CEO Elon Musk Says Tesla Could Be Worth More Than the World's 5 Largest Companies. Is the Stock a Buy?1 Unstoppable BlackRock ETF With 40.6% of Its Portfolio Invested in Broadcom, Amazon, Nvidia, Microsoft, and PalantirGoogle (Minutes): Cloud slowdown is due to insufficient investment, more investment is needed in the future!Huawei, Tencent and other cloud vendors have successively launched the DeepSeek large modelAlphabet and AMD both fell sharply in pre-market trading after earningsNVIDIA regrets losing key talent from DeepSeek? The U.S. lets go of AI "Qian Xuesen," and Harvard professor is heartbrokenMicrosoft Stock Is Falling as Artificial Intelligence (AI) Growth Is Getting More Expensive1 Wall Street Analyst Thinks Apple Stock Is Going to $260. Is It a Buy?XPeng returns to the top of the new forcesApple plummets before the market opens, reports suggest China may investigate Apple StoresGoogle: $75 billion crazy investment in AI, big brother goes crazier than MetaGoogle 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 Suit1 月以来的宏观交易主线The 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 January