99% compute idle? In the inference era, storage beats compute!A 10% discount "bottom-fishing" at Shanghai Airport, the "asset shortage" game behind CPIC's biddingOn January 14th, Tencent spent approximately HKD 636 million to repurchase 1.006 million sharesU.S. prosecutors say issuing a subpoena to Powell is not an attack on the Federal ReserveOn January 14th, Xiaomi Corporation-W spent HKD 151 million to repurchase 4 million sharesGoogle disrupts OpenAI's shopping strategyTesla FSD major shift: from "buyout" to subscription, expected to take effect after February 14Hong Kong stock market closing (01.14) | Hang Seng Index rose by 0.56% AI healthcare continues recent upward trend Alibaba-W strengthened with increased volumeFidelity International: Profit support combined with policy assistance brings structural new opportunities for diversified asset allocationFrom Selling Cars to Selling Services: Tesla FSD Completely Shifts to Subscription Model, $99 Monthly Subscription Becomes the Only OptionWaiting for the tariff ruling, U.S. stock index futures all fell, Japanese stocks continued to hit new highs, bonds and currencies were under pressure, metals surged, spot silver broke above $90 for the first time, and tin and copper reached new highs"High City Trading" ignites the market, Kazuo Ueda maintains his stance: as long as inflation meets the target, interest rate hikes will continueUS 'easing' on H200 chips hits a wall; TCOM tumbles late on antitrust probe | Daily News RecapState Street Global Advisors: The outlook for gold remains optimistic this year, with the potential to break through the $5,000 mark in the next 6-9 monthsReport: SK Hynix halts production of consumer-grade memory chips, reallocating resources to the B2B and AI server marketsAbnormal Details Under Weak December CPI DataChina's steel exports hit a record high in December, rare earth exports increased by 32% year-on-year, and imports of soybeans, iron ore, and crude oil all set new records for the year, while coal imports saw the largest decline in a decadeAmazon reportedly will continue to appeal the antitrust fine in ItalyHow AI Videos Say Goodbye to "Gacha" GamesAmerican equipment rental platform EquipmentShare is sprinting towards a US stock IPO, aiming to raise $747 millionEuropean Natural Resources Fund: Palladium contracts rise back to net long for the fund, market is overly optimistic about copperMorgan Stanley: JD Group-SW adjusts this year's revenue growth to 4% year-on-year, benefiting from growth momentum in non-electronic productsHow long can the copper bull market last? Goldman Sachs: The high price of 13,000 is unsustainable, and the turning point may occur after the tariffs take effect in the second quarterHong Kong mobile application developer EvoNexus Group withdraws $8 million US stock IPO applicationJapanese stocks hit new highs, yen approaches 160! Will the Japanese election determine life and death? Deutsche Bank dissects three scenariosFeatured Analysis｜What’s at stake in the US Supreme Court’s tariff ruling today?
Is $96,000 just the starting point? Bitcoin makes a comeback, starting a new narrative of "catch-up gold."Alibaba Qianwen officially announced: An APP launch conference will be held on January 15, AI will "open the era of handling affairs"Goldman Sachs reinitiates coverage on the US IT hardware and distribution sector: strongly endorsing Dell Technologies, HPE, and four other stocks, while HP and Super Micro Computer face bearish sentimentTesla Model Y retains its title as the best-selling electric vehicle in the United States, with sales down 4% last yearThe Korean won has fallen for ten consecutive days, nearing the edge of a financial crisis. The pressure on South Korea's exchange rate "defense battle" has surgedLiftoff, a mobile advertising company backed by Blackstone, has submitted an application for an IPO in the U.S., aiming to raise up to $400 millionUnderstanding the Market | Copper Stocks' Afternoon Gains Expand, Copper Prices Reach New Historical Highs, Institutions Say Resource Competition and Other Sentiments Have a Significant Impact on Current Copper PricesShenwan Hongyuan: GEO is becoming a new paradigm for corporate marketing, recommending Alibaba-WAccording to reports, Netflix is preparing to acquire Warner Bros. film and streaming business in an all-cash dealUnderstanding the Market | Alibaba-W afternoon gains expanded by over 3% Alibaba Qianwen MAU has exceeded 100 million and will hold a Qianwen APP launch conference this ThursdayCompared with Powell receiving subpoenas, next week’s court hearing is seen as far more consequential for the Federal Reserve’s independenceDelivery is Justice! Goldman Sachs: The aging American power grid is providing historic opportunities for Chinese power suppliersBanks kick off the new year with an "asset acquisition battle," while coupon hunters accelerate their "actions."Understanding the Market | CHERVON rose nearly 12% in the afternoon as the U.S. real estate cycle reverses and retailers replenish inventory, the company is expected to see operational improvementsIs PDD entering the supermarket retail sector?Precious metals "bull market" rises again! Silver hits the $90 mark, creating a historical high, as rising risk aversion drives gold to rise in tandemThe "Physical AI" Turning Point at CES: Robotaxi Moves Towards Scaling, Humanoid Robot Supply Chain Quietly FormsThe AI data center power supply chain, Goldman Sachs prefers "gas turbine blades and transformers," presenting a great opportunity for these types of Chinese companiesUnderstanding the Market | The Optical Communication Sector Recovers Collectively, NVIDIA Rubin Platform Full Version Released, Institutions Optimistic About Scaleup CPO Large-Scale IndustrializationIce and Fire: U.S. Electricity Prices Are About to Explode, While China's Electricity Prices Have Started to DeclineThe Federal Reserve approves Fifth Third Bancorp's $10.9 billion acquisition of CIT Group, resulting in the ninth largest bank in the United StatesU.S. CPI cools down, why is the market indifferent? Data distortion, the key is to look at next week's PCE