Overnight news on February 7: U.S. stocks closed higher, with the Dow Jones Industrial Average surpassing 50,000 points; Chinese concept stocks rose broadly; U.S.-Iran nuclear talks temporarily ended, followed by sanctions on Iran; the U.S. Department of Justice is investigating NetflixBescent and Trump "express loyalty": Clarifying strong dollar policy, reiterating that suing Walsh is a joke, hinting at Powell's dereliction of dutyTech giants spend 650 billion, increasing concerns, Jensen Huang "puts out the fire": AI demand is booming, and the huge expenditure is reasonable and sustainableFDA warns of "swift action," HIMS weight loss drug generic plan thwarted, stock price falls nearly 6%New Trend of Rotation in US Stocks: "Anti-AI" Stocks Become Safe Haven, Tech Stocks are "Abandoned"Hedge funds experienced their worst day in months this week, with more turbulence on the way?The Trump administration is considering an antitrust investigation into home builders, and the residential construction index has turned downBeijing Rural Commercial Bank welcomes a "new helmsman": Bai Xiaodong takes office as Party Secretary, and the candidate for Chairman is eagerly anticipatedJensen Huang stated that AI capital expenditures are appropriate and sustainable, and NVIDIA's stock price ended its consecutive decline and surged significantlyNVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessaryTop Wall Street Analysts' Latest Ratings: Amazon Downgraded, Roblox UpgradedInstitution: The Federal Reserve under the leadership of Jerome Powell can learn from the practices of the Bank of England to stabilize balance sheet reductionConcerns over AI bubble trigger a wave of sell-offs, with U.S. tech giants losing over $1 trillion in market value in a weekTesla's capital expenditure will exceed $20 billion in 2026, and Vice President Tao Lin announced six major investment directionsAlphabet's AI spending plan is seen as a positive for NVIDIATesla Vice President Tao Lin: Willing to open FSD capabilities for use by more car manufacturers, every car in the future should have autonomous driving capabilitiesHow is the implementation of FSD in China? Tesla Vice President Tao Lin: We are actively promoting it, but there is no timetable to announce yetIn February, the University of Michigan's 1-year inflation expectations in the U.S. hit a 13-month low, and consumer confidence roseAI infrastructure concept stocks rebounded, NVIDIA rose 5.6%, Sandisk rose over 6%, CoreWeave rose over 9%, and the China concept index rose 2%Amazon significantly increases AI capital expendituresTesla communication meeting, Tao Lin revealed for the first time: latest details on FSD entering China, Optimus mass production, AI training center, etcAutomobile manufacturing drag, Germany's industrial output in December fell by 1.9% month-on-month, marking the first contraction since August of last yearThe policy has always been consistent! The regulation clearly maintains a prohibitive policy towards virtual currency-related business activitiesAmazon's $200 billion capital expenditure scares its own stock price, but ignites the market for suppliers like NVIDIA and Marvell TechDirect Sales Miracle? BYD's property insurance comprehensive expense ratio drops to 5.21%, achieving first-year profitabilityTrump's new tax law significantly reduced the corporate taxes paid by Amazon美股回调之际现积极信号： 超 75% 标普成份股利润增长，创四年新高The mid-term election market rally is imminent, and Bank of America is optimistic about small and mid-cap stocks becoming the new main line of the U.S. stock marketChina's central bank and eight other departments: Continuing to regulate virtual currency "mining" activitiesU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Software Stocks Rebound"Long Bull" trend still exists? JP Morgan: Technical indicators show that precious metals will enter a consolidation period in the coming weeksZhitong Hong Kong Stock Analysis | The negative impact of AI continues to emerge, Bitcoin faces another liquidation, and bottom automotive stocks are being explored by fundsIs the layoff data really collapsing? JP Morgan: The data is not as severe as the headlines suggestTesla is training its artificial intelligence technology in ChinaSoftware stocks plummet, is it time to hold patiently or buy on dips?Comparable to "ChatGPT" moments! SemiAnalysis in-depth interpretation: Claude Code will be a turning point for AI "intelligent agents"Will Apple iPhone face a price increase? Global shortage of storage chips becomes the focusThe winning strategy in the U.S. stock market suddenly fails! Momentum trading faces historic drawdown: funds withdraw from technology and value stocks become the new favoriteGeely has reached a settlement with SUNWODAAMD Earnings Interpretation: A Decline is an OpportunityJack Ma supervises the battle, Qianwen aims at the "AI entrance" high groundHSBC China Wealth Insights: The upgrade of AI technology triggers a sharp decline in software stocks, and the future development of the software sector may diverge | Hotspot TrackingHSBC firmly "reduces holdings" in Korean stocks: a highly consensus trade with significant risksRDDT (Trans): We are not niche; advertisers are setting up dedicated Reddit teams.
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