How many stars for Spring Festival consumption?AMD launched the next-generation GPU MI350 ahead of schedule, but the financial report shows that "the data center business lags far behind NVIDIA."Breakfast | Google and AMD's stock prices plummet after earnings, Morgan Stanley significantly lowers GB200 shipment forecastSan Francisco Federal Reserve President Daly: The Federal Reserve does not need to be "preemptive" and should observe the impact of Trump's policiesAMD's performance and guidance exceeded expectations, data center underperformed, after-hours rose over 5% then turned to a decline of 9% | Earnings Report InsightsZhitong Hong Kong Stocks Early Knowledge | DeepSeek ignites computing power demand as international gold prices continue to rise sharplyCITIC Construction Investment: Tariffs land, gold soars, copper and aluminum resist decline and lie in waitThe strong U.S. economy + trade hedging "dual engines" support, the dollar's sharp drop is hard to shake the bulls' confidenceIn the face of DeepSeek's impact, Google is heavily investing in AI! Google's Q4 cloud revenue is disappointing, and this year's capital expenditure guidance unexpectedly exceeds expectations | Earnings report insightsTrump's tariff policy puts the Federal Reserve in a dilemma: fight inflation or maintain growth?San Francisco Federal Reserve President Mary Daly: Will not rush to cut interest rates before inflation approaches the 2% targetReminder: Please pay close attention to the following (all times are in Beijing time)Every Nvidia Investor Should Keep an Eye on This NumberU.S. job openings in December fell to a three-month low, indicating a cooling trend in the labor marketWhy Nvidia Stock Lost 11% in JanuarySpotify: The definite Netflix of the music industryBetter EV Stock: Rivian vs. TeslaMinsheng Securities: Moving out of "U.S. Dominance" and Focusing on Changes in ChinaHas AI crossed the red line? Research from Fudan University shows that AI replicated itself after knowing it would be shut downGoldman Sachs deeply interprets DeepSeek's investment logic: AI shifts from hardware to software, impacting "American exceptionalism," overweighting Chinese concept technology stocksElon Musk Just Said Tesla Could 10x From Here. Is He Right?Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI StocksSignificantly lowered the GB200 shipment forecast for this year, Morgan Stanley is bearish: the cloud market may peak this year!Where Will Apple Stock Be in 3 Years?Is Nvidia Stock a Buy?Hong Kong Stock Review: Continuous FermentationUnder the "tariff" haze, will gold and Hong Kong stocks bloom again?Should You Buy Nvidia Before Feb. 26? The Evidence Is Piling Up, and Here's What It Says.The economy of first-tier and lower-tier cities: "A Tale of Two Cities"Hong Kong stocks opened significantly higher, with the Hang Seng Index rising 1.3%, the Tech Index up nearly 2%, and XPeng increasing by 5%Hong Kong Stock Market Review: On the second trading day of the Year of the Snake, the Tech Index surged by 5.06%Will Monday's market "roller coaster" be a preview of the entire year of 2025?Palantir（minutes）： hopes to become the cornerstone company of this AI revolutionThe spokesperson of the Ministry of Commerce answered reporters' questions regarding China's lawsuit against the U.S. for imposing additional tariffs at the World Trade OrganizationHong Kong Stock Midday Review: The Hong Kong stock market surged in the morning session, with the Hang Seng Index closing up 2.00% at noon and the Tech Index soaring 3.91%DWS: Expects U.S. inflation data to improve in the first quarter; opportunities for interest rate cuts in March and June still exist, but the magnitude is expected to weakenThe overnight market experienced a "V-shaped reversal," and the market is more "confident" now. Did Goldman Sachs get it right again?Track Hyper | Xiaomi's market value exceeds one trillion: Who benefits from the explosive sales of the 15 series?Palantir: Beating down short sellers, the unattainable "AI faith"Microsoft Shares Slip on "Soft" Azure Revenue. Is This a Buying Opportunity in the Stock?Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?The Trump tariff stick strikes, the most dovish Federal Reserve official turns to "cautious rate cuts": inflation may returnThe Hang Seng Index opened up 1.34%, and the Hang Seng TECH Index rose 1.93%Trump delays tax hike plan, Canadian dollar and Mexican peso rebound strongly, global markets welcome a breather?U.S. defense technology stock Palantir's earnings guidance exceeded expectations, soaring 24% in after-hours trading | Earnings report insightsIf You Buy Amazon Stock Today, Will You Become a Millionaire by 2030?The uncertain outlook for the U.S. economy: Atlanta Federal Reserve President advocates for maintaining current interest ratesElon Musk's political involvement causing trouble? Tesla's sales in California continue to decline, and vehicle registrations in France also plummet by 63%Nvidia vs. Alphabet: Which Artificial Intelligence (AI) Stock Should You Buy After the Emergence of China's DeepSeek?Is Nvidia in Deep Trouble Due to DeepSeek?