HK, US stocks top stories
China's large model "Spring Festival 档" is launched! Waiting for consumer-grade AI to produce "blockbusters"Reminder: Please pay close attention to the following (all in Beijing time)UBS rushes ahead of NVIDIA's earnings report: target price raised to $245, with Blackwell contributing $9 billion in revenue as the biggest highlightIgnore the strong non-farm payrolls! Hedge funds turn bullish on Japan, making a big bet on the yen strengtheningFamous hedge fund Gusu Capital CIO: The AI bubble will have to wait until OpenAI goes public, thinking not about short-term speculation but about the world pattern in 3-5 yearsA new global "industrial cycle" is emergingMeituan upgrades "Ask XiaoTuan" AI butler to create dining, entertainment, and leisure guides for users and automatically issue couponsAs concerns about fiscal issues ease, Japan's ultra-long-term government bonds continue to riseThe AI computing power competition ignites super orders! Liquid cooling leader Vertiv's quarterly orders surged by 252%, and the 2026 performance guidance exceeded expectationsNetEase's quarterly report falls short of expectations, but the actual performance is better?Micron CFO is confident in HBM, storage stocks rise across the board