HK, US stocks top stories
US Tech "Big Four" Set Record $725 Billion AI Spending This Year, but at a High Cost: Chip Price Hikes and Capacity ConstraintsGOOGL (Trans): ROIC-Disciplined AI Investment to Stay AheadUS Military Plans Strike on Iran, Oil Prices Surge to Four-Year High, Nasdaq Futures Give Up Gains, Asian Currencies Plunge, Corn and Wheat Rise TogetherStarting from the T-Account: Deconstructing the First Principles of USD Liquidity and Global Asset PricingLeadership Change in a Low-Interest Cycle: Wang Liang Retires from China Merchants Bank, Wang Xiaoqing Takes the Helm of the "King of Retail"Alphabet: Cloud Business "Surges" to Crush Rivals, but $190 Billion in CapEx Is the Real GambleThe yen falls below 160, and intervention expectations rise! Japan's Finance Minister states, "Bold action is imminent."AMZN (Trans): AI's once-in-a-lifetime investment opportunityThe Global Economy at a "Crossroads"—As Energy Shocks Approach a Tipping PointRetail steadies, AI breakout: Is AMZN back in the top tier?The Japanese yen rose approximately 40 points against the US dollar in the short term, and the Japanese Finance Minister stated that we are close to taking bold action on the exchange rateMeta is facing business vulnerability risks due to its comprehensive self-research and self-supplyHow OpenAI's "Stargate" Project Is Dragging Down Oracle"I Won't See You Next Time"! Powell's Curtain Call: An "Outsider" Steers the Fed Through Its Most Turbulent Eight YearsCainiao's International Expansion Continues: Securing Large Warehouses in EuropeCK ASSET's Guo Ziwei: Expects Hong Kong's new property transactions in the first half of the year to increase by over 30% year-on-yearNVIDIA makes its first move in legal AI, betting on a valuation of $5.6 billion for the startup Legora