Better Cloud and AI Stock: Oracle vs. AmazonAmazon's Cloud Miss May Be Even Worse Than You Think (but It Makes Sense)Alibaba Cloud presses the acceleration button for external expansionThe "marriage" is officially off! Honda and Nissan announce the abandonment of merger talks and promise to continue cooperationInflation Warning: How Will Trump Play the Tariff Card?After the emergence of GPT-5, DeepSeek has once again pressured the delayed Grok 3Hong Kong Stock Market Review: The Hang Seng Index rose and then fell, down 0.2%; the Hang Seng Tech Index once surged over 4% to reach a nearly 3-year high before dropping 0.87%Goldman Sachs: DeepSeek's technological breakthrough is expected to accelerate the popularization of AI, potentially leading to a significant boost in global economic growthRobinhood (Minutes): Fully Embrace Crypto, Must Globalize in the FutureUBS provided a benchmark list: Cambricon vs. NVIDIA, Xiaomi vs. Tesla, SMIC vs. TSMCMorgan Stanley remains focused on large tech giants in Q4, heavily buying Broadcom while reducing holdings in Tesla, Microsoft, and GoogleTonight returning to the US stock market, cybersecurity company SailPoint IPO priced at $23Robinhood: Trump sends "grace of rebirth," retail investors return with dominanceNomura: The market has accepted that GB200 is below expectations, and the supply chain will shift to GB300 in the second half of the yearApplovin (Summary): The Best Case of Technology Meeting Cross-Market DemandJanuary wholesale inflation rate surged to a seven-month high, reinforcing expectations for a Bank of Japan interest rate hikeRising for 17 consecutive days, setting a record on Nasdaq! Meta is the biggest target of the "DeepSeek impact" collectiveUS Stock IPO Outlook | Sofitel: A Difficult Turnaround for the Established Daily Chemical Brand with Cumulative Losses Exceeding $3 Million Over Two and a Half YearsWhy is the yen so strong at the beginning of the year? In addition to interest rate hikes, there are also expectations for "Plaza Accord 2.0."Baidu's Hong Kong stock surged nearly 12% in the afternoon, and Wenxin Yiyan will be free starting from April 1stDeepSeek has completely ignited Alibaba's fire, with its market value "expanding" by nearly $100 billion, becoming a key player in the restructuring of tech stocksCITIC Securities Co., Ltd.: Under the grand narrative, the continued rise of gold is in doubtPiper Sandler: The rotation strategy is timely, and small-cap stocks in the US market present a good buying opportunity amid volatilityThe "hot" CPI in the United States reignites inflation concerns, and the market reduces this year's interest rate cut expectations to only 1 timeUS Stock IPO Preview | Weiba: The "Customized Shuttle Service Platform" from Hangzhou Faces a 70% Revenue Decline Amid Business Transformation PainsMultiple banking giants issue "warning letters," highlighting the risks of precious metal tradingThe Hong Kong stock market is booming! The Hang Seng Index has risen above 22,000 points for the first time since October last yearSurging 30%! How did Applovin beat the shorts?The budget deficit of the United States reached as high as $840 billion in the first four months of fiscal year 2025! Trump advocates for government "downsizing"The core of the narrative of the revaluation of Chinese technology assets: Revaluing AlibabaIt is reported that OpenAI's self-developed AI chips will be manufactured by Taiwan Semiconductor using 3nm technology, aiming to reduce reliance on NVIDIAOpenAI cancels the independent release of the o3 model and will launch GPT-5, which integrates multiple technologies, in the coming monthsGoldman Sachs traders: Global stock markets welcome the "next big rotation," from Mag 7 to Chinese robotsDaily Hong Kong Stock Market News Briefing (February 13, Thursday)U.S. CPI exceeds expectations, market expects only 1 rate cut from the Federal Reserve this year!Gold price, Bank of America has started calling for 3500!U.S. inflation "arrives as expected," when will the market price in "interest rate hikes"?Last year's hottest tech stock in the US, AppLovin, reported earnings that exceeded expectations across the board, with its stock price soaring 30% in after-hours trading | Earnings report insightsEuropean Central Bank Governing Council member Nagel: Caution is needed when cutting interest rates as they approach neutral levelsQ4 performance exceeded expectations but concerns over slowing user growth led to a shocking post-market plunge for RedditTrump spoke on the phone with the presidents of Russia and Ukraine. In addition to "ceasefire, mutual visits, and repayment," they also discussed a major issueTrump calls for interest rate cuts again, attributing the unexpectedly high CPI in January to "Biden inflation," but the market is no longer buying itPowell's congressional hearing the next day: The Federal Reserve may adjust interest rates due to tariffs, CPI shows more effort is needed to reduce inflationBreakfast | Alibaba rises another 5%, up over 14% in three days! Tesla rebounds over 2% after five consecutive declines, Meta rises for eighteen consecutive trading daysZhitong Hongguo Zao Zhidao | US Core CPI Increase Exceeds Expectations DeepSeek Integrated Machine Intensive ReleaseTesla Stock Is Down 13% in 2025: Is It a Long-Term Buy?The U.S. government deficit raises red flags again! The deficit in the first four months of the fiscal year reached a record $84 billion, surpassing the peak period of the pandemicOvernight U.S. Stocks | CPI scares off rate cut expectations, NASDAQ Golden Dragon China Index closes up 2.7%, Alibaba rises nearly 5%