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Mary Daly, President of the San Francisco Federal Reserve, stated that the Federal Reserve can calmly respond to Trump's policies and will not rush to cut interest rates until inflation approaches the 2% target.
On Tuesday, Mary Daly, President of the San Francisco Federal Reserve, mentioned that she is not in a hurry to push for interest rate cuts until inflation approaches the 2% target set by the Federal Reserve. She pointed out that the U.S. economy is performing well and that the Federal Reserve does not need to react quickly to policies introduced by the Trump administration until the downward trend in inflation becomes clearer.
Job vacancies in the USA have reached their lowest level since September of last year.
In December of last year, the reduction in job vacancies in the USA exceeded expectations, dropping to a three-month low, consistent with the trend of a gradually slowing labor market. A survey released by the U.S. Bureau of Labor Statistics on Tuesday showed that JOLTs job vacancies in December decreased from a revised 8.16 million in November to 7.6 million. This figure is below the general expectations of economists. The reduction in job vacancies was driven by professional and business services, partially reversing the surge in the previous two months. Significant declines were also observed in healthcare and social assistance, as well as in finance and insurance.

The USA Senate committee voted to approve the nomination of Robert F. Kennedy Jr. as Secretary of Health.
According to CCTV reports, on February 4, local time, the U.S. Senate Finance Committee approved the nomination of Robert F. Kennedy Jr. as the Secretary of Health and Human Services with a vote of 14 to 13, and has submitted the nomination to the Senate for a final confirmation vote. The committee's approval paves the way for Kennedy to obtain Senate confirmation, with the full Senate vote likely to take place as early as next week.
Trump's trade policies have driven demand for safe-haven assets, causing gold prices to soar.
Recently, investors have felt anxious due to tariff issues, but the Gold market has become a highlight. As USA President Donald Trump continues to issue tariff threats, market uncertainty has risen. As of the time of writing, COMEX Gold has risen for six consecutive weeks, up nearly 9%, currently reported at $2,871.3, breaking historical highs during the day.

Oil prices have experienced a V-shaped reversal, as Trump resumes 'maximum pressure' on Iran, claiming the right to prevent Iran from selling oil to other countries.
According to CCTV news, on February 4th local time, USA President Trump signed a directive aimed at restoring the 'maximum pressure' policy on Iran. Trump stated his willingness to meet with Iranian leaders and to persuade Iran to abandon its efforts to develop nuclear weapons. He also said that Iran is 'too close' to having nuclear weapons, and the USA has the right to prevent Iran from selling oil to other countries. Affected by this news, as of the time of writing, oil prices have rebounded in the short term, with the WTI Crude Oil daily decline narrowed to 0.06%.
The USA Securities and Exchange Commission has taken measures to reduce its enforcement efforts in the cryptocurrency sector.
According to the New York Times: The USA Securities and Exchange Commission (SEC) is taking steps to reduce its enforcement efforts in the Cryptos sector.
Review of the U.S. stock market.
The three major stock indices collectively rose, with the Golden Dragon Index up over 2.6%.
On Tuesday Eastern Time, the three major indices of the US stock market collectively rose after the USA temporarily suspended tariffs on Canada and Mexico, easing some market concerns. At the close, the Dow Jones increased by 0.30%; the Nasdaq rose by 1.35%; the S&P 500 Index increased by 0.72%.

Major technology stocks rose broadly, with Apple, Tesla, and Alphabet each increasing by over 2%, NVIDIA, Netflix, and Amazon rising by more than 1%, while Meta and Microsoft saw slight increases.
Most China Concept Stocks rose, with the Nasdaq Golden Dragon China Index up 2.65%. PDD Holdings and Xpeng Motors surged over 8%, Vipshop climbed over 6%, and Baidu, iQIYI, Li Auto, and KE Holdings all increased by more than 5%, while Full Truck Alliance and Alibaba rose by more than 3%.
Alphabet dropped nearly 8% after hours, with Q4 revenue at $96.47 billion, falling short of expectations; this year's capital expenditure guidance unexpectedly exceeded forecasts.
$Alphabet-A (GOOGL.US)$Falling nearly 8% after hours, Q4 revenue was $96.47 billion, compared to the expected $96.57 billion; the Q4 EPS was $2.15, while analysts expected $2.13; the Q4 operating profit was $30.97 billion, against an expected $30.72 billion; Q4 Google advertising revenue was $72.46 billion. Alphabet indicated that it plans to invest about $75 billion in capital expenditures by 2025, nearly 30% higher than expected and more than 40% above last year. AI-driven Google Cloud product offerings are witnessing stronger customer demand.

