Tesla: The AI Narrative Continues to Surge (4Q24 Earnings Call Summary)Microsoft and Meta both said "DeepSeek does not affect," capital expenditures are stable, can Nvidia breathe a sigh of relief?Meta (Minutes including small meetings): "Every year" is a key year, and this year is not just about Meta AI"New Federal Reserve News Agency": Both inflation and growth are uncertain, the Federal Reserve enters a "wait and see" modeMarket "calm" response after interest rate decision: Is the Federal Reserve's policy now "irrelevant"?ASML（Minutes）: Revenue in mainland China will fall to around 20% The Federal Reserve does not cut interest rates, Trump lashes outTesla：AI Ambitions Clash VS Automotive FundamentalsWolfspeed（Minutes）: Expected capital expenditures will significantly decrease in 2026Meta: Once again, Zuckerberg is excited to spend money. Why is the market not panicking this time?Tesla conference call: This year will be the most important year in history, significant breakthroughs in FSD, and the robotics business may surpass automobiles in the futureMicrosoft conference call: DeepSeek is a positive factor, AI business annual revenue run rate has now exceeded $13 billion, a year-on-year increase of 175%Zuckerberg: In the long term, invest "hundreds of billions of dollars" in AI infrastructure; this year is the "decisive year" for AI glassesWolfspeed: No surprises, continuing to close factories, lay off employees, and reduce costsDeepSeek 抢镜巨头财报会！Microsoft：有真创新且 R1 上云了、Meta：学习且加大投入、ASML：实际是利好Tesla's quarterly report significantly missed expectations, but the automotive business is expected to regain growth this year, initially falling then rising in after-hours trading | Earnings Report InsightsSpending big on AI but still not enough power? Microsoft's cloud revenue unexpectedly slowed last quarter, dropping over 6% in after-hours trading | Earnings Report InsightsThe economic outlook is relatively weak compared to the United States, and the European Central Bank is expected to continue cutting interest ratesTrump "furiously" criticized the Federal Reserve for holding steady, promising to curb inflation through economic policiesFederal Reserve Chairman Jerome Powell: Inflation remains above target, and there is currently no urgent need to adjust monetary policyAI helps Meta achieve record performance in Q4, while Q1 guidance is disappointing; "burning money" to cope with DeepSeek, this year's spending may increase by 60% | Earnings report insights美联储暂停降息，美股齐跌，英伟达重返跌势，10 年期美债收益率冲高回落Tesla fell initially and then rose after hours, with Q4 revenue below expectations, and vehicle deliveries are expected to regain growth this yearReminder: Please pay close attention to the following (all times are in Beijing time)Powell: The Federal Reserve is not in a hurry to adjust policies, the statement on inflation does not send a signal, and I have not contacted Trump yetOverseas Headlines: The Federal Reserve remains steady, Powell states there is no need to rush into rate cuts. Apple downgraded for the fifth time this month. OpenAI CEO plans to visit India next weekThe Federal Reserve's statement dampens interest rate cut expectations, Powell's press conference "saves the day," U.S. stocks, bonds, and gold see narrowed declinesTesla's fourth-quarter revenue was $25.71 billion, expected to be $27.21 billion. Tesla fell over 4% in after-hours tradingSummary of Key Points from Powell's January Press ConferenceWhy Nvidia Stock Is Plummeting Today"Preparing for" Trump's policies, the Federal Reserve paused interest rate cuts as scheduled, indicating a lack of confidence in inflationWhat changes are there in the full comparison with the Federal Reserve's January meeting statement?Why Alibaba Stock Is Surging TodayNvidia Is Sinking Again Today. Is This Your Chance to Buy the Artificial Intelligence (AI) Leader's Stock?In the face of concerns over DeepSeek's impact, ASML's Q4 performance exploded, with orders doubling quarter-on-quarter, still optimistic about AI demand 丨 Earnings report insightsThe G7 pioneer, the Bank of Canada, lowered interest rates by 25 basis points, ending quantitative tightening and canceling future rate cut guidanceThe Bank of Canada cuts interest rates by 25 basis points as scheduled, pausing future guidance due to threats from Trump's tariffsSignificantly exceeded expectations! The U.S. merchandise trade deficit in December expanded to a record highThe China Concept Index rose about 0.8% in early trading, with Alibaba up about 3% and Nio down 0.5%Focus of the Federal Reserve's January Monetary Policy MeetingASML: The Return of the Industry LeaderNvidia Has 1 Huge Competitive Advantage That Probably Flies Under the Radar of Many InvestorsBreakfast News: AI Model Showdown