The First Year of Perovskite Industrialization: A Grand Narrative of Space Photovoltaics, Moving Towards a New Order of GW-Level Mass ProductionSilicon Valley is fully "lobsterized"! Anthropic, Microsoft, Meta, and Notion collectively submit their own Claw"AI Programming Star" Cursor CEO: The "Third Era" of AI Software Development Has ArrivedSaudi Arabia's stock index fell 4.6% in the morning session, and Bitcoin declinedThe death of Khamenei raises the question for investors: "What happens next?" The only market that opened over the weekend has completed its transition from "sharp decline" to "sharp rise."Is it time for a correction in the sharply rising South Korean stock market?To cope with Trump's tariffs, U.S. importers already have a "mature tax reduction plan"Trump is not afraid of oil prices? Reports say the U.S. is not considering releasing strategic oil reserves, while OPEC+ is considering increasing productionXiaomi Automobile: February delivery volume exceeds 20,000 unitsZhang Yidong: Hold on with Hengke for now, it's not the time to actively buy. First buy hard assets in Hong Kong stocks, then buy consumer goods"Post-Buffett Era" First Shareholder Letter: Buffett is still at the helm, holding 370 billion in cash, steadfast in Japanese investment strategyBerkshire Hathaway's operating profit for the fourth quarter was $10.2 billion, down from $14.53 billion in the same period last year, a decrease of nearly 30%The tension in Iran is driving up oil prices, and the "space for the Federal Reserve to cut interest rates this year is disappearing."The war in Iran has reignited, will Brent crude oil hit 80 dollars again?Technology-driven, precise empowerment, integration of industry and finance, CBHB collaborates with XPeng to build an intelligent automotive supply chain financial ecosystemJapanese TVs usher in the era of the Chinese home courtHSBC China Wealth Insights: A Conversation with PIMCO's Global Chief Investment Officer: How to Seize Investment Opportunities in the K-Shaped Economy and AI Wave? | Wealth Exchange "Hui"The "AI Music" star startup SUNO has doubled its paid users in 3 months, reaching 2 million, with an annual ARR revenue of 300 million USDReport: NVIDIA will launch a "new inference chip" incorporating Groq LPU design at next month's GTC conferenceUnder the impact of AI, is a new round of "subprime mortgage crisis" coming?NVIDIA plans to launch a new chip, OpenAI is a major customerTCOM (Trans): No update on regulatory issuesThe nomination of Waller faces rare obstacles, and Powell's reappointment remains undecided! The outlook for the Federal Reserve's monetary policy adds significant uncertaintyThe private equity crisis is escalating, even Goldman Sachs has to "prove its innocence."The last time this situation occurred in the U.S. stock market was in 2008The market begins to worry about the economic outlook! The 10-year U.S. Treasury yield falls below 4%, hitting a four-month lowOvernight U.S. Stocks | The three major indices closed lower this week, NVIDIA continued to drop by 4.16%, and spot silver rose over 6.2%The Asia-Pacific stock market continues its upward trend, sprinting towards the best February in history, with the South Korean stock index rising 18% for the month, but technology stocks are under pressure following NVIDIA's earnings reportSpaceX is considering secretly submitting its IPO application as early as March, with a goal to go public in June this yearReport: SpaceX is considering secretly submitting its U.S. IPO application as early as MarchMeta's chip dream encounters hard restrictionsParamount is reported to have paid Netflix $2.8 billion in termination fees"Roaches are out," private credit issues combined with AI concerns hit, bank stock indices plummet by 6%The bankrupt private credit giant MFS still has "big risks"! Creditors warn that double pledges may lead to a $1.3 billion gapOver 3,000 companies cleared out! What’s going on with this "major action" in China's insurance industry?Belgian regulators launch investigation into Google's online advertising pricing practicesDo investors underestimate NVIDIA? CEO Jensen Huang believes soUnexpected warming! The U.S. January core PPI recorded the fastest growth in a year, complicating the Federal Reserve's monetary policyBlock (Trans): Layoff tailwinds to kick in Q2, margins to trend higher
---CoreWeave (Trans): Massive capex fully backed by signed service contractsAnalysts say that Netflix's abandonment of the proposal to acquire Warner Bros. may bring huge benefits to the streaming giantCoreWeave: Orders Soar, Profits Plunge — Is the Compute Unicorn Stuck in a Profitability Trap?
---Amazon and large tech stocks fell due to OpenAI's latest $110 billion financingU.S. inflation remains resilient! January PPI unexpectedly surged, potentially hindering the Federal Reserve's momentum for future rate cutsAmazon initiates an AI cost revolution! Self-developed AI ASIC directly targets large model training, NVIDIA's computing power monopoly faces its strongest challengeU.S. January PPI First Take