GMT EIGHT - OPPORTUNITIES IN CHINA

New stock news | Restaurant and bar "COMMUNE Wizard" filed with the Hong Kong Stock Exchange.

Extreme Material Thinking Co., Ltd. (COMMUNE Illusionist) has submitted an application for listing on the main board of the Hong Kong Stock Exchange, with China International Capital Corporation and Bank of China International as its joint sponsors.

Risk sentiment continues to "boil" in the first week of the new year, with no signs of cooling down in Wall Street's cross-asset frenzy.

The first full trading week of 2026, Wall Street's risk appetite is boiling once again. There is a synchronized rally across various asset classes, from mystery stock, high-yield bonds to small-cap stocks, with no signs of slowing down.

The U.S. Supreme Court did not make a ruling on the Trump tariff case on Friday. The market is watching whether the results will be announced next Wednesday.

The Supreme Court of the United States will welcome the latest "decision release day" next Wednesday, and the court did not make a ruling on the highly anticipated Trump tariff case on Friday.

The unexpected drop in the US unemployment rate has shaken short-term easing expectations, causing US bond yields to rise across the board. Traders are still pricing in two interest rate cuts this year.

After the US unemployment rate in December fell more than market expectations, US Treasury bonds fell across the board on Friday, with traders nearly completely wiping out their bets on the Federal Reserve cutting interest rates later this month.

December non-farm payrolls will be released tonight: employment is expected to increase by a modest 73,000, and "year of stability" may become the main theme of 2026.

The US labor market is expected to show a moderate improvement in December, bringing a little warmth to the new year, but overall momentum remains insufficient.

Index rebalancing triggers selling pressure, silver falls for the second consecutive day, and gold stabilizes.

As the annual rebalancing of the commodity index approaches, silver has sharply declined for the second consecutive trading day.

Kyuoko's stock price soared 38% in two days! Funds flock to undervalued pharmaceutical companies in Japan, betting on the wave of privatization.

Kyukou Pharmaceutical Co., Ltd.'s plan to privatize with a total investment of 457 billion yen is seen as a typical example of Japanese pharmaceutical companies fleeing the public market. Due to strict scrutiny from short-term investors and government-mandated price reductions, pharmaceutical companies are choosing to delist to seek greater management flexibility, cut costs, reshape product portfolios, and actively engage in long-term investments.

Pre-market report on A-shares | Eight ministries jointly issued a document! Concerning "AI + Manufacturing" Lithium battery industry welcomes another major move to combat overcapacity.

The Ministry of Industry and Information Technology and other eight departments issued the "Implementation Opinions on Special Action for 'Artificial Intelligence + Manufacturing'", which pointed out that by 2027, China will achieve safe and reliable supply of key core technologies in artificial intelligence.

Global bond market kicks off the year with a bang! $245 billion in financing sets a new record high.

The global bond market kicked off 2026 with the most booming market in history, as all types of borrowers are seizing the opportunity to take advantage of investors' insatiable demand for risky assets.

XTALPI (02228) plans to issue zero-coupon convertible bonds with a principal amount of HK$2.866 billion due in 2027.

Jingtai Holdings (02228) announced that on January 7, 2026 (after trading hours), the company has signed a subscription agreement with an agent. According to this agreement, the company has agreed to issue a total principal amount of HK$2.866 billion zero-coupon convertible bonds due in 2027. The agent has individually (not jointly) agreed to subscribe and pay, or cause the subscribers to subscribe and pay for the bonds, subject to certain conditions as set out in the subscription agreement. Assuming that all bonds are converted at an initial conversion price of HK$13.85 per share, the bonds will be converted into approximately 207 million shares.

GCL NEWENERGY (00451) plans to issue 186.5 million subscription shares to collaborate with Pharos to accelerate the integration of Web3 and the new energy industry.

Xinjiang Goldwind Science & Technology Co., Ltd. (00451) announced that on January 7, 2026, the company entered into a subscription and investment agreement with the subscriber (Pharos). The company intends to issue 186.5 million subscription shares to the subscriber at a price of 1.033 Hong Kong dollars per share; as consideration for the subscription, the company agrees to make certain commitments, and the subscriber agrees to accept the investment.

Trump plans to ban institutional investors from purchasing single-family homes. Related sector stocks are hit hard.

