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``` Hong Kong AI concept stocks collectively surged on February 12, driven by the intensive release of domestic large language models during the Spring Festival period, which boosted the overall strength of related sectors. Zhipu rose over 40% after the company announced an increase in its AI programming subscription package prices

Generative video models are accelerating their entry into mainstream products and enterprise toolchains. After ByteDance released its video creation model Seedance 2.0, it rapidly gained popularity overseas. Elon Musk commented "It's happening fast" on X about related content, further amplifying market attention towards the leap

``` At the beginning of the year, this wave of multimodal updates came fast: On January 31, Kuaishou pushed Kling to 3.0, on February 7 ByteDance released Seedance 2.0, and on February 10, ByteDance's Seedream 5.0 and Alibaba's Qwen-Image-2.0 further enhanced the "

Indian software exporters are facing a market confidence crisis triggered by artificial intelligence. On Thursday, Indian IT stocks plunged more than 4% to a four-month low, as persistent concerns about AI disruption, combined with strong U.S. employment data weakening rate cut expectations, have put this pillar industry—which has

``` The narrative of global assets may shift from "technology standing out alone" to "industrial and credit expansion". According to Wind Trader Desk, Bank of America’s RIC team, in its latest report, overlays a set of public data with proprietary high-frequency indicators and concludes: manufacturing orders,

Japanese super-long government bonds continued to strengthen after the election. Sanae Takaichi’s cautious stance on the food consumption tax reduction plan eased investors' concerns about fiscal policy and pushed yields further down. According to Bloomberg, the 40-year Japanese government bond yield dropped by 10 basis points, while the