JD.com conference call: "Trade-in" boosts consumer confidence recovery, mobile phone and home appliance demand rebounds, strengthening takeout business to enhance user stickinessThe S&P 500 is in a three-week decline, U.S. Secretary of Commerce: The Trump administration doesn't care muchAfter Netflix cracked down on password sharing, the number of users surged, but analysts say its growth momentum will soon slow downPing An Life Insurance confirms new leadership team: Cai Ting serves as vice chairman of the company, and Shi Weiyu is expected to take the position of general managerJD.com (Minutes): Electric growth peaked and then declined, consumer goods remained strong throughout the yearAfter two years of price wars, JD.com is making more profitU.S. stock market opens: Nasdaq down 1.8%, Philadelphia Semiconductor Index down 4%, China Concept Index up 0.3%With national subsidies supporting the market, JD has finally "emerged from the pit."Goodbye "Seven Sisters," "Recession Trades" Return to Wall StreetThe European Central Bank cut interest rates by 25 basis points as expected, stating that monetary policy has "clearly weakened its restrictiveness."On schedule, the European Central Bank lowered interest rates by 25 basis points, suggesting that the pace of easing may be nearing its endThe 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?