Reminder: Please pay close attention to the following (all times are in Beijing time)Nvidia's Stock Just Did Something It Hasn't Done in a Year. Here's What History Says Happens Next.1 Wall Street Analyst Thinks Nvidia Stock Is Going to $175. Is It a Buy?Where Did Tesla's Demand Go?Intel Just Gutted Its AI Chip AmbitionsMeta Platforms' Revenue Jumps as It Plans to Invest Big in AI. Is the Stock a Buy?Haitong Securities: The United States will still face significant challenges regarding inflation in 2025, and interest rate cuts are still pending observation3 Reasons to Buy Amazon Stock Like There's No TomorrowChina Galaxy Securities: When will the Federal Reserve start the next rate cut?This week's key agenda: Trump's tariff executive order takes effect, U.S. January non-farm payrolls debut, will the Bank of England cut interest rates?Elon Musk Predicts Tesla Will Be Bigger Than Apple, Nvidia, Microsoft, Amazon, and Alphabet Combined Thanks to This $10 Trillion OpportunityNvidia Could Be a No-Brainer Buy in FebruaryBetter Artificial Intelligence Stock: AMD vs. Nvidia"The analyst who understands Apple the most" Ming-Chi Kuo: If Apple does not change its strategy, iPhone revenue will see a mid-single-digit decline by 2026A tumultuous week, despite NVIDIA being heavily impacted, the overall Mag 7 of the US stock market remains "unshaken."Trump's tariffs disrupt the crude oil market, and U.S. oil prices may face an increaseThe U.S. announces a 10% tariff on Chinese goodsYou Can't Control Inflation, but You Can Control What You Do About ItWhy This Nvidia Shareholder Isn't Losing Sleep Over DeepSeek AIAmazon vs Nvidia: Billionaires Are Buying One and Selling the OtherA comprehensive understanding: Which segments of the AI infrastructure industry chain are favorable for DeepSeek and which are unfavorable?Intel Delays Its Monster Server CPUMeta CEO Mark Zuckerberg Just Shared Great News for Nvidia, Broadcom, and Arista Networks InvestorsTrack Hyper | Meta's Q4 performance skyrockets: aggressive capital expenditures for the whole yearJanuary 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?