HK, US stocks top stories
Kuaishou (Trans): Ramp AI investment this year; flexible on buybacks and dividendsSubprime Shadow Reappears? MFS and Tricolor Successive Defaults, Barclays Tightens Asset-Based LendingAchieves Annual Profitability for the First Time! BeiGene Reports 2025 Net Profit of $287 Million, Revenue Surges 40% to $5.34 Billion | Earnings WatchPDD (Trans): Still in long-term strategic investment modeMeta Platforms launches a new round of layoffs involving the sales and Reality Labs departmentsMeta will cut hundreds of jobs in Reality Labs, Facebook, and other departmentsPDD: Has the Maverick Gone Mediocre?
---Google DeepMind collaborates with Agile Robots to expand its robotics businessGoogle released a new algorithm aimed at reducing memory usage, causing storage concept stocks to fall, with Sandisk dropping by as much as 8%Meta was fined $375 million in a child safety case after a jury found it violated consumer protection lawsFederal Reserve Quarterly Survey: US Oil Prices Expected at $74/Barrel by Year-EndCiti Strongly Supports CPO: Four Core Component Markets to See Exponential Outburst in 2027-2028SLB and NVIDIA expand AI collaboration to promote large-scale applications in the energy sectorChina Concept Stocks Index rises over 2.2%, CQQQ up 4.2%, GDS, JD.com, and VNET up over 5%, Alibaba up over 3%POP MART: Pit stop to refuel and change tires, back on track!
---So-Young's "Heavy Asset Game" Awaits Its Moment of ProfitabilityGold ETFs lead the decline, with commodity ETFs experiencing a record outflow of $11 billion in a single monthTrump Hints at Progress in US-Iran Negotiations, Japan and South Korea Stocks Rise Over 3%, Gold and Silver Rebound, Oil Prices Widen DeclineWPS Accounts for 60% of Revenue: Is KINGSOFT Moving Beyond Its "Game Dependency"?Facing the Seedance2.0 Challenge? Kuaishou's Keling Aims to Double Revenue Within the Year可灵起飞，老业务落地，快手还能继续走 AI 重估路吗？