Hong Kong boutique investment bank Sibao has resubmitted its IPO application for the US stock market, aiming to raise up to 15 million USDSuper Cycle of Power Grid Equipment: "14th Five-Year Plan" Investment of 4 Trillion, Orders from Europe and America Ready to SurgeLarge models begin to "batch solve" mathematical problemsThe Throat of Global AI: Why TSMC's Production Capacity Can't Keep Up with the World's Ambitions?Demand for AI chips remains strong, TSMC's net profit in Q4 increased significantly by 35%, with total capital expenditure reaching $40.9 billion in 2025 | Financial Report InsightsIs this time different? This round of "lithium price bull market" is different from historyUBS: Reiterates Tencent as a preferred stock and key recommendation, expects potential of artificial intelligence to be unleashed"Tactical bullish" on crude oil and precious metals, "structural bullish" on aluminum, copper prices "may peak within a month" – this investment bank's "latest commodity judgment"Founder Daniel Zhang resumes CEO position, HAIDILAO undergoes top-down reformHong Kong Stock Midday Review: Hang Seng Index rises and falls, closing down 0.55%, AI healthcare sector shows weak performanceCommodity collective pullback, crude oil down 3%, silver plummets 7%What does the antitrust investigation mean for Trip.com?The internal divisions within the Federal Reserve have intensified, and Milan has proposed a new logic for interest rate cuts: the deregulation by Trump is the reasonAlibaba's special forces launched a nuclear bombThe faith in gold never dies! With gold prices soaring by 70%, Wall Street plays the $5,000 fantasyMorgan Stanley CIO Survey: Corporate software budgets accelerate in 2026, with Microsoft leading generative AI spending at 34% shareAlibaba's AI narrative returns, the rebound window for the internet leaderQianwen connects Alibaba's entire ecosystem, seizing the global AI super entranceUnderstanding the Market | COWELL Rises Nearly 3% as Company Orders Show Resilience; Changes in Apple's Rear Camera Supply Structure Bring Opportunities for Its Market Share ExpansionHas the door to interest rate cuts closed? The Bank of Korea has held steady for 7 consecutive times, removing "easing" terminology and shifting to a neutral stanceGoogle intensifies upgrade of Gemini to fully integrate Google ecosystem applicationsDongfang Securities: Maintains "Buy" rating on Alibaba-W, AI-driven Alibaba Cloud is expected to continue acceleratingCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 700Microsoft's "Plan B": Dissatisfied with OpenAI's performance, Copilot fully introduces Anthropic to usher in the dual-engine eraThe Hang Seng Index opened down 0.1%, and Trip.com Group fell nearly 15%Tesla shifts from "selling cars" to "software SAAS"? Musk: FSD will suspend the "one-time payment model" and only accept "monthly subscriptions"Google complains about the difficulty of connecting data centers to the U.S. power grid: waiting time exceeds ten yearsHaidilao under pressure, Daniel Zhang leads the "female army" back to the front lineSenior central bank reporter: To win the election, Trump is using "three major levers" to stimulate the economy, and it is "very likely to succeed" this year, butTop 20 U.S. stock trading volumes on January 15: Tesla's FSD software will only be available as a monthly subscription serviceThe Federal Reserve's Beige Book outlines a "steady soft landing" roadmap: the U.S. economy is recovering with stable employmentGoogle states that connecting to the U.S. power transmission system is the biggest challenge in connecting data centersZhitong Hong Kong Stock Early Knowledge | The Ministry of Finance held a meeting on fiscal and financial coordination to promote domestic demand, and the White House announced a 25% tariff on certain semiconductors and othersDemand for hedging and supply factors jointly push up U.S. Treasury bonds, with the 30-year yield falling below 4.8%, reaching a new low for the yearThe White House announced a 25% tariff on certain semiconductors and other productsReminder: Please pay close attention to the following (all times are in Beijing time)Not afraid of recent stock price slump, KeyBanc states that the recovery of IT budgets is expected to boost Microsoft's cloud and AI business, maintaining an "Overweight" ratingTo avoid the risk of a Supreme Court ruling, Trump invokes Section 232 to impose tariffs on certain semiconductors and critical mineralsThe resilience of the U.S. economy exceeds expectations, and the President of the Minneapolis Federal Reserve emphasizes cautious interest rate cutsGoogle launches personal intelligence features in GeminiTrump: Impose a 25% tariff on imported chips not used for AI in the United StatesFederal Reserve Beige Book: Overall economy has improved, employment levels remain largely unchanged in most regions, and prices have risen moderately in most areasThe Federal Reserve's 2026 voting members maintain a cautious stance, while the 2025 voting members emphasize that independence is crucial in combating inflation