---
title: "Global news you need to know before the U.S. stock market opens on Thursday"
description: "In February, China's AI usage surpassed that of the United States for the first time, with four major models dominating the global top five. German Chancellor Merz visited Yushu Technology to watch a "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/277052796.md"
published_at: "2026-02-26T13:47:19.000Z"
---

# Global news you need to know before the U.S. stock market opens on Thursday

> In February, China's AI usage surpassed that of the United States for the first time, with four major models dominating the global top five. German Chancellor Merz visited Yushu Technology to watch a robot performance. Lagarde stated that the European Central Bank is monitoring the impact of AI on the job market, with no signs of a wave of layoffs. India has relaxed regulations to allow stock funds to allocate gold and silver. Japan's birth rate continues to decline, exacerbating the population crisis. The supply of rare earths in the United States has worsened, leading to production limits in some aerospace and chip sectors. The number of first-time unemployment claims in the U.S. last week was lower than expected. Baidu reported fourth-quarter revenue of 32.74 billion yuan, with AI computing power subscription revenue increasing by 143%. Tesla China launched a promotional plan. U.S. stock index futures fell, while the Nikkei 225 index rose by 0.3%

In February, China's AI usage surpassed that of the United States for the first time, with four major models dominating the global top five.

German Chancellor Merz visited Yushu Technology, where he watched performances of robot boxing and dancing.

Lagarde: The European Central Bank is closely monitoring the impact of AI on the job market, and no wave of layoffs has been observed so far.

India relaxes regulations, allowing stock funds to allocate gold and silver, with a maximum holding ratio of 35%!

Japan's birth rate has declined for the tenth consecutive year, and the population crisis is worsening!

The supply of rare earths in the United States has further deteriorated! Some aerospace and chip production has been forced to limit output, with the price of yttrium skyrocketing 69 times in a year!

Last week, the number of first-time unemployment claims in the U.S. was 212,000, lower than expected.

Capacity crushes HBM by 10 times! SK Hynix partners with SanDisk to launch global standardization for HBF.

Baidu's revenue in the fourth quarter was 32.74 billion yuan, with AI computing power subscription revenue increasing by 143% year-on-year.

Nio's chip subsidiary secured over 2.2 billion yuan in its first round of financing, with a post-investment valuation of nearly 10 billion.

Tesla China makes a big move, launching a new promotion plan: Model 3/Y down payment starting at 79,900 yuan, multiple models can enjoy "7 years of ultra-low interest," and there is also an option for "5 years of 0 interest."

NVIDIA's "report card" fails to alleviate AI concerns, with all three major U.S. stock index futures collectively declining, storage stocks strengthening in pre-market trading, gold rising while silver and oil fell, and the offshore yuan briefly rising above 6.83.

The Nikkei 225 index closed up 0.3%, the Shanghai Composite Index closed down 0.01%, and the Hang Seng Index closed down 1.44%

### Related Stocks

- [09888.HK - BIDU-SW](https://longbridge.com/en/quote/09888.HK.md)
- [BIDU.US - Baidu](https://longbridge.com/en/quote/BIDU.US.md)
- [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md)
- [512480.CN - GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF](https://longbridge.com/en/quote/512480.CN.md)
- [TSLZ.US - T-Rex 2X Inverse Tesla Daily Target ETF](https://longbridge.com/en/quote/TSLZ.US.md)
- [588780.CN - GTJA Allianz SSE STAR Chip Design Thematic ETF](https://longbridge.com/en/quote/588780.CN.md)
- [BOTZ.US - Global X Robotics & Artificial](https://longbridge.com/en/quote/BOTZ.US.md)
- [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md)
- [TESL.US - Simplify Volt TSLA Revolution ETF](https://longbridge.com/en/quote/TESL.US.md)
- [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 百度第四季經調整利潤跌 42% 仍勝預期 AI 新業務佔一般收入 43% 首設股息政策 | 百度（9888）去年第四季經調整利潤 39.07 億元，按年大跌 41.8%，但好過預期。收入 327.4 億元，按年跌 4%，按季增長 5%。新 50 億美元回購計劃已獲批准，預計 2026 年首次派息。全年經調整利潤跌 31%，總收入  | [Link](https://longbridge.com/en/news/277024166.md) |
| Sandisk 與 SK 海力士合作 啟動「HBF 標準化」相關 ETF 急升 14% | Sandisk 與 SK 海力士於 25 日聯合啟動「HBF 規格標準化聯盟」，發布面向 AI 推理時代的 HBF（High Bandwidth Flash）儲存技術標準化戰略。預計到 2030 年，HBF 相關內存解決方案需求將全面擴張。 | [Link](https://longbridge.com/en/news/277005950.md) |
| AMD 與 Meta 簽 5 年 AI 晶片訂單 股價升近 9% Meta 可買最多 1.6 億股 AMD | Meta 與 AMD 達成為期五年的合作協議，Meta 將購買 AMD 最新的 AI 晶片，算力最高達 6 吉瓦，交易價值超過 1,000 億美元。同時，Meta 可分階段購買最多 1.6 億股 AMD 股票，AMD 股價因此上漲近 9%。 | [Link](https://longbridge.com/en/news/276821466.md) |
| 英偉達業績遠高預期 指引炸裂盤後橫行 | 英偉達公佈 2026 財年第四財季業績，營收 681.27 億美元，同比增長 73%，超出市場預期。數據中心業務貢獻超九成營收，非 GAAP 毛利率升至 75.2%。公司展望下一財季，營收指引為 780 億美元，環比增長 14.5%，高於分 | [Link](https://longbridge.com/en/news/276987566.md) |
| 華為鴻蒙生態推動 6000 個解決方案落地 | 華為董事長梁華表示，鴻蒙生態正在從可用走向好用，搭載 Harmony OS 5 和 6 的終端設備已突破 4000 萬台，原生應用和雲服務超過 7.5 萬個，廣泛應用於多個行業。升騰生態方面，已有 43 個主流大模型和 200 多個開源模型 | [Link](https://longbridge.com/en/news/276824962.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.