Meta's strategic shift! Initiating a thousand-person layoff, focusing from the metaverse to AI wearable devicesXPeng accelerates globalization againBig Tech vs Value Stocks! The earnings season for U.S. stocks is coming, and Wall Street's "rotation trade" faces a critical testFrom large models, robots to dating apps: The market's pricing standards for AI in 2026 will fully shift towards return on investment!The "rotation market" in US stocks faces a test: Tech giants' strong earnings remain "delicious"! The performance guidance of mid-small cap and value stocks becomes the key to continued gainsU.S. Stock Outlook | Three Major Index Futures Decline, U.S. December CPI Arrives Tonight, First Batch of Earnings Reports ReleasedJP Morgan: Adjusted revenue for the fourth quarter was $46.77 billion, compared to market expectations of $46.35 billion; fourth quarter FICC sales and trading revenue was $5.38 billion, compared to market expectations of $5.27 billion; fourth quarter equity sales and trading revenue was $2.86 billion, compared to market expectations of $2.7 billionStrict terms for Chinese customers spark heated discussions! NVIDIA clarifies: No prepayment required for purchasing H200 chipsATAT: How It Became the 'Haidilao' of HotelsSupport Powell! Central banks from multiple countries plan to issue a joint statement, with the central bank governor stating: he "embodies the highest level of public service."Morgan Stanley has delayed its expectation for the first interest rate cut this year, stating that the Federal Reserve's focus has shifted from employment to inflationIntel and AMD strengthen in pre-market as KeyBanc upgrades ratings for both companies due to strong server CPU demandOn January 13th, Tencent spent HKD 636 million to repurchase 1.012 million sharesThe TSMC earnings conference is approaching, and foreign institutional investors overwhelmingly support the target price for a significant increase in operational performanceAI e-commerce accelerates landing, Google Gemini and retailer token demand surge become key catalystsIt is reported that Google will develop and manufacture smartphones in VietnamHSBC supports Chinese assets: Overweight on AH shares, "Long on RMB" as one of the top macro strategies for the yearU.S. stock volatility is too cheap! Bloomberg strategists warn: be careful of "liquidation" at the 7000-point mark of the S&PJack Ma's heavily invested institution has succeededBefore the CPI announcement, the market was cautious, U.S. stock index futures fell across the board, Japanese stock indices hit new highs, bonds and currencies were both hit hard, gold and silver fluctuated at high levels, and the situation in Iran boosted oil pricesGuolian Minsheng Securities: NVIDIA releases a new AI architecture, AI is reshaping the storage stackAAPL announces partnership with Gemini; PDD quietly pilots 'Billion-Yuan Supermarket' | Daily News RecapWanBang Digital transitions to Hong Kong stock market IPO, but the sub-brand "Xingxing Charging" is spun offGoldman Sachs Annual Institutional Survey: US Stocks Lose Favor, Mag7 Underperform, Geopolitics Becomes the Biggest "Gray Rhino," Gold Price Expected to Reach $6,000Tonight's US CPI: Government shutdown disturbances fade, core inflation may return to 2.7%, is the rebound just beginning?Schroders Investment: Remains optimistic about US stocks, with the safe-haven attributes of gold and energy becoming more prominentGovernment shutdown "lowers" November inflation, and the U.S. December CPI may rebound to 2.7%Criminal investigation? Retail investors support "Daddy Powell," "the best chairman in history"South Korean officials say NVIDIA has committed to prioritize the supply of next-generation artificial intelligence chips to South KoreaSK Hynix invests $13 billion to build a factory to address HBM shortageThe China-Europe electric vehicle tariff agreement reaches a "price commitment" framework. How will sales be in 2026?What can we learn from experiencing a tech bubble?Will silver stage a "roller coaster" market this year? UBS warns: it may surge another 25% in the first half, but could fall back in the second halfHong Kong Stock Midday Review: Hang Seng Index breaks through 27,000, retreats to close up 1.01%, pharmaceutical sector strengthens collectivelyLiang Wenfeng's new paper: Provide a "dictionary" for large models, with computation and memory separated, IQ skyrockets, spoilers for DeepSeek V4?Sue Powell, overturn the Federal Reserve? The market doesn't believe it!BAIC New Energy's "Breaking the Wall" MomentXPeng Huitian secretly submitted its application for IPOAt the time of the big surge, the CME took action again! The margin for precious metal contracts has changed from "fixed" to "floating"!Siri welcomes the "Gemini AI foundation"! Apple partners with Alphabet to innovate edge-side AI, with Alphabet's market value surpassing $4 trillionThe U.S. Department of Justice was reported to have launched a criminal investigation against Powell in November last yearCitigroup: Expects strong demand for AI cloud services, with Tencent Holdings as the top choice in the internet sectorUnderstanding the Market | Risk aversion sentiment supports gold prices, CHINAGOLDINTL rises over 6%, LINGBAO GOLD rises over 4%