上週末，趁着國內臨近春節，美國又耍了個"小手段"，其國防部一度宣佈將包括阿里、百度、比亞迪在內的多家2025 Annual Investment Review$ XTALPI(02228.HK)Boss, "Boss's Boss" Phase 0 Day $ Amazon(AMZN.US) is intended to be held for the l$ XTALPI(02228.HK) This kid is full of confidence!$ XTALPI(02228.HK) 😂，Agents are about to take overYou must recognize one fact: Agents will take over everything.Take big strides to embrace the arrival of the AgeFinally ready to build a fully customized PortfoliLost money for several consecutive daysUnrealized Zijin Mining's drop over the past two days has beeCoinbase (Trans): Last Year Was an 'Investment Year,' This Year Will See Prudent Cost Control</p>$ XTALPI(02228.HK) So stubborn? No mood to watch tBad Tape + Weak Print: When Does COIN Bottom?---AMAT (Trans): Semi equipment >20% YoY; momentum through 2027Think about it:Getting ready to sell some $ Coca CRIVN (4Q25 Trans): All-in on R2 and AD, Can It Mount a Comeback?Such a big drop for $AAPL last night was a bit uneRIVN: Post-subsidy era — can R2 lead a turnaround?---AMAT: Capex upcycle arrives, equipment stocks enter spring!---ABNB (Trans): Accelerating Boutique Hotel Onboarding & AI Dev.COIN 4Q25 First Take: Q4 results were weak, missinABNB: Solid results, but now a cyclical?
---AMAT First Take: Solid quarter; revenue and GPM inRivian 4Q25 First Take: off a low bar, Rivian deliABNB 4Q25 First Take: Results came in ahead of expIt feels like BTC is following IGV, whichever US sThis wave of clean energy is really making me enviUnity (Trans): Vector up 70% YoY in Jan.$ Robinhood(HOOD.US) Long-term investing is a painLLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News Recap$ XTALPI(02228.HK)The digital world needs to rebuiAPP (Trans): Highly confident vs. Meta
---Who Crushed U?---APP: Haunted by 'ghost stories'—even strong results can't hold?
---APP 4Q25 First Take: Q4 results were solid, with rSHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through paymentsSHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane?
---NTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedNTES: The 'Pig Farm' Must Still Tough It Out---SHOP 4Q25 First Take: Another strong quarter with Unity 4Q25 First Take: The battered stock sold off$ CloudFlare(NET.US) is one of the few companies tNetEase Q4 FY25 First Take: Q4 came in below conseHOOD: Stock Halved? Let Earnings Speak, Other Notes
---MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News Recap$ XTALPI(02228.HK) So exciting? Just touched it, dGoldman Sachs disclosed its 13F filing, showing itHOOD: What's Left After the Frenzy?SMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3