Alibaba responds to investment in DeepSeek, stating: false newsBefore the non-farm payrolls, popular Chinese concept stocks in the U.S. pre-market rose, with Alibaba up nearly 7%. European stocks were mixed, while gold and the U.S. dollar roseHere's How Generative AI Factors Into Apple's Plan for GrowthUnder the shadow of volatility, has the style of U.S. stocks changed dramatically? Citigroup declares: The growth theme will "steadily hold the C position" in 2025The significance of Tariff 2.0 on asset pricesInstitution: DeepSeek will drive a multiple increase in total computing power demandHumanoid robots are booming! How to divide the $60 trillion "cake"?Milk prices have fallen for three consecutive years. Is the dairy industry at the "dawn before the dawn"?What does tonight's "historic revision" of the non-farm payroll mean for the market?Is the strong dollar momentum unstoppable? UBS: The U.S. economy drives the dollar's "super cycle"Microsoft officially announced All in Intelligent Body, SWE Agent first exposed! Ultraman warns of a programming revolution in 2025The January non-farm payroll report is coming tonight, with the market expecting a moderate growth trendThe Bank of Japan's interest rate hike expectations have significantly increased, and the yen is expected to rise against the dollar for four consecutive weeksEuropean Central Bank leadership undergoes a major reshuffle, could the interest rate cut path change?"Weight Loss Duo" financial report dispels market concerns, focus shifts to next-generation productsTempus AI Stock: The Future of Healthcare Stocks? Discover Investment Potential!Amazon: How much impact does AI have, and can profit margins continue to improve?Trump focuses on the 10-year U.S. Treasury yield, what does Bostic's speech mean?DeepSeek ignites a frenzy of AI investment in China, is Hong Kong's A-shares set to replicate the "US stock bull market" of 2023?Refresh all historical records and blow up the short positions! Last week, retail investors crazily bottom-fished U.S. stocks, especially NVIDIADeepSeek and the AI Cash Burn Battle – The Winner's Curse!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 broadly