Google's parent company issues century-long pound bonds, raising concerns about debt-fueled AI arms raceMicrosoft readjusts its relationship with OpenAI: shifting focus to AI "self-sufficiency" and strengthening self-developed cutting-edge modelsThe "traditional economy" sector of the US stock market makes a full comeback! The transportation industry becomes an "anti-AI" sector: irreplaceable by AI, strongly outperforming the marketOracle's most pessimistic assumption: If all AI data center contracts are terminatedBoth the Japanese and South Korean stock markets hit new highs, with Samsung Electronics rising to a record highOn February 12th, XIAOMI-W spent HKD 148 million to repurchase 4.05 million sharesWhat doubts are behind the unexpectedly strong January non-farm payrolls?Unity (Trans): Vector up 70% YoY in Jan.Hermès' fourth-quarter revenue grew by 9.8%, exceeding expectations, with a strong performance in the U.S. market driving results against the trend | Earnings Report InsightsSnowy study tour to Changbai Mountain! Discussing 2026 asset allocation trends with financial experts like Fu PengSamsung claims to have taken the lead in the competition to supply AI storage chips to NVIDIALenovo aims to use "scale advantages" to combat the rising tide of storage pricesChina's official new regulations on automotive industry pricing: "Significant legal risks exist if the actual factory price is lower than its production cost."Bernstein is bullish on Apple: Memory cost impact is exaggerated, AI will enhance user stickinessSpring Festival trading big red envelope, besides AI, there are also consumption, RMBDeutsche Bank Global CIO: AI is not a bubble, the attractiveness of Chinese assets is risingHua Hong Semiconductor: In the fourth quarter of 2025, sales revenue reached a new high of USD 659.9 million, an increase of 22.4% year-on-year and 3.9% quarter-on-quarter. The profit attributable to the parent company's shareholders was USD 17.5 million, compared to a loss of USD 25.2 million in the same period last year and a profit of USD 25.7 million in the previous quarterInvolving Volkswagen SUVs being exempt from EU tariffs, dairy products being taxed, and close communication between China and the U.S., the Ministry of Commerce responded intensively today!The "Boiling Point" Moment of the Liquid Cooling Era: Insights into the New Revolution in Liquid Cooling from Vertiv's Financial ReportLLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News RecapAI vs SaaS: Sell first, ask later, is the market "half right"?Economic weakness collides with political earthquake! The UK's GDP in the fourth quarter increased by only 0.1% quarter-on-quarter, falling short of expectationsUnderstanding the Market | INNOSCIENCE rises nearly 6% as its gallium nitride power chips have completed integration into Google's AI hardware platform$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 marketMorgan Stanley: Expects Tencent Holdings to benefit the most from the DeepSeek new version iterationLenovo'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 opportunitiesUnderstanding the Market | Gold stocks generally fell, Zijin Mining International dropped nearly 4%, Lingbao Gold fell nearly 3%Did the market misjudge Walsh's position? Trump's vision of a "global minimum interest rate" may become a realityKNOWLEDGE 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?After "Doomsday Bunker," Apple acquires independent IP: $70 million for "Life Cutting Technique"APP (Trans): Highly confident vs. Meta
---Reminder: Please pay close attention to the following (all in Beijing time)UBS rushes ahead of NVIDIA's earnings report: target price raised to $245, with Blackwell contributing $9 billion in revenue as the biggest highlightIgnore the strong non-farm payrolls! Hedge funds turn bullish on Japan, making a big bet on the yen strengtheningFamous 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 yearsMeituan upgrades "Ask XiaoTuan" AI butler to create dining, entertainment, and leisure guides for users and automatically issue couponsWho Crushed U?---The AI computing power competition ignites super orders! Liquid cooling leader Vertiv's quarterly orders surged by 252%, and the 2026 performance guidance exceeded expectationsNetEase's quarterly report falls short of expectations, but the actual performance is better?