After the merger talks with Honda fell through, Nissan turned to the American technology industry, continuing to search for a "white knight."Uber: How to View the Development and Impact of Autonomous DrivingThe yen rises to an eight-week high, and a senior official from the Bank of Japan states: interest rates must be raised to 1% in the second half of the fiscal year!Vanke's Major Change: State-Owned Assets Fully Take OverThe European Central Bank is about to unveil important clues regarding the extent of interest rate cuts, with the latest estimate of the neutral interest rate to be revealed on FridayFor the U.S. asset management industry, the most terrifying enemy is not tariffs, but VanguardPlummeting 60%! Tesla's European sales face a WaterlooDeutsche Bank: It's not just DeepSeek, 2025 will be a year for Chinese companies to rise globally, and the "valuation discount" of Chinese stocks will disappearStabilizing volume and controlling prices, the liquor industry will continue to "suffer through" the cycle in 2025Disney: Three-Year Outlook "Big Pie" Still Needs to Be Digested Slowly"Stagflation" alarm sounded, will the Bank of England lower interest rates tonight or is there uncertainty?Hong Kong Stock Midday Review: The Hang Seng Index fluctuated and consolidated in the morning, while SMIC hit a new historical highOne day wiped out seven and a half years of interest, money market funds rarely hit the limit downFederal Reserve officials worry about tariff policies, with inflation and economic impacts becoming the focusQualcomm going upward？and is Apple's baseband going to "stir the pot"?Due to Musk and DOGE, Goldman Sachs is bearish on U.S. defense stocksIs it investment or speculation? Is gold heading to $3,000 next?Undeterred by DeepSeek's impact, giants continue to ramp up investments, and the AI cash-burning war continues!Daniel Zhang: Winning is not losing after a long battleDaily Hong Kong Stock Market News Briefing (February 6, Thursday)Doctor Doom: The real risk in the US stock market is "things like DeepSeek that are unexpected and change the way we think."Shortage intensifies, gold prices hit new highs! Concerns over Trump's tariffs on gold lead to rare significant discounts by the Bank of England on goldIn stark contrast to Powell's clear stance, Federal Reserve officials: Ignoring tariffs would be a mistakeTop 20 US stock trading volumes on February 5: Google plummeted 7.3%, revenue missed expectations and capital expenditures soaredTrump pressures the Federal Reserve to cut interest rates? New U.S. Treasury Secretary Becerra: We are more focused on the 10-year U.S. Treasury yieldOverseas Headlines: U.S. January ADP job additions exceed expectations, Google releases Gemini 2.0, earnings growth of the seven major U.S. stocks slows, S&P 500 index's upward momentum faces threatsBreakfast | NVIDIA surged 5% alleviating supply chain concerns, while the cooling service industry boosted U.S. bonds and gold continued to reach new highsCan costs be reduced without lowering interest rates? The U.S. Treasury Secretary closely monitors the 10-year interest rate, with increased energy production and a halved deficit to ensure 3% economic growthMeta May Finally Have a Product Hit. Is It a Game-Changer For the Stock?3 Reasons to Buy Amazon Stock Like There's No TomorrowReminder: Please pay close attention to the following (all times are in Beijing time)Richmond Fed President: The Federal Reserve still needs time to assess the direction of the economy and inflation; interest rates may remain unchangedPositive news for the smartphone market: Qualcomm's revenue last quarter exceeded expectations with an 18% increase, and guidance for this quarter may see double-digit growth again | Earnings report insightsArm's revenue hit a record high last quarter, driven by a 23% surge in key business due to AI demand, raised guidance, and still plummeted in after-hours trading | Earnings report insightsAlleviating supply chain concerns! Super Micro Computer's data center system equipped with NVIDIA Blackwell is ready for shipmentFederal Reserve official Goolsbee: Tariffs may pose a threat to U.S. inflationReport: Apple's M5 chip has officially entered mass production, with the first devices equipped with the M5 expected to be launched by the end of the yearWhy Nvidia Stock Rallied on WednesdayUber: FSD in a state of alarm, minor violations may lead to severe penalties?Bessent just took office and immediately "slapped himself in the face": The U.S. Treasury's quarterly long-term bond issuance scale remains unchanged, and it is expected to maintain this for the rest of the yearThe two-year German bond yield turned positive, and the money market cooled on the prospects of an interest rate cut by the European Central Bank, while the 30-year German bond yield fell by nearly 5 basis pointsGoogle has released Gemini 2.0, making its (numerous) powerful AI models available to everyone, doubling down on AI agentsThe decline in the US ISM Services Index was greater than expected, leading to an expansion in US Treasury prices, while gold prices maintained their upward trendThe final value of the Markit Services PMI in the U.S. for January hit a new low since April 2024, while U.S. Treasury yields continued to declineU.S. stock market opens: Nasdaq down 0.6%, Google down over 7%, AMD down about 10%, Chinese concept index down 1.7%Alphabet Falls on Cloud Growth FearsGlobal news you need to know before the U.S. stock market opens on Wednesday"Little Non-Farm" unexpectedly booms! The U.S. added 183,000 jobs in January ADP, with December data significantly revised upwardU.S. Stock Outlook | U.S. ADP Nonfarm Employment Change hits a new high since October last year, DeepSeek impacts and reshapes U.S. stocks, Alphabet falls over 7% in pre-market tradingThe growth of the seven giants in the US stock market slows down, and the upward trend of the S&P 500 index may face obstacles