HK, US stocks top stories
Japanese stocks opened higher and continued to rise, with the Nikkei 225 index up over 1%, and spot gold recovered to 4,900 USDJPMorgan Trading Desk: The "sell first, ask questions later" AI sell-off in U.S. stocks is about to end, it's time to buy the dip in software stocksIndium Phosphide: AI Computing Power Upgrade, Key Material for the Era of Optical ChipsPublic and Waller "singing a different tune"? Multiple Federal Reserve officials state: AI-enhanced productivity may imply "higher neutral interest rates"Duan Yongping tests "AI trading": "Aggressively adds" NVIDIA, "newly enters" CoreWeave, Credo, and Tempus, "significantly cuts" AppleThe first Tesla Cybercab rolls off the production line: The car without a steering wheel and pedals has finally arrivedInstitutional research indicates: NVIDIA Vera Rubin will be launched 3-6 months ahead of scheduleThe "Danger Signals" of the US Stock MarketTo quell concerns about the impact of AI, private software companies disclose financial reports to creditors in advanceWestern Digital sells $3 billion worth of Sandisk shares, and Sandisk's stock price drops 2% after hoursSanDisk launches a $3.08 billion secondary market stock issuanceThe three major U.S. stock index futures fell before the market opened, the yen rebounded, gold briefly fell below 4900, and silver plummeted by 5%Buffett's "final work": In Q4, further reduced Apple, decreased holdings in Bank of America and Amazon, and made a new investment in the New York Times for the first time