Meta internal incident: Out-of-control AI agent triggers security alertTencent's AI Gamble: Backend Pretends to be Poor, Frontend Goes Crazy1970s replay? Market speculation: Will the U.S. implement an "oil export ban"?Guotai Haitong: The combination of tariffs and geopolitical risks disrupts inflation expectations; the turning point for the Federal Reserve to cut interest rates still needs to be awaitedDoes "lobster" significantly extend the "memory" lifespan?Xiaomi MiMo model scores a hat-trick; COIN targets AI payments with stablecoins | Daily News Recap
---Qatar LNG shutdown, Iranian gas field bombed, European natural gas prices soar by 35%Guotai Junan Securities: NVIDIA raises revenue guidance + emphasizes LPU architecture, upstream materials are expected to benefitMorgan Stanley: Tencent Holdings' performance reflects AI demonstrating specific commercial value, target price HKD 750Big opportunities often arise from divergences: To understand gold and copper, first understand who is tradingOil prices surge to $110, significant escalation in Iran conflict, analysts warn it may continue until May!Tesla's "Flywheel": Long-term focus on Optimus, short-term focus on RobotaxiThe yen approaches 160, Japan's finance minister warns: ready to intervene at any timeCiti: Downgraded BOSS ZHIPIN target price to $20, quarterly results beat expectations, first quarter guidance weak due to the later Lunar New YearThe Chinese cloud market is experiencing an unprecedented wave of price increases!Understanding the Market | Hong Kong real estate stocks generally decline, HANG LUNG PPT and WHARF REIC both drop over 3%Bank of Japan Governor: The surge in oil prices makes policy judgment more difficult, and if the economic outlook materializes, interest rates will continue to riseThe market recognizes the Federal Reserve's "new chairman": oilUnderstanding the Market | Non-ferrous Stocks Extend Afternoon Declines Under Dual Impact of Macroeconomics and Geopolitics, Dollar Returns to 100 Threshold Pressuring Non-ferrous MetalsXiaomi's first full-modal large model debuts: "Human, Vehicle, Home" the final piece in multi-line operations?"Bypassing" the Strait of Hormuz, Saudi oil exports "have recovered by more than half," but can this "Plan B" be sustained?VOYAH AUTO's Hong Kong stock debut faces liquidity challenges in its listing modelAMD CEO Lisa Su meets with executives from Samsung Electronics and Upstage to discuss collaboration in the AI fieldMU (Analyst briefing): Capex may decline after FY2027
---Hong Kong Stock Midday Review | Hang Seng Index fell 1.66% in the morning session, Xiaomi Group rose over 4% against the trendApple's smartphone sales in China surged by 23% in early 2026, defying market trends, while the Android camp was forced to raise prices due to memory costsGuangfa Securities: NVIDIA's new platform enhances the competitiveness of Agent applications, with AI inference driving a sustained upward storage cycleChina Post Securities: Google officially announced a reduction in the Google Play commission rate, focusing on high-quality overseas game developers160 level "hand-to-hand combat": Japan's finance minister issues intervention warning, Federal Reserve's "no rate cut" stance triggers currency market stormMU (Trans): Customer demand commitments unchanged; signs first 5-yr partnership agreement
---The Bank of Japan remains on hold as expected, while the situation in the Middle East and oil prices become the biggest variables for inflation outlook!DWS: Still believes that the Federal Reserve will eventually further cut interest rates to a neutral levelCrocodile tears? Altman posted "Thank you, programmers," sparking ridicule, with netizens saying "Because of you, programmers will be unemployed and go dig coal."Oil prices soar "no need to panic"? Morgan Stanley directly confronts the Federal Reserve: don't think you can fool the market, inflation will eventually impact employmentHong Kong Monetary Authority: There is significant uncertainty regarding the future direction of U.S. monetary policyMU: AI-Driven Memory Boom—Can It Break the Cycle?---Everyone is focused on NVIDIA's chips, and Jensen Huang has already cultivated a "second pillar."Micron conference call: AI will reshape storage into a "strategic asset"! To cope with shortages, it is necessary to spend money to build factories and sign the first 5-year long-term contracts, HBM4 directly supplies NVIDIAThe employment impact of AI is becoming increasingly significant! HSBC is considering large-scale layoffsPOP MART bets on LABUBU movie: How far is it from a global hit to a long-cycle IP?Inaction leads to policy mistakes? "Minority economists" criticize the Federal Reserve for misjudging the situation againMorgan Stanley lowers Tencent's target price to HKD 650, stating that AI investments are expected to weigh on profit margins in the short termUnderstanding the Market | Xiaomi Corporation-W rose over 4% in early trading as the large model MiMo-V2-Pro was officially released, with future models expected to rapidly iterate and enhanceMorgan Stanley: Tesla's "flywheel effect" is about to start, and autonomous taxis will be the next core growth driverUnderstanding the Market | Gold Stocks Lead the Decline, Federal Reserve Remains Hawkish and Holds Steady, Inflation Pressure May Squeeze Rate Cut SpaceJensen Huang confirmed the return of orders from China, and Wells Fargo estimates that NVIDIA's annual revenue is expected to gain an incremental $25 billionLei Jun officially announces the "mysterious model" that has sparked global developer discussions, Xiaomi's "AI roadmap" is gradually becoming clearUnderstanding the Market | Tencent opened down over 4%, with fourth-quarter results significantly exceeding expectations; future buyback investments may be reduced for AI developmentThe Hang Seng Index opened down 1.82%, the Hang Seng TECH Index fell 2.10%, and Tencent dropped over 4%