Luca Paolini, Chief Strategist at Pictet Asset Management, discusses his investment strategies and outlook for global markets. He speaks with Shery Ahn and Avril Hong on "Bloomberg: The Asia Trade". (Source: Bloomberg)
Luca Paolini, Chief Strategist at Pictet Asset Management, discusses his investment strategies and outlook for global markets. He speaks with Shery Ahn and Avril Hong on "Bloomberg: The Asia Trade". (Source: Bloomberg)
China’s industrial enterprises saw their earnings rise for the first time in three months after producer deflation showed signs of easing. Industrial profits climbed 5.3% last month from a year earlier, compared with a plunge of more than 13% in November, according to data released on Tuesday by the National Bureau of Statistics. Bloomberg Economics had expected a drop of about 11% in December. In...
China’s industrial enterprises saw their earnings rise for the first time in three months after producer deflation showed signs of easing. Industrial profits climbed 5.3% last month from a year earlier, compared with a plunge of more than 13% in November, according to data released on Tuesday by the National Bureau of Statistics. Bloomberg Economics had expected a drop of about 11% in December. Industrial earnings provide a key measure of the financial health of factories, mines and utilities that can affect their investment decisions in the months to come. For the full year, profits rose for the first time since 2021 with a gain of 0.6%. Profit margins have been under pressure as domestic demand sagged despite government efforts to curb excess competition and cut capacity. The world’s second-largest economy lost more momentum last quarter, even as industrial production held up well thanks to booming exports. China’s industry, which is dominated by manufacturing, has suffered from domestic deflation that’s eating away at income and profits. Producer prices have declined every month for more than three years but had their smallest decrease in over a year in December. Deflationary pressures have been present since the end of the pandemic as a consequence of a prolonged slump in housing and weak consumer demand. A glut of production capacity in some industries has also led to oversupply, pushing firms to cut prices to survive. Chinese Rebound in Consumer Prices Masks Deflationary Risk Ahead US and China Flip the Global Script as Capital Flows Reverse China’s Economic Momentum Weakens Despite Meeting 5% Growth Goal Xi’s Export Machine Gets Lift From US Move to Strongarm Allies
Using retirement account money this way isn't a simple decision. Here's what you want to consider. At one time, the prevailing belief was that no one should enter retirement carrying a mortgage. However, times have changed. The percentage of people 65 and older who owe money on their homes has jumped by 13% in just five years. In other words, there's a chance you'll still have a mortgage when it c...
Using retirement account money this way isn't a simple decision. Here's what you want to consider. At one time, the prevailing belief was that no one should enter retirement carrying a mortgage. However, times have changed. The percentage of people 65 and older who owe money on their homes has jumped by 13% in just five years. In other words, there's a chance you'll still have a mortgage when it comes time to retire. Whether you have a retirement plan through work or are self-employed and have a solo 401(k), it can be tempting to use the dollars "just sitting there" to pay off a mortgage. The question then becomes: Should you? Not just sitting there The thing about retirement accounts is that your money is never just sitting there. It's steadily growing thanks to compounding, being used to purchase quality assets at a bargain price, or both. The first thing you must ask yourself is whether you're ahead financially by withdrawing funds from your retirement account. Here are three other questions that will help you take a deeper dive. How much are you earning? Look at your portfolio's performance over the past few years and check its annual growth rate. Let's say your portfolio has grown by 8% annually and you have a mortgage with an APR of 4%. As good as it might feel to own your home outright, do you really want to pull money from an account earning 8% to pay off a 4% mortgage? Would you get hit with a penalty? If you're under the age of 59 1/2 you have to be careful. Typically, withdrawing money from an account like a 401(k) or an individual retirement account (IRA) incurs a 10% penalty. For example, if your mortgage balance is $100,000 and you withdraw $100,000, you'll only receive $90,000. And since the cash withdrawn from a pre-tax retirement plan is taxed at your ordinary tax rate, you can expect a larger-than-usual tax bill. What about your future needs? How much would withdrawing money from your retirement account today impact the amount of money you have to ...
