Morgan Stanley looks to expand in Asia as markets deregulate

Morgan Stanley is expanding in Asia, focusing on deregulated markets with growth potential. CEO Gokul Laroia highlighted the recruitment of financial advisers and capital market professionals to fill gaps in their footprint. The firm reported a 23% revenue increase to $9.4 billion last year, driven by a strong IPO pipeline and high trading volumes. Investors are shifting funds into higher-dividend equities, influenced by global uncertainties. The firm is optimistic about AI infrastructure and semiconductor localization, despite overall investment in Asia lagging behind the US.

Pinned·Businesstimes News·
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Pinned·Businesstimes News·
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When AI starts "selling goods," JPMorgan Chase explains the monetization logic behind ChatGPT's advertising testing

JPMorgan analyzes OpenAI's advertising monetization strategy, believing that its testing of advertisements in ChatGPT marks a shift from a subscription model to diversified commercial monetization. With nearly 1 billion users, 95% of whom are free users, advertising revenue has become essential. ChatGPT's advertising model will achieve higher cost per thousand impressions by capturing users' commercial intentions. This move may affect user growth rates and competitive positioning, but OpenAI's management discipline and brand recognition will support it through the testing period

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The Shanghai Composite Index fluctuated and rose, the gold and silver sectors soared, the commercial aerospace sector collectively adjusted, the Hang Seng Index fell over 1%, LAOPU GOLD surged 10%, and Shanghai Silver skyrocketed 13%

The precious metals concept continues to explode, with ZJIG hitting the limit up 3 times in 6 days, SC GOLD hitting the limit up 4 times in 8 days, and companies like Xingye Silver Tin, Hunan Gold, SDR, Hunan Silver, and Yuguang Gold Lead also reaching the limit up. XC-TECH surged over 15% to reach a new high, while Shanjin International followed suit. The Hong Kong stock market's semiconductor concept declined, with Tianzu Zhixin dropping over 5%, InnoCare falling over 4%, and SMIC and Zhaoyi Innovation both down over 3%, while Shanghai Fudan and Huahong Semiconductor fell over 2%

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Rocket Lab - From the King of Small Rockets to the General Contractor of Space Infrastructure, the Underrated Second Pole of Aerospace

Rocket Lab has broken through the limitations of a single rocket launch provider and, through the dual drive of "launch + manufacturing," has built a space industry chain barrier second only to SpaceX, being regarded as the "second pole" in the aerospace field. Its Electron rocket monopolizes the small launch market, and the high-margin space systems business, such as satellite manufacturing and components, is becoming a new growth engine

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AI reasoning is a necessity, NAND "cycles are longer and more stable"! JP Morgan: The main character in this round is eSSD, Kioxia has become the first choice

Don't just focus on HBM. JP Morgan predicts that the annual growth rate of the NAND market size will soar from the past 10% to 34% over the next three years, with prices expected to surge by 40% in 2026. The core logic is that AI inference makes enterprise-level SSDs "secondary memory," with a single AI server's storage demand reaching 70TB, while the supply of mechanical hard drives collapses, accelerating the replacement. NAND is transforming from a cyclical product into a core asset of AI infrastructure. Manufacturers like Kioxia are entering a golden era

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Hong Kong: Promoting the Airport Authority and financial institutions to expand gold storage capacity in Hong Kong, with a goal of exceeding 2,000 tons in three years

The Secretary for Financial Services and the Treasury, Christopher Hui, stated that Hong Kong will promote the Airport Authority and financial institutions to expand gold storage capacity over the next three years, aiming to exceed 2,000 tons, in order to enhance Hong Kong's status as a globally trusted gold storage location. At the same time, he reminded investors of market risks, advising caution in investments; this article does not constitute personal investment advice

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Bypassing U.S. regulations, Binance cryptocurrency exchange restarts "U.S. stock tokens," creating a parallel world stock market

Binance is exploring the reintroduction of stock tokens on its exchange, while exchanges like Kraken, Bitget, and decentralized platforms like Jupiter have made progress in the stock token space. Crypto exchanges are eager to offer stock token products mainly due to the sluggish cryptocurrency market, while the stock prices of U.S. tech giants continue to rise, and exchanges do not want customers' idle funds to flow into the traditional stock market

Wallstreetcn·
Wallstreetcn·

Japan's foreign exchange chief: We are in close contact with the United States to address yen exchange rate fluctuations

