HK, US stocks top stories
“Long energy + Short consumer discretionary” – The pairing trade combination that is currently popular on Wall Street"The Big Short" predicts another "DeepSeek Impact"The most bearish outlook on the dollar in a decade! Institutions flock to hedge dollar positionsU.S. stock market closed, tech stocks dragged down European stock rebound, gold lost "Chinese momentum" and fell below $5,000, and the RMB rose above 6.89Dialogue with Jiang Zheyuan, founder of Songyan Power: From appearing on the Spring Festival Gala to "seeking scale"Alibaba releases Qianwen 3.5, performance comparable to Gemini 3, Token price only 1/18 of itMorgan Stanley: AI is a capital expenditure black hole, with risks spreading to the credit marketThe Year of the Snake concludes with Hong Kong stocks rising, the non-ferrous sector surging, MINIMAX-WP skyrocketing by 24%, and KNOWLEDGE ATLAS increasing by 4.74%, both reaching new highsReturning to growth but still weak, Japan's Q4 GDP for 2025 annualized quarterly rate is 0.2%, below expectations, supported by expansionary fiscal policyBank of America Hartnett: "AI Disruptive Trading" Accelerates Spread, Once Tech Giants Cut Spending, It Will Trigger a "Rotation Tsunami" in US StocksStorage giant's quarterly report "Five Key Points": Current cycle strength surpasses the 2017-18 "cloud boom cycle"Reminder: Please pay close attention to the following (all times are in Beijing time)Insiders in the AI circle: Something bigger than COVID-19 is happening, and people are still unaware