HK, US stocks top stories
Hong Kong stock technology stocks show differentiation: "AI newcomers" are favored, while "monetization concerns" drag down internet giants港股马年首个交易日：恒科指跌超 2%，大模型、机器人、存储逆势大涨，智谱大涨近 37%Will Japan's overseas capital "return on a large scale"?Intel foundry – the last "opportunity window"A comprehensive understanding of the global market from 2026 to the present: What is rising? Why are U.S. stocks struggling? Will this trend continue?Learning from NVIDIA stimulates chip sales, AMD guarantees loans for "AI Cloud"The effects of the "tariff war" in its first year are not significant! The United States saw record highs in both imports and goods trade deficit last yearHong Kong stock market's first trading day of the Year of the Horse: Hang Seng Index opened down 0.18%, Hang Seng TECH Index opened nearly 0.7% lowerWalmart's fourth-quarter earnings report exceeded expectations, but the profit guidance fell short of expectations. The CEO stated, "Low-income families in the U.S. can only barely make ends meet."Google suddenly released Gemini 3.1 Pro: core inference performance has doubled directlyConcerns about technology stocks have eased, and the stock markets in Japan and South Korea opened higher and continued to rise, with Samsung Electronics up 5%. The yen weakened to 154, and rising geopolitical tensions pushed up gold and oil pricesInvesco and Kameniak short U.S. Treasuries, pessimistic about the Federal Reserve's rate cut spaceHas the firm interest rate cut faction in Trump's camp wavered? Federal Reserve Governor Michelle Bowman: Improvements in the labor market could lead to fewer rate cuts this year