Samsung will be the first to mass-produce HBM4: Securing the "next ticket" for AI storageBehind the big fluctuations in the U.S. market this week: hedge funds "shorting everything," buying interest in software stocks began on Thursday, and a "brutal short squeeze" on FridayAfter the big AI investments: Are Amazon, Google, and Meta going to run out of cash flow?The US stock market experienced significant fluctuations this week, with investors worried: Is the US economy really strong? Has AI become a negative factor? Have safe-haven assets turned into risk assets?Next week's heavy schedule: US Non-Farm Payrolls and CPI release, China's inflation, AI and robotics Spring Festival battleOpenAI's first hardware is coming, but it may be "not so AI"?12,000 developers and thousands of operations affected! Goldman Sachs partners with Anthropic to achieve full automation of accounting and compliance operationsEpic blunder: South Korean exchange "slips" and issues $44 billion in BitcoinUS-China trade agreement: Harley motorcycles enjoy duty-free access, Tesla misses out on tariff reductionsReport: NVIDIA and major clients finally overcome the deployment challenges of Blackwell chipsWaymo collaborates with DeepMind to create a world model: based on Genie 3, allowing autonomous driving to "imagine" rare scenariosChina Post Life Insurance 2025: A life-and-death race about "capital filling the pit"A Century of Corning's Glamorous Transformation: Fiber Optics Ends Two Decades of Losses, Clinging to Meta's Thigh to Become an AI New Aristocrat!Apple goes against the trend in the Chinese market, but behind it is actually Hermès orange saving the day?Buckle up! Safe-haven gold enters an era of great volatilitySignals of a "crash-like" correction in tech stocks: The era of rising risk assets has come to an end, and losers will be ruthlessly abandoned!1.6T optical module, Tower collaborates with NVIDIAThe Dow Jones Industrial Average breaks through the 50,000 mark! Trump boasts: Achieved the goal three years ahead of schedule, will reach 100,000 points by the end of his termLaunch 1 million satellites, what does Musk want to do?"The largest power grid in the United States" PJM: The U.S. faces a significant power shortage in the next decade, with a gap of up to 60GWChoosing a Federal Reserve Chairman who is "willing to cut interest rates," has always been "difficult to achieve" for U.S. presidents in history!Gold - Asset Reallocation, Where is the Gold Price Heading?Investors are rushing to increase their stakes! Anthropic's new round of financing is expected to double, with a valuation reaching 350 billion USD!The industry's first rider family hospitalization insurance has been implemented, and Meituan has upgraded its major illness care plan, covering over one million rider familiesOne year after "DeepSeek Moment," the market witnessed the "Claude Impact"This week, investors are "voting with their feet" on capital expendituresExpectations for interest rate cuts rise again as the $30 trillion U.S. Treasury market faces a "data week" testJinglin Asset reduced its holdings in NVIDIA in the fourth quarter, heavily investing in Google, Meta, and PDDOvernight U.S. Stocks | The Dow Jones Industrial Average welcomes a historic moment as Bitcoin surpasses the $70,000 mark, with Strategy rising over 26%The Dow Jones Industrial Average breaks 50,000 points for the first time, setting a new historical high. Analysts: The market has adapted to global uncertainties, and investor confidence is genuinely presentNVIDIA surged nearly 8%! Jensen Huang's latest statement: double, and then double againThe aftermath of the tech stock crash sweeps across Asia-Pacific, with South Korean stocks plunging the most. Bitcoin briefly fell below the 60,000 mark, and silver dropped another 10%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 NVIDIA