The U.S. January CPI increase was weaker than expected! Market interest rate cut expectations are rising, but a stabilizing job market may lead the Federal Reserve to continue to observeU.S. Treasury Secretary pushes for the nomination process of the new Federal Reserve Chair, expects Waller to receive a Senate hearing opportunityGlobal news you need to know before the U.S. stock market opens on FridayQuick Review of the U.S. January CPI DataAsian stock markets fell before the Spring Festival, while South Korean stocks rose 0.9% against the trend. Gold rebounded slightly, and the market is focused on U.S. inflation dataA $148 billion bet: Why does Goldman Sachs believe the market has misread Microsoft's capital expenditures?Bessent: Inflation is expected to return to 2% in 2026, and there may be "narrowing" space in tariff policiesZhitong Hong Kong Stock Analysis | Concerns about various uncertainties during the holiday period, foreign capital focuses on trading large modelsStrong employment data hits interest rate cut expectations, U.S. stock funds experience net outflows for the first time in three weeksThe AI disruption storm sweeps through the US stock market's travel and leisure sector! Online booking platforms face slaughter, while hotel stocks soar against the trendIs Tencent being wrongfully killed?Anxiety Under the $600 Billion Gamble: Despite the Surge in AI Spending by Major Companies, NVIDIA's Stock Price No Longer Dances AlongWith profit margins only a fraction of its peers, how long can Tesla hold onto its label as one of the "Seven Giants" of U.S. stocks?U.S. Stock Outlook | Three Major Index Futures All Decline, Applied Materials Rises After Earnings, U.S. January CPI Coming SoonMeituan: The Group expects to record a loss of approximately RMB 23.3 billion to RMB 24.3 billion for the fiscal year 2025Pre-market plummets 20%! Pinterest's Q4 earnings guidance is weak, analysts worry about the impact of AIA major asset rotation is happening! Bank of America Hartnett: U.S. policies give rise to "everything is possible, except for the dollar" trades!Yao Shunyu's Google debut, the Gemini new model breaks SOTA: only 7 humans left to defend carbon-based programmingSing bullish with UBS and Morgan Stanley! ANZ calls the gold price correction a great opportunity to enter: Q2 target price revised up to $5,800JD INDUSTRIALS has been included in the Hang Seng Composite Index and is expected to become a target for Stock ConnectIn this round of AI cleansing, have wealth management platforms been mistakenly killed?The Financial Regulatory Administration, in conjunction with the State Administration for Market Regulation and the People's Bank of China, interviewed six travel platform companiesSeedance 2.0 Deep Evaluation: Stable in Complex Scenarios, Even ASMR?On February 13th, XIAOMI-W spent HKD 98.3637 million to repurchase 2.7 million sharesNvidia remains in first place! BlackRock still heavily invests in tech giants in Q4, with new positions pointing to materials and specialty chemicalsNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 20.219 billion, with Northbound capital aggressively buying Hong Kong stock ETFs and technology stocks, increasing holdings in the TRACKER FUND by over HKD 3.6 billion throughout the dayHong Kong Stock Review: Meituan Continues to DeclineThe most hawkish official of the Bank of Japan hints at a possible interest rate hike in springAI model upgrades are clustered, domestic computing power demand surges, will IDC 迎来 a new round of explosion?People's Bank of China: Preliminary statistics show that by the end of January 2026, the total social financing stock was 449.11 trillion yuan, a year-on-year increase of 8.2%The probability of an interest rate hike in April rises to 75%, Japan's central bank's top hawk: Inflation may meet targets in springAI scares the US stock market, Asian stock markets "benefit from disaster," with chip stocks being the biggest beneficiariesReport: NVIDIA may relax HBM4 specification requirements due to capacity and yield constraints faced by Samsung and SK HynixBreaking NVIDIA's "exclusive supply"! OpenAI first uses Cerebras chips, competing in the programming assistant track with the lightweight version of CodexCoinbase (Trans): Last Year Was an 'Investment Year,' This Year Will See Prudent Cost Control</p>Musk's "New Pie": Lunar BaseMusk responds to the mass exodus of the AI core team: 9 people left in 6 days, high school graduates quickly promotedSoftware stocks face the largest short-selling wave since 2010, Goldman Sachs exclaims: the market has "nowhere to hide"!As the US stock market remains fragile, tonight's CPI may present a "hawkish surprise."Everbright Securities: Gold prices are expected to rise as they consolidate at high levels, currently stabilizing around the 50-day moving averageBad Tape + Weak Print: When Does COIN Bottom?---LME aluminum plummets! Report: The United States is considering partially lifting tariffs on aluminum and steelJibang Consulting: It is expected that HBM4 verification will be completed in the second quarter, and the supply pattern of the three major manufacturers for NVIDIA is expected to take shapeGLM-5 is a sensation, KNOWLEDGE ATLAS's market value doubled in five days, China's AI is in full swingGoogle DeepMind CEO: This year will start clinical trials for AI anti-cancer drugs, with robotic breakthroughs expected in the next 18 months