HK, US stocks top stories
The Hang Seng Index fell more than 0.5% in the early afternoonDemand for AI chips remains strong, TSMC's net profit in Q4 increased significantly by 35%, with total capital expenditure reaching $40.9 billion in 2025 | Financial Report InsightsStocks in Motion | New World fluctuates, rising over 10%The Throat of Global AI: Why TSMC's Production Capacity Can't Keep Up with the World's Ambitions?Is this time different? This round of "lithium price bull market" is different from historyUBS: Reiterates Tencent as a preferred stock and key recommendation, expects potential of artificial intelligence to be unleashed"Tactical bullish" on crude oil and precious metals, "structural bullish" on aluminum, copper prices "may peak within a month" – this investment bank's "latest commodity judgment"Founder Daniel Zhang resumes CEO position, HAIDILAO undergoes top-down reformHong Kong Stock Midday Review: Hang Seng Index rises and falls, closing down 0.55%, AI healthcare sector shows weak performanceCommodity collective pullback, crude oil down 3%, silver plummets 7%What does the antitrust investigation mean for Trip.com?The internal divisions within the Federal Reserve have intensified, and Milan has proposed a new logic for interest rate cuts: the deregulation by Trump is the reasonAlibaba's special forces launched a nuclear bombThe faith in gold never dies! With gold prices soaring by 70%, Wall Street plays the $5,000 fantasyMorgan Stanley CIO Survey: Corporate software budgets accelerate in 2026, with Microsoft leading generative AI spending at 34% shareAlibaba's AI narrative returns, the rebound window for the internet leaderQianwen connects Alibaba's entire ecosystem, seizing the global AI super entrance