AI layoffs lead to a surge? Morningstar criticizes: redeploying employees can release more value than simply "cutting" themAutomotive giants transforming into AI powerhouses? $6.3 billion invested in AI, building data centers and robotics factoriesAfter twenty years of negotiation, a "technical compromise" has been reached: South Korea approves the export of Google Maps dataDriven by the surge in chip demand, South Korea's exports are expected to increase for nine consecutive monthsMizuho: Plans to replace 5,000 clerical positions with AI within 10 yearsThe "Darwin Moment" has arrived! Analysis warns: some PE firms face extinction riskThe weakness of the yen has touched a nerve in the government! Japan's Finance Minister sends a strong signal: closely monitoring the foreign exchange market and will communicate closely with the United StatesElon Musk stated that Tesla will build a factory on the moon within 20 years, encouraging investors to continue holding their sharesRefusing to become a "war machine"! Over a hundred Google employees jointly signed a letter demanding a red line in contracts with the U.S. militaryFor the first time in 15 months! Tokyo CPI in Japan falls below the 2% target, but the central bank's interest rate hike path remains unchangedA "NVIDIA" in market value evaporated overnight, who is shorting NVIDIA?Korean stocks soar, and the "big winner" turns out to be European luxury goodsCitigroup: AI may drive Baidu's revenue increase in 2026, raising Baidu ADR target priceDELL Trans: AI orders exclude Rubin; legacy biz still growingAfter the valuation crash of software stocks, is the era of AI "big mergers and acquisitions" coming?The next trillion-dollar track "humanoid robots" who will dominate? Hyundai challenges Tesla's "Optimus" with "Atlas"Paramount raises prices, Netflix "does not follow," Warner Bros. acquisition case "settled"Understanding the Market | Samsonite rises over 4%, recommends seeking shareholder approval for dual listing share issuance authorization, company goes to the U.S. to enhance global trading liquidityLynk & Co Z20 voice command mistakenly turned off headlights, causing a highway collision; official emergency OTA patch issuedMNST (Trans): Zero-sugar line remains the core growth driver
---DELL: Can AI's doubling growth ease 'storage crunch' concerns?---Understanding the Market | ILUVATAR COREX once rose over 7% to break the top, institutions indicate that the performance of the "Tongyang" series edge products surpasses that of NVIDIA's similar productsConsolidation only for new highs? Bank of America: Gold prices are still on track to reach $6,000, with tariffs and Federal Reserve variables becoming catalystsMNST: New product cycle ahead; another 'evolution' year?---Not only will everyone be unemployed, but capitalism will also come to an end? Deutsche Bank's heavyweight simulation of two outcomes for AI developmentUnderstanding the Market | Drinda once rose over 14%, institutions optimistic about space photovoltaics creating new growth spaceNVIDIA invested over $70 billion in partners last fiscal year to vigorously consolidate AI chip demandNVIDIA's stock price fell more than 5%, with a market value evaporating by 1.77 trillion yuan overnightCoreWeave conference call: CEO bluntly states that AI computing power demand is "ruthless and never-ending," holding $66.8 billion in orders, with future profits expected to stabilize at 25%DUOL (Trans): Guidance intentionally conservative, but user concerns lead it to forgo near-term monetization.
---The South Korean stock market explodes, not just in storageChina's "Life Insurance Leader" makes a major breakthrough, playing with "AI Agent"CICC: The reconstruction of the international monetary order in 2026 remains the main theme for global assets, with an overweight on Chinese stocks and gold, and a benchmark allocation to commodities, U.S. stocks, and U.S. bondsDUOL: Guidance bombs again; is the Green Owl now 'Dead Duo'?
---NVIDIA plummeted overnight, institutions sold off, and retail investors went on a buying spree?Google suddenly launched Nano Banana 2 late at night, the raw image community is in chaos! Pro-level 4K blockbuster, price slashed in halfExtreme situations must reverse! Software "counterattacks" chips"The Big Short" prototype warning: NVIDIA is in the same "dangerous situation" as Cisco during the internet bubbleAI is impacting various industries in succession, and Wall Street is turning to "fancy" defenseAs the value of dollar assets diminishes, global asset management turns to emerging markets, with capital inflows potentially igniting a new round of bullish trendsGoogle and Meta reach billion-dollar AI chip agreement, intensifying competition with NVIDIANvidia's adopted son CoreWeave plummeted 12% after hours! Holding a "heavy sword" with $67 billion in orders, yet faced a "sneak attack" in Q1 guidanceOvernight U.S. Stocks | Three major indices mixed, chip stocks broadly declined, NVIDIA fell nearly 5.5% after earningsZhitong Hong Kong Stock Early Knowledge | China's AI usage surpasses the United States for the first time. BeOne Medicines: Global total revenue is expected to grow by 33% year-on-year in the fourth quarter of 2025CoreWeave's Q4 revenue doubled sharply, with year-end backlog revenue of 66.8 billion, unexpected widening of losses, and a plunge in after-hours trading | Earnings Report InsightsOvernight news on February 27: NVIDIA plummets, gold prices rise slightly, Walmart reaches a $100 million settlement with the FTC, and the U.S. 30-year mortgage rate falls below 6%Reminder: Please pay close attention to the following (all times are in Beijing time)The cryptocurrency winter is not over! The crypto market resumes its downward trend, following the sentiment of tech stocks