Seizing the pricing power of Hong Kong stocks! Southbound funds have purchased nearly HKD 250 billion this year, and the market value of funds heavily invested in Hong Kong stocks has reached a record highOvernight U.S. Stocks | Three major indexes mixed, Chinese concept stocks generally rise, Nvidia fluctuates after earnings reportBreakfast | Tesla and Bitcoin continue to decline, NVIDIA's performance exceeds expectationsAI spending remains strong! NVIDIA's Q4 revenue slows but still hits a record high, Blackwell generates $11 billion, Q1 guidance exceeds expectations | Earnings Report InsightsNVIDIA CEO Jensen Huang: The potential demand brought by "inference" is exciting. This will require more computing power than large language models. It may require at least millions of times more computing than currentlyNVIDIA conference call full record: Jensen Huang stated, "The demand is extraordinary, and DeepSeek R1 has ignited global enthusiasm."Reminder: Please pay close attention to the following (all times are in Beijing time)INDUSTRIAL SECURITIES: AI and other hot topics inject strong confidence into the market, and the value of China's capital market is being reassessed in 2025Chinese assets welcome a value reassessment, international investment banks intensively raise target prices for multiple Chinese stocksNvidia Sees Sustained AI GrowthBitcoin futures fell over 4%, briefly approaching $84,000, as traders hedge against the risk of a drop to the $70,000 levelTop 20 U.S. stock trading volumes on February 26: Tesla has fallen over 19% in the past 5 days, and European sales have sharply declinedNVIDIA's Q4 revenue grew by 78%, exceeding Wall Street expectationsNVIDIA's fourth-quarter revenue was $39.3 billion, while analysts expected $38.25 billion. NVIDIA rose 0.2% in after-hours trading, then fell 1.72%Salesforce's fourth-quarter revenue was USD 9.99 billion, while analysts expected USD 10.04 billion.
The first-quarter revenue is expected to be between USD 9.71 billion and USD 9.76 billion, with analysts predicting USD 9.91 billion.
Salesforce rose 0.9% in after-hours trading, then fell over 7%Software giant Salesforce's earnings exceeded expectations, but revenue and outlook fell short, dropping over 7% in after-hours trading | Earnings report insightsEli Lilly invests $27 billion to build four major production bases in the U.S., setting a new record for total investment in the American pharmaceutical industryWhy AI Stocks Meta Platforms, CrowdStrike, and Broadcom Are Rebounding TodayAfter more than a year of delays, Amazon has launched the generative AI version of its strongest assistant, Alexa+, with a monthly fee of $19.99Why Nvidia Stock Rallied Wednesday Ahead of Its Important Financial ReportThe Mexican peso and euro rise,Nvidia Is Jumping Today -- Is the Stock a Buy Right Now?Why did CICC and Galaxy become the "main characters of rumors" again after overnight announcements denying the merger?Amazon launches redesigned assistant Alexa, equipped with generative artificial intelligence capabilitiesShort-selling companies target popular U.S. tech stocks! AppLovin plummets 17% and triggers a circuit breakerNVIDIA's next move, first optimization of DeepSeek-R1! B200 performance skyrockets 25 times, crushing H100AI Giant Stock AppLovin Shorted, Plummets and Triggers Circuit BreakerGlobal news you need to know before the U.S. stock market opens on WednesdayGoldman Sachs: Under the wave of humanoid robots, visual perception systems are undergoing an arms raceIs the market too pessimistic about NVIDIA's earnings report?"Complete Reset" of Company Strategy, BP PLC-Spons Returns to Oil and Gas Business, Significantly Reduces Clean Energy InvestmentMorgan Stanley: If the implied interest rate low in the market declines, the 10-year U.S. Treasury yield may fall below 4%Should You Forget Nvidia and Buy 2 Artificial Intelligence (AI) Stocks Instead?Is the US stock market changing? The "Seven Tech Giants" have fallen to "Weak Seven," while underweight funds have made a comeback, achieving the best performance in ten yearsDeutsche Bank's humanoid robot report: Accelerating explosion in the next two years, with Tesla and Figure leading the trillion-dollar market opportunityWhat is special about Nebius, in which NVIDIA holds shares?Hong Kong Stock Review: Straight Surge"Can 'Smart Driving Equality' Really Create Another BYD?The results of the AI major exam will be announced tomorrow morning. Can NVIDIA's "invincible halo" be maintained?Will rising inflation expectations force the Federal Reserve to accelerate tightening?U.S. Stock Outlook | NVIDIA's Earnings Report is Coming After HoursNvidia Sold All of Its SoundHound AI Stock. Should Investors Follow This AI Leader?AI trading reaches a critical moment: Will next week's NVIDIA earnings report shake the market?Here's How Intel Can Still Be an AI WinnerIt's all Trump's fault for not taking the weekend off! Deutsche Bank: U.S. stocks now have "Black Monday" and "Deadly Friday"