I have been busy with the Chinese New Year these days and don't have much time to watch stocks and news. Coincidentally, the US stock market is also closed on Monday, and there is not much news in the financial market. You can rest peacefully. After the opening of the US stock market just now, the hanging heart finally died. The "Spring Robbery Market" has not yet been shaken off, and hoping that the cryptocurrency market can continue to rebound before the US stock market stabilizes is like a pipe dream. The reason why the US stock market has reached its peak in this phase is also because the AI track has officially entered the second half from the first half. Wall Street's ROI anxiety has erupted as they transition from a money burning war that never focuses too much on output to calculating the input-output ratio of each copper coin. The competition in AI has evolved from competing models and algorithms to competing for revenue and future development, which inevitably faces many practical problems. Under the pressure of revenue, OpenAI is about to start advertising, and the age-old power bottleneck is getting closer and closer. The current market adjustment is actually re pricing the second half of AI. Squeeze out the overheated FOMO sentiment in the first half and force funds into irreplaceable links that can truly generate cash flow or have extremely high barriers. Although this reshuffle is painful, it is necessary for the healthy development of the subsequent market. And the turning point of the market may not be seen until Nvidia's financial report of 2.25, as mentioned by Baoxiong...