ASML's "Peak Moment"! Morgan Stanley: Under the expansion wave of advanced processes, it may 迎来 the strongest profit growth in 2027Luxury car exporter Hillhouse Frontier raises the scale of its US IPO, with fundraising amount surging by 200% to $19 millionStrong AI Demand + Trade Agreement Drives Taiwan Semiconductor to Increase Investment in the U.SHas TSMC's new "golden cycle" arrived? Goldman Sachs: Advanced packaging becomes the second growth engine, with a 60% gross margin possibly being the "new normal."From "Chat Dialog" to "AI Service Era," Alibaba's Qianwen App Launches Over 400 Service FunctionsAlibaba Recreates AlibabaTrump plans to intervene urgently in the electricity market: pressuring AI giants to sign a 15-year contract, footing the bill for a new power plant costing $15 billionSilver soars, photovoltaic industry weepsBehind the depreciation of the Korean won: South Korean retail investors are frantically buying overseas stocksHong Kong Stock Midday Review: The Hang Seng Index surged and then fell, closing down 0.27%. The power equipment sector led the gainsHong Kong Stock Review: Trip.com PlummetsKaiYuan Securities: Hainan's entire island is closed for operations, and the cross-border asset management space is vastDaiwa Capital Markets: Lowers XPENG-W target price to HKD 125 as surging R&D expenses offset delivery growth momentumSouthwest Securities: The CXO industry focuses on the growth potential of new molecules and the transmission of domestic economic recoveryUnderstanding the Market | SICC rose over 17% as Taiwan Semiconductor's performance exceeded expectations and guidance was positive; the company is actively expanding silicon carbide applicationsA $5 billion big contract, Apple chose its "old partner" Google's Gemini instead of the "future competitor" OpenAI$200 million! Tom Lee's "Ethereum's First Treasury" invests in "YouTube's Top Influencer"For a long time, "TSMC's largest customer," Apple now has to "snatch capacity."TSMC's stock price rises again, Goldman Sachs raises target price to NT$2,600Old Huang "takes the lead," while everyone is competing for Taiwan Semiconductor's capacity, NVIDIA is "seizing land."Sheng Songcheng: Why is it said that lowering the reserve requirement ratio is more important than lowering interest rates now?Understanding the Market | CONANT OPTICAL rises over 7%, institutions say Meta's increased investment in smart glasses business is expected to lead to accelerated industry developmentFord is in talks with BYD to purchase batteries, with plans including "transporting to factories outside the United States."After a break of more than two years, Maersk resumes sailing in the Red Sea, with analysis stating that "if the Red Sea route is restored, 6% to 8% of the global container fleet will no longer be needed."Decoding the central bank press conference: Eight measures implemented, how far are we from a comprehensive reduction in reserve requirements and interest rates?Breakfast | US stocks stop falling and rebound, most chip stocks riseTop 20 U.S. Stock Trading Volumes on January 16: Taiwan Semiconductor's fourth-quarter net profit increased by 35% year-on-year, setting a new recordThe silver frenzy has temporarily paused, as Trump has not yet imposed tariffs on key minerals, and spot silver prices have once dropped over 7%Wall Street comments on TSMC's financial report: Capital expenditure and profit margin guidance are too "explosive," anyone hoping for a pullback will be disappointedFederal Reserve "hawkish" statement: should maintain restrictive interest rates to firmly curb inflationFounder Securities: Long-term Comparative Analysis and Insights of ROE between A-shares and US Stocks"Wood Sister" Cathie Wood continues to reduce her holdings in Tesla and increase her investment in this stock, betting on AI and semiconductors"New Federal Reserve News Agency": Powell unexpectedly becomes a "folk hero," supported by this year's voting committeeIs a super merger in shale oil coming? Coterra is considering a marriage with Devon Energy, and the stock price once rose over 10%Shuibei has silver merchants experiencing a blowout, with multiple merchants losing tens of thousands to hundreds of thousands of yuan, and the police have intervenedJP Morgan frontline research: Microsoft is at least 10 light-years ahead of everyone else, with very strong ecosystem integration capabilities!Amazon's first attempt to obstruct Saks Fifth Avenue's bankruptcy financing has failedPositive news from Taiwan Semiconductor drives the continued rise led by chipsThe cost of storage chips has surged by 230%! The high-end model of iPhone 18 may face a significant price increaseThe artificial intelligence boom at Taiwan Semiconductor is driving a surge in capital expendituresThe China Concept Index fell over 1% in early trading of US stocks, Vnet dropped 7%, GDS fell about 3%, XPeng rose about 3%, and the FTSE A50 gave back its gainsOpening: U.S. stocks opened higher on Thursday, with Taiwan Semiconductor leading the chip sectorThe battle for physical assets has begun: Amazon will acquire the first new copper production in the United States in over a decade for data center constructionSingle-chip power exceeds 1 kilowatt, data centers are brewing a quiet revolution of 800VThe number of initial jobless claims in the United States unexpectedly fell below 200,000 last week, but seasonal fluctuations cannot conceal the stagnation in the labor market