Another strategic reserve born? Report: Bipartisan push in the U.S. Congress for a $2.5 billion critical minerals strategic reserve planThe US stock market is "superficially calm" but hides huge fluctuations in individual stocks: AI frenzy creates extreme volatility and a "lottery mentality""Victims" of the storage price surge: Consumer electronics manufacturers trapped in a cost quagmire, facing profit impacts are Apple, HP, and othersU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Oil Prices Plunge, TSMC Rises After EarningsTSM (Trans): Capex to rise by tens of billions YoY, a decision made after talks with downstream customers.A major new opportunity for CPUs? When Intel and AMD collide with the new trend of AgentsUSD 580, Sandisk's target price raised by 93%! Bernstein: AI is creating an unprecedented storage supercycleThe AI wave creates the king of European stocks! TSMC's strong 2026 capital expenditure guidance boosts ASML's market value to over $500 billionGoldman Sachs: The dollar is still overvalued by about 15% in 2026, and the revaluation of technology "exceptionalism" is a significant downside riskOn January 15th, Xiaomi Corporation-W spent HKD 148 million to repurchase 3.9 million sharesTo cope with rapid policy changes, US asset management giants are starting to sell off dollar assets to diversify risksHuaChuang Zhang Yu: Re-discussing the strength of exports in the midstream, 2026 electromechanical exports may continue to thriveOn January 15th, Tencent spent HKD 636 million to repurchase 1.017 million sharesTSM: The Real Boss of AI—Who Would Say No?"Capacity is very tight"! Taiwan Semiconductor's performance guidance exceeds expectations across the board, and capital expenditures will significantly increase over the next three yearsVanke's 5.7 billion medium-term note holder meeting proposal is out: it includes four repayment plans, with a maximum proposed repayment of 40% of the principal, scheduled for repayment on January 28Central Bank: Continue to implement a moderately loose monetary policy in 2026, flexibly and efficiently utilizing various monetary policy tools such as reserve requirement ratio cuts and interest rate reductionsCICC: Under the macro narrative, the commercial aerospace sector is highly popular, and we continue to be optimistic about the catalytic landing of related manufacturing industriesHong Kong stocks closed (01.15) | The Hang Seng Index fell 0.28%, with active performance in optical communication and domestic property stocks; Trip.com Group-S plummeted 19%PBoC signals easing; Alibaba's Qwen rolls out a full-ecosystem push | Daily News RecapAmazon steps on the landmine of a century-old luxury brand! Furious at Saks' bankruptcy financing, nearly $500 million equity investment value goes to zeroBrazilian digital bank AGI rushes for US stock IPO, aiming to raise approximately $200 millionInflation stickiness remains, and divisions among Federal Reserve officials intensify: Will there be a rate cut of 150 or 25 basis points this year?Amazon launches new independent cloud services in Europe to address user data security concernsCiti: Trip.com Group-S's short-term profit margins may be under pressure, expects China's antitrust actions to become more normalizedStrong evidence of AI demand! Taiwan Semiconductor's Q4 net profit greatly exceeds expectations, with advanced process revenue accounting for 77%Understanding the Market | HUA HONG SEMI rose over 4% in the afternoon as TSMC's Q4 net profit surged by 35%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 stance