Xiaomi MiMo model scores a hat-trick; COIN targets AI payments with stablecoins | Daily News Recap
---MU (Analyst briefing): Capex may decline after FY2027
---MU (Trans): Customer demand commitments unchanged; signs first 5-yr partnership agreement---MU: AI-Driven Memory Boom—Can It Break the Cycle?---HTHT (Trans): Continuing to pursue brand-led, high-quality growth---HTHT: After the reset and rebound, how long can the poster-child status last?---Tencent (Trans): Sees clear opportunity to ramp up AI investment, expects impact on margin and buybacksTCEHY: Time to Ditch the Boomer Vibe, Turn Up the Heat on AI!---Geely Auto (4Q25 Trans): 2026 sales target of 3.45 mn units; aiming to be No.1 in ChinaGeely Closing In: Is BYD's Crown Secure?---MiniMax debuts M2.7, shows a 'self-evolving' model; META trims 'metaverse' again | Daily News RecapNVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returnsLULU (Trans): Pricing expected to return to positive growth in H2 2026LULU: Dropping slow craft — will a ZARA-style fast push save its 'little black pants'?ATAT (Trans): 2026 retail revenue expected to grow 25%-30% YoY---TME (Trans): Agile amid intense competition, prioritizing shareholder returns
---ATAT: Retail Boom — Is the 'Haidilao' of Hotels Smiling Again?TME: Qishui's Blitz, Are the Good Days Over?---NVDA GTC in focus; Alibaba 'Token strategy' ramps up | Daily News RecapNVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---NVDA GTC: AI's Big Show — High Hopes In, Disappointed Out?---BEKE (Trans): Neutral on 2026 property mkt; pivoting from scale to efficiencyBEKE: Slide Looks Bottomless. Can Policy Put a Floor?---