HK, US stocks top stories
BABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News RecapMU (analyst huddle): Cash prioritized for capacity expansion; HBM4 yield ramping fasterMU (Trans): GPM will continue to expand, but the pace will moderate.MU: AI Ignites Memory; Supercycle Starting?Meitu: Can Vertical SaaS Survive the AI Wave?Xiaomi commits RMB 200 bn to R&D; BYD ramps up internal testing for L3 mass production | Daily News RecapCoreWeave: Can NVDA's 'godson' really ride its coattails?XPeng wins Guangzhou L3 road test permit; BABA's Tongyi Wanxiang 2.6 adds role-play capability | Daily News Recap2026's Harsh AI Question: after bns AI Capex, Where will Returns Come From?First L3 autonomous-driving models approved; retail sales growth retests the lows | Daily News RecapNov. Retail Sales: YoY growth below 2%, a post-Covid low — what's behind the slowdown?COST (Trans): Confident on inflation; plans to open 30 warehouses annually.US Gov. Shutdown Casualty? COST's Last Dip?LULU (Trans): New styles to account for 35% of the Spring 2026 lineupAVGO (Trans): Anthropic adds another 10bn; 73bn order is the floorLULU: Comeback or Flash in the Pan?AVGO vs. NVDA: Did the challenger blink first?