President Trump announced on social media that he plans to take measures to ban large institutional investors from buying single-family homes and will urge Congress to pass legislation on this matter.

US Stock Market Move | Intel Corporation (INTC.US) surged more than 10%, executives say this year will be a strategic turning point for the company.

On Wednesday, Intel (INTC.US) rose more than 10%, marking the largest intraday increase since September 18th of last year, currently trading at $43.71.

2nm chip manufacturing process war upgrades! Qualcomm (QCOM.US) returns to Samsung from single reliance on Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, shifting towards dual foundry chain.

18A is showing its strength at CES, with 2nm orders being snatched up: Intel is catching up, Samsung is counterattacking, and TSMC is holding its ground, as advanced processes enter into a "close-range battle".

AI computing power and storage demand explode, chip capacity expansion kicks off! Semiconductor equipment welcomes a new bull market.

ASML stock price hits a new high, Lam leads the way! The market is betting on further expansion of semiconductor equipment spending in 2026, and the arms race in AI wafer fab is escalating.

"AI entrance into the post-intelligent era" explodes in sales! Meta (META.US) smart glasses in high demand in the United States, urgently halts global expansion plans.

After emphasizing the strong demand in the American market, Meta has delayed the international market expansion process of Ray-Ban Display AI smart glasses.

Goldman Sachs is bullish on the Chinese stock market in 2026: It is expected that the MSCI China Index will rise by 20%, and the Shanghai and Shenzhen 300 Index will reach 5200 points.

Goldman Sachs predicts that with the support of artificial intelligence and policy measures, the benchmark index of the Chinese stock market will continue to rise further in 2026.

China Federation of Logistics and Purchasing: The global manufacturing PMI in December 2025 was 49.5%, a slight decrease of 0.1 percentage points compared to the previous month.

The China Federation of Logistics and Purchasing announced that the global manufacturing Purchasing Managers' Index (PMI) was 49.5% in December 2025, a slight decrease of 0.1 percentage points from the previous month, marking the tenth consecutive month of operation within the range of 49%-50%.

Wall Street's expectations were too conservative? NVIDIA Corporation (NVDA.US) CFO stated that revenue will "definitely" exceed previous guidance: over $50 billion!

Nvidia said that its revenue guidance will be more optimistic.

New stock news | Dexin Biosciences re-files with Hong Kong Stock Exchange once again, focusing on the development of medical imaging products and services as medical equipment.

According to the prospectus, Desheng Biotech is a medical device company focusing on developing medical imaging products and services.

Tesla, Inc. (TSLA.US) CEO Musk's xAI has recently raised $20 billion, with a company valuation estimated to reach $230 billion.

Tesla CEO Musk's artificial intelligence company xAI announced that it has raised a total of 20 billion dollars in the latest round of funding.

US Stock Market Move | Online car-hailing stocks rise, Uber Technologies, Inc. (UBER.US) is up over 5.6%

US ride-hailing stocks rise as Nvidia announces autonomous driving technology platform.

Morgan Stanley: The market undervalues the bull market in US stocks, and six catalysts will ignite risk appetite.

The S&P 500 index at 7800 points is "on its way": Six major catalysts are resonating, with the biggest surprise in 2026 possibly being the "multiple expansion of median valuations".

From NVIDIA Rubin leading the "AI Factory Era" to AMD's MI500 "Thousandfold Roadmap": the "AI Bull Market Narrative" continues to dominate the stock market.

Huang Renxun and Su Zifeng concentrated on releasing a heavy signal at CES, indicating that "AI computing resources are still scarce, platform-level computing system iterations are accelerating, and the AI capital expenditure cycle is far from over", and counteracting market concerns about "AI hype peaking/bubble about to burst" with a product roadmap.

A-share market opening express | Three major stock indexes open with mixed gains and losses, brain-computer interface and other sectors strengthen

On the market, the brain-computer interface, lithium mining, and humanoid robot sectors are among the top gainers, while the communication equipment, commercial aerospace, and military industries sectors are among the top losers.

AI and Siasun Robot & Automation have grand dreams, but the reality is harsh for electric cars: Tesla, Inc. (TSLA.US) has seen two consecutive years of decline in the Chinese market.

