HK, US stocks top stories
US STOCKS-S&P 500, Nasdaq dip with economic data, earnings in focusGLOBAL MARKETS-Stocks mixed but world index hits record high; Treasury yields fallNarratives crack and sentiment wobbles? SPOT remains the nimble, high‑quality play.SMIC: Doubling Down in a Downcycle — The Last Hope for Homegrown AI Chips?"The AI War" cannot afford to lose! What does it mean for the market if the US stock market's Mag 7 burns its cash flow into negative this year?Federal Reserve: U.S. consumer debt default rate soars to the highest level in nearly a decadeRobinhood's fourth-quarter profit fell by 34%, with sluggish cryptocurrency dragging down revenue, dropping over 6% in after-hours trading | Earnings Report InsightsSilver "needs time"Signals from the central bank's fourth-quarter monetary policy report: The probability of a short-term interest rate cut is relatively lowThis Wall Street investment bank warns: Yen arbitrage trading is a "time bomb"U.S. retail investors are bottom-fishing software stocksRecord number of new users, profit growth of 200%! "Online music giant" Spotify "successfully raised prices"Asian stock markets rose broadly, with "high market trading" leading to new highs in the stock market, while gold and silver fell, and the US dollar stabilized as the RMB strengthenedReminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve two voting members: Support keeping interest rates unchanged unless the U.S. labor market shows substantial weaknessAI panic "infection": New tools scare wealth management stocks, Charles Schwab drops over 9% during tradingParamount is still not giving up, improving its hostile takeover proposal, and promising to pay Warner a breakup fee of $2.8 billion