HK, US stocks top stories
EXCLUSIVE-Nvidia aims to begin H200 chip shipments to China by mid-February, sources sayGLOBAL MARKETS-Europe tips lower, yen friendless as bonds buckleMetal Carnival! Gold, silver, and copper all hit new highs, while platinum and palladium surged across the boardThe yen rises in the short term! Japanese Finance Minister: Has "discretionary power" against speculation in the foreign exchange market and will take bold actionFiscal stimulus counterproductive? Former Bank of Japan official warns: interest rate hikes may exceed expectations, rates will reach 1.5%Sanhua: Expected net profit in 2025 is 3.874 billion to 4.649 billion yuan, a year-on-year increase of 25%-50%Moore, Mu Xi, BIREN TECH, and Tian Shu! The "Four Little Dragons of Domestic GPUs" gather for IPOCyclical tailwinds, inflation retreat, AI turbulence, volatility protection—these are Goldman Sachs' "Top 10 Core Theme Trades" for 2026Professor Fang Yue: If AI cannot be scaled and implemented, the market may repeat the internet bubble of 2000 | Alpha SummitRobotaxi is entering the "China Moment"Asset management giant Apollo has entered "risk-off mode": hoarding cash, deleveraging, waiting for "bad things to happen"?GF SEC Liu Chenming: Rejecting traditional macroeconomics, looking at the 2026 layout window from debt resolution and changes in profit structure | Alpha SummitWhy did the yen fall instead of rising after the interest rate hike?"Interest rate cut expectations + geopolitical conflicts" drive gold to rise above 4400, silver continues to hit historical highs, and spot platinum breaks above 2000 USD for the first time since 2008Clocktower Kevin Wang: The End of the Old Order and Global Asset Rebalancing Under the Dollar "Bear Market" | Alpha SummitWhat other thematic investment opportunities can be focused on after commercial aerospace and nuclear fusion?Trillions of dollars in investment, thousands of new players – AI data centers have become a "new gold rush" that concerns the fate of the global economy