Samsung is set to launch the Galaxy S26 series smartphones on February 26, with a comprehensive upgrade of its AI strategy to compete against Apple's iPhoneChina's January CPI year-on-year 0.2%, previous value 0.8%. China's January PPI year-on-year -1.4%, previous value -1.9%The National Bureau of Statistics responds to the base period rotation of CPI and other price indices"The AI War" cannot afford to lose! What does it mean for the market if the US stock market's Mag 7 burns its cash flow into negative this year?Federal Reserve: U.S. consumer debt default rate soars to the highest level in nearly a decadeIs the Wash nomination effect cooling down? Traders bet that the Federal Reserve will only cut interest rates two to three times this yearAmazon disclosed that it holds a 5.3% stake in Beta TechnologiesRobinhood's fourth-quarter profit fell by 34%, with sluggish cryptocurrency dragging down revenue, dropping over 6% in after-hours trading | Earnings Report InsightsSilver "needs time"Signals from the central bank's fourth-quarter monetary policy report: The probability of a short-term interest rate cut is relatively lowThis Wall Street investment bank warns: Yen arbitrage trading is a "time bomb"U.S. retail investors are bottom-fishing software stocksRecord number of new users, profit growth of 200%! "Online music giant" Spotify "successfully raised prices"The U.S. FCC approves Amazon to deploy 4,500 satellitesAsian stock markets rose broadly, with "high market trading" leading to new highs in the stock market, while gold and silver fell, and the US dollar stabilized as the RMB strengthenedU.S. December retail sales data unexpectedly weak, U.S. Treasury yields continue to rise, and interest rate cut expectations heat up againInflation remains stubbornly high, two Federal Reserve officials express: more inclined to keep interest rates unchangedReminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve two voting members: Support keeping interest rates unchanged unless the U.S. labor market shows substantial weaknessAI panic "infection": New tools scare wealth management stocks, Charles Schwab fell over 9% during tradingAI panic "infection": New tools scare wealth management stocks, Charles Schwab drops over 9% during tradingParamount is still not giving up, improving its hostile takeover proposal, and promising to pay Warner a breakup fee of $2.8 billionThe 30-year U.S. Treasury yield fell by more than 7.4 basis pointsLi Qiang: We need to develop rare earth resources reasonablyTesla leadership's latest changes appoint European executives to oversee global electric vehicle salesKO (Trans): Will Deepen End-to-End DigitalizationUber launches Baidu autonomous taxi service in DubaiSPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement
---KO: Betting on AI — Is the 'happy soda' playing a long game?---Alphabet issued a century-long pound bond for the first time, with a subscription multiple exceeding 7 timesThe European Commission accepts Volkswagen's commitment on the pricing of pure electric vehicles made in China0%! U.S. December retail sales unexpectedly stagnate, weak consumption at the end of the holiday seasonNarratives crack and sentiment wobbles? SPOT remains the nimble, high‑quality play.The US stock market begins a "large capital rotation": AI concept volatility raises anxiety, "non-tech" sectors favoredGlobal news you need to know before the U.S. stock market opens on TuesdayThe latest signal from the central bank: Prices are showing positive marginal changes, and the coordination between monetary policy and fiscal policy will continue to strengthenMyrmikan founder: The valuation of gold mining stocks is still low, and the long-term gold price is bullish at $12,000U.S. December retail sales month-on-month 0%, expected 0.4%, previous value 0.6%Goldman Sachs: Global capital begins "hard asset rotation," commodities may welcome long-term premiumsEnd of "buying the dip"? Why does Walsh's nomination mean that the threshold for the Federal Reserve to intervene in the market has significantly increased?BodyArmor impairment drags down Coca-Cola's Q4 GAAP operating profit, which fell 32% year-on-year, and the full-year guidance is below expectations | Earnings Report InsightsSMIC: Doubling Down in a Downcycle — The Last Hope for Homegrown AI Chips?Zhitong Hong Kong Stock Analysis | Large Model Releases Intensively Before the Festival, Filtering the Wheat from the Chaff, Robots May Form a Relay