(RTTNews) - The Indonesia stock market on Monday snapped the three-day losing streak in which it had slumped more than 80 points or 0.9 percent. The Jakarta Composite Index now sits just above the 8,975-point plateau and it's expected to open higher again on Tuesday. The global forecast for the Asian markets suggests mild upside ahead of the U.S. rate decision later this week. The European markets...
(RTTNews) - The Indonesia stock market on Monday snapped the three-day losing streak in which it had slumped more than 80 points or 0.9 percent. The Jakarta Composite Index now sits just above the 8,975-point plateau and it's expected to open higher again on Tuesday. The global forecast for the Asian markets suggests mild upside ahead of the U.S. rate decision later this week. The European markets were mixed and little changed and the U.S. bourses were slightly higher and the Asian markets figure to split the difference. The JCI finished slightly higher again on Monday as gains from the resource companies were capped by weakness from the financials and cement stocks. For the day, the index rose 24.32 points or 0.27 percent to finish at 8.975.33 after trading between 8,923.53 and 9,058.05. Among the actives, Bank CIMB Niaga shed 0.54 percent, while Bank Mandiri tumbled 1.60 percent, Bank Danamon Indonesia fell 0.39 percent, Bank Negara Indonesia retreated 1.52 percent, Indocement skidded 1.07 percent, Semen Indonesia declined 1.48 percent, Indofood Sukses Makmur slipped 0.37 percent, Astra International added 0.73 percent, Energi Mega Persada slumped 1.28 percent, Astra Agro Lestari dropped 0.98 percent, Aneka Tambang surged 10.96 percent, Vale Indonesia gained 0.74 percent, Timah soared 3.01 percent, Bumi Resources plummeted 7.78 percent and Bank Central Asia, Bank Rakyat Indonesia, Indosat Ooredoo Hutchison and United Tractors were unchanged. The lead from Wall Street is upbeat as the major averages opened higher on Monday and remained modestly in the green throughout the session. The Dow jumped 313.69 points or 0.64 percent to finish at 49,412.40, while the NASDAQ climbed 100.11 points or 0.43 percent to end at 23,601.36 and the S&P 500 added 34.62 points or 0.50 percent to close at 6,950.23. The strength on Wall Street comes ahead of the Federal Reserve's monetary policy announcement on Wednesday. While the Fed is widely expected to leave interest rates unchanged...
A Chinese mother enrolling her toddler in an Islamic preschool, a move that remains uncommon in Malaysia , has sparked widespread attention and debate on social media. Chan Zhu Er, 31, said she enrolled her three-year-old son, Low Zi Kang, at a Pusat Asuhan Tunas Islam in Chaah, Johor, when she returned to her hometown in November to attend to personal matters. “I brought my son along while my hus...
A Chinese mother enrolling her toddler in an Islamic preschool, a move that remains uncommon in Malaysia , has sparked widespread attention and debate on social media. Chan Zhu Er, 31, said she enrolled her three-year-old son, Low Zi Kang, at a Pusat Asuhan Tunas Islam in Chaah, Johor, when she returned to her hometown in November to attend to personal matters. “I brought my son along while my husband remained in Perak, so I needed temporary childcare support while I handled my commitments,” Chan said. Advertisement “Chaah is a small town with only a handful of preschools and most of them cater to children aged four and above. “After asking around, only this place accepted my son. I also thought it would be good for him to mix with children from different backgrounds and learn Bahasa Malaysia at an early age,” she said. Advertisement Chan began sharing short videos of her son’s preschool journey on social media to document his development. Known affectionately as Kang Kang by his teachers and classmates, the boy is often filmed wearing the green uniform and headgear.
Donald Trump has said he is raising tariffs on South Korean goods including automobiles, lumber and pharmaceuticals, accusing the country of not living up to a trade deal struck last year and sending shares in Korean carmakers tumbling. In a post on social media, the US president said the tariffs paid on South Korean exports into America would rise from 15% to 25% because the “Korean Legislature h...
