HK, US stocks top stories
Nvidia spends lavishly on "light": securing scarce indium phosphide device capacity from Lumentum and CoherentCATL (4Q25 Trans): Optimistic on stable unit net profit in 2026
---CATL: Capacity Maxed, Back in Force for the AI Infra EraMicron Investors Just Got Terrible News From NvidiaHandshake and reconciliation! Novo Nordisk withdraws lawsuit, Wegovy officially launches on the Hims & Hers platformNew York Fed Survey: U.S. Inflation Expectations Remain Stable, Willingness to Voluntarily Resign Drops to Record LowReports indicate that the G7 will discuss a joint release of emergency oil reserves, causing international oil prices to quickly retreat, with WTI crude oil's intraday gain narrowing to 21%a16z's latest interview: It's too early to say SaaS is dead; the biggest bottleneck for AI implementation is no longer model intelligenceThe "three-digit crisis" in oil prices is quietly approaching. Is the market underestimating the energy shock?Amazon's Zoox expands autonomous taxi testing to Phoenix and DallasTesla opens its first public Tesla Semi supercharging station in Los Angeles"All Win or All Lose" Style of Trading U.S. Stocks: Predicting the Market is Turning Complex Transactions into a Game for EveryoneWall Street prophet Yardeni: Oil price shock may trigger "70s-style stagflation," U.S. recession probability rises to 35%The competitive landscape of AI platforms is quietly changing: Claude's monthly traffic surged by 63%, but Google's moat remains unfathomably deepThe Middle East conflict triggers an energy shock, causing economic confidence in the Eurozone to plummet to negative levelsFrom home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circleU.S. Stock Market Outlook | The declines in the three major stock index futures have narrowed, oil prices surge intensifying inflation concerns, and tonight's G7 emergency meeting will discuss the release of strategic oil reservesABB collaborates with NVIDIA to optimize factory robot trainingCATL: Net profit in 2025 is expected to be 72.2 billion yuan, a year-on-year increase of 42.28%; plans to distribute a cash dividend of 69.57 yuan for every 10 shares to all shareholdersCATL's Q4 revenue increased by 36.6% year-on-year, with net profit attributable to shareholders soaring by 57.1%, marking the largest increase in two and a half years. The company plans to distribute 31.5 billion yuan for the whole year | Financial Report InsightsDialogue with HP Indigo's Xu Shun'an: Mining for Gold in the "Low Penetration" Zone of the 15 Trillion Market