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``` While the market cheers nearly a 20% rise in the Korean stock market this year, HSBC has issued a warning: extremely crowded consensus trades are brewing significant risks. On February 6, Herald van der Linde, Head of Equity Strategy for Asia Pacific at HSBC, stated in a report that the

``` “I looked up and unexpectedly saw Mr. Ma.” On the evening of February 4, an Alibaba employee posted on Xiaohongshu, sharing a candid photo in which Jack Ma, accompanied by Alibaba partner Shao Xiaofeng, visited the Qianwen project team’s office area. This inspection came just before Qianwen launched its

``` On February 5, 2026, Barclays’ derivatives strategy team released a report warning that the sharp decline in the software sector is transmitting risk to the private credit market through Business Development Companies (BDCs). According to Chasing Wind Trading Desk, the report points out that BDCs—investment vehicles in the US

Amazon's AWS business drove better-than-expected Q4 results, but the Q1 operating profit guidance is relatively weak, combined with a capital expenditure plan of up to $200 billion for 2026, shifting market focus from growth to the sustainability of profits and free cash flow. The company’s Q4 net

UBS announced a substantial upward revision of its lithium price forecasts, with a maximum increase of 74%, and expects global lithium demand to double from 2025 to 3.4 million tons by 2030. This marks the third lithium price supercycle following two previous cycles in the market. According to news

``` U.S. Senator Josh Hawley is pushing a new bill that would require data centers to supply their own electricity when building new high-energy facilities, fundamentally blocking the transfer of rising corporate power costs to consumers and protecting ordinary households from skyrocketing electricity prices. According to Axios, this legislative initiative