Donald Trump has said he is raising tariffs on South Korean goods including automobiles, lumber and pharmaceuticals, accusing the country of not living up to a trade deal struck last year and sending shares in Korean carmakers tumbling. In a post on social media, the US president said the tariffs paid on South Korean exports into America would rise from 15% to 25% because the “Korean Legislature hasn’t enacted our Historic Trade Agreement, which is their prerogative”. “South Korea’s Legislature is not living up to its Deal with the United States,” Trump said. The administration has yet to issue formal notices to enact the changes. South Korea’s presidential office said it had not been informed about the tariff hike plans in advance. In a statement on Tuesday, it said the trade minister, Kim Jung-kwan – currently in Canada – would head to Washington for talks on the issue with the US commerce secretary, Howard Lutnick. Trump’s apparent about-face comes months after Washington and Seoul struck a trade and security deal last year, capping a period of tense negotiations. The agreement was finalised after Trump met his South Korean counterpart, Lee Jae Myung, in October, and included investment promises by South Korea alongside tariff cuts by the US. Since then, however, the deal has remained in something of a legal limbo in South Korea. Seoul’s presidential office insisted in November the deal did not require parliamentary approval, arguing it represented a memorandum of understanding rather than a binding legal document. The finance minister, Koo Yun-cheol, said the government would ask parliament for cooperation on the matter on Tuesday afternoon. Under the agreement, Washington would maintain tariffs of up to 15% on South Korean goods including vehicles, car parts and pharmaceuticals. Crucially, the deal’s terms brought US tariffs on South Korean cars down from a 25% level imposed by Trump earlier in 2025. Trump’s latest threat, if enacted, would reverse that. The au...
Intel is struggling to meet demand. Shares of Intel (INTC 5.72%) sank on Monday, finishing down 5.7%. The drop came as the S&P 500 gained 0.5% and the Nasdaq Composite rose 0.4%. The struggling chipmaker's stock is still sliding after its most recent earnings disappointed investors. While the company technically beat fourth-quarter estimates, management warned that "acute internal supply constrain...
Intel is struggling to meet demand. Shares of Intel (INTC 5.72%) sank on Monday, finishing down 5.7%. The drop came as the S&P 500 gained 0.5% and the Nasdaq Composite rose 0.4%. The struggling chipmaker's stock is still sliding after its most recent earnings disappointed investors. While the company technically beat fourth-quarter estimates, management warned that "acute internal supply constraints" will lead to depressed sales and earnings figures in the coming months and set forward targets well short of analyst expectations. The stock dropped nearly 20% on Friday following the company's Q4 release. Expand NASDAQ : INTC Intel Today's Change ( -5.72 %) $ -2.58 Current Price $ 42.49 Key Data Points Market Cap $225B Day's Range $ 42.27 - $ 44.46 52wk Range $ 17.66 - $ 54.60 Volume 149M Avg Vol 100M Gross Margin 34.77 % Intel has a production issue The core issue for Intel right now isn't a lack of demand; instead, the company is struggling to deliver enough product. CFO David Zinsner admitted that the company does not have the capacity to meet current demand. This is a frustrating setback for CEO Lip-Bu Tan's vision, as it suggests that even as Intel's technology improves, its manufacturing efficiency remains a major hurdle. The company is currently operating at near-full capacity but is struggling with yields as it ramps up its most advanced fabrication. While these are serious issues and challenges remain significant for the struggling chipmaker, I think Intel is still a solid pick for long-term investors.
Key Points Intel's Q4 report beat current targets, but its forward guidance came in well below expectations. Intel warned it lacks manufacturing capacity to meet current demand despite operating near full capacity. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) sank on Monday, finishing down 5.7%. The drop came as the S&P 500 gained 0.5% and the Nasdaq Composite rose 0.4%. Th...
