外盘头条：特朗普执念于格陵兰和巴拿马运河，迪拜富豪投资 200 亿美元在美国大建数据中心美股成交额前 20：特斯拉跌 4%，美银降其评级，因估值过高三星电子第四季度营业利润 6.5 万亿韩元，远逊预期Federal Reserve's Bostic: Inflation will gradually decline, policymakers should remain cautious in decision-makingBreakfast | U.S. Treasury disturbances cause a significant drop in U.S. stocks, with Tesla and NVIDIA down 4% and 6%Shanghai Securities Journal front page article: "Choosing the right time" and "timely" means that reserve requirement ratio cuts and interest rate reductions will land at critical momentsThe countdown to "Trump 2.0": 10-year U.S. Treasury yields may soar to 5%韩媒：韩国调查人员周三可能尝试逮捕尹锡悦Why Intel Stock Fell 17% in DecemberU.S. Treasury yields soar, hitting risk assets; cryptocurrency market impactedReminder: Please pay close attention to the following (all times are in Beijing time)Inflation returning? Economic data triggers market turbulence, NASDAQ and S&P 500 indices plummetThe auction results for the U.S. 10-year Treasury bonds were poor, with yields reaching the highest level since 2007Why Tesla, Broadcom, and Rivian Fell Today as Treasury Yields Shot HigherFour-month largest decline! NVIDIA launched new products at CES, Jensen Huang delivered a shocking speech, why did the stock price still plummet?The 10-year U.S. Treasury auction suffered a major setback, with the winning yield reaching a new high since August 2007Why Nvidia Stock Slumped Tuesday MorningHonda CES releases the future-oriented Series 0, the first "Made in America" electric vehicle will debut next year, powered by autonomous driving software AIOpenAI's strong competitor Anthropic plans to raise $2 billion, with a valuation reaching $60 billionNvidia Stock Is Sinking Today -- Is This a Buying Opportunity for 2025?After being "certified" by Congress, Trump swings a big stick both domestically and internationally: U.S. interest rates are too high, and military action to control the Panama Canal cannot be ruled out, economic power merges the U.S. and CanadaU.S. holiday season e-commerce sales soared to a record $241.4 billion, driven primarily by discount promotions and AI shopping assistantsWhy Nvidia Is Pushing Accenture Stock Higher TodayIntel Launches Powerful Laptop Chips to Reclaim Market ShareTrump: NATO countries should spend 5% of GDP on defenseInbound tourism shows a "dual drive" of business and travel demand, the China-U.S. industrial game determines the long-term trend of the U.S. dollar and gold, and the focus of bipartisan congressional policy towards China continues to concentrate on the technology industry --- 0107 Macro DehydrationBetting on India! Microsoft will invest $3 billion to expand AI computing power and cultivate 10 million AI talents by 2030Trump will announce a $20 billion investment for the new data center. (CNBC)Trip.com aims to regain control with 300 billionIn November, U.S. JOLTS job openings significantly exceeded expectations, reaching a six-month high, while voluntary resignations fell againDriven by significant growth in the business services sector, the number of job vacancies in the United States rose to its highest level in six months in NovemberSelf-Driving Truck Stock Aurora Innovation Is Surging on a New Deal With NvidiaU.S. service sector activity accelerated in December, with the price index rising to its highest level in nearly two yearsThe US December ISM Services PMI of 54.1 exceeded expectations, with the price index reaching a new high since the beginning of 2023The expansion rate of the US ISM non-manufacturing sector reached its fastest pace in nearly two years, while US Treasury prices and gold prices declinedU.S. stock market opens: The three major U.S. stock indices rise by 0.3%, and the Philadelphia Semiconductor Index rises by 1%Global news you need to know before the U.S. stock market opens on TuesdayMyth no more? India lowers economic growth forecast to the lowest level since 2021"The World Model" - The next "battleground" for AI, with NVIDIA and Google both entering the frayGoldman Sachs: What does it mean that hedge funds are suddenly shorting the market in large numbers?NVIDIA opens the "Physical AI" era, directly targeting the robot "ChatGPT moment"The cryptocurrency industry's profit margins are tightening, and American mining companies are "hoarding coins" and facing tough timesEurozone December CPI rebounds to 2.4%, European Central Bank's interest rate cut pace may remain unchanged"Will 'artificial intelligence' really replace 'human labor'? How much benefit can Salesforce gain from it?RTX 5090 makes a stunning debut, the world's smallest AI supercomputer to be launched in May, the era of "physical AI" begins... Jensen Huang's full speech at the 2025 CES conferenceHong Kong Stock Market Review: Repeated Negative News