Waiting for non-farm payrolls and tariff rulings! U.S. stock futures remain flat, the U.S. dollar index breaks above 99, and base metals copper and aluminum continue to riseMorgan Stanley: China has a unique advantage in the AI competition, Alibaba is the "best enabler," and Tencent has the "highest 2C monetization potential."In 2026, banks began to refuse customers' "mindless gold purchases."Amazon Is Trying to Position Itself as an AI Leader. Is It Working?Burning $28 million a day! xAI financial documents leaked: $7.8 billion "burned" in 9 months betting on humanoid robotsTSM Q4 rev. seen >NT$1 tn; GOOGL integrates Gemini into Gmail | Daily News RecapNVIDIA-supported cloud service provider Lambda raises $350 million, plans for IPO this yearThe ‘silicon shock’: When AI demand broke the supply chainJin Shi 整理: The Trump tariff case may soon be ruled, if the tariffs are deemed illegal, will the market face another "blood rain and wind"?Goldman Sachs raises TSMC's earnings forecast: 3nm/5nm capacity will remain tight until 2027Three Major Characteristics of Fund Winners in 2025Google Cloud Vice President jumps to NVIDIA as CMO, will report directly to Jensen HuangIt's Non-Farm Payroll night again! Employment may "moderately rebound," is there still hope for a rate cut in January?The $100 billion "patent cliff" is approaching! U.S. pharmaceutical giants are eyeing acquisitions of new drugs, while small and mid-cap biotech stocks are ushering in a "super premium" investment feast?Cross-border e-commerce ignites a "new battle"The first batch of public offering Q4 reports has been released, and top-performing fund managers believe that the transformation of industries driven by artificial intelligence is the core theme of the marketMorgan Stanley: Has a constructive view on the trading prospects of Alibaba-W in the next 6 to 12 months and recommends increasing stock holdingsTaiwan Semiconductor's Q4 revenue surged 20%, exceeding expectations, indicating resilience in AI spending in 2026Roller Coaster Night? Global Markets Tonight "A Series of Great Shows"Taiwan Semiconductor announced fourth-quarter revenue of NT$1.04608 trillion, exceeding market expectationsIn December, Taiwan Semiconductor's sales amounted to NT$335 billion, a year-on-year increase of 20.4%Featured Analysis｜Why did Trump focus on Greenland? Beyond its strategic location, this frozen island is buried with "key resources"Is the US CPI about to start a retaliatory rebound?Deutsche Bank Deep Dive: The U.S. is Targeting Venezuela, Not Just for Oil, But Also to "Save the Dollar"The Supreme Court may rule on the legality of Trump's tariffs on Friday, as the U.S. economy faces a critical decisionGoldman Sachs: Expects domestic car companies in mainland China to face profit pressure this year, accelerating overseas expansion; BYD COMPANY and XPENG-W have advantagesUnderstanding the Market | Most Gold Stocks Rise as Geopolitical Risks and Rate Cut Expectations Support Gold Prices; Several Gold Mining Companies Issue Positive Earnings ForecastsUnderstanding the Market | LEOCH INT'L plummets over 60% as its subsidiary goes public in the U.S. Today marks the first day of trading shares based on the ex-rights benchmarkUnderstanding the Market | Weichai Power rose over 6% as US stock SOFC leader secured a $2.65 billion order; the company previously obtained manufacturing license from Ceres for SOFCDecember non-farm payrolls released tonight: Employment expected to grow moderately to 73,000, "year of stability" may become the main theme of 2026Understanding the Market | Alibaba-W rose over 4% in early trading as Alibaba firmly increases investment in Taobao Flash Sale, aiming for absolute market leadershipChina's December CPI year-on-year 0.8%, previous value 0.7%The Hang Seng Index opened up 0.47%, and MiniMax surged over 42% on its first day of listing. Alibaba and JD.com rose over 3%, while Bilibili and Tencent Music increased by over 2%The results of the U.S. Section 232 tariff investigation will be released on Saturday! Silver, platinum, and palladium will face "significant uncertainty."Copper prices have risen far beyond expectations! Goldman Sachs has raised its target price for the first half of the year, but still insists on a "post-U.S. tariff correction."When trillion-dollar giants start to "stockpile" brains, a "talent cognitive breakthrough battle" in the insurance industry has begunThe resilience of the US dollar challenges market expectations: Geopolitical risks struggle to shake the dollar, while economic data becomes the dominant factor in the short termDue to the situation in Venezuela and supply concerns, Brent crude oil surged by 5%, reaching a two-week highBreakfast | The market awaits the release of the non-farm payroll report, and the Chicago Mercantile Exchange has raised the margin requirements for precious metal futures for the third timeZhitong Hong Kong Stock Early Knowledge | Photovoltaic Association and Several Industry Leaders Summoned, Lingbao Gold Issues Earnings SurpriseFederal Reserve Survey: Consumers' short-term inflation expectations rise, and views on employment are the worst in at least 12 and a half yearsReminder: Please pay close attention to the following (all times are in Beijing time)Trump praises Intel and CEO Pat Gelsinger, stock price rises after hoursU.S. Congressional Budget Office: The Federal Reserve may further slightly lower interest rates to stabilize employment, and then remain inactive for the long termTrump's record $15 trillion military spending to fight a "world war"? Defense stocks rebound significantly, drone manufacturers surge by double digits