HK, US stocks top stories
The Throat of Global AI: Why TSMC's Production Capacity Can't Keep Up with the World's Ambitions?Founder Securities: Long-term Comparative Analysis and Insights of ROE between A-shares and US StocksReminder: Please pay close attention to the following (all times are in Beijing time)"Wood Sister" Cathie Wood continues to reduce her holdings in Tesla and increase her investment in this stock, betting on AI and semiconductors"New Federal Reserve News Agency": Powell unexpectedly becomes a "folk hero," supported by this year's voting committeeTop 20 U.S. Stock Trading Volumes on January 16: Taiwan Semiconductor's fourth-quarter net profit increased by 35% year-on-year, setting a new recordIs a super merger in shale oil coming? Coterra is considering a marriage with Devon Energy, and the stock price once rose over 10%The silver frenzy has temporarily paused, as Trump has not yet imposed tariffs on key minerals, and spot silver prices have once dropped over 7%Shuibei has silver merchants experiencing a blowout, with multiple merchants losing tens of thousands to hundreds of thousands of yuan, and the police have intervenedJP Morgan frontline research: Microsoft is at least 10 light-years ahead of everyone else, with very strong ecosystem integration capabilities!Amazon's first attempt to obstruct Saks Fifth Avenue's bankruptcy financing has failedPositive news from Taiwan Semiconductor drives the continued rise led by chipsThe cost of storage chips has surged by 230%! The high-end model of iPhone 18 may face a significant price increaseWall Street comments on TSMC's financial report: Capital expenditure and profit margin guidance are too "explosive," anyone hoping for a pullback will be disappointed