Is Meta in Panic? Internal Leaks: Analyzing the Crazy Copy of DeepSeek, High Budget Difficult to ExplainZhong Shanshan shed tears at the annual meetingUnderstanding the Market | CRO concept stocks rose broadly in early trading, innovative drugs continue to advance overseas, and the global interest rate cut backdrop helps improve CXO overseas businessThe increase in AH shares has expanded, the Hang Seng Index has risen by more than 1%, the decline in government bond futures has widened, and the offshore RMB has risen sharply by 130 pointsHighlights of the Bank of Japan's Interest Rate DecisionThe AI battle is all about top-tier spending, why does the "poor" Oracle have a reason to compete?Today, there is no suspense about Japan's interest rate hike, but there is suspense about the yenTrump and the U.S. Congress take major action: Establish a Presidential Digital Currency Working Group, and the congressman who first proposed the establishment of a Bitcoin strategic reserve has been promotedPromoting AI! Trump: Will urgently approve power plants to ensure AI power supplyTrump: Will demand Saudi Arabia and OPEC to lower oil prices, Federal Reserve should quickly cut interest ratesFive years, 1 trillion yuan! Bank of China launches "Artificial Intelligence" special comprehensive financial supportTrump: Sino-US relations are very goodBreakfast | U.S. stock indices rise for three consecutive days, S&P 500 hits a new high, Trump says he will demand the Federal Reserve to cut interest rates immediatelyReminder: Please pay close attention to the following (all times are in Beijing time)Trump publicly comments on Federal Reserve policy, calling for an immediate rate cutTrump claims: I understand interest rates better than Federal Reserve Chairman PowellMeta Chief Scientist LeCun: The new generation of AI architecture will be released within 3 to 5 years, with robotics technology as the coreRegarding the promotion of medium- and long-term funds entering the market, multiple insurance companies have spoken outU.S. stock market opens: Nasdaq down 0.6%, semiconductor index down 2.1%Dovish SOFR option positions expect the Federal Reserve to cut interest rates by 100 basis points in 2025The number of initial jobless claims in the United States rose to 223,000, hitting a three-year highGlobal news you need to know before the U.S. stock market opens on ThursdayWinning with cost-performance ratio against Vision Pro? Meta smart glasses demand surged in Q4, with supporting application downloads increasing by 200% year-on-yearThe new round of "trade-in for new" has a strong start, with robust sales on Tmall and JD.comWhat does "Stargate" mean for the AI industry?For the week of January 18, the number of initial jobless claims in the United States was 223,000, expected to be 220,000, and the previous value was 217,000Is the Bank of Japan's interest rate hike on Friday a "done deal"? The subsequent interest rate path may become the focusIncremental funds may reach 2 trillion, financial institutions actively evaluate the "new policy for medium and long-term funds entering the market"The Hidden World of China's Computing Power: The A100, which used to cost nearly 100,000 yuan, was once in high demand, but now many cards remain unopenedWith excess liquidity declining, the fate of European stocks is now in the hands of the Federal Reserve?Disappointing sales, doubts about market size... Overseas weight loss drug stocks trading "retreat"Viewing Ning Wang through TSMC: An Inescapable Cyclical FateSanhua IPO: A global leader in the Tesla supply chainMicrosoft becomes the biggest loser, ARM faces sale? The mystery of the $500 billion cost of "Stargate"Billionaire David Tepper Sells Nvidia Stock and Buys an AI Stock Up 700% Since Early 2023Quantum computing + AI, breaking the bottleneck in drug development?Morgan Stanley: Global economic growth is expected to weaken in 2025, maintaining "overweight" ratings for U.S. and Japanese stocksThe AI revolution is just 2 to 3 years away, and this big shot has made it very clear: it may be very brutal, and people need to be preparedGoldman Sachs warns of a 30% correction risk for U.S. stocks in 2025? Trump's policies and inflation are key drivers!In the era of physical AI, a "visual data competition" will unfoldUBS: Volatility continues but growth momentum remains, US stocks still have room for sustained riseIn 2024, photovoltaic companies are losing money one after another, but how is this segment still so profitable?Directly hitting the press conference | CSRC's Wu Qing: Strive for large state-owned insurance funds to invest 30% of the newly added premiums each year in A-shares starting from 2025CHINA LIT New Year Internal Letter ExposedHong Kong Stock Market Midday Review: The Hang Seng Index surged in the morning and then retreated, with Chinese brokerage stocks leading the marketNissan "slims down" for self-rescueMizuho: External pressures may drive the Bank of Japan to further raise interest ratesHow Wall Street views "Stargate": NVIDIA and AI infrastructure are the winners, and the narrative of a peak in 2025 should no longer be mentionedCITIC Securities Co., Ltd.: Stargate (STARGATE) releases global computing power high growthThe world's attention is on the "Stargate," the biggest question: Where does the 500 billion come from?