Key Points Intel's Q4 report beat current targets, but its forward guidance came in well below expectations. Intel warned it lacks manufacturing capacity to meet current demand despite operating near full capacity. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) sank on Monday, finishing down 5.7%. The drop came as the S&P 500 gained 0.5% and the Nasdaq Composite rose 0.4%. The struggling chipmaker's stock is still sliding after its most recent earnings disappointed investors. While the company technically beat fourth-quarter estimates, management warned that "acute internal supply constraints" will lead to depressed sales and earnings figures in the coming months and set forward targets well short of analyst expectations. The stock dropped nearly 20% on Friday following the company's Q4 release. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Intel has a production issue The core issue for Intel right now isn't a lack of demand; instead, the company is struggling to deliver enough product. CFO David Zinsner admitted that the company does not have the capacity to meet current demand. This is a frustrating setback for CEO Lip-Bu Tan's vision, as it suggests that even as Intel's technology improves, its manufacturing efficiency remains a major hurdle. The company is currently operating at near-full capacity but is struggling with yields as it ramps up its most advanced fabrication. While these are serious issues and challenges remain significant for the struggling chipmaker, I think Intel is still a solid pick for long-term investors. Should you buy stock in Intel right now? Before you buy stock in Intel, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Intel wasn’t one of them. The 10 stocks that made the cut could produce monster r...
At Seah Im Food Centre in southern Singapore , Nur’Ain Zainuddin is constantly on the lookout. Other than serving customers, the owner of hawker chain Aspirasi Chicken Rice has to make sure no uninvited visitors enter the stall. “The birds like to pick up leftovers on tables and at the tray returning station, and even enter our stall sometimes. It’s concerning because we don’t know if they carry a...
At Seah Im Food Centre in southern Singapore , Nur’Ain Zainuddin is constantly on the lookout. Other than serving customers, the owner of hawker chain Aspirasi Chicken Rice has to make sure no uninvited visitors enter the stall. “The birds like to pick up leftovers on tables and at the tray returning station, and even enter our stall sometimes. It’s concerning because we don’t know if they carry any viruses,” Nur’Ain said. This concern is not hers alone. Singapore received more than 24,000 reports related to birds last year, most of which concerned bird feeding and sightings, the National Parks Board (NParks) told This Week in Asia. Advertisement Wildlife has become ubiquitous in Singapore’s urban landscape, but reported numbers suggest there is still a considerable way to go in achieving a harmonious coexistence between humans and animals. About 11,800 wildlife-related reports were made last year, most of which were of sightings. Snakes, macaques and bats made up the bulk of these reports, according to NParks. Advertisement Urban birds have often made headlines as the receiving end of frustration due to bird droppings, attacks and hygiene concerns.
As demand grows for privacy-first enterprise AI that can run without sending sensitive data to the cloud, SpotDraft has raised $8 million from Qualcomm Ventures in a strategic Series B extension to scale its on-device contract review tech for regulated legal workflows. The extension values SpotDraft at around $380 million, the startup told TechCrunch, nearly double its $190 million post-money valu...
As demand grows for privacy-first enterprise AI that can run without sending sensitive data to the cloud, SpotDraft has raised $8 million from Qualcomm Ventures in a strategic Series B extension to scale its on-device contract review tech for regulated legal workflows. The extension values SpotDraft at around $380 million, the startup told TechCrunch, nearly double its $190 million post-money valuation following its $56 million Series B in February of last year. Across regulated sectors, enterprises have moved quickly to test generative AI, but privacy, security, and data governance concerns continue to slow adoption for sensitive workflows — especially in legal, where contracts can include privileged information, intellectual property, pricing, and deal terms. Industry research has consistently flagged data security and privacy as key barriers to wider GenAI deployment in professional services, pushing vendors like SpotDraft to pursue architectures that keep core contract intelligence on the user’s device rather than routing it through the cloud. At Qualcomm’s Snapdragon Summit 2025, SpotDraft demonstrated its VerifAI workflow running end-to-end on Snapdragon X Elite-powered laptops, executing contract review and edits offline while keeping the document on the local machine. SpotDraft said internet connectivity is still required for login, licensing, and collaboration features, but contract review, risk scoring, and redlining can run fully offline without sending documents to the cloud. SpotDraft sees legal as an early proving ground for on-device enterprise AI, arguing that sensitive contracts often cannot be routed through external cloud models due to privacy, security, and compliance constraints. “The future of how enterprise AI is going to be — right now, there’s got to be AI that is close to the document, which is privacy critical, latency sensitive, [and] legally sensitive, and those are the things that will move on device,” said Shashank Bijapur (pictured ab...
