Category: Flash News

On February 20th, Guotai Junan Research pointed out that xAI’s release of Grok3 and the launch of SuperGrok subscription service mark a new stage of deep integration between AI and social platforms. Cloud service providers and data center operators will directly benefit from the continuously growing demand for computing power. AI solution providers with both vertical domain advantages and data barriers will have significant opportunities. In addition, the integration of social platforms and AI services will also promote the innovation of payment models on the ToC end.

① 08:30 Australian January seasonally adjusted unemployment rate; ② 09:00 China January Swift RMB’s share in global payments, one-year loan market quoted interest rates in China until February 20th; ③ 10: 00 State Council Policy Regular Briefing; ④ 15: Germany’s January PPI rate and Switzerland’s January trade account; ⑤ 19: 00 UK CBI industrial order difference in February; ⑥ 21:30 Initial jobless claims for the week ending February 15th in the United States, Philadelphia Fed Manufacturing Index for February; ⑦ 22:35 Federal Reserve’s Gulsby delivers speech; ⑧ 23:00 Eurozone February Consumer Confidence Index Initial Value, US January Conference Board Leading Indicator Monthly Rate; ⑨ 23:30 US EIA natural gas inventory for the week ending February 14th; ⑩ The next day at 01:00, EIA crude oil inventory and EIA strategic petroleum reserve inventory for the week of February 14th in the United States; ⑪ The next day at 01:05, Federal Reserve’s Musa Lem delivered a speech at the New York Economic Club.

On the evening of February 20th, the current German Chancellor and Social Democratic Party candidate for Chancellor, Scholz, held his last televised debate before the German Federal Parliament elections with the chairman of the largest opposition party, the Christian Democratic Union (CDU), and the Alliance Party candidate for Chancellor, Merz. The two sides engaged in a direct confrontation on issues that voters are most concerned about, such as immigration policies and economic development.

On February 20th, US President Trump stated that efforts are being made to immediately balance the budget. I hope to achieve budget balance, but I don’t want to make a commitment now. Trump said that it is considered to distribute 20% of the funds saved by the Department of Government Efficiency (DOGE) to Americans, and may also use 20% of the funds saved by DOGE to repay debts.

On February 20th, recently, Baoshan Capital Point72、 Foreign institutions such as Allianz Investment and Abu Dhabi Investment Authority frequently conduct research on A-share listed companies. Data shows that since February, foreign institutions have conducted research on over 60 A-share listed companies. From the perspective of industry popularity, foreign institutions have conducted research on companies in the electronic equipment and instruments, integrated circuits, and application software industries, with 5 companies from each of the three major industries being surveyed; From the perspective of individual companies, Lanqi Technology, Obi Zhongguang, SITWEI, Hongruan Technology, Weijie Chuangxin, Nanwang Energy Storage, and others are more favored by foreign institutions and have received over 10 foreign institutions for research. The journalist found that the favor of foreign institutions towards these three major industry companies is not accidental, but rather focuses on the current development of China’s AI big models, robots, and AI application industry chain. (Shanghai Stock News)

On February 20th, the recent intensive release of ETF listing announcements revealed the direction of private equity layout. According to data, as of February 19th, 50 private equity securities investment funds appeared on the list of the top ten fund shareholders of 23 ETFs listed this year, with a total holding size of nearly 500 million yuan. From the perspective of industry distribution, technology and dividend related ETFs are the key directions for private equity layout. (Shanghai Stock News)

On February 20th, with the continuous performance of the AI market, funds are quite fond of segmented tracks. Since the beginning of this year, the market share of artificial intelligence and robot ETFs has increased by nearly 8 billion yuan, and public funds are still accelerating the application for more products. Industry insiders believe that in order for fund companies to achieve differentiated development in segmented index products, they must also make forward-looking layouts and not be “led” by the market. (Shanghai Stock News)

On February 20th, recently, the real estate market has continued to accumulate positive changes under the influence of policy “combination punches”, and market confidence is gradually boosting. The latest data released by the National Bureau of Statistics on February 19th shows that among 70 large and medium-sized cities in January, housing prices in first tier cities continued to rise month on month, and new housing prices in second tier cities rose for the first time month on month. Experts say that the housing price index in January showed a good start, indicating that the effects of real estate policies continue to emerge, market feedback is positive, and confidence continues to be boosted. (Shanghai Stock News)

On February 20th, according to a statement from the Iraqi Prime Minister’s Media Office on the evening of February 19th local time, Iraqi Prime Minister Sudani had a phone call with Lebanese Prime Minister Salam on the same day. Both sides discussed strengthening bilateral relations and the latest developments in the region. Sudani reiterated in the call that Iraq will continue to support the Lebanese people, especially in terms of fuel supply. And it was pointed out that this support is aimed at assisting Lebanon in addressing various challenges according to the Iranian Cabinet resolution. Salam stated during the call that the Lebanese government attaches great importance to the comprehensive development of relations with Iraq and will work together to promote regional security and stability.

On February 20th, Federal Reserve Vice Chairman Jefferson stated that monetary policy remains restrictive. The US economy is performing quite strongly; The US labor market is stable, and inflation has eased but remains high. The road back to the 2% inflation target may be bumpy; The Federal Reserve can wait when considering the next steps of monetary policy; The Federal Reserve’s interest rate cuts are lowering actual borrowing costs.