The number of initial jobless claims in the United States slightly decreased last week, signaling a robust labor marketThe Rise and Fall of Lenovo's Financial LandscapeInvitation code skyrocketed to over ten thousand yuan, China's AI new star exploded in popularity overnightZhitong Hong Kong Stock Analysis | The explosive product Manus ignites the tech circle as the country promotes the establishment of a "carrier-level" venture capital fundOn the eve of its IPO, CoreWeave was backstabbed by its largest client Microsoft, which withdrew part of its cooperationCITIC Construction Investment: Hong Kong and A-shares performed well in February, while US stocks performed poorly; optimistic about gold and AI applicationsGermany's spending shock of up to 500 billion euros triggers a global bond market sell-off intensifyingTencent Mix Yuan released and open-sourced the image-to-video model, while also launching capabilities such as audio and motion drivingUnder the shadow of tariffs, the US stock market is turbulent, and low-volatility stocks have become the new favorites for hedgingCreating conditions for an interest rate hike in April? Japanese labor unions' "Shuntō" demand the highest wage increase since 1993Goldman Sachs traders pour cold water on European stocks: The "German myth" has been overplayedGlobal "Narrative Shift": Historic Trade War + Historic Fiscal Stimulus + Historic Rise of Technology = The End of "American Exceptionalism"?U.S. Stock Preview | Broadcom's Earnings Report Approaches, Popular Chinese Concept Stocks Rise Pre-MarketDid Amazon Just Say Checkmate to OpenAI?JD.com pre-market shares rose 10%! Q4 net profit increased by 190.8% year-on-year, and it will repurchase up to $5 billion in stock over the next 36 monthsAlibaba Cloud debuts at the 2025 Bahrain Exhibition, sounding the horn for a global offensiveJD Group-SW's 2024 performance is impressive, with coordinated growth across multiple sectors and a 71.14% increase in net profit attributable to shareholders, reaching 41.359 billion yuanJD.com Group's net revenue for the fourth quarter was RMB 346.99 billion, while the market estimate was RMB 332.38 billion.
Adjusted earnings per ADS for the fourth quarter were RMB 7.42"No penny!" Trump wants to abolish the chip bill, and Intel and TSMC's billions in subsidies may have no follow-up?AI explosion, soaring momentum, full-line rebound! | Today's important news reviewMaivel conference call: ASIC accounts for 25% of data center business revenue, AI revenue will significantly exceed the $2.5 billion target in fiscal year 2026Full Truck Alliance saw revenue and profit growth last year, is AI driving the future of logistics? | Earnings Report InsightsEuropean Central Bank Interest Rate Decision Outlook: Is Tonight the Last Cut? Trade Wars and Military Restructuring May Bring the Easing Cycle to a Sudden HaltThe next decade of Meituan: food retail, globalization, and AIThe three major telecom operators are focusing on AI at MWC"Whatever it takes" 2.0? At least the market believes it!The unexpected aspect of the Two Sessions: Reform of the normal wage growth mechanismUnderstanding the Market | JD Group-SW rose over 9%, will disclose the full-year financial report for 2024 after hours, and the company's performance has been positively rated by multiple major banksIn conversation with Yang Yuanqing: In the next year, edge AI will improve performance by three times, "this is a conservative estimate in the short term"Has Wall Street reached a consensus? Both Goldman Sachs and JPMorgan Chase models indicate: the risk of a U.S. recession is risingHong Kong Stock Midday Review: The Science and Technology Index rose by 4.7%, DeepSeek concept stocks were active, and KINGDEE INT'L surged by 20%When the AI Agent "Manus" took the stage overnight, it proved that PC is still the best entry point for AI!Last night, three events strengthened China's AI technology narrative?Marvell'er Technology (Minutes): The growth rate of data centers has collapsedDOGE's actual impact is less than 10 billion USD, is Trump's real intention to cover up the "extension of tax cuts"?Market Update | MIXUE GROUP continues to rise over 9%, reaching a new high since its listingU.S. Secretary of Commerce says: Trump will announce Bitcoin strategic reserves on FridayThe balance sheet reduction plan encounters a "political black swan," and the debt ceiling may force the Federal Reserve to urgently halt QTUnderstanding the Market | Tencent rose nearly 6% in early trading, Tencent Yuanbao topped the download chart, Citigroup stated that Tencent has strengthened its strategic prioritiesMaivell Technology: Pouring Cold Water on AI Again, ASIC Sounds the AlarmUnderstanding the Market | KUAISHOU-W rose over 8% in early trading, its subsidiary Keling AI has attracted attention from various parties, with the total number of global monthly active users in January doubling month-on-monthLooking back, the day that just passed may be recorded in European historyLenovo's Yang Yuanqing: A brand new generation of AI PC is about to be releasedUnderstanding the Market | Alibaba-W opened over 6% higher, releasing the open-source inference model QwQ-32B, which rivals DeepSeek R1 with 1/20 the parametersDaily Hong Kong Stock Market News Briefing (March 6, Thursday)Alibaba open-sources QwQ-32B! With a 1/21 small parameter, it rivals the performance of DeepSeek R1, with a cost of only 1/10Breakfast | Chinese concept stocks soar, Alibaba rises nearly 9%! Trump tariffs "give some leeway," automotive stocks surgeWall Street raises the "magnifying glass": Marvell Tech's earnings guidance falls short of the highest expectations, causing a post-market stock price collapseFederal Reserve Bank of New York officials: The dynamics between Trump and Capitol Hill regarding the handling of the debt ceiling may disrupt the money marketThe "historic" fiscal expansion plan stimulates, causing German bond yields to soar, marking the largest increase since June 2022