Tesla's shipments from its factory in China decreased by 7% last year, indicating that the electric car manufacturer is gradually losing its edge in the Chinese market. Despite a slight rebound in December, demand significantly slowed down throughout the year and resulted in a decrease in shipments from Tesla's Chinese factory in 2025.

AI server orders explode! Foxconn takes advantage of AI infrastructure boom, Q4 revenue increases by 22%, reaching a historic high.

Foxconn's fourth-quarter revenue surged 22% to NT$260.28 billion, reaching a historic high, mainly driven by the incredibly strong demand for artificial intelligence computing power.

European stock market outlook for 2026: institutions are bullish on further upside potential, optimistic about banks, renewable energy, and German stimulus beneficiaries.

After experiencing its best year since 2021, analysts and strategists predict that European stocks still have further room to rise in 2026.

Under the tide of AI boom, Asian technology stocks lead the way, and emerging market indices are gaining momentum to challenge historical highs.

Emerging market stocks are expected to reach historic highs due to optimism in technology.

MARKETINGFORCE (02556) plans to repurchase company shares in the open market.

Mingcheng Property Management Limited (02556) announced that the Board of Directors intends to repurchase company shares on the open market from the date of this announcement until the expiration of the authorized repurchase period. The company will use existing available cash reserves to fund the share repurchase plan. In accordance with the ordinary resolution passed by the company's shareholders at the annual general meeting held on May 19, 2025, the directors have been granted general and unconditional authorization to repurchase shares, not exceeding 10% of the total number of issued shares of the company as of May 19, 2025 (excluding treasury shares), i.e. not exceeding 25,622,699 shares of the company's issued shares.

FIRST CAP GP(01269) recommends debt restructuring

First Control Group (01269) announced that after the trading session on January 2, 2026, the company entered into a restructuring support agreement with the initial participating creditors. In accordance with this agreement, they have agreed (including) to support and facilitate the proposed restructuring and plan. The proposed restructuring of existing debts is intended to be implemented through a scheme arrangement under Hong Kong law.

"Mountain and Sea, Know the Model" Empowers UNISOUND (09678) to Secure Large Medical Cooperation Deals Worth Over 20 Million in the Region.

CloudMind Technology (09678) announced that recently, the company has successfully partnered with the Jiangsu Medical Insurance Bureau, Shijiazhuang Municipal Health Commission, and Zhengzhou Jinshui District Health Commission, leveraging the leading technology advantages of the expert-level large model "Mountain and Sea Zhiji Medical Model" in the medical field, as well as full-stack service capabilities in big data governance and a deep understanding of medical insurance industry policies, regulations, and business characteristics, to achieve deep cooperation in the areas of medical insurance vertical large models, regional medical quality management, and hospital information intelligence construction. The total cooperation amount exceeds RMB 20,000,000.

It's just Thursday! Gold and silver will face the "first calamity" of the new year: tens of billions of dollars in selling orders are already on the way.

From January 8th to 14th, the Bloomberg Commodity Index will undergo its annual weight rebalancing, which is expected to result in approximately $3.8 billion in silver and $4.7 billion in gold being sold off.

National Bureau of Statistics: In late December 2025, the price of live pigs (Duroc) rose by 1.7% compared to the previous month.

The National Bureau of Statistics released data showing that compared to mid-December, late December 2025 saw prices of 18 out of 50 important production materials in 9 major categories in the national circulation sector rise, 28 fall, and 4 remain unchanged. Among them, the price of live pigs increased by 1.7% compared to the previous period.

Guosen: The changes and constants of the 26-year bull market in A-shares

Looking ahead to the 26th year, a relaxed policy environment will support the continuation of the bull market.

Manufacturing sector recovery momentum slows down, US December manufacturing PMI drops to 51.8.

The data released by S&P Global on Friday shows that the final value of the US manufacturing purchasing managers' index (PMI) in December was 51.8, in line with both the initial value and market expectations.

Samsung Electronics surged by 7%, with the CEO boldly stating, "Samsung is back", winning back customer trust with HBM4.

Fueled by positive statements from the company's senior management about regaining customer recognition in the HBM4 (Fourth Generation High-Bandwidth Memory) business, Samsung Electronics saw its stock price surge by 7.2% on Friday, reaching a new all-time high at the closing.

BIDU-SW (09888): It is recommended to spin off Kunlun Semiconductor and independently list it on the main board of the Hong Kong Stock Exchange.

