HK, US stocks top stories
Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It 'Hard' To Bet Against NvidiaU.S. stock night trading volatility: Western Digital rose 3.24% in night trading, boosted by a dual benefit of target price increase and surging demandPrediction: This AI Stock Will Soar After Feb. 25. Here's Why.PRECIOUS-Gold edges lower on firmer dollar after strong US jobs dataBoth the Japanese and South Korean stock markets hit new highs, with Samsung Electronics rising to a record high$27 billion data center project not consolidated! Ernst & Young issues warning to MetaConcerned about industrial competitiveness, Germany demands the EU to amend or postpone the carbon emissions marketLenovo's Q4 revenue hits a record but net profit declines by 21%, AI business accounts for 32% ｜Financial Report InsightsSoftBank turned a profit in Q3, but net profit significantly fell short of expectations, with a ¥2.8 trillion investment return from a heavy stake in OpenAI in the first three fiscal quarters | Earnings report insightsChinese Ambassador to the U.S. Xie Feng: China boosts global development through openness, embracing the world to share opportunitiesKNOWLEDGE ATLAS up 40%, MINIMAX-WP up 25%, the chip sector also soared! Hong Kong stocks AI concept explodedDifferentiation among major companies in the multi-modal "Deepseek Moment": ByteDance focuses on "efficiency," Kuaishou targets "professionalism," and Alibaba concentrates on "e-commerce"!SoftBank Group's net profit for the third fiscal quarter was 248.59 billion yen, while the market estimate was 857.01 billion yen; the profit from the Vision Fund for the third fiscal quarter was 735.49 billion yenDue to challenges from AI and concerns over interest rate cuts in the U.S., the Indian IT sector plummeted over 4%A new global "industrial cycle" is emergingAI strikes the "hard-hit area," Indian IT stocks have collapsed, is India's export engine about to stall?APP (Trans): Highly confident vs. Meta
---Reminder: Please pay close attention to the following (all in Beijing time)Famous hedge fund Gusu Capital CIO: The AI bubble will have to wait until OpenAI goes public, thinking not about short-term speculation but about the world pattern in 3-5 years