HK, US stocks top stories
CME has lowered the initial margin for its COMEX 100 gold futures from 9% to 7%. The initial margin for COMEX 5000 silver futures has been reduced from 18% to 14%European debt "darkest hour": War cuts off interest rate cut path, German bond yields record largest weekly increase in a yearBILI (Trans): Will reinvest part of incremental profits in AI this yearJD (Trans): Appliance sales to improve in 1H26
---Risk appetite reignites, Japanese and South Korean stock markets rebound sharply, with the Korea Composite Stock Price Index soaring 12% triggering a circuit breaker, Samsung Electronics rising 13%, and SK Hynix increasing by 15%JD: State subsidies fade; still bleeding on all fronts?---BILI: Ads holding up; the platform is in a tough patch---JD.com Q4 conference call: Delivery investment will be lower than last year, and the usage of the Yanxi large model has surged a hundredfoldSpot gold briefly fell by about $70, with reports that the Polish central bank intends to sell gold reserves to fund defense plansGoldman Sachs comments on Broadcom's earnings report: Concerns over gross margin lifted, explosive guidance implies significant upward revision of performance!JD.com CEO Xu Ran: This year's investment in delivery is lower than last yearHong Hao: The market in 2026 will be very unusual, and the commodity market will continuePower consumption plummets by 95%, breaking the dilemma of light and copper trade-offs... Will Micro LED CPO be the ultimate solution?The oil hoarding wave rises, prices soar, and fuel supply in Asia is under pressureLei Jun talks again about the surge in memory prices: The mobile phone business is under great pressureBYD's Wang Chuanfu: The second-generation blade battery charges fully in 9 minutesMiddle East conflict threatens, South Korea warns: Chip supply chain faces "disruption" risk!