People around the world now spend hours a day on their smartphones. On average, daily smartphone use exceeds three hours, and for many adults, total screen time climbs to six hours or more, according to research. This constant close-up screen exposure has been linked to a growing list of eye-health issues, including dry and irritated eyes, eye fatigue, blurred vision, headaches, and the worsening ...
People around the world now spend hours a day on their smartphones. On average, daily smartphone use exceeds three hours, and for many adults, total screen time climbs to six hours or more, according to research. This constant close-up screen exposure has been linked to a growing list of eye-health issues, including dry and irritated eyes, eye fatigue, blurred vision, headaches, and the worsening of nearsightedness, per reports. Edenlux, a South Korea–headquartered startup, has developed technology to address eye and ear health issues caused by screen-heavy digital lifestyles. The company’s mission is personal. Edenlux founder and CEO Sungyong Park knows first-hand what it feels like to lose control of your eyesight. While serving as a military physician, Park received a muscle relaxant injection for severe neck stiffness. It triggered a rare side effect: temporary paralysis of the eye muscles responsible for focusing. Doctors told him there was little to do but wait. Park didn’t wait. He imported specialized ophthalmic equipment and began retraining his eye muscles himself. Over time, his vision gradually returned. That experience reshaped his understanding of eye health, leading Park, a medical doctor turned entrepreneur, to develop technology to help people protect and restore their vision in a screen-heavy world. Now, Edenlux is preparing to launch its second wellness device, Eyeary, a daily visual recovery tool aimed at the U.S. market, with a planned Indiegogo launch around the end of March. Unlike medical devices, Edenlux’s products fall under the FDA’s wellness category, allowing them to be described for vision training and general eye health. (The company opted to launch on Indiegogo rather than seek investor funding, Park said, citing sufficient cash reserves to support operations for several years.) The company’s first product, Otus, launched in 2022 in South Korea, Singapore, Japan, and Taiwan. The bulky, VR-style device uses lenses to contract and relax...
As demand grows for privacy-first enterprise AI that can run without sending sensitive data to the cloud, SpotDraft has raised $8 million from Qualcomm Ventures in a strategic Series B extension to scale its on-device contract review tech for regulated legal workflows. The extension values SpotDraft at around $380 million, the startup told TechCrunch, nearly double its $190 million post-money valu...
As demand grows for privacy-first enterprise AI that can run without sending sensitive data to the cloud, SpotDraft has raised $8 million from Qualcomm Ventures in a strategic Series B extension to scale its on-device contract review tech for regulated legal workflows. The extension values SpotDraft at around $380 million, the startup told TechCrunch, nearly double its $190 million post-money valuation following its $56 million Series B in February of last year. Across regulated sectors, enterprises have moved quickly to test generative AI, but privacy, security, and data governance concerns continue to slow adoption for sensitive workflows — especially in legal, where contracts can include privileged information, intellectual property, pricing, and deal terms. Industry research has consistently flagged data security and privacy as key barriers to wider GenAI deployment in professional services, pushing vendors like SpotDraft to pursue architectures that keep core contract intelligence on the user’s device rather than routing it through the cloud. At Qualcomm’s Snapdragon Summit 2025, SpotDraft demonstrated its VerifAI workflow running end-to-end on Snapdragon X Elite-powered laptops, executing contract review and edits offline while keeping the document on the local machine. SpotDraft said internet connectivity is still required for login, licensing, and collaboration features, but contract review, risk scoring, and redlining can run fully offline without sending documents to the cloud. SpotDraft sees legal as an early proving ground for on-device enterprise AI, arguing that sensitive contracts often cannot be routed through external cloud models due to privacy, security, and compliance constraints. “The future of how enterprise AI is going to be — right now, there’s got to be AI that is close to the document, which is privacy critical, latency sensitive, [and] legally sensitive, and those are the things that will move on device,” said Shashank Bijapur (pictured ab...
Republican On Health Committee Sells UNH Weeks Before Stock Tanks On Lower Payout Rates Shares of major health insurers - including UnitedHealth Group and CVS Health dropped like a rock on Monday following a Wall Street Journal report that the Centers for Medicare and Medicaid Services (CMS) plan to increase payments to insurance companies by just 0.09% on average next year - falling far short of ...
