HK, US stocks top stories
US STOCKS-Wall St futures rise as TSMC sparks semiconductor rally; financial earnings on deckGoldman Sachs: In the fourth quarter, FICC sales and trading revenue was $3.11 billion, while the market estimate was $2.95 billion; equity sales and trading revenue was $4.31 billion, while the market estimate was $3.65 billionMorgan Stanley: Fourth quarter net revenue of $17.89 billion, market estimate of $17.62 billion; fourth quarter earnings per share of $2.68The Cost of the Storage Feast: Behind Samsung's Doubling Profits, Apple's and HP's "Profit Defense War" Has Just BegunAnother strategic reserve born? Report: Bipartisan push in the U.S. Congress for a $2.5 billion critical minerals strategic reserve planA major new opportunity for CPUs? When Intel and AMD collide with the new trend of AgentsUSD 580, Sandisk's target price raised by 93%! Bernstein: AI is creating an unprecedented storage supercycleGoldman Sachs: The dollar is still overvalued by about 15% in 2026, and the revaluation of technology "exceptionalism" is a significant downside riskWhere Will Tesla Stock Be in 1 Year?To cope with rapid policy changes, US asset management giants are starting to sell off dollar assets to diversify risksHuaChuang Zhang Yu: Re-discussing the strength of exports in the midstream, 2026 electromechanical exports may continue to thrive"Capacity is very tight"! Taiwan Semiconductor's performance guidance exceeds expectations across the board, and capital expenditures will significantly increase over the next three yearsVanke's 5.7 billion medium-term note holder meeting proposal is out: it includes four repayment plans, with a maximum proposed repayment of 40% of the principal, scheduled for repayment on January 28PBoC signals easing; Alibaba's Qwen rolls out a full-ecosystem push | Daily News RecapSuper Cycle of Power Grid Equipment: "14th Five-Year Plan" Investment of 4 Trillion, Orders from Europe and America Ready to Surge