• 2025-02
    21

    On February 21st, with the popularity of the domestic big model DeepSeek, many companies from various industries have announced the deployment of DeepSeek in recent times, leading to a surge in computing power demand on the application side. Industry insiders analyze that DeepSeek has shifted the demand for computing power from “training led” to “inference led” by lowering the threshold for AI applications. Faced with the new industry changes, the intelligent computing center needs to accelerate its transformation from a simple computing power provider to a professional service provider, providing professional services covering the entire lifecycle of computing power and improving the efficiency of computing resource utilization. (Securities Times)

  • On February 21st, Mike Johnson, the Republican Speaker of the U.S. House of Representatives, stated on February 20th that he has no intention of introducing another funding bill for Ukraine. Johnson said, ‘We must end this conflict. I can tell you that our European allies also understand this necessity.’.

  • On February 21st, according to a ruling released on the 20th local time, Brazilian Supreme Court Justice Alexandre de Molais ordered the US social media platform X to pay a fine of 8.1 million Brazilian reals (approximately 1.42 million US dollars) for not complying with the judicial order. The legal representative of X platform in Brazil refused to comment.

  • On February 21st, three empty bus explosions occurred in the southern suburbs of Tel Aviv, Israel on the evening of February 20th local time. The local police suspect that it may be a terrorist attack and have launched an investigation. There are currently no reports of casualties. After preliminary investigation, the local police stated that there were at least 5 identical explosive devices at the scene, of which 3 had already exploded and 2 had been discovered and dismantled by the police. According to The Times of Israel and Israeli Channel 12 television, all five explosive devices are equipped with timing devices and are expected to detonate simultaneously the next morning. One of the unexploded explosive devices weighed 5 kilograms and had the words’ Tulkarem’s Revenge ‘written on it. Tulkarem is a city where the Israeli military has recently conducted large-scale military operations in the West Bank of the Jordan River.

  • On February 21st, District Judge Christopher Cooper of the Federal Court in Washington, D.C. ruled on February 20th that the Trump administration can continue to lay off federal employees on a large scale, rejecting union requests to prevent Trump from significantly reducing approximately 2.3 million federal employees. It is reported that the ruling on that day is temporary and the lawsuit is still ongoing.

  • On February 21st, Scott Rubner, Global Markets Managing Director and Tactical Expert at Goldman Sachs, stated that as retail and institutional buyers lose momentum, the US stock market may enter a correction zone. The cash flow dynamics began to undergo a dramatic change on Monday, and I am currently monitoring the correction, “Rubner wrote in a report to clients on Thursday. Despite the uncertainty surrounding tariffs and the path of Federal Reserve interest rates, the US stock market still hit a record high on Wednesday. The strong rise is due to the resilience of corporate profits and the strong inflow of retail and institutional investors. However, Rubner wrote that these dynamics may change starting from Monday. For retail investors who are flocking to the US stock market at a record pace this year, their demand is expected to slow down before the March tax season. The flow of funds from pension funds may also ‘lose momentum’, which Rubner attributed to seasonal trends. January and February are usually the months with the strongest annual asset allocation, and by March, capital inflows weaken.

  • On February 21st, Game Station CEO Ryan Cohen increased his stake in Alibaba to $1 billion. Cohen is known as the king of meme stocks because he helped trigger an explosive rebound in gaming stations and other businesses during the pandemic. According to insiders, in recent months, his personal stake in Alibaba has increased to about $1 billion, or approximately 7 million shares. The large bet on Alibaba reflects Cohen’s optimism about China’s long-term economic growth prospects. (Wall Street Journal)

  • On February 21st, Danilo Rivera, the director of the Guatemalan Immigration Department, stated at a meeting that as of February 18th, 2025, Guatemala has received 6073 repatriated immigrants, the vast majority of whom are from the United States. According to a report released by the Guatemalan Immigration Department, there were 562 minors among the repatriated immigrants, of whom 191 were unaccompanied. It is reported that the Guatemalan government has formulated multiple plans to assist in the repatriation and resettlement of immigrants, including the establishment of shelters. According to data from the Guatemalan Immigration Department, a total of 4406 families and 10741 repatriated immigrants returned to Guatemala by air and land throughout 2024.

  • On February 21st, the Argentine government announced in an official bulletin on February 20th that President Millet signed a decree to officially restructure the country’s largest state-owned bank, the National Bank of Argentina, into a joint-stock company. According to the decree, after the restructuring, the government will hold 99.9% of the shares, and the remaining 0.1% will be held by the Argentine National Bank Foundation.

  • On February 21st, Goldman Sachs strategists stated that foreign exchange traders underestimated the risk of the Trump administration implementing new tariffs, which will boost the attractiveness of the US dollar and enhance its prospects for further appreciation. In summary, not all tariffs have the same impact on foreign exchange, “Goldman Sachs strategists Karen Reichgott Fishman and Lexi Kanter wrote in a report on Thursday. But given the shrinking risk premium of major cross exchange rates in recent weeks, we once again believe that the tariff risk seems to be underestimated, which makes it more attractive to long the US dollar now