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``` 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

``` Although NetEase's fourth quarter performance was weak and below market expectations, JPMorgan believes the company's actual operating performance is much better than what the headline figures suggest. NetEase announced its 2025 fourth quarter financial report, with revenue up only 3% year-on-year and net profit down 27%

``` Micron executives made optimistic remarks about the competitiveness of the next-generation high-bandwidth memory chips at an industry conference, alleviating market concerns over its lag in the HBM4 field compared to competitors. Combined with Wall Street analysts raising target prices, this has driven overall strength in the memory chip sector. Overnight,

``` On February 12, A-shares fluctuated and rose, with the ChiNext Index rising more than 1% in the morning session, thanks to a significant boost from computing power hardware stocks such as CPOs and optical chips. "Easy Zhongtian" rebounded significantly, with TFC Communication up over 10%. AI application concept

2026’s Spring Festival is no longer just a carnival of consumer spending, but has transformed into a race of speed and passion among China’s AI giants vying for supremacy on mobile platforms. According to Chase Wind Trading Desk, JPMorgan Chase noted in its latest February 11 research report

``` Alphabet’s autonomous driving company Waymo will achieve over 1 million weekly paid robotaxi rides in the US market by the end of 2026, marking a new phase in the commercialization of autonomous driving. Co-CEO Tekedra Mawakana said in a Bloomberg TV interview on Wednesday that this is an “inflection