Baidu Group - SW (09888) announced that on January 1, 2026, Kunlun Xins has submitted an application form (A1 form) to the Hong Kong Stock Exchange in confidence through its joint sponsor, to apply for approval for Kunlun Xins shares to be listed and traded on the Main Board of the Hong Kong Stock Exchange.

BYD COMPANY (01211) expects to sell approximately 4.6024 million units of new energy vehicles in 2025, representing a year-on-year growth of 7.73%.

BYD Co., Ltd. (01211) announced that in December 2025, the production of new energy vehicles was approximately 419,800 units and the sales were approximately 420,400 units. From January to December, the production of new energy vehicles was approximately 4.5374 million units, a year-on-year increase of 5.42%, and sales were approximately 4.6024 million units, a year-on-year increase of 7.73%.

Geely Auto (00175) sold over 3.02 million vehicles in the full year of 2025 and aims to surpass a total sales volume of 3.45 million vehicles in 2026!

Geely Automobile's sales of new energy vehicles in 2025 reached 1.6878 million, a year-on-year increase of 90%, also setting a new record.

The new national medical insurance list will be implemented starting today, benefiting patients with three innovative drugs from SKB BIO-B (06990).

On January 1st, the "National Basic Medical Insurance, Maternity Insurance, and Work-related Injury Insurance Drug List and Commercial Health Insurance Innovative Drug List (2025)" was officially implemented. In this new list, three innovative drugs developed independently by Kelun-Biotech (06990), namely Lucanguzumab Monoclonal Antibody (Jiatailai), Xtuximab N01 Monoclonal Antibody (Datailai), and Tagolizumab Monoclonal Antibody (Ketailai), have successfully made it onto the list.

2025 Magical Finale: Gold Soars by 65%, U.S. Dollar Bows Down, Trump's Return Stirs Up Global Markets

Although most investors had already predicted that the market landscape in 2025 would be different with Trump returning to the center of the world's largest economy, few could have anticipated the unpredictable twists and turns of this market trend, and the ultimate outcome.

US Stock Market Move | Partial encryption mining concept stocks fluctuate and rise, TeraWulf (WULF.US) rises nearly 5%.

Bitcoin has reached $88,000, and some concepts related to cryptocurrency mining companies are fluctuating and rising.

Axsome (AXSM.US) rises in pre-market trading! Its depression therapy expands indications and receives FDA priority review.

Axsome Therapeutics announced on Wednesday that the FDA has granted priority review status to its marketing application to expand the indication of its depression therapy AXS-05 to agitation symptoms in Alzheimer's disease.

US Stock Market Move | NIKE, Inc. Class B (NKE.US) rose in pre-market trading as the CEO spent $1 million to increase his stock holdings.

After Nike's CEO invested $1 million in stocks, Nike's share price rose.

The dollar is set to achieve the largest annual decline in eight years, with downside risks remaining in 2026.

The US dollar may be facing its worst year since 2017, with the Federal Reserve policy becoming the focus.

A year of asset frenzy: The wealth of the world's top billionaires surged by $2.2 trillion in 2025.

According to the Bloomberg Billionaires Index, with the prosperity of various markets such as stocks, cryptocurrencies, and precious metals driving the soaring value of assets, the total wealth of the world's 500 richest people increased by a record $2.2 trillion in 2025.

A-shares closing review | 2025 concludes! the Shanghai Composite Index closes with 11 consecutive gains, the ChiNext board rises by nearly 50% for the year.

The year 2025 officially concluded! The Shanghai Composite Index stubbornly closed with 11 consecutive gains, while the Shenzhen Component Index and the ChiNext Index experienced volatile adjustments.

Hong Kong Cyberport and Hong Kong Science and Technology Parks Corporation collaborate to launch the "Digital Enterprise Identity" sandbox program.

On December 31, the Hong Kong Digital Policy Office announced a collaboration with the Hong Kong Cyberport Management Company Limited to launch the "Digital Enterprise Identity" Sandbox Program.

The spokesperson for the Ministry of Commerce answered questions from reporters during an interview with Dutch Minister of Economic Affairs Karel Koomans.

Spokesperson of the Ministry of Commerce responds to questions from reporters regarding the Dutch Minister of Economic Affairs, Kaag.

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