LIVE U.S. Bitcoin and Chinese concept stocks Tesla and Nvidia, who has the strongest rebound?

Morgan Stanley raised Tesla's target price, with the most optimistic forecast doubling and rising to $800, emphasizing the prospects of Tesla's self-driving car technology and embodied intelligence (EAI) driving the stock price, saying Tesla's The overall potential market scope will be further expanded, covering "many areas that are still not included in the company's buy-side or sell-side financial models." In the United States, the reason why Bannon bombarded Musk and called him "evil" is largely because Because the political forces he represents are averse to globalization, transnational immigration and free movement. They claim to maintain "American workers first", and Musk's companies need a large number of top international engineers, and the H-1B visa system is one of his important channels for obtaining talents. This is the contradiction. At the same time, Musk is ambitious to have a pivotal position in space, automobiles, artificial intelligence, social media and other fields. For far-right politicians, such a person with "money and voice" will also be a potential political threat. What they worry about is that Musk may use his platform and capital to manipulate the political world into applause. But in turn, Musk also needs to maintain some balance with politicians. After all, high-tech companies are always subject to the dual pressures of government regulation and public opinion. BlackRock’s “covering all” strategies: The survival logic of financial giants BlackRock’s withdrawal from the Net Zero Alliance illustrates the “all-inclusive” strategy that large financial institutions have to adopt in order to survive between the political forces of the left and right. Financial giants are most concerned about asset appreciation and global layout. They do not want to be regarded as an "enemy" by any party. Therefore, when the Democratic Party takes the lead, they will actively demonstrate their support for ESG and social responsibility; when the Republican Party is about to take power, they will quickly cut themselves off from these "left-wing" labels to avoid being at a disadvantage in congressional hearings or investigations. This approach is not surprising: the essence of capital lies in profit-seeking and risk control. However, it also allows us to see that in the contemporary American political ecology, even the world's most powerful financial institutions must learn to maneuver delicately and identify the political wind direction. They are not the government, but they can also influence many economic lifelines. This mutual restraint may be the norm under the American system. TikTok: The “Data War” in the Era of Globalization The reason why TikTok is so controversial is that it has massive user data, including user behavioral preferences, geographical location, interest tags, etc. Once it is identified as a "potential security threat" by the US government, it may implement a comprehensive ban or force divestment. Few other social media can accumulate such extensive global influence in such a short period of time, making TikTok a pawn that cannot be ignored between China and the United States. From a more macro perspective, there is a new round of data war hidden behind this: Whoever can control the social and entertainment data of global users will have huge power to influence public opinion and trends. For China, TikTok is an important example of successful overseas expansion; for the United States, "letting Chinese companies mine massive amounts of data locally" is intolerable. If Musk really acquires TikTok's US business, this "game" will become more complicated and dramatic. Calm thinking in the information age. Well, today’s program is very long. From the telecom fraud scandal caused by the cancellation of Eason Chan's Bangkok concert, to the out-of-control wildfires in California, to the Chinese scientists' simulation of "99 satellite tracking Starlink", and the controversy over Bannon's criticism of Musk's racism, and then talk about BlackRock How to play both sides in the political dispute between the two parties in the United States, then we talked about the impact of the new Trump administration's tariff policy on the global economy, and finally discussed the rumors that TikTok may be acquired by Musk amid the competition between China and the United States. The key reason why so many events can be strung together is that they all reflect the high complexity of this era: - Geopolitical games are increasingly penetrating into various fields of economy, technology, and social life; - Technology companies, financial capital and governments Powers are intertwined, and any decision may trigger a global chain effect; - Under such a wave, ordinary people not only enjoy the convenience of technology and transnational flows, but also face huge information chaos and security risks. As a "19-year-old star", I do not have rich life experience, let alone have absolutely correct judgment. But I think everyone can continue to deepen their understanding of the world through paying attention and learning. Whether it’s the distant wildfires in the United States or the telecommunications fraud right before our eyes, every piece of news allows us to see the larger social structure and learn some prevention or thinking skills - such as traveling overseas. At times, we must strengthen self-protection and remain appropriately cautious about "enthusiastic people" on social media; for example, in the face of complex international situations, we must distinguish the interest considerations behind the various words and deeds of politicians and companies. Finally, thank you for sticking with me here. If you like my content, please like this video, leave a comment and subscribe to my channel. What do you think of these pieces of news and my analysis? Why do you think telecommunications fraud continues to be banned? Who should be held responsible for the California wildfires? Is Musk a "tech hero" or a "racist"? Can BlackRock’s influence in American politics continue? Will TikTok really be acquired by Musk? Welcome to discuss together in the comment area. Then see you next time! Thank you for taking the time to listen. 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