U.S. stocks and the U.S. dollar both face a downturn: Is the "American exceptionalism" aura fading?Rebound or reversal? How to view this wave of photovoltaic rise?Track Hyper | Tianxi AS Major Upgrade: Lenovo Restructures Industry LogicMorgan Stanley: NVIDIA's earnings report is not perfect, but the "growing pains" of the transition period are fading, and Blackwell is about to experience a full explosionUS Stock IPO Outlook | Can Smart Cloud Library, with a mere 3.8% R&D ratio, break through intense competition despite impressive performance?Under the AI boom, the cloud computing power leasing sector is booming! AI cloud giant CoreWeave's valuation has skyrocketed to $35 billion and is about to land on the US stock marketWall Street warms up to the "Mar-a-Lago Agreement": a variant of "Plaza Accord 2.0," devaluation, defaulting, and playing tricks?U.S. Treasury yields "fall" to a new low for the year, triggering a bond market frenzy due to interest rate cut bets and policy changesHow low can U.S. Treasury yields go? Morgan Stanley: Below 4%!Morgan Stanley's Xing Ziqiang latest viewpoint: This round of market is a re-recognition of China's sci-tech innovation industry chain advantagesToyota's production has increased for the first time in a year, with domestic production in Japan soaring by 22%!The shadow of the debt ceiling looms as the Federal Reserve reduces its balance sheet, "slamming the brakes"?Global capital flows are changing: Increasing positions in Central and Eastern Europe!Hong Kong Stock Market Mid-Review: Hang Seng Index closed down 1.06%, restaurant consumption stocks performed stronglyLi Yanhong's "strong external aid" is in place - "merger queen" Liu Xiaodan enters a new battlefieldSalesforce (Minutes): The "Holy Trinity" of Applications, Data, and IntelligenceDC HOLDINGS launched a new software platform "Yanyun Infinity," which may target the Southeast Asian marketLei Jun becomes China's new richest personFederal Reserve's Bostic: Interest rates need to remain in a restrictive range to curb inflationRaising 4 billion, valuation exceeding 35 billion, "NVIDIA's favored child" AI cloud vendor Coreweave applies for IPO within a weekThe Federal Reserve's favorite recession indicator flashes again! Is the U.S. economy "flashing red"?Salesforce: Do intelligent agents need to spend money first to make money later?Nvidia (Minutes): The shipment ratio to China remains unchangedNvidia: Deepseek, piercing through Jensen Huang's "leather jacket"?Daily Hong Kong Stock Market News Briefing (February 27, Thursday)"Exclusive Love" for Musk! During his first cabinet meeting, Trump specifically asked: Is there anyone dissatisfied with Elon? If so, get them outOverseas Headlines: Trump holds first cabinet meeting, Musk attends, US and Russia discuss Arctic cooperation, Eli Lilly plans to invest $27 billion to build a factory in the US"Gambler" MuskSeizing 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 $19.99