More ruthless than Doubao phones! Gemini TV debuts at CES, Google fires the first shot in the living room revolutionStandard Chartered: Expects the Federal Reserve will not cut interest rates again this year, predicts Hong Kong's 3-month HIBOR will fluctuate around 3%The latest valuation of LMArena, which ranks AI large models, is $1.7 billion, tripling in six months2026 Hong Kong Stock Market New Cycle: Three Major Forces Resonating, AI Main Line Welcomes Profit RealizationHong Kong Stock Review: Completely IgnitedAfter Jensen Huang's keynote speech at CES, Wall Street has differing views on the endpoint of NVIDIA's artificial intelligence growth cycleOn January 7th, Tencent spent HKD 636 million to repurchase 1.023 million sharesNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 9.178 billion, increasing positions in technology stocks and Hong Kong stock ETFs, with over HKD 1.9 billion allocated to TencentChinese car companies flex their muscles at CESZhengzhou Bank, surrounded by old real estate debts, seeks new opportunities in county areasJensen Huang unveils Rubin, fueling AI storage.Goldman Sachs is firmly optimistic about the Chinese stock market: AI and overseas expansion support profits, and MSCI China is expected to rise 20% this yearStorage chip prices are out of control! Wall Street adjusts expectations again: DRAM may soar 88% in 2026, NAND up 74%Amazon attempts to break through in the field of foundational applications of artificial intelligenceHow the mobile business responds to memory risks, AIoT, electric vehicles, and research and development layout... Understand the speech of Xiaomi executives at the Goldman Sachs conference in one articleFidelity International: Optimistic about the performance of the Chinese and U.S. stock markets in 2026, maintaining a cautious stance on the European stock marketThe first central enterprise AI unicorn emerges! Backed by self-developed large models, supported by four national team capital endorsementsWill GLP-1 spillover and AI empowerment make biomedicine the "alternative" for tech stocks in 2026?Ignore short-term fluctuations? Morgan Stanley is bullish on gold prices: aiming for $4,800 this year, with safe-haven demand and interest rate cuts remaining the main themesTSMC worried about chip oversupply? Musk: They are right, power and liquid cooling can't keep upBerkshire Hathaway (BRK) New CEO's annual salary exposed at $25 million, far exceeding Buffett's symbolic salaryThe People's Bank of China has increased its gold holdings for the 14th consecutive monthDeep binding rumors with NVIDIA ignite stock prices! Hyundai Motor surges nearly 15% in a single day, reaching a historic high"AI Entry in the Post-Intelligent Era" Explodes in Orders! Meta Smart Glasses See Booming Demand in the U.S., Urgently Halting Global Expansion PlansDongfang Securities: NVIDIA launches inference context memory storage platform as AI storage demand continues to expandUnderstanding the Market | CHINA SANJIANG rises over 7% as institutions are optimistic about the acceleration of the chemical industry cycle turning pointSpace Photovoltaics: Reliable Energy from Beyond Earth, Targeting a Trillion-Dollar MarketThe computing power revolution behind "Yi Zhongtian's" continuous surge: Silicon photonics is no longer a substitute, but a new king to be establishedElon Musk talks about Tesla's chip factory: You can eat hamburgers and smoke cigars insidePepsiCo creates the industry's first intelligent ecosystem, partnering with NVIDIA to define the "factory of the future."CICC: NVIDIA expands its smart driving software and hardware ecosystem, leading domestic smart driving suppliers welcome overseas opportunities"Tarroism" monetization? Chevron urgently dispatches 11 oil tankers to seize Venezuelan crude back to the United StatesJensen Huang stated that Tesla's FSD represents the most advanced technology in the field of autonomous driving robotsWanting both? India is importing Russian oil while seeking to reduce tariffs with the United StatesCitigroup: Strong corporate earnings will support high overall valuations of U.S. stocks, maintaining "Overweight" on U.S. stocks in 2026Kunlun Xin is sprinting for a Hong Kong IPO, aiming to raise up to $2 billionSamsung warns: Memory costs soar, all electronic products face price increasesPrecious metals collectively plummet! Key commodity index rebalancing begins tomorrowMorgan Stanley Research: Memory prices soar, both Android and PC face impact, but Apple will not raise prices this yearThe Advancing Insurance: Not Just a Transaction "New Year Opening", Long-term Bonds at 2% Threshold and Returning to 1x P/EVReminder: Please pay close attention to the following (all times are in Beijing time)Betting on the prospects of cooperation with NVIDIA, Hyundai's stock price surged 18%, reaching a historic highBaidu's AI chip company Kunlun is reportedly planning to raise no more than $2 billion through a Hong Kong IPOHong Kong Stock Midday Review: Hang Seng Index down 1.01%, Hang Seng TECH Index down 1.65%MSCI announced that it will "not remove the treasury company from the index for the time being," and MSTR and others "escaped a disaster."2026 is expected to be a "super year" for IPOs in the US stock market: from SpaceX to the "two government-sponsored enterprises," a wave of hundreds of billions of dollars in listings is coming!Tesla Recently Saw EV Deliveries Decline Nearly 16%. However, Investors Are Focusing Their Attention ElsewhereStorage is exploding again! AI inference and multimodal drive data explosion, hard disk and flash memory manufacturers will become the biggest beneficiariesDongbei Securities: Initiates "Buy" Rating on XPENG-W, Strategic Transformation into a "Physical AI" Company