HK, US stocks top stories
Eddie Wu's "Five-Year Plan": Alibaba Cloud and AI commercialization revenue to exceed 100 billion USDHorizon Robotics (4Q25 Trans): 2026 auto rev. target +60%
---Horizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---Report: Trump hints that the U.S. Department of Justice should continue investigating Powell, complicating the prospects for Kevin Warsh's confirmation as Federal Reserve Chairman in the SenateThe path to the nomination of Lael Brainard as Chair of the Federal Reserve is complicated! Report: Trump hints that the U.S. Department of Justice should continue investigating PowellTesla faces expanded investigation in the U.S. due to its performance of autonomous driving in adverse weather conditionsTraders abandon bets on easing this year as Europe warns inflation may hit 6.3%; gold continues to decline for several daysMetals fell across the board! Gold dropped over 4%, briefly falling below 4600, silver plummeted 12%, and London aluminum recorded its largest decline since 2018!Former Federal Reserve Vice Chairman Clarida: The longer the conflict lasts, the greater the negative impact on the U.S. economyBABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn
---Bank of America Chief Investment Strategist: With soaring oil prices, the market may decline before rising, and the best investment opportunities may be in the consumer sector