Evercore reiterates Apple as its top pickCitigroup: Vera Rubin will bring $50 trillion in artificial intelligence opportunities for NVIDIAOn Wednesday, Taiwan Semiconductor fell 2.5% in the late trading sessionIntel confirms new gaming chip advancement planReport: JPMorgan Chase has reached an agreement to take over Apple's credit card businessThe 10-year U.S. Treasury yield fell by about 4 basis pointsGeopolitics takes a back seat, the real driver of the U.S. stock market in 2026 is still "profit is king"Under tariff pressure, India is expected to achieve an economic growth of 7.4% in the fiscal year 2026Siemens and NVIDIA expand industrial artificial intelligence collaborationCES focuses on NVIDIA, AMD, and other leaders in artificial intelligenceNVIDIA releases Rubin and AlpamayoThe new U.S. automobile safety bill targets Tesla's door designGlobal Times Editorial: What Japan Should Reckon Most Clearly Is the Major Account of Regional Peace"Small Non-Farm" Just Right! The U.S. Labor Market Mildly Recovers, Stabilizing Rate Cut ExpectationsGlobal news you need to know before the U.S. stock market opens on WednesdayMiniMax IPOs in Hong Kong at the highest price, with an issuance valuation exceeding HKD 46 billion!AI chip frenzy worth $148 billion, but this business has stalled: NVIDIA's bet on manufacturing yields little over four yearsBenchmarking "Musk-style" incentives! GameStop announces CEO compensation plan, full payout requires market value to exceed $100 billionAfter four rounds of stock purchases, the shareholding has increased to 20%. The dividend calculation behind Ping An Life's additional capital of 15 billionGoldman Sachs significantly raises PCB market size expectations: both volume and price increase + specification upgrades, with a compound growth rate expected to exceed 140% in the next two years!With CoWoS capacity support, JP Morgan has again raised its TPU shipment expectations: shipments are expected to reach 3.7 million and 5 million units in the next two yearsEven Wall Street is tired of AI! Funds in the US stock market are quietly flowing to the other 493 companies in the S&P 500U.S. Stock Outlook | The three major stock index futures are mixed, Warner Bros. again rejects Paramount, "Little Non-Farm" to be announced tonightThe 2nm chip manufacturing process battle escalates! Qualcomm returns to Samsung, shifting from solely relying on TSMC to a dual foundry chainWarner Bros. once again rejected Paramount's acquisition offer and chose to reach a cooperation agreement with NetflixWeak data strengthens interest rate cut expectations, German bonds strongly rebound despite the surge in bond issuanceRobotaxi Empire: Can It Create the Next TSLA?Eurozone inflation precisely meets the target of 2%, further solidifying the European Central Bank's logic for maintaining interest ratesEurozone December CPI slows to 2%, market expects ECB to remain "on hold" for a long timeElon Musk revealed: He once strongly advocated for OpenAI to choose Microsoft over Amazon for collaboration, and Bezos was a bit "self-righteous."More ruthless than Doubao phones! Gemini TV debuts at CES, Google fires the first shot in the living room revolutionStandard Chartered: Expects the Federal Reserve will not cut interest rates again this year, predicts Hong Kong's 3-month HIBOR will fluctuate around 3%The latest valuation of LMArena, which ranks AI large models, is $1.7 billion, tripling in six months2026 Hong Kong Stock Market New Cycle: Three Major Forces Resonating, AI Main Line Welcomes Profit RealizationHong Kong Stock Review: Completely IgnitedAfter Jensen Huang's keynote speech at CES, Wall Street has differing views on the endpoint of NVIDIA's artificial intelligence growth cycleOn January 7th, Tencent spent HKD 636 million to repurchase 1.023 million sharesNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 9.178 billion, increasing positions in technology stocks and Hong Kong stock ETFs, with over HKD 1.9 billion allocated to TencentChinese car companies flex their muscles at CESZhengzhou Bank, surrounded by old real estate debts, seeks new opportunities in county areasJensen Huang unveils Rubin, fueling AI storage.Goldman Sachs is firmly optimistic about the Chinese stock market: AI and overseas expansion support profits, and MSCI China is expected to rise 20% this yearStorage chip prices are out of control! Wall Street adjusts expectations again: DRAM may soar 88% in 2026, NAND up 74%