Category: Flash News

On February 11th, a research report by China International Capital Corporation (CICC) stated that DeepSeek will go global by the end of January 2025, with a DAU of 22.15 million on the app side, ranking second only to ChatGPT in the daily active AI product ranking, and ranking first in download volume on the Apple App Store in 157 countries and regions. We believe that the technological innovation and engineering capabilities behind DeepSeek’s rise to fame are outstanding, leading the global technology trend. Its cost reduction achievements have significant implications for laying the foundation for end cloud applications. We suggest focusing on investment opportunities in the application layer under the background of domestic model performance optimization in 2025.

On February 11th, President Donald Trump said in an interview, “Elon Musk is someone I greatly respect, but you must have a ‘fence’ (restraint mechanism). He reported to me that he did a great job

On February 11th, it was reported that since entering 2025, domestic pig slaughter prices have experienced a continuous decline. Reflected in listed pig farming companies, sales data for January this year showed mixed ups and downs. For the market in 2025, most institutions believe that pig prices are expected to exhibit low profit characteristics throughout the year and are highly limited. China CITIC Securities Futures believes that by 2025, pig enterprises will shift from “capital internalization” to “cost internalization”, and the market share of leading companies in the industry will accelerate, making it more difficult for small and medium-sized players to overtake, resulting in a significant Matthew effect in the industry. Pig prices are expected to return to breeding costs in 2025, showing low profit characteristics throughout the year, with price fluctuations expected to range from 13 yuan to 15 yuan/kg.

On February 11th, US President Trump announced on February 10th local time that if the detainees in Gaza are not released before noon on the 15th, he will cancel the previously reached ceasefire agreement. Trump also believes that Israel has the right to overturn this agreement. On February 10th local time, Abu Ubaida, spokesperson for the armed faction of the Palestinian Islamic Resistance Movement (Hamas), the Kassan Brigade, stated that due to Israel’s ongoing violations of the ceasefire agreement, the exchange of detainees scheduled for February 15th will be postponed until further notice. Israeli Defense Minister Katz responded to the statement by the Palestinian Islamic Resistance Movement (Hamas) regarding the postponement of the release of Israeli detainees, stating that the statement was a “blatant violation of the ceasefire agreement”. Katz stated that the Israeli Defense Forces have been instructed to maintain the highest level of vigilance in response to any possible situation in Gaza.

① 14:30 French fourth quarter ILO unemployment rate; ② 19: 00 US January NFIB Small Business Confidence Index; ③ 20: Bank of England Governor Bailey delivers a speech; ④ At 21:50, Federal Reserve’s Hamack delivered a speech; ⑤ 23:00 Federal Reserve Chairman Powell delivers semi annual monetary policy testimony; ⑥ At 01:00 the next day, EIA released its monthly short-term energy outlook report; ⑦ At 04:30 the next day, Williams from the Federal Reserve delivered a speech The next day at 05:30, API crude oil inventory for the week of February 7th in the United States.

On February 11th, during an interview, it was learned that in addition to cloud service providers, more than 15 chip manufacturers have adapted to the DeepSeek model on the hardware side, and related intelligent computing all-in-one machines are gradually being implemented; At the same time, many mobile phone and automobile enterprises have also announced access to support this model, and the circle of friends continues to “expand”. (CCTV News)

On February 11th, fintech innovation empowered index based investment has shown significant results. Recently, it was learned that the Huazheng High Model Stable 50 Strategy Full Return Index has achieved significant excess returns in the volatile market for nearly three months since its launch, with cumulative returns leading the dividend index. It is reported that the Big Model Robust 50 Index was jointly developed by Gaohua Securities and Baidu, and was officially released at the Baidu World Conference on November 12, 2024. This is the first stock investment index in China driven by big language modeling technology. Industry insiders say that artificial intelligence technology is not only accelerating the empowerment of various industries, but will also further promote the efficiency of capital market allocation in China. (China Securities Journal)

On February 11th, White House officials announced that aluminum tariffs will be raised from 10% to 25%. We will restore a 25% tariff on steel imports from all countries. This action will expand the scope of tariffs to include key downstream products. US President Trump has instructed customs officials to strengthen supervision of misclassification of steel and aluminum products. US President Trump signed two proclamations continuing the original content of the 2018 Section 232 investigation. Trump has ended the product exclusion process. The capacity utilization rate of the steel industry has decreased from the target of 80% to nearly 70%.

On February 11th, US President Trump signed an executive order aimed at restoring the use of plastic straws. Previously, US President Trump stated on the 7th that he would block a plan by the Biden administration to gradually phase out the use of plastic straws within the federal government and switch to paper straws. He claimed that paper straws are not easy to use and announced his intention to ‘back to plastic’. In 2024, the Biden administration ordered the gradual phasing out of disposable plastics used in federal government catering services, events, and packaging by 2027, and planned to phase out disposable plastics in all other federal businesses by 2035.

On February 11th, Ms. Ji, a depositor of a rural commercial bank in Shanxi Province, discovered that the one-year deposit interest rate of 1.75% was 30 basis points higher than the two-year deposit rate of 1.45%. Is it better to save one year than two years? The reporter learned that several regional banks have recently adjusted their fixed deposit interest rates, and some banks have seen one-year and two-year deposit interest rates remain the same or “inverted”. Unlike the previous three-year and five-year medium – to long-term deposit interest rates’ inversion ‘, this time the interest rate’ inversion ‘appears on short – to medium-term deposit varieties. Industry insiders believe that this is a phenomenon of market-oriented deposit interest rates, which is an active action taken by banks to strengthen asset liability management and optimize interest rate risk management. Whether it is possible to control debt costs and optimize debt structure has become a necessary question for banks. (Shanghai Stock News)