ABNB: Solid results, but now a cyclical?
---Unity (Trans): Vector up 70% YoY in Jan.LLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News RecapAPP (Trans): Highly confident vs. Meta
---APP: Haunted by 'ghost stories'—even strong results can't hold?
---SHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through paymentsSHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane?
---NTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedNTES: The 'Pig Farm' Must Still Tough It Out---HOOD: Stock Halved? Let Earnings Speak, Other Notes
---MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News RecapHOOD: What's Left After the Frenzy?SMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3KO (Trans): Will Deepen End-to-End DigitalizationSPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement
---KO: Betting on AI — Is the 'happy soda' playing a long game?---Narratives crack and sentiment wobbles? SPOT remains the nimble, high‑quality play.SMIC: Doubling Down in a Downcycle — The Last Hope for Homegrown AI Chips?ByteDance AI Actions Boost Market; Google Issues 100-Year Gilt Bond | Daily News Recap