Snap rose nearly 5% after hours, with last year's Q4 revenue at $1.56 billion, exceeding market expectations.
$Snap Inc (SNAP.US)$Rising nearly 5% after hours, last year's Q4 revenue was $1.56 billion, compared to market expectations of $1.48 billion, and $1.36 billion in the same quarter last year. Revenue for the first quarter is expected to be between $1.33 billion and $1.36 billion, with analysts expecting $1.33 billion.

AMD's after-hours stock price fell over 9%, as the performance of the Datacenter division did not meet expectations, indicating a slowdown in AI business.
$Advanced Micro Devices (AMD.US)$In after-hours trading, the stock fell over 9%, with quarterly revenue at 7.66 billion USD, exceeding the analyst forecast of 7.53 billion USD, representing accelerated growth compared to the third quarter year-on-year. It is expected that the first quarter revenue will be between 6.8 billion to 7.4 billion USD, with the midpoint of the range at 7.1 billion USD also exceeding the analyst expectation of 7.04 billion USD. However, the performance of the Datacenter division was disappointing, with fourth-quarter year-on-year growth of 68% to a record high of 3.859 billion USD, but below the analyst expectation of 4.097 billion USD, with full-year Datacenter revenue totaling 12.6 billion USD.

Apple launched the Invites application and adjusted the Care+ service plan to strengthen subscription revenue.
$Apple (AAPL.US)$The company has launched a new application for creating event invitations and adjusted its AppleCare+ service plan for iPhone, which is part of a broader effort to generate more subscription revenue. This event invitation application is called Apple Invites, allowing users to organize events such as birthday parties through the app. The app can also customize invitations using the Apple Intelligence AI platform, create playlists in Apple's music streaming service, and generate shared photo albums for events.
General Motors’ Cruise is laying off 50% of its workforce and will focus on personal self-driving cars.
On Tuesday Eastern Time, $General Motors (GM.US)$The company's self-driving car subsidiary, Cruise, announced that it will cut about 50% of its employees as part of a previously announced plan to halt self-driving taxi services, reallocating operational resources to a broader range of Business. It is reported that the layoffs extend to the executive team: CEO Marc Whitten, Chief Human Resources Officer Nilka Thomas, Chief Safety Officer Steve Kenner, and Global Public Policy Director Rob Grant will all leave Cruise this week.
Top 20 by trading volume

Related Reading:Trading volume TOP 20 | Q4 performance and guidance are impressive, Palantir surged nearly 24%, and the stock price reached a new historic high.
Today's focus
Keywords: USA ADP employment numbers; USA ISM non-manufacturing PMI; China Caixin services PMI; Qualcomm, Disney, ARM, MicroStrategy performance.

In terms of economic data, investors need to pay attention to the API crude oil inventory in the USA for the week ending January 31, the Caixin Services PMI for January in China, the ADP employment figures for January in the USA, the trade balance for December, the ISM Non-Manufacturing PMI for January, and the EIA crude oil inventory in the USA for the week ending January 31.
In terms of financial events, the 2027 FOMC voting members, including San Francisco Fed President Daly, will participate in a discussion on the topic "The Economy in 2025: Tariffs, Tax Cuts, and the Impact of Trump"; Richmond Fed President Barkin will participate in a fireside chat.
In terms of Earnings Reports, $Novo-Nordisk A/S (NVO.US)$ 、 $Qualcomm (QCOM.US)$Performance will be released on the same day; $Disney (DIS.US)$ 、 $Uber Technologies (UBER.US)$Will release Earnings Reports before the market opens; $Arm Holdings (ARM.US)$ 、 $MicroStrategy (MSTR.US)$ Will release Earnings Reports after the market closes.
Futubull Morning Reading:
History is the best teacher for the future. The answers in history books are worth their weight in gold.
——Munger
Editor/ping