Powell will testify before Congress next week, and interest rate cuts will be the focusIMF warns: Japan needs to cut deficits immediately to restore fiscal pathHong Kong Stock Midday Review: The Hang Seng Index rose over 1.5% in the morning with increased volume, benefiting the application software sector as Deepseek collectively outperformedThe Hang Seng TECH Index rises to "bull market"China leads the body, NVIDIA wants to be the brain, Tesla "integrates" — Morgan Stanley elaborates on the top 100 humanoid robot companies!"Smart Driving Equality" is really coming!Amazon: Rapidly investing in the cloud, is the profit release period about to disappear again?Amazon conference call: AI is a "once-in-a-lifetime" business opportunity, capital expenditures may reach $100 billion by 2025, AWS growth constrained by supply chainAmazon.com (AMZN) Q4 2024 Earnings Call TranscriptXiaomi Corporation's Hong Kong stock rose over 5%, reaching a new historical highA poster exchanged for 80 billion yuan, what are the highlights of the BYD smart driving launch event?Federal Reserve's Logan: Inflation cooling may not trigger rate cuts, labor market becomes key indicatorGoldman Sachs: Gold faces "tactical decline"Deutsche Bank bullish on Chinese stock market again: 2025 may welcome the "Sputnik moment"Consistent signals from major cloud providers! Amazon and Microsoft: Data center supply cannot keep up with AI demand, increasing efforts to invest!A visual guide to understanding the AI cash-burning battleTop 20 U.S. stock trading volumes on February 6: Honeywell fell 5.6% and will split into three independent companiesBYD ranks fifth globally, Geely tenth. Has the Chinese automotive industry won?Breakfast | NVIDIA rebounds 10% in three days, Amazon plunges after earnings, Chinese concept stocks rebound stronglyMorgan Stanley internal disagreements? The Greater China region has just lowered its expectations, while North America is loudly calling to bottom fish NVIDIAOverseas Headlines: Trump claims he will increase U.S. oil production, Amazon's operating profit outlook is below expectations, Federal Reserve officials say uncertainty has led to a shallower rate cut pathAI "burning money" strategy accelerates! Amazon's Q1 profit guidance falls short of expectations, with $27.8 billion in capital expenditures dragging down short-term profitsAmazon's first-quarter performance guidance is below expectations, capital expenditures far exceed expectations, and the stock price fell more than 7% in after-hours trading | Earnings Report InsightsReminder: Please pay close attention to the following (all in Beijing time)Boston Federal Reserve Report: Trump's Tariff Policy May Intensify Inflationary Pressures in the U.SThe Federal Reserve may breathe a sigh of relief! The U.S. Treasury Secretary stated that the Trump administration is focused on the 10-year Treasury yield rather than interest rate cuts"Stargate" advances site selection in multiple locations across the United States, Texas will become the flagship site, and the power consumption of the data center is comparable to that of a nuclear reactorAmazon's fourth-quarter net sales were $187.79 billion, expected $187.32 billion.
AWS net sales were $28.79 billion, expected $28.82 billion.
Amazon fell 3.88% in after-hours tradingThe U.S. financial regulatory environment is becoming more relaxed: The Federal Reserve eases bank stress tests, cancels climate tests, and bank stocks rise broadlyCathie Wood and Nancy Pelosi both bet that "AI + healthcare" is truly the most undervalued field?Why Alibaba Stock Gained 16.6% Last MonthEli Lilly's weight loss drug drags down Q4 revenue, but earnings exceed expectations and guidance meets expectations, with the stock price rising over 5% at one point | Earnings report insightsARM: Most of the future growth will come from royalties, not licensing revenue (Q3 FY25 conference call)ARM: AI helps achieve performance targets, high valuation remains a "sweet burden"U.S. stock market opens: Three major indices slightly rise, Qualcomm drops over 4%, NVIDIA rises 1.7%, Chinese concept index rises over 2%The number of initial jobless claims rose slightly last week, indicating that the U.S. labor market remains robustMcDonald's China intensifies coffee businessXiaomi glasses are coming!U.S. Stock Market Outlook | Trump's Tariffs Ignite Risk Aversion, Amazon's Earnings Report Coming After HoursBreakfast News: Tesla Loses Ground AbroadThe Bank of England cut interest rates by 25 basis points, in line with market expectationsQualcomm: Achieve non-mobile business revenue of $22 billion by 2029 (1QFY25 conference call)China Chengxin International: The gold price is expected to fluctuate upward in 2025, and the profitability of gold companies may further improve"The Eye of the God" is here! BYD's market value surged by 80 billion yuan, and the 100,000 models welcome advanced intelligent driving?"Father of Electric Vehicles" Andy Palmer: Robotaxi will challenge private cars, and those who see autonomous driving and shared mobility as a threat will be eliminatedMorgan Stanley outlook on the US vertical software industry: Positive prospects before 2025, recommends buying on dips after earnings3 Reasons Why I'm Still Loading Up on Nvidia SharesHong Kong Stock Market Review: Surge in the AfternoonThe biggest risk to gold is: Elon Musk!The veteran leading automaker changes leadership