Reminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve officials release policy signals: will not hastily adjust interest rates and will continue to monitor AI risksTrump: May impose tariffs of around 25% on automobiles, pharmaceuticals, and chipsPreview: The joint interview between Trump and Musk will be broadcast this morningIntel's new "financial backer" is here? It has been reported that Silver Lake will acquire a majority stake in the "future core" AlteraWhy Shares of Meta Platforms Fell for the First Time in 20 DaysOverseas Headlines: The White House clarifies Musk's identity, Intel surges, G7 considers tightening the price cap on Russian oil, former OpenAI Chief Technology Officer establishes a new AI companyIntel rose over 14%, with media reports stating that Silver Lake is close to reaching an agreement to hold a majority stake in Intel's programmable chip division, Altera. There are also media reports suggesting that Intel may be split up, with TSMC and Broadcom considering taking overWhy Intel Stock Is Skyrocketing TodayBaidu Q4 conference call: In 2024, Baidu's intelligent cloud AI-related revenue will grow by nearly 300%, and the Wenxin large model 4.5 will be open-sourcedIntel achieves the largest intraday gain of 2023 influenced by rumors of a splitAnother signal that the Federal Reserve will not cut interest rates: Tariff policies have caused costs for U.S. manufacturers to soar to the highest level in two yearsCtrip Executive RestructuringBaidu (Minutes): Considering timely advancement of AI search commercializationThe China Concept Index fell more than 1.6%, Bilibili fell more than 8%, Baidu fell more than 7%, while Alibaba and Pinduoduo still rose more than 2%U.S. stock market opens: Nasdaq up 0.3%, semiconductor index up 1%Revisiting the topic of computing power never sleeps: DeepSeek is a "computing power butcher" or a "New Year red envelope" has been verifiedInclusion of medium and short-term government bonds, differentiated reserve requirement ratio? The market is hotly discussing the possibility of central bank deposit reserve reformBaidu's "downfall," even AI cannot save itDaily U.S. Stock Market News Briefing (February 18, Tuesday)Bank of America survey: "American exceptionalism" cools down, nearly 90% of fund managers believe U.S. stock valuations are too highPrediction: Nvidia Stock Is Going to Drop After Feb. 26Li Yanhong: Whether open source or closed source, foundational models only have real value when they solve real-world problems on a large scaleThe outlook for the Federal Reserve's interest rate cuts is clouded as the 10-year U.S. Treasury yield breaks above 4.5%U.S. Stock Outlook | Most Popular Chinese Concept Stocks Rise Before Market Open, Grok-3 Debuts, Does Tesla Welcome a "Super Engine"?Did Meta Platforms Just Say "Checkmate" to Nvidia?Intel may be split up, Broadcom and TSMC are considering taking overWhere Will Intel Stock Be In 1 Year?Alphabet Will Spend $75 Billion on Artificial Intelligence (AI) in 2025, but It Spent $69 Billion on Something Else Entirely in 2024 That Makes It Worth Buying and Holding ForeverWhy is AI funding pouring into China? Mag 7's fourth-quarter revenue has no surprises!Should You Buy Apple Stock Hand Over Fist Before Feb. 19?Billionaire Israel Englander Sells Nvidia Stock and Buys an AI Stock Up 1,180% Since Early 2024Baidu Group's fourth-quarter revenue is 34.1 billion yuan, estimated at 33.39 billion yuanEuropean stocks collectively rose, the US dollar and spot gold were strong, and US oil increased by nearly 1%Grok 3 is here! Is it really "the smartest AI on Earth"?; Xiaomi YU7 welcomes new developments | Today's important news recapThe three major A-share indices fell collectively, with the North Stock Exchange 50 leading the rise. Hong Kong stocks rose, with the Hang Seng Index up more than 1%, and Hua Hong Semiconductor rising about 6%Why has the "Trump Trade" cooled off this time?Invesco: The long-term structural outlook for the Indian stock market remains positiveHaier Group acquires its seventh listed company, quietly revealing its strategic layout by taking control of New Times RoboticsStrong demand from the central bank, Goldman Sachs raises gold price target, aiming for $3,100!=====
Claimed to be the "smartest AI on Earth"! The large model Grok3 developed by Elon Musk's xAI has officially been released.
=====Morgan Stanley on BAT: "Overweight" Tencent, "Positive" on Alibaba Cloud, "Concerned" about Baidu SearchTesla's refreshed Model Y officially began mass production at the Shanghai Gigafactory, with deliveries starting in late FebruaryFederal Reserve Governor Waller: Supports pausing interest rate cuts until inflationary pressures subside阿里财报前瞻：全球知名投资机构一致上调目标价，招商证券上调到 160 港元