Republican On Health Committee Sells UNH Weeks Before Stock Tanks On Lower Payout Rates Shares of major health insurers - including UnitedHealth Group and CVS Health dropped like a rock on Monday following a Wall Street Journal report that the Centers for Medicare and Medicaid Services (CMS) plan to increase payments to insurance companies by just 0.09% on average next year - falling far short of analyst expectations of a 4% increase . For reference, insurers received a 5.06% increase for this year. UnitedHealth Group (UNH) And while retail investors and other plebes are getting their mustaches punched off, Rep. Kevin Hern (R-OK), who sits on the House Subcommittee on Health (which works hand-in-glove with CMS on Medicare payment policy), had the amazing fortune to have sold his entire position in UnitedHealth on Dec. 23, valued between $250,000 and $500,000. The House Ways and Means Subcommittee on Health is the House's primary lawmaking body for federal health-care financing policy. In practice, it decides how the federal government pays for health care , who is eligible, and under what rules. One of its primary roles is oversight and legislation related to Medicare - governing payment policies for Medicare Parts A, B, C (Medicare Advantage), and D, including reimbursement rates for hospitals, physicians, insurers, and prescription drug plans. To be clear, CMS proposes the annual rate proposals, while the House Ways and Means Committee and its Subcommittee on Health sets policy surrounding this. What typically happens is; Senior CMS and HHS officials brief key committee staff (especially Ways and Means and Senate Finance) shortly before release. These are staff-level or leadership-level heads-ups, not public meetings. The purpose is political and institutional management, not authorization. CMS would have likely briefed political leadership just before holiday recess so members aren't blindsided in January - particularly members of Ways & Means. UNITEDHEALTH SINKS...
Key Points Demand for AI chips is surging and is expected to continue rising through the remainder of the decade. Hyperscalers are focused on procuring memory and storage chips in addition to general purpose GPUs. Micron Technology has benefitted from surging demand for memory chips, yet the stock trades at a steep discount. 10 stocks we like better than Micron Technology › Wall Street's obsession...
Key Points Demand for AI chips is surging and is expected to continue rising through the remainder of the decade. Hyperscalers are focused on procuring memory and storage chips in addition to general purpose GPUs. Micron Technology has benefitted from surging demand for memory chips, yet the stock trades at a steep discount. 10 stocks we like better than Micron Technology › Wall Street's obsession with artificial intelligence (AI) stocks has helped fuel a historic bull market over the last few years. Megacap technology stocks in particular have witnessed pronounced valuation expansion throughout the AI revolution, which has contributed to some frothiness in the major indices. As growth stocks roar higher, it's becoming more challenging to find a good deal in the market. I've found one AI stock that stands out from the pack in this regard, though. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Last year, shares of Micron Technology (NASDAQ: MU) nearly tripled. This performance only adds to the company's illustrious shareholder returns. Since its initial public offering (IPO) in 1984, Micron stock has gained about 28,700%. While it may appear that Micron is turning into the market's next momentum stock, I think its rally has only just begun. Let's dig into what makes Micron such an integral piece of the AI ecosystem and analyze why the stock could be about to go parabolic. Image source: Micron Technology. What does Micron do and why is it important for AI development? When it comes to semiconductor stocks, smart investors understand that not all chips serve the same purpose. Nvidia and Advanced Micro Devices design graphics processing units (GPUs) -- the hardware on which generative AI models like ChatGPT are trained. By contrast, Broadcom helps the hyperscalers build custom silicon for specific workloads. Micron operates in a completely different pocket of the chip landscape. The ...
The news began to spread through the Sundance film festival on Saturday morning, as people emerged from early screenings or long nights out at the bars on Main Street. “If you all have not heard what’s going on in Minnesota this morning, someone else was murdered by ICE,” director Ava DuVernay told the audience at a panel on freedom of expression, referring to the shooting that morning of Alex Pre...
