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Ministry of Industry and Information Technology: Further expand automobile consumption and promote the work of replacing old cars with new onesUnderstanding the Market | Alibaba-W rises over 3% as the group significantly increases its capital expenditure budget for Alibaba Cloud; institutions expect profit resilience to exceed expectationsReminder: Please pay close attention to the following (all times are in Beijing time)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 DeclineU.S. CPI cools down, why is the market indifferent? Data distortion, the key is to look at next week's PCE"Foreseeing" tariff refunds? Amazon negotiates "price reductions" with suppliers ahead of the Supreme Court ruling