The Korea-U.S. bond yield spread is approaching 200 basis points, adding insult to injury for the Korean won Track Hyper | Apple's foldable device is tentatively scheduled for launch in the third quarter of 2026 Heavyweight policy for trade-in: Up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and air conditioners, and up to 20,000 yuan for new energy vehicles Understanding the Market | Bitcoin plunges below $97,000, cryptocurrency ETFs and related concept stocks decline The bond issuance frenzy is here! The global issuance scale reached USD 185 billion in the first week, with corporate bonds being more "attractive" than government bonds The sell-off of U.S. Treasuries accelerates, with 5% in sight!Streamlining: Lessons from Musk's Precedents Federal Reserve's Bostic: Inflation will gradually decline, policymakers should remain cautious in decision-making Breakfast | 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 moments The countdown to "Trump 2.0": 10-year U.S. Treasury yields may soar to 5%Why Intel Stock Fell 17% in December U.S. Treasury yields soar, hitting risk assets; cryptocurrency market impacted Reminder: 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 plummet The auction results for the U.S. 10-year Treasury bonds were poor, with yields reaching the highest level since 2007 Why Tesla, Broadcom, and Rivian Fell Today as Treasury Yields Shot Higher Four-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 2007 Why Nvidia Stock Slumped Tuesday Morning Honda CES releases the future-oriented Series 0, the first "Made in America" electric vehicle will debut next year, powered by autonomous driving software AI OpenAI's strong competitor Anthropic plans to raise $2 billion, with a valuation reaching $60 billion Nvidia 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 Canada U.S. holiday season e-commerce sales soared to a record $241.4 billion, driven primarily by discount promotions and AI shopping assistants Why Nvidia Is Pushing Accenture Stock Higher Today Intel Launches Powerful Laptop Chips to Reclaim Market Share Trump: NATO countries should spend 5% of GDP on defense Inbound 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 Dehydration Betting on India! Microsoft will invest $3 billion to expand AI computing power and cultivate 10 million AI talents by 2030 Trump will announce a $20 billion investment for the new data center. (CNBC)Trip.com aims to regain control with 300 billion In November, U.S. JOLTS job openings significantly exceeded expectations, reaching a six-month high, while voluntary resignations fell again Driven 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 November Self-Driving Truck Stock Aurora Innovation Is Surging on a New Deal With Nvidia U.S. service sector activity accelerated in December, with the price index rising to its highest level in nearly two years The US December ISM Services PMI of 54.1 exceeded expectations, with the price index reaching a new high since the beginning of 2023 The expansion rate of the US ISM non-manufacturing sector reached its fastest pace in nearly two years, while US Treasury prices and gold prices declined U.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 Tuesday Myth 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 fray Goldman 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 times Eurozone December CPI rebounds to 2.4%, European Central Bank's interest rate cut pace may remain unchanged 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 conference Hong Kong Stock Market Review: Repeated Negative News ===== Baosight, an AI stock with dividends? =====The Eurozone's harmonized CPI in December rebounded to 2.4% year-on-year, but does it hinder the European Central Bank from cutting interest rates?

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