There is nothing special to pay attention to this week's macro data. Even Powell's speech this morning did not pay much attention to. In the past, the first sentence that everyone stared at Master Bao could fluctuate by 3%. Now, after a series of attacks by Trump, the market has understood that he is just a dead man in futures. As the chairman of the Federal Reserve, his speech can only cause an impact of more than 0.1%. This week, there is no doubt that the most noteworthy thing is the financial report of the seven sisters in the US stock market. From the perspective of the currency circle, the long period of depression of the big brother and the second brother forced more and more people to focus on the US stock market, and the exchanges also launched more stock coins, gold, silver, ancient metal bulk futures. With the integration of asset targets, the New York Stock Exchange and Nasdaq have launched a 24-hour trading plan, blurring the boundaries between traditional securities firms and cryptocurrency exchanges. From Wednesday, Microsoft, Meta and Tesla will be the first to announce their results after the session, and Apple's financial report will be released on Thursday. The business focus of the seven sisters is still on the development of AI. But compared with the past, the market now pays more attention to capital expenditure, that is, from the previous story telling stage, it gradually transitions to see which one has a higher input-output ratio. Of particular note is Meta's fourth quarter performance, first quarter guidance, and full year capital expenditures exceeding expectations, resulting in a post market surge of over 11% in stock price. Coincidentally, MSX Research Institute has timely released a Meta financial report analysis. After reading this report analysis, the core feeling is that Zuckerberg has finally found a closed-loop logic that Wall Street can understand and is willing to pay for his "burning money fetish". In the past, the market was worried that Reality Labs would lose tens of billions of dollars every year, but now Meta has proven that AI investment can increase advertising unit prices by 6% and display volume by 18%. This kind of immediate feedback is not yet fully reflected in the financial reports of Microsoft and Google. And capital is such a reality, they don't want to wait for the virtual world to be so successful in 10 years, they just want the current performance to grow rapidly.