Admitting to underestimating Alibaba, Morgan Stanley: Under the AGI target, Alibaba Cloud's revenue will double in three years, and the valuation can reach $140 billion!Why did Microsoft decide to cut two data centers?Report: NVIDIA has secured over 70% of Taiwan Semiconductor's advanced packaging capacity this yearSpending 380 billion to set a record! Alibaba announces continued investment in cloud and AI infrastructure over the next three yearsCICC: Hang Seng series index adjustments, Alibaba and others may face passive reduction due to significant price increasesZhitong Decision Reference | Market Develops DeeplyChina's robots make history!Daily Hong Kong Stock Market News Briefing (February 24, Monday)Goldman Sachs lists the favorite U.S. stocks of fund managers, with AppLovin among themBank of America warns: Defensive stocks in the U.S. market "turning over" indicate that the U.S. economy may not enjoy "good times for long."CICC: Reassessing the Outlook for the Revaluation of Chinese AssetsHow much allocation space is there for foreign capital in Hong Kong stocks?Trump suspends permits, US wind power industry "paralyzed"The "animal spirits" of the US stock market are going global! European and Asian stocks are rising strongly, experts predict: the carnival has just begunThis week's market focus: Can NVIDIA's earnings report revive the "AI faith" in the US stock market? US January PCE data is expected to ease inflation concernsBreakfast | The "Pinduoduo" of the milk tea industry, MIXUE Ice City, is going public, and the 14th meeting of the Standing Committee of the National People's Congress is being heldPerformance patterns after the Hang Seng Technology Index rises over 6% in a single dayMorgan Stanley Fund: The AI direction is highly crowded, focusing on the large cap growth direction under the logic of valuation repairU.S. consumer inflation expectations surge, Federal Reserve's Goolsbee downplays its impactWeekly Foreign Headlines | Morgan Stanley changes its stance to bullish on the Chinese stock market, Trump calls the U.S. a "corrupt country," spot gold price breaks through $2,954, Intel rumored to be splitting upBest Stock to Buy Right Now: Amazon vs. CoupangAlphabet Stock Is Cheaper Than the S&P 500 Index. Here's Why It's Time to Load Up.Is Soundhound AI Stock a Buy After Its Nvidia-Fueled Sell-off?If You Invested $10,000 in Apple Stock 30 Years Ago, Here's How Much You Would Have TodayIf You'd Invested $10,000 in Amazon Stock 25 Years Ago, Here's How Much You'd Have TodayMicrosoft's Satya Nadella Just Gave Nvidia Stock a Reality CheckLooking forward to the "March Transition"1 Undeniable Truth Amazon and Alphabet Shareholders Must UnderstandHas the tech frenzy broken through the "40% rule"?This week's key agenda: NVIDIA earnings report, second round of talks between Russia and the U.S., and the Federal Reserve's preferred inflation indicatorsShould You Buy Nvidia Stock Hand Over Fist Before Feb. 26?Prediction: This Spectacular Stock Will Join Nvidia, Apple, and Microsoft in the $3 Trillion Club in 2026Elon Musk's interpretation of the AI trend: OpenAI has been caught up, Microsoft has retreated, and the "Inference Era" requires only 2-3 giant data centersElon Musk sends an email to U.S. civil servants: Submit weekly work reports, or face layoffsBuffett defends holding large amounts of cash: I will always prefer to own good companies rather than cashDid DeepSeek take down American chip stocks?Who is buying Hong Kong stocks? CICC: Southbound inflows have doubled, passive foreign capital is accelerating inflows, and active foreign capital has not yet returnedWhen Buffett, who says "never go against America," rarely warns: "Fiscal stupidity" will destroy currencyRare! Berkshire has net sold stocks for 9 consecutive quartersNvidia Just Sold Its Entire Position in SoundHound AI. Should You Follow?Where Will Tesla Stock Be in 5 Years?Most People Think of Tesla as a Car Company. But Elon Musk Says This Little-Known Product Could Make Tesla the Most Valuable Company in the World.Berkshire's Q4 operating profit soared 71%, exceeding expectations, with a significant increase in insurance profits, increased investment in Japan, and cash reserves reaching a record high | Financial Report InsightsWarren Buffett 2024 Shareholder Meeting Full Text: "Betting" on Japan, but Still Committed to the United StatesWarren Buffett's shareholder letter released: 2024 expected return rate 25.5%!Berkshire's cash reaches a record high of $334.2 billionThe Intel 18A Process Is Finally ReadyGoldman Sachs raises Xiaomi's target price, optimistic that Xiaomi will ultimately be an AI winnerBillionaire Stanley Druckenmiller Just Loaded Up on Amazon Stock. Should You Follow?3 Reasons Nvidia Is a Must-Buy for Long-Term Investors