January electric vehicle report card: XPeng returns to first place, Xiaomi SU7 delivery volume exceeds 20,000 units for four consecutive monthsTrack Hyper | Apple's Q1 overall performance is impressive: revenue in Greater China slows downTesla Stock vs. Palantir Stock: Billionaires Buy One and Sell the OtherFebruary 1st "Turning Point": Global Markets Face "Tariff Uncertainty"The US stock market faced two rounds of blows in a week: just recovering from the "DeepSeek impact," it was hit by tariffs again!NVIDIA VS Cisco, another "old joke renewed" this weekTrack Hyper | Rebirth is imminent: Microsoft's Azure cloud business revenue slows down againTrump 2.0 Best Asset? Gold Prices Welcome the Strongest January in a DecadeFederal Reserve Governor Bowman: Hope to see more progress on inflation before interest rate cutsThe big stick has fallen! The White House announces a 25% tariff on Canada and MexicoChicago Fed President: Slowing Inflation Supports Rate Cuts, Future Policy Still UncertainOvernight U.S. Stocks | Trump's Tariffs "Surprise" the Market, Three Major Indices Close LowerGood news for Meta? Apple's AR glasses project has failed, reportedly facing technical challenges and poor performance improvementsWho is grabbing gold bars? The center of global spot gold - London, is experiencing a shortage of gold bars!Powell will attend a U.S. House of Representatives hearing on February 12Intel（Minutes）: Achieve breakeven for foundry services by the end of 2027 (24Q4 conference call)Intel: Layoffs and cost reductions show results, but growth has become a "major challenge"?The U.S. banking regulatory agencies will hold an online meeting on March 6Federal Reserve official Goolsbee: It is fine to slow down the pace of interest rate cuts as the Federal Reserve approaches a neutral interest rateThe China Concept Index fell by 1.5%, KWEB and YINN fell by more than 1%, and Li Auto and Alibaba fell by more than 1%The Federal Reserve's favorite inflation indicator is mild, with the core PCE price index rising 2.8% year-on-year, and real income is weakThe Federal Reserve favors inflation data; PCE remains moderate, supporting further rate cut expectationsThe year-on-year increase in U.S. labor costs in the fourth quarter hit the lowest level since 2021The U.S. December PCE price index year-on-year is 2.6%, expected 2.6%, previous value 2.4%After the release of the U.S. December PCE data, the U.S. dollar index and U.S. stock futures showed little short-term volatilityTesla "Bitcoinization"! When you control the super narrative, who still cares about the fundamentals?In two days, retail investors bought $900 million, bottom-fishing NVIDIA!DeepSeek Isn't the Only Low-Cost AI Startup. Here's What It Means for OpenAI and Nvidia.This Artificial Intelligence (AI) Stock Delivered Bigger Gains Than Nvidia. It Can Skyrocket Higher.Andrej Karpathy: We need to let large models "go to school," and reinforcement learning is just beginningApple's Q1 Services Revenue Jump Helps It Beat Analyst EstimatesTesla May Have an Ace Up Its Sleeve to Propel Shares HigherZuckerberg stated internally at Meta: DeepSeek will not impact AI infrastructure investment, and everyone should prepare for a "tense year."Understanding Apple's Conference Call in One Article: Cook Responds to "Chinese Market, Apple Intelligence, DeepSeek, and Mobile Design Innovation"The Verification Logic of AI Grand NarrativeNVIDIA "When a whale falls, all things thrive," China AI takes a seat at the tableWall Street nodded? Goldman Sachs is also interested in DeepSeekGoldman Sachs: The sell-off triggered by this round of DeepSeek is nearing its endMLIV Pulse latest survey "Soothing": DeepSeek finds it hard to weaken the "Seven Giants" of the US stock marketApple（Minutes）: Continue to use a hybrid model to optimize costs and performanceOil prices rise, gold hits a historic high! What happened?Apple: LLM "Slimming Down," Hardware Becomes the Final Winner?Is DeepSeek a big benefit for Apple? Cook said this in the earnings callIntel Beats EPS, Revenue EstimatesDeepSeek re-evaluates China's AI assets? Alibaba leads a surge in Chinese concept stocks, with inflows into technology stock ETFs reaching the highest level since October