可靈起飛，老業務趴地，快手還能繼續走 AI 重估路嗎？US Stocks at Market Open: Nasdaq Up 1.1%, PDD Up about 2%, Arm Holdings Up about 12%Pinduoduo Earnings Call: "Reinvesting in Supply Chains to Recreate Pinduoduo in Three Years," Profit Margin Volatility to Be the NormAI Demand Surges, KINGSOFT CLOUD Q4 Revenue Hits Record High, Non-GAAP EBITDA Doubles Year-on-Year | Earnings NewsIs the Arm version of the "NVIDIA moment" arriving? Morgan Stanley and Citigroup praise its self-developed CPU strategy, and the $25 billion revenue blueprint is recognizedKUAISHOU executives interpret Q4 financial report: confident in achieving over 100% year-on-year growth in revenue this yearAMZN: Amazon stock investors welcome significant robot newsMeta links executive compensation to grand AI goalsAt the time of AI transformation, Meta is preparing to lay off employeesU.S. Stock Market Outlook | The gains of the three major stock index futures narrow, Iran: A ceasefire and negotiations are not feasible at this stageThe only "comfort" in the geopolitical storm: Wall Street still firmly believes in the roaring growth engine of U.S. stocks, with Morgan Stanley expecting S&P 500 earnings to surge by 20%As competition in artificial intelligence intensifies, Meta increases executive compensation through stock optionsNanobiotix, whose stock price has surged over 700% in a year, welcomes acquisition catalysts as Johnson & Johnson shows interest$1 Billion Investment! Sandisk Acquires 139 Million Shares of Nanya Technology, Expanding DRAM PresenceAI Doomsday Institution Strikes Again: Fed to "Ignore" Oil Shock, All-In on Interest Rate Cuts Within a YearGold's "Golden Pit": After Recovering the $4,500 Mark, Has the Sell-Off Ended?U.S. Corporate CFOs Optimistic About Economic Outlook, at Least Before the U.S.-Iran Conflict EruptedHonda and Sony's dream of making cars shattered! The Afeela project comes to a sudden halt, and the cost alarm for traditional automakers' electrification rings againBlackRock CEO: If Oil Prices Surge to $150, Global Economy Will Fall into Recession!PDD Q4 Revenue Up 12% YoY, Net Profit Down 11%, Management Announces Full Bet on Supply Chain Investment | Cailian PressAlert Escalates! Goldman Sachs and Moodys Collectively Raise U.S. Economic Contraction Risk, Recession Probability Soars to 48.6%Iran War Shocks $2 Trillion AI Investment; Infrastructure and Hardware Bear the BruntEquity Holdings Exceed 1.2 Trillion Yuan! "Leading Goose" of Life Insurance Discloses Annual Report, Honghu Fund "Officially Announces" Scale Data for the First TimePOP MART (Trans): 2026 'pit stop to refuel and change tires'Singapore stocks extend rally, tracking regional gains; STI up 0.9%Sanhua Intelligent Controls (Trans): 2026 internal net profit growth target at 15%
---Robots "Feed" Hesai: Is Embodied Intelligence the Next Frontier for LiDAR?High Oil Prices Are "Killing Demand": The Shock Erupts from AsiaCOSCO SHIPPING Resumes Booking Services to Six Middle Eastern CountriesKuaishou Technology's fourth-quarter revenue reached RMB 39.57 billion, exceeding the estimate of RMB 38.86 billionNo Options Vesting if Market Cap Under $9 Trillion Within 5 Years! Meta Platforms Unveils Most Aggressive Executive Incentive Plan in HistoryKuaishou Technology's 2025 Revenue and Net Profit Hit New Highs; Kuaishou AI Monthly Revenue Surpasses $20 Million | Earnings InsightsNongfu Spring (Trans): No price hikes planned; still targeting double-digit growth---Ignoring Short-Term Pain, Goldman Sachs Remains Bullish on Xiaomi: AI Poised to Unlock Value, AIoT Provides a Safety NetThe "Apple AI narrative" that investors in the fruit chain have been focusing on has finally reached its climax! The highly anticipated Siri AI may be unveiled in JunePOP MART Earnings Call: 2026 Growth to Be No Less Than 20%, Labubu to Collaborate with World CupGoldman Sachs: Will Private Credit Trigger a New Financial Crisis?Stronger After No Longer "Flying Solo"富国盘点半导体要闻：苹果 (AAPL.US) C1X 实现 “代际飞跃”，英伟达 (NVDA.US) 新机架定价最高 880 万美元Don't just focus on the rebound; the "bottom-fishing army" in the US stock market has quietly slipped awayElon Musk claims that Tesla will launch products that are much cooler than small trucksUnderstanding the Market | BABA-W rose over 5% in the afternoon as DAMO Academy released the next-generation flagship CPU product XuanTie C950Morgan Stanley: The long-term value story of Alibaba-W remains unchanged, maintaining an "Overweight" rating with a target price of HKD 200CPU Shortage Looms! Intel and AMD Prices to Rise 10%-15% Starting March, Delivery Cycles Extend Up to 6 MonthsUnderstanding the Market | MEITUAN surged over 11% in the afternoon, with officials stating that the takeaway battle should come to an endNongfu Spring: From defense to offense, the 'Water Maotai' powers higher!
---Fundamentally Changing Work Practices, Value Creation, and Decision-Making: AI Accelerates Universal DisruptionHong Kong Stock Market Midday Review: Hang Seng Index closes up 0.04%, new consumption concept stocks fluctuate and retreatMicrosoft Leases Texas Data Center Abandoned by Oracle and OpenAI, Partners with NVIDIA on Nuclear Energy AI