HK, US stocks top stories
U.S. stocks face volatility risks, Meta's AI collaboration and the situation in the Middle East exacerbate uncertaintyLeapmotor (4Q25 Trans): 2026 sales target unchanged at 1mn units
---Leapmotor: Can its overseas blockbuster model really hit 1 mn units and 'lead' China's new EV upstarts?
---The U.S. government requests the judge to reconsider the decision to revoke the subpoena against PowellEuropean car manufacturers begin to "embrace China": Under pressure from technology and costs, Stellantis and Mercedes-Benz are seeking cooperation with Chinese car companiesElon Musk's xAI is recruiting bankers on a large scale, planning to train Grok as a "top investment banking analyst."Tesla's "Cybercab" name faces obstacles: the opponent is actually a French beverage companyBEKE (Trans): Neutral on 2026 property mkt; pivoting from scale to efficiencyBank of America stated that the market may underestimate the impact of the Middle East war, and global economic risks may intensifyBEKE: Slide Looks Bottomless. Can Policy Put a Floor?
---NVIDIA's stock price rises ahead of major AI conferenceThe 15% drop in NVIDIA's stock price masks a historic buy signalThe drop in oil prices drives a rebound in U.S. Treasuries, but high energy costs still suppress market rate cut expectationsSUNSHINE INS 2025 Financial Report Overview: Multiple Core Indicators Growth, Life Insurance New Business Value Increased by 48%Valuation of $10 billion! OpenAI accelerates the enterprise market, plans to partner with TPG, Bain, and other PE giants to establish a joint ventureGoldman Sachs traders warn: The market adjustment is not at its endpoint, and CTA strategies still have nearly $100 billion in selling pressure to be released in the coming monthInformed sources: OpenAI appoints former Intel executive to oversee the Stargate computing projectWedbush: NVIDIA's GTC conference may release a "very optimistic" signal, and the $4 trillion AI market opportunity will be boostedIndonesia plans to impose a "windfall tax" on commodities, facing a test of its deficit red line against oil pricesMeta pre-market up 3% plans to cut jobs to offset AI expensesAccording to reports, Meta will collaborate with Nebius on AI over the next five years, with expenditures of up to $27 billion