Meta Platforms Revenue Tops EstimatesGoldman Sachs: DeepSeek is sounding the "alarm bell" for US stocksThe annualized quarter-on-quarter initial value of the actual GDP in the United States for the fourth quarter is 2.3%, with an expectation of 2.6% and a previous value of 3.1%U.S. Stock Outlook | U.S. GDP and employment data released, Apple and Intel earnings reports coming after the market closesDan Ives Just Called the Nvidia Sell-Off a "Golden" Buying Opportunity. Here's Why I Think He's Absolutely RightHas Microsoft's "bad data" passed?Microsoft（Minutes）: Current Investment vs Future Prospects is a Question All AI Players Need to Consider"Dislocated" Microsoft: Lean Reality vs Ambitious Future, it's time to test faith again!Haitong Securities: The Federal Reserve pauses interest rate cuts, adopting a wait-and-see approachThe growth engine Germany is in trouble, and the European economy is facing "zero growth" by the end of 2024Is Meta a Better Artificial Intelligence (AI) Stock to Buy Than Nvidia After DeepSeek's Stunning R1 Debut?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 insightsTesla 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 Meeting