HK, US stocks top stories
Microsoft adds higher-priced Office tier with Copilot as it tries to juice sales with AICATL (4Q25 Trans): Optimistic on stable unit net profit in 2026
---Micron Investors Just Got Terrible News From NvidiaCATL: Capacity Maxed, Back in Force for the AI Infra EraDuring the trading session, it surged over 6%! Optical communication company Applied Optoelectronics announced that it has received its first 1.6T transceiver order from a hyperscale customerHandshake and reconciliation! Novo Nordisk withdraws lawsuit, Wegovy officially launches on the Hims & Hers platformReports indicate that the G7 will discuss a joint release of emergency oil reserves, causing international oil prices to quickly retreat, with WTI crude oil's intraday gain narrowing to 21%a16z's latest interview: It's too early to say SaaS is dead; the biggest bottleneck for AI implementation is no longer model intelligenceThe "three-digit crisis" in oil prices is quietly approaching. Is the market underestimating the energy shock?Nvidia spends lavishly on "light": securing scarce indium phosphide device capacity from Lumentum and CoherentWall Street prophet Yardeni: Oil price shock may trigger "70s-style stagflation," U.S. recession probability rises to 35%The competitive landscape of AI platforms is quietly changing: Claude's monthly traffic surged by 63%, but Google's moat remains unfathomably deepFrom home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circleCATL: Net profit in 2025 is expected to be 72.2 billion yuan, a year-on-year increase of 42.28%; plans to distribute a cash dividend of 69.57 yuan for every 10 shares to all shareholdersCATL's Q4 revenue increased by 36.6% year-on-year, with net profit attributable to shareholders soaring by 57.1%, marking the largest increase in two and a half years. The company plans to distribute 31.5 billion yuan for the whole year | Financial Report InsightsDialogue with HP Indigo's Xu Shun'an: Mining for Gold in the "Low Penetration" Zone of the 15 Trillion MarketIn the Middle East, when a war breaks out, China's wind power orders go crazyTargeting the Pentagon's needs, the Trump family bets on the drone sectorWith 76,000 yuan, become a shareholder of ZYBANK, Taobao once again showcases ultra-low price equity auctions