HK, US stocks top stories
Subprime Shadow Reappears? MFS and Tricolor Successive Defaults, Barclays Tightens Asset-Based LendingAchieves Annual Profitability for the First Time! BeiGene Reports 2025 Net Profit of $287 Million, Revenue Surges 40% to $5.34 Billion | Earnings WatchPDD (Trans): Still in long-term strategic investment mode50% Chance of Ceasefire, Goldman Sachs Divides Investors into Three Camps, Saying "It's Too Early to Celebrate"Kuaishou (Trans): Ramp AI investment this year; flexible on buybacks and dividendsPDD: Has the Maverick Gone Mediocre?
---Federal Reserve Quarterly Survey: US Oil Prices Expected at $74/Barrel by Year-EndCiti Strongly Supports CPO: Four Core Component Markets to See Exponential Outburst in 2027-2028China Concept Stocks Index rises over 2.2%, CQQQ up 4.2%, GDS, JD.com, and VNET up over 5%, Alibaba up over 3%POP MART: Pit stop to refuel and change tires, back on track!
---So-Young's "Heavy Asset Game" Awaits Its Moment of ProfitabilityTrump Hints at Progress in US-Iran Negotiations, Japan and South Korea Stocks Rise Over 3%, Gold and Silver Rebound, Oil Prices Widen DeclineWPS Accounts for 60% of Revenue: Is KINGSOFT Moving Beyond Its "Game Dependency"?Facing the Seedance2.0 Challenge? Kuaishou's Keling Aims to Double Revenue Within the Year可靈起飛，老業務落地，快手還能繼續走 AI 重估路嗎？US Stocks at Market Open: Nasdaq Up 1.1%, PDD Up about 2%, Arm Holdings Up about 12%Pinduoduo Earnings Call: "Reinvesting in Supply Chains to Recreate Pinduoduo in Three Years," Profit Margin Volatility to Be the NormAI Demand Surges, KINGSOFT CLOUD Q4 Revenue Hits Record High, Non-GAAP EBITDA Doubles Year-on-Year | Earnings News$1 Billion Investment! Sandisk Acquires 139 Million Shares of Nanya Technology, Expanding DRAM PresenceAI Doomsday Institution Strikes Again: Fed to "Ignore" Oil Shock, All-In on Interest Rate Cuts Within a Year