Huatai-PB NASDAQ 100 ETF(QDII)

Nvidia Announces TAM Reaches $200 Billion, Vera CPU Sales Hit $20 Billion in Record Quarter

AWS Announces OpenAI API Compatibility for Amazon SageMaker Endpoints

UIUC et al. Launch RecursiveMAS, Boosting AI Agent Collaboration Efficiency by 2.4x

Nvidia Discloses Q1 Earnings with 85% Revenue Growth, After-Hours Stock Dips Over 3%

Nvidia Acquires Groq Technology and Launches LPX Chip, Jensen Huang Calls It a Niche Product

Hacker Group Nitrogen Breaches Foxconn, Steals Over 30 Apple Server Confidential Files

Nvidia Q1 Earnings and Guidance Beat Expectations, CEO Huang States Era of Agentic AI Has Arrived

Tesla sells $890 million in EVs and batteries to SpaceX since 2023

Nvidia CEO Clarifies $20B Vera CPU Estimate Excludes Rubin Bundle Sales

Nvidia CEO Jensen Huang Claims Vera Rubin Launch Strong

Nvidia Revenue Forecast Misses High Expectations, Sending Stock Lower Amid AI Chip Competition Fears

Nvidia CFO Forecasts 2027 Full-Year Tax Rate at 16%-18%, Below Initial Expectations

Nvidia CFO Confirms Trillion Revenue Goal to be Met by 2025-2027

Nvidia Confirms Over $100 Billion Stock Buyback Authorization

Nvidia CFO Foresees CPU Revenue Approaching $20 Billion This Year

Nvidia CFO Says Major Tech Firms All Using Blackwell Platform

NVIDIA CFO on Call: Market Demand is Accelerating

Tesla Holds 18,990,195 Class A Common Shares of SpaceX

SpaceX Plans to Deepen Strategic Collaboration with Tesla and Intel via Terafab Project

Wall Street Firm Adjusts Nvidia Target Price to $270-$325, Excluding China H20 Ban Impact

.IXIC

512480

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159659

513390

513110

The latest financial reports from China and the United States indicate that the A-shares will enter a spring rally phase, with significant pressure from annual report forecasts. Reversal strategies include focusing on the recovery of the AI and energy storage industries, the profit inflection points in the computer sub-sectors, and the improvement in demand for the U.S. manufacturing export chain. In high-growth tracks, overseas computing power and domestic computing power are worth paying attention to. Overall, after the A-shares annual report forecasts are released, the market will enter the earnings season

- A-shares are expected to enter a strong spring market phase following annual report forecasts, despite high pressures from low expectations and losses.  
- Key strategies include focusing on industries showing profit recovery and identifying sectors facing demand-side improvements, particularly in AI and manufacturing.  
- The report also highlights potential risks such as geopolitical tensions and underwhelming growth policies, urging cautious investment.

Wallstreetcn

NASDAQ Composite Index

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

RONG FENG HOLDING

Invesco Nasdaq 100 ETF

China Merchants NASDAQ 100 ETF(QDII)

Guotai CES Semiconductor Chip Industry ETF

Bosera NASDAQ 100 ETF(QDII)

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Invesco QQQ Trust

iShares Semiconductor ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

NASDAQ 100 Technology Sector Market-Cap Weighted Index

Clues on Industry Allocation in the Latest Financial Reports from China and the U.S

513080

HUKX

XDDX

L100

513030

GY3S

Bain & Company forecasts slower retail sales growth in the US, UK, France, and Germany for 2026. US retail sales are projected to grow 3.5% to $5.3 trillion, down from 4.0% in 2025. The UK is expected to see 2% growth, while France's growth will be near-flat at 1.5%. Germany's retail sales are forecasted to grow 2.5%, down from 3.6%. Factors influencing these trends include consumer financial pressures, inflation, and changing shopping behaviors, with a notable shift towards lower-priced goods.

prnewswire

Huaan France CAC40 ETF(QDII)

HSBC FTSE 100 UCITS ETF

Xtrackers DAX Income UCITS ETF

Lyxor FTSE 100 UCITS ETF

Guggenheim DJIA Ave Div

Huaan Global Leading (DAX) ETF

ETFS 3x Daily Short DAX 30 (German Cert.)

12:20 ET
			
			
				Retail sales growth will slow in the US, UK, France, and Germany in 2026, Bain & Company forecasts

The Dow Jones Industrial Average fell 285.30 points (0.58%) to 49,098.71, while the S&P 500 and Nasdaq Composite ended largely unchanged after a volatile week. Intel's disappointing outlook weighed on market sentiment, causing its shares to drop 17%. Despite geopolitical concerns, investors remain optimistic about the U.S. economy and corporate earnings. Upcoming earnings from major tech companies, including Apple and Microsoft, are anticipated to be crucial for market direction. The energy sector performed well, marking a record closing high.

- The Dow Jones Industrial Average fell 285.30 points to close at 49,098.71, while the S&P 500 and Nasdaq Composite experienced minor fluctuations, with the S&P 500 unchanged.  
- Intel's 17% drop on disappointing forecasts, coupled with ongoing geopolitical concerns, reduced investors' risk appetite, though confidence in the U.S. economy remains strong.  
- Upcoming earnings reports from major tech stocks are highly anticipated as investors seek real revenue growth to validate inflated stock valuations.

Money Control

First Trust NASDAQ-100 Equal Weighted

T-Rex 2X Long Microsoft Daily Target ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Dow Jones Industrial Average

Intel

T-Rex 2X Long Apple Daily Target ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GraniteShares 2x Long AAPL Daily ETF

SPDR S&P Semicon

SPDR Djia

Invesco Semiconductors ETF

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

Dacheng NASDAQ 100 ETF (QDII)

Microsoft

Apple

Dow ends lower after topsy-turvy week, as Intel's outlook weighs on market sentiment

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US stock indexes fell before the opening bell as traders analyzed economic data and Intel's disappointing quarterly results. The S&P 500 and Nasdaq dipped 0.1%, while the Dow Jones dropped 0.2%. The US economy grew at a 4.4% annualized rate in Q3, with consumer spending increasing. Intel's shares plummeted 14% due to supply disruptions and lower revenue. Treasury yields decreased, and oil prices rose 1.5%. Upcoming economic reports include the flash purchasing managers' index and consumer sentiment data.

- The US stock indices were showing declines before the market opened on January 23, 2026, as traders evaluated Intel's disappointing quarterly results and economic data.  
- Economic growth was reported at an annualized rate of 4.4% for Q3, with steady consumer spending and low unemployment claims.  
- Intel's shares dropped 14% following its outlook, while other companies like Intuitive Surgical and CSX saw gains after their earnings.

Huatai-PB NASDAQ 100 ETF(QDII)(513110.SH)

Clues on Industry Allocation in the Latest Financial Reports from China and the U.S

12:20 ET Retail sales growth will slow in the US, UK, France, and Germany in 2026, Bain & Company forecasts

Dow ends lower after topsy-turvy week, as Intel's outlook weighs on market sentiment

Stocks Fall Pre-Bell as Traders Parse Economic Data, Intel's Quarterly Results