Reminder: Please pay close attention to the following (all times are in Beijing time)U.S. Treasury yields fell across the board as Federal Reserve Governor Waller discussed the dovish policy outlook of the FOMCSales of new energy vehicles in the United States accounted for one-fifth for the first time, and Tesla's market share declinedThink It's Too Late to Buy Nvidia Stock? Here's the Biggest Reason Why There's Still Time.Enhancing AI Agent Reliability, NVIDIA Launches Containerized Microservices Inference MicroservicesU.S. Treasury Secretary nominee Basant: Not extending tax cuts faces "economic disaster," supports increasing sanctions against Russia, Trump policies will not drive up inflationIn January, the Philadelphia Federal Reserve's manufacturing index in the United States reached a new high since April 2021, with the monthly increase being the largest in over four yearsFederal Reserve Governor Waller: If inflation data continues to improve, interest rates may be cut in the first half of 2025The two-year U.S. Treasury yield fell short-term by more than 4 basis points, and Federal Reserve's Waller boldly predicted that the FOMC may cut interest rates four times this yearFederal Reserve Governor Waller stated the day after the CPI data was released: The possibility of a rate cut in March cannot be ruled outU.S. stock market opens: Nasdaq 100 index rises over 0.3%, Philadelphia Semiconductor Index rises 1.8%, Taiwan Semiconductor rises over 5%Interested in Quantum Computing? You Might Want to Hear What Nvidia's CEO Just Said About ItThe number of initial jobless claims in the United States last week slightly exceeded expectations, indicating that the labor market remains resilientGlobal news you need to know before the U.S. stock market opens on ThursdayAfter the release of the U.S. December retail sales data, the U.S. dollar index fell slightly in the short termJingluo: In December 2024, the MMI reported 3.62%, falling for 7 consecutive months, hitting a new low in 17 monthsRBC: Still the most optimistic about the U.S. stock market this year, focusing on AI-related softwareZhitong Hong Kong Stock Analysis | Enhanced Rate Cut Expectations Continue to Rebound: How to View Cambricon's DeclineShould You Forget Nvidia and Buy This Tech Stock Instead?TSMC: Capital expenditure will increase to $38-42 billion in 2025 (24Q4 conference call)Bank of America pre-market shares rose over 1%, with the company's fourth-quarter net interest income exceeding expectationsIs Nvidia Stock a Buy Now?Evercore: AI consumes electricity rapidly, these 5 utility stocks have growth potentialMissed Out on Nvidia? Billionaires Have Been Buying This Artificial Intelligence (AI) Stock for DecadesCartier's parent company reported a better-than-expected 10% increase in sales for the third fiscal quarter, with stock prices soaring by 17%Qualcomm Is Going After Intel and AMD in This Lucrative MarketNo wonder Jensen Huang is giving out red envelopes in Shenzhen! TSMC has provided the confidenceTSMC: Is the "Anchor of Stability" Already Invincible?Lenovo races to become the king of AI PCsMeta Platforms Is Ending Its Fact-Checking Program. That Could Be Risky for the StockU.S. Inflation "Douses Cold Water": A "Rehearsal" for the Turning Point?A visual guide to TSMC's Q4 2024 performance1 Big Reason Nvidia Stock Could Be About to Make a Big MoveCould Amazon Be Your Ticket to Becoming a Millionaire by 2030?Night session surged, what are the highlights of TSMC's financial report? Can TikTok welcome a turnaround? | Review of today's important newsHSBC Outlook on US Stock Q4 Earnings Season: S&P 500 Earnings Bullish, "Seven Giants" Lead, Winners and Losers OverviewHSBC: Sanctions on Russia have driven up oil prices, but OPEC+ has plenty of idle production capacityAfter a significant rise in the US stock market, is a pullback still the best opportunity to get in?Apple's iPhone shipments in China fell by 25% in the fourth quarter, tying with Huawei for the top market shareThe cooling of the U.S. core CPI ignites the market, but analysts say inflation risks remainTaiwan Semiconductor's night session surged over 5%, conference call released positive newsTaiwan Semiconductor expects first-quarter sales of USD 25 billion to USD 25.8 billion, while the market estimates USD 24.43 billionBYD's overseas strategy: Brazil is the top priority, ASEAN is the current focus, and Europe is the futureCharles Schwab: Expects an optimistic outlook for the U.S. stock market in 2025, optimistic about the performance of the financial and communication sectorsAI demand remains strong! TSMC's Q4 net profit increased by 57% year-on-yearTSMC's net profit for the fourth quarter is NT$374.7 billion, estimated at NT$369.84 billionYuan Jun: Case Review - How to Observe the Storm in the US and European Banking Industry? How to Seize the Opportunity for Bottom Fishing?Concerns over exchange rates intensify as the Bank of Korea unexpectedly maintains the interest rate at 3%Track Hpyer | Qualcomm secures Intel Xeon CPU chief architectHong Kong Stock Market Midday Review: Hang Seng Index Closed Up 0.83%, Chip Stocks Pulled Back After Rally