HK, US stocks top stories
Morgan Stanley evaluates MiniMax as "a globally top-tier foundational model scarce asset," with the core logic of high valuation being "technology determines the ceiling, globalization determines valuation."Next week's heavy schedule: NVIDIA earnings report, Trump's State of the Union address, US-Iran game of chess, German Chancellor's visit to ChinaBeneath the surface glamour, OpenAI's "Four Dilemmas"Digital gold, future payments, speculative choice? The "narrative" of Bitcoin is collapsing one by one at the "peak of faith"An unprecedented situation in the past 30 years! The volatility of U.S. stock indices is at its lowest since 1960, while the volatility of individual stocks is as high as 7 times that of the indicesTrump's new tariff rate increases to 15%, U.S. government "overstepping" leads to a wave of lawsuits from businessesUnderstanding Gold, Silver, and Copper: Pei Fengke Chen Dapeng Takes You to Understand New Pricing Opportunities for Resources Under the Reconstruction of Global Order20-35% lower than net asset value! Hedge funds quote to acquire shares of Blue Owl's funds, intensifying market skepticism towards PEIf OpenAI is valued at $830 billion, how much should Google be worth?The Supreme Court rejected, and Trump added again! What are the current tariff rates in the United States?The U.S. Supreme Court overturns "reciprocal tariffs," what will happen next?Rumors come true? NVIDIA's "USD 100 billion investment" in OpenAI ultimately "discounted by 70%"Goldman Sachs: Gold volatility has surged significantly, and central bank gold purchases will temporarily slow downMicrosoft's PE has become the same as Exxon Mobil'sSK Hynix Goldman Sachs conference call: All customer demands cannot be met, and storage prices continue to rise this year