JD INDUSTRIALS has been included in the Hang Seng Composite Index and is expected to become a target for Stock ConnectIn this round of AI cleansing, have wealth management platforms been mistakenly killed?The Financial Regulatory Administration, in conjunction with the State Administration for Market Regulation and the People's Bank of China, interviewed six travel platform companiesSeedance 2.0 Deep Evaluation: Stable in Complex Scenarios, Even ASMR?On February 13th, XIAOMI-W spent HKD 98.3637 million to repurchase 2.7 million sharesNvidia remains in first place! BlackRock still heavily invests in tech giants in Q4, with new positions pointing to materials and specialty chemicalsHong Kong Stock Review: Meituan Continues to DeclineThe most hawkish official of the Bank of Japan hints at a possible interest rate hike in springPeople's Bank of China: Preliminary statistics show that by the end of January 2026, the total social financing stock was 449.11 trillion yuan, a year-on-year increase of 8.2%The probability of an interest rate hike in April rises to 75%, Japan's central bank's top hawk: Inflation may meet targets in springAI scares the US stock market, Asian stock markets "benefit from disaster," with chip stocks being the biggest beneficiariesReport: NVIDIA may relax HBM4 specification requirements due to capacity and yield constraints faced by Samsung and SK HynixBreaking NVIDIA's "exclusive supply"! OpenAI first uses Cerebras chips, competing in the programming assistant track with the lightweight version of CodexCoinbase (Trans): Last Year Was an 'Investment Year,' This Year Will See Prudent Cost Control</p>Musk's "New Pie": Lunar BaseMusk responds to the mass exodus of the AI core team: 9 people left in 6 days, high school graduates quickly promotedSoftware stocks face the largest short-selling wave since 2010, Goldman Sachs exclaims: the market has "nowhere to hide"!As the US stock market remains fragile, tonight's CPI may present a "hawkish surprise."Everbright Securities: Gold prices are expected to rise as they consolidate at high levels, currently stabilizing around the 50-day moving averageBad Tape + Weak Print: When Does COIN Bottom?---LME aluminum plummets! Report: The United States is considering partially lifting tariffs on aluminum and steelJibang Consulting: It is expected that HBM4 verification will be completed in the second quarter, and the supply pattern of the three major manufacturers for NVIDIA is expected to take shapeGLM-5 is a sensation, KNOWLEDGE ATLAS's market value doubled in five days, China's AI is in full swingGoogle DeepMind CEO: This year will start clinical trials for AI anti-cancer drugs, with robotic breakthroughs expected in the next 18 monthsCan Walsh become the "rate cut driver"? JP Morgan bets on U.S. economic resilience to suppress short-term bondsAMAT (Trans): Semi equipment >20% YoY; momentum through 2027A century-long AI gamble! The 28-year-old Alphabet's $100 billion century bond received 10 times the subscription, and strategists warn that the "disruptor" status is hard to maintain for a centuryRIVN (4Q25 Trans): All-in on R2 and AD, Can It Mount a Comeback?"KUAISHOU-W vs ByteDance" Who is stronger? Goldman Sachs: There is no "winner takes all," but AI will significantly change the value distribution in the entertainment industryPrysm: Maintains the view that the U.S. will not cut interest rates in the first half of 2026, with a potentially more dovish trend in interest rates in the second half of the yearRIVN: Post-subsidy era — can R2 lead a turnaround?---The Japanese yen makes a strong comeback! With fiscal concerns easing and safe-haven inflows surging, the yen is set to achieve its strongest weekly gain since November 2024Cloud-based brokerage Clear Street halts US stock IPO with fundraising amount reduced by nearly two-thirdsAMAT: Capex upcycle arrives, equipment stocks enter spring!---ABNB (Trans): Accelerating Boutique Hotel Onboarding & AI Dev.The victory of Takamori Saimae dispels fears of "fiscal deficit," and the yen is expected to achieve its best weekly performance in 2024U.S. January CPI Preview: Market expects year-on-year growth to fall back to last May's low, predicting a "moderate cooling" in market betsHong Kong stocks KNOWLEDGE ATLAS and MINIMAX-WP continue to surge, with both total market values exceeding HKD 210 billionJanuary 70 Cities Housing Prices: The month-on-month decline in first, second, and third-tier cities has generally narrowed, while the year-on-year decline continues to expandMiniMax released the M2.5 model: running for 1 hour costs only 1 USD, which is 1/20 of GPT-5's price, with performance comparable to Claude OpusThe YouTube app logs into Apple's Vision Pro, completing Google's ecosystem puzzleThe AI "super agent" battle has begun! The four major tracks are fully deployed, with OpenAI and Anthropic challenging the software empires of Microsoft and othersAirbnb: 业绩还不赖，但已沦为周期股？The Hang Seng Index opened down 1.45%, and the Hang Seng TECH Index fell 1.59%Amid the severe decline in the cryptocurrency market, Coinbase's revenue in the fourth quarter fell by 20%, with a net loss exceeding $600 million | Financial Report InsightsApple faces FTC scrutiny and Siri upgrades may be delayed, stock price records worst single-day performance since AprilThe US stock market is extremely fragile! From SaaS, PE to insurance, real estate, and even logistics, there have been "successive large declines," and Goldman Sachs traders are "exhausted and shocked."The trigger for the "Black Thursday" that ignited the US stock market was this $6 million "small company."