HK, US stocks top stories
BHP's profits soared by 30%, with copper business surpassing iron ore for the first time as the largest source of profit“Long energy + Short consumer discretionary” – The pairing trade combination that is currently popular on Wall Street"The Big Short" predicts another "DeepSeek Impact"The most bearish outlook on the dollar in a decade! Institutions flock to hedge dollar positionsU.S. stock market closed, tech stocks dragged down European stock rebound, gold lost "Chinese momentum" and fell below $5,000, and the RMB rose above 6.89February 17th External Headlines: US stock market closed; Apple Podcasts launches new video feature; Product launch event on March 4th; SpaceX to participate in autonomous drone competitionGoldman Sachs says hedge funds' buying of Asian stocks reaches the highest level in a decadeApple will hold a product launch event on March 4th, and a new Mac is about to debutDialogue with Jiang Zheyuan, founder of Songyan Power: From appearing on the Spring Festival Gala to "seeking scale"Trump's trade advisor: The government may force data center builders like Meta to "internalize" costsAlibaba releases Qianwen 3.5, performance comparable to Gemini 3, Token price only 1/18 of itMorgan Stanley: AI is a capital expenditure black hole, with risks spreading to the credit marketThe Year of the Snake concludes with Hong Kong stocks rising, the non-ferrous sector surging, MINIMAX-WP skyrocketing by 24%, and KNOWLEDGE ATLAS increasing by 4.74%, both reaching new highsReturning to growth but still weak, Japan's Q4 GDP for 2025 annualized quarterly rate is 0.2%, below expectations, supported by expansionary fiscal policy