimbabwe suspends exports of lithium concentrate and raw oreSK Hynix will invest $15 billion to build a new facility in Yongin, South KoreaSK Hynix announces a $15 billion investment plan for the new factory in Yongin, with the first cleanroom going into production ahead of scheduleNVIDIA's performance is coming in strong. Can the "AI computing power bull market narrative" break the "AI bubble"?Quantum Unlock 1.0: IBM elaborates on five key issues in quantum computing"Equal Tariffs" One Year Anniversary, In the End, Did Americans Bear All the Burden?The US-Iran nuclear talks are expected to restart on Thursday, with Trump specifically wanting to hear "never nuclear," leading to early fluctuations in oil pricesHK Budget Ups I&T; META, AMD Seal 100bn-Class Compute Deal | Daily News Recap
---Nearly $500 million in assets sold at a 6% discount! AI scares American private credit fundsSamsung Electronics – Moving Towards the "Trillion Dollar Club"AI capital expenditures surge, the power grid is under more pressure! Goldman Sachs significantly raises global AI electricity demand forecast: demand will soar by 220% by 2030Understanding the Market | MAN WAH HLDGS surged over 4% in the closing hours as the company previously acquired an American home furnishings brand and is expected to benefit from the recovery of the North American real estate marketFrom obtaining the license to building the brand: JD.com has submitted the "Insurance Consultant" trademarkCitigroup: Optimistic about copper prices in the short term, expects to reach USD 14,000 per ton in the next three monthsNVIDIA and Microsoft join forces to invest, valuing UK autonomous driving startup Wayve at $8.6 billionWith inflation meeting targets and exports providing support, the Bank of Korea is expected to maintain its interest rate this week while assessing financial risks in the real estate sectorCICC: Maintains Outperform rating on Meituan-W, expects Keeta to implement refined operations in BrazilUnderstanding the Market | ANTENGENE-B rises over 6% after reaching a clinical collaboration with JUNSHI BIO to advance the joint exploration of ATG-037 and JS207Renminbi: A good start after the holidayHSBC HOLDINGS rose more than 3% in the afternoonReminder: Please pay close attention to the following (all times are in Beijing time)NVIDIA'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