Google and AMD's earnings reports disappoint, Tesla kicks off the new year's price war | Today's important news reviewNovo Nordisk's European stock rose over 4%, with the company's fourth-quarter sales increasing by 6.3%, exceeding market expectationsCathie Wood firmly believes in AI: AI computing power will explode by 2030! A surge of 1000 timesWorld Gold Council: Gold demand will hit a new high in 2024, with central bank demand being "endless"Honda and Nissan abandon merger, Japanese automakers' attempt to band together fails?AMD (Minutes): 1H25 data center business shows no quarter-on-quarter growthToyota Motor Q3 net profit increased by 62% year-on-year, exceeding expectations, and raised full-year profit guidance | Financial Report InsightsDeepSeek Core Ten Questions and Answers, focusing on core investment opportunities such as computing power, applications, edge computing, and dataYear of the Snake "Price War" Begins: Tesla Launches Largest Discounts in History with "Combination Punch," XPeng and Toyota Follow SuitThe hawkish Federal Reserve and DeepSeek's shockwave reshape the narrative of the US stock market "bull market." Are the "seven giants" bidding farewell to the leading role?Track Hyper | The quality of Top Group's Tesla humanoid robotGoogle conference call: Expected capital expenditure of $75 billion this year, users embrace AI in search, podcasts have become a major advantage for YouTubeFederal Reserve Vice Chairman Jefferson: The U.S. economy remains resilient and should cautiously adjust interest ratesLatest Global Model Rankings: Alibaba Qwen2.5-Max surpasses DeepSeek V3Japan's wage growth hits a new high since 1997, significantly raising expectations for interest rate hikes by the Bank of JapanAMD: AI is trapped in a dilemma again.Daily Hong Kong Stock Market News Briefing (February 5, Wednesday)Google expects capital expenditures to reach up to $75 billion this year, far exceeding market expectations, and Broadcom and Celestica responded with gainsHow 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?