Bosera NASDAQ 100 ETF(QDII)(513390.SH)

Reminder: Please pay close attention to the following (all times are in Beijing time)

Today's key economic data and events to focus on include: AliExpress's potential actions against Amazon, the 2026 China Internet Industry Annual Conference, Germany's unemployment figures and unemployment rate, Eurozone CPI preliminary value, India's GDP forecast, US ADP employment numbers, ISM Non-Manufacturing Index, JOLTS job openings, durable goods orders, and weekly crude oil inventory report. In addition, Federal Reserve Governor Bowman will discuss bank supervision and regulation

90% of Investors Plan to Own AI Stocks in 2026: Here Are 2 That Should Be in Your Portfolio

According to The Motley Fool's 2026 AI Investor Outlook Report, 90% of investors plan to buy or hold AI stocks by 2026. Analysts suggest including both megacap stocks like Nvidia and Broadcom in portfolios. Nvidia, a leader in AI infrastructure, has seen explosive growth, with revenue projected to reach $57 billion by fiscal Q3 2026. Broadcom, specializing in data center networking and ASIC design, is expected to see its AI revenue soar from $20 billion in fiscal 2025 to over $50 billion in fiscal 2026, making it a strong investment choice.

Hyundai Motor shares rise 15% to hit record high amid Nvidia tie-up speculation

Hyundai Motor shares surged by 14.9% to a record high amid speculation of a deeper partnership with Nvidia, outperforming the KOSPI index. Analyst Shin Yoon-chul noted that the recent announcement of deploying Atlas humanoid robots in factories did not fully account for the stock's rise. Investor expectations are growing that the collaboration with Nvidia may extend beyond chip supply, following a meeting between Hyundai's Chair and Nvidia's CEO, potentially leading to further investments in Hyundai affiliates.

Lenovo expands AI lineup with Nvidia gigafactory tie-up, Qira platform

Lenovo has launched an AI cloud gigafactory in partnership with Nvidia at CES 2026, aimed at accelerating enterprise AI workloads. The company also introduced Qira, a personal AI system compatible with Lenovo and Motorola devices, along with Agentic AI and xIQ delivery platforms to enhance enterprise AI management and deployment. These innovations are designed to streamline governance and support the full lifecycle of Hybrid AI deployment.

Lenovo partners with NVIDIA to launch a gigawatt-level AI factory plan, accelerating enterprise-level AI development