Cisco's revenue last quarter hit a record high, with AI demand supporting an upward revision of the full-year guidance, but the gross margin for this quarter is expected to be weak, falling over 7% in after-hours trading | Earnings Report InsightsTesla launches site selection for photovoltaic manufacturing base, Morgan Stanley analysis: aligns with its own space strategy, enhances long-term valuationReminder: Please pay close attention to the following (all times are in Beijing time)"Non-farm payrolls are not weak" suppresses interest rate cut expectations, market reassesses Federal Reserve policy pathTop 20 U.S. stock trading volumes on February 12: Bill Gates claims "never interacted with any victims"Apple's new Siri release delayed again? Reportedly, testing has exposed issues, and some features may be launched in SeptemberRegulatory pressure eased, tone shifted! The Federal Reserve will relax requirements for banks to rectify deficienciesThe two-year U.S. Treasury yield rose by about 5.8 basis points on non-farm payroll dayCisco's performance is improving, raising full-year revenue expectations, and quarterly guidance exceeds expectationsApple's plan to launch a new version of Siri faces setbacks, with several highly anticipated features potentially delayed for releaseHow does Wall Street view January's non-farm employment? The first interest rate cut is postponed until July, and the "New Federal Reserve Communication Agency" expects a longer pause in rate cutsThe yen rose more than 0.8% on non-farm payroll dayPanxing Square disclosed a large-scale position in Meta, indicating that the market underestimates the upside potential brought by artificial intelligenceThe US Dollar Index surged and then retreated on Non-Farm Payrolls dayMeta will invest over $10 billion in a data center in Indiana, USAThe yield on German bonds surged and then retreated on the U.S. non-farm payrolls day, with long-term German bond yields falling by more than 3 basis pointsSHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through paymentsUK bond yields fell across the boardSHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane?
---Profit to the left, net assets to the right: Analyzing the "surface" and "substance" of the performance of unlisted life insurance companiesKNOWLEDGE ATLAS released the new generation flagship model GLM-5, focusing on enhancing programming and intelligent agent capabilitiesThe cryptocurrency market has declined, and the U.S. non-farm payroll report has brought a sharp rise and fall to small-cap coinsAsk and Buy: Google Integrates AI Shopping Features into Search and GeminiKansas City Fed President: Inflation Remains Above Target Level, Should Maintain a "Slightly Restrictive" Interest Rate StanceCitigroup warns: The British Pound's "most vulnerable moment" is in May, as political turmoil and interest rate cut expectations put it under dual pressureMeta and YouTube face "addictive" lawsuit allegationsNTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedFederal Reserve's Schmid: Need to cool inflation through restrictive policiesAstera Labs' stock price fell over 16% after the earnings report, with investment banks focusing on the collaboration with Amazon and the profit structureNTES: The 'Pig Farm' Must Still Tough It Out---Humanoid robot startup Apptronik raises $520 million with investments from Google and Mercedes-BenzFar exceeding expectations! The U.S. added 130,000 non-farm jobs in January, and the unemployment rate unexpectedly declined, cooling market interest rate cut expectationsSummary of Key Points from the U.S. January Non-Farm Payroll ReportGlobal news you need to know before the U.S. stock market opens on WednesdayWall Street analysts: The plunge is excessive, U.S. software stocks have fallen into a "golden pit"Quick Review of U.S. Non-Farm DataArbitrage "time bomb" ticking, the yen's unusual movement may be the signal for a global asset shiftOPEC Monthly Report: In January, the oil production of OPEC member countries significantly declined, maintaining the demand forecast for this year and next year unchangedAfter the release of the U.S. non-farm payroll data, U.S. stock futures surged in the short term