On January 21st, Eastern Time, the market experienced a series of important developments. At the World Economic Forum, Trump's speech is scheduled to take place as planned at 2:30 PM local time (9:30 PM Beijing time), and the market is full of expectations for his policy statements.

In the US stock market, individual stocks have been volatile. Netflix pre-market dropped over 7%, despite strong earnings performance, but guidance for the first quarter fell short of expectations, and the suspension of stock buybacks to acquire Warner Bros. triggered adjustments. Kraft Heinz also came under pressure, pre-market down over 5%, due to Berkshire Hathaway initiating a "de-risking" reduction involving 325 million shares. Pinduoduo, on the other hand, rose against the trend, with a pre-market increase of nearly 6%, despite being fined 100,000 yuan for failing to report tax-related information as required.

The main theme of technology investment remains hot. Storage concept stocks and precious metal concept stocks all strengthened collectively, with Sandisk up over 2% and Goldros Gold up over 3%, reflecting ongoing market attention to infrastructure investment. More notably, GPU rental prices have surged due to increased demand. Industry insiders point out that the booming AI industry requires infrastructure support at the trillions of dollars level, and this forecast is driving continuous enthusiasm in related sectors.