The news began to spread through the Sundance film festival on Saturday morning, as people emerged from early screenings or long nights out at the bars on Main Street. “If you all have not heard what’s going on in Minnesota this morning, someone else was murdered by ICE,” director Ava DuVernay told the audience at a panel on freedom of expression, referring to the shooting that morning of Alex Pretti, a 37-year-old ICU nurse, by Immigration and Customs Enforcements (ICE) agents in Minneapolis. By afternoon, many attendees of the independent film festival in Park City, Utah, had seen the footage of Pretti’s murder, the contradictory statements from federal officials and the protests sweeping Minneapolis, the midwestern city roiled by the Trump administration’s deployment of 3,000 federal agents as part of its crackdown on immigration. Some had seen the tweet from Florida congressman Maxwell Alejandro Frost, the first Afro-Cuban and first gen Zer to be elected to Congress, revealing that he was the person punched in the face on Friday evening at a Main Street industry party, by a white man who said Donald Trump would deport him. The outrage was palpable, but the response, at a traditionally progressive festival known for its innovative films and politically challenging documentaries, was relatively muddled. While some actors and industry figures wore “ICE Out” and “Be Good” pins – a reference to the shooting of Renee Good, a 37-year-old mother of three, by ICE agents in Minneapolis on 7 January – many of the premieres, parties and brand-sponsored lounges remained chipper, apolitical zones. A cognitive dissonance has loomed over the early days of the jam-packed festival – the final edition in red-state Utah before it relocates to Boulder, Colorado next year – as busy attendees struggled to celebrate achievements in independent film while acknowledging the horror seen on their cellphones. “We’re all here getting to celebrate something really beautiful and hopeful in fil...
导读： ①有色贵金属板块再度走强，多重利好推动行情延续，但需警惕内部分化；②互联网巨头加码 AI 入口红包激励，腾讯、百度先后推出亿元级活动，有望加速 AI C 端渗透，相关应用及算力硬件方向迎机遇；③商业航天昨日再度走弱，但板块与短线情绪高度相关，今日需关注资金回流修复情况。 昨日市场放量分化，最终三大指数集体小幅收跌，盘面风格发生了明显的变化，大市值权重相对逆市，而随着短线炒作情绪再度回落，前...
导读： ①有色贵金属板块再度走强，多重利好推动行情延续，但需警惕内部分化；②互联网巨头加码 AI 入口红包激励，腾讯、百度先后推出亿元级活动，有望加速 AI C 端渗透，相关应用及算力硬件方向迎机遇；③商业航天昨日再度走弱，但板块与短线情绪高度相关，今日需关注资金回流修复情况。 昨日市场放量分化，最终三大指数集体小幅收跌，盘面风格发生了明显的变化，大市值权重相对逆市，而随着短线炒作情绪再度回落，前期热点题材方向同样陷入调整。总体而言，目前市场仍以震荡为主，把握结构性行情或是关键。 有色、贵金属方向昨日再度走强，10余只成分股涨停，其中白银有色5连板、四川黄金8天4板。美联储宽松货币政策的预期，全球央行购金潮的持续涌动以及全球地缘政治不确定性共同推动本轮贵金属行情的延续。不过需注意的是，短线的波动明显加剧，国际金、银价在昨日晚间一度出现了较大幅度的回调。而回到A股市场相关概念股更多仍是以震荡向上的趋势行情为主，故在单日集中爆发后，需留意板块内部再度分化的可能，后续或留意短线节奏。 AI应用方向，国内互联网巨头对于AI入口进行红包激励、。在昨日召开的腾讯年会上，腾讯董事会主席马化腾提及AI应用元宝即将展开的春节分10亿元现金活动，表示希望重现当年微信红包的盛况。此外昨日百度文心也表示，自1月26日持续至3月12日，投放5亿元现金红包，同样设定了万元大奖上限。市场分析人士认为，或将加速C端应用的渗透普及，AI Agent、多模态等环节将随着C端流量的爆发而直接受益，此外硬件方向也有望再度活跃，如数据中心、算力租赁等也同样有望展开局部行情。 商业航天方向再度走弱，中国卫星、中国卫通、航天电子等个股跌停，信维通信、天银机电、超捷股份等前期相对强势的个股同样跌幅居前。从近期市场来，商业航天的强弱与短线情绪具有强相关性，在昨日集体回调修正后，能快速获得资金回流修复仍是今日盘面所需关注的重点。