Atsushi Mimura, the foreign exchange chief of Japan's Ministry of Finance, stated that Japan will closely cooperate with the U.S. when necessary, in accordance with the spirit of the joint statement by the Japanese and U.S. finance ministers last September, to continue to respond appropriately to exchange rate fluctuations. According to media reports, the New York Federal Reserve called major financial institutions last Friday to inquire about the USD/JPY exchange rate quotes at the direction of the U.S. Treasury

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Jieyue Xingchen completed over 5 billion yuan in Series B+ financing, the highest single financing amount for domestic large models within a year

Jieyue Xingchen completed over 5 billion yuan in Series B+ financing, setting a record for the highest single financing amount in China's large model sector in the past 12 months. Participating investors include the State Investment Venture Capital Fund, China Life Equity, and Pudong Venture Capital, while existing shareholders such as Tencent, Qiming, and Wuyuan also participated in the follow-on investment

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Extremely rare! What does the US-Japan joint intervention mean for the market?

The New York Fed's rare "inquiry" into the yen is seen as a key signal that the U.S. is preparing to "step in" personally to stabilize the market. If a joint intervention by the U.S. and Japan materializes, it would not only mean a bloodbath for yen shorts but could also evoke associations with "Plaza Accord 2.0," fundamentally reshaping the pricing logic of the global foreign exchange market and risk assets

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What the Fed's Expected 2026 Rate Cuts Could Mean for the Stock Market

The Federal Reserve is expected to cut interest rates by 75 basis points in 2026, which typically signals a bullish outlook for the stock market. However, the current economic landscape presents risks, as lower rates could spur inflation. Despite these concerns, analysts predict the S&P 500 will rise 12% by the end of 2026, driven by strong GDP growth and improved earnings, particularly in the tech sector. The main risks to this bullish sentiment include weaker economic growth or a hawkish Fed stance.

Motley Fool·
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CICC: What does Trump want?

Trump's actions and statements in early 2026 triggered market fluctuations, leading to a triple whammy in U.S. stocks, bonds, and currencies. The rise in policy uncertainty resulted in increased volatility in U.S. stocks and bonds. Trump's policy intentions mainly focused on increasing revenue, reducing costs, and repatriation, particularly achieving external revenue increases through tariff policies, which had significant effects

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How far away is Apple's AI phone? Reports say the new version of Siri powered by "Gemini" will debut in February

Apple plans to announce a new version of Siri in the second half of February, during which related features will be demonstrated, with an official release expected in March or early April. A larger-scale upgrade will be announced at this year's Worldwide Developers Conference in June, with the new Siri, codenamed Campos, set to launch alongside iOS 27. It will feature conversational interaction, capable of competing with ChatGPT and Gemini, and may run directly on Google Cloud infrastructure

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How to view gold at five thousand and silver breaking a hundred?

In 2023, the trend of revaluation of precious metal prices is evident, with gold and silver prices rising rapidly. The gold price has surpassed USD 4,981 per ounce, and the silver price has exceeded USD 100 per ounce, mainly influenced by global geopolitical tensions. Analysts believe that the credibility of the dollar system is accelerating its collapse, leading to increased demand for precious metals from investors. In the future, attention should be paid to the impact of changes in supply and demand balance on broader asset allocation, especially regarding the revaluation of key commodity prices in areas such as AI and defense

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The biggest winners of the 1970s were "small-cap stocks and gold." Is this a coincidence?

Bank of America’s Hartnett believes that small-cap stocks and emerging markets will become the new beneficiaries of the bull market in the second half of the 2020s, similar to the situation in the 1970s. Although gold remains an attractive safe-haven tool in a long-term bull market, it should not be sold off. Current conditions may include a ceasefire between the U.S. and China and central banks reassessing their gold reserves. The average price increase during the four gold bull markets in the past 60 years is about 300%

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Is this time different?

As the new Federal Reserve chair nominee is about to be announced, market expectations for its easing policies are rising. However, since 1970, U.S. Treasury yields typically rise within three months after the Federal Reserve chair nomination. Bank of America’s Hartnett points out that the current volatility of U.S. Treasuries is at a four-year low, and the market expects the new chair will not push the 30-year Treasury yield above 5%, as QE/YCC measures will stabilize fixed income prices

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