BILI (Trans): Will reinvest part of incremental profits in AI this yearJD (Trans): Appliance sales to improve in 1H26
---Berkshire (BRK., BRK. restarts stock repurchase plan CEO Abel promises to invest all compensation into company stockRisk appetite reignites, Japanese and South Korean stock markets rebound sharply, with the Korea Composite Stock Price Index soaring 12% triggering a circuit breaker, Samsung Electronics rising 13%, and SK Hynix increasing by 15%To avoid an EU investigation, Meta allows AI chatbots to provide services through WhatsAppJD: State subsidies fade; still bleeding on all fronts?---Meta expands its internal AI training chip development efforts to reduce reliance on NVIDIA and AMDAMD and Meta reach AI partnership, boosting investor confidence with AI collaboration and new processorsBuffett's successor speaks: Berkshire will not adjust its stake in Kraft Heinz for now, supports the company's shift towards product and price investmentBILI: Ads holding up; the platform is in a tough patch---Amazon launches an artificial intelligence platform to automate medical administrative processesNVIDIA stated that it will no longer fund AnthropicSince 2022, Amazon has laid off more than 57,000 employeesJD.com Q4 conference call: Delivery investment will be lower than last year, and the usage of the Yanxi large model has surged a hundredfoldThe number of initial jobless claims in the United States last week was slightly lower than expected, indicating a stable labor marketSpot gold briefly fell by about $70, with reports that the Polish central bank intends to sell gold reserves to fund defense plansEnergy inflation stifles interest rate cut expectations, Iran's war impacts the European bond marketGoldman Sachs comments on Broadcom's earnings report: Concerns over gross margin lifted, explosive guidance implies significant upward revision of performance!JD.com CEO Xu Ran: This year's investment in delivery is lower than last yearHong Hao: The market in 2026 will be very unusual, and the commodity market will continuePower consumption plummets by 95%, breaking the dilemma of light and copper trade-offs... Will Micro LED CPO be the ultimate solution?U.S. Stock Market Outlook | Three Major Index Futures Decline, Broadcom Rises After EarningsThe oil hoarding wave rises, prices soar, and fuel supply in Asia is under pressureLei Jun talks again about the surge in memory prices: The mobile phone business is under great pressureBYD's Wang Chuanfu: The second-generation blade battery charges fully in 9 minutesMiddle East conflict threatens, South Korea warns: Chip supply chain faces "disruption" risk!MEITUAN-W cancels 3.0187 million repurchased sharesJD.com's Q4 net revenue increased by 1.5% year-on-year to 352.3 billion yuan, with new business investments resulting in a quarterly net loss of 2.7 billion yuan | Financial Report InsightsHong Kong Stock Review: Heavy Sell-offJD INDUSTRIALS released its annual performance, with a net profit of 2.314 billion yuan, an increase of 203.8% year-on-yearFirst time achieving annual profitability! Bilibili's Q4 revenue increased by 8% year-on-year, and adjusted net profit grew by 94% | Financial report insightsJD.com expects revenue of 1,309.1 billion yuan in 2025, a year-on-year increase of 13%, accelerating growth compared to 2024JD INDUSTRIALS' revenue in 2025 increased by 17.4% year-on-year, driven by technological innovation promoting the digital intelligence upgrade of the supply chainLawsuit allegation: Google Gemini induces users to commit suicideCathay Securities and Haitong Securities: The wealth effect may drive the recovery of high-end consumption, optimistic about travel and transportation, etcHon Hai's sales in February reached NT$ 595.8 billion, a year-on-year increase of 8.06%The Middle East conflict has caused large-scale fertilizer production stoppages, and experts warn that the global food crisis may exceed that of 2022Google: Starting June 30, the app store commission will be reduced from 30% to 20% or lower1 Unstoppable Stock to Buy Now Before It Joins Nvidia, Apple, Alphabet, and Microsoft in the $3 Trillion ClubNVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap
---The "supply shortage" crisis is escalating, is Europe's 2022 nightmare reappearing?The escalation of the Middle East situation: Is the strategy of "selling America, buying Asia" about to reverse?Google DeepMind extends an olive branch to Qianwen employeesThe United States issues its first nuclear power construction permit in ten years, Bill Gates' advanced nuclear reactor approvedIndonesia issues a "stern warning" to Meta over the spread of false informationInterest rate market chooses optimism, betting on the Iran war to last only a few weeks, not monthsSchroders PLC: It is expected that Walsh both intends and has the ability to promote further interest rate cuts, and any bond sell-off is likely to be limitedQuantum frenzy creates huge waves! Pasqal, founded by a Nobel Prize winner, aims to land on the US stock market through SPAC, with funds focusing on the "next generation computing revolution."