Category: Flash News

On February 6th, the stock price of Qualcomm, the world’s largest smartphone chip seller, fell about 4% after trading. Investors are concerned that the demand for new mobile phones may stagnate in the next year. Qualcomm expects quarterly revenue as of March to be between $10.3 billion and $11.2 billion, with technology licensing revenue expected to be between $1.25 billion and $1.45 billion, while analysts’ average estimate is $1.4 billion. The prospects of Qualcomm’s technology licensing business are based on predictions of mobile phone sales, which has raised concerns among some analysts about Qualcomm’s views on the prospects of the mobile phone industry. Akash Palkhiwala, Chief Financial Officer of Qualcomm, stated that the company expects the overall market to remain flat or record low single digit growth by 2025.

On February 6th, the latest data from the China Index Research Institute showed that from the perspective of online signing, the average daily transaction area of new houses in 28 representative cities during the Spring Festival holiday increased by 8% compared to last year’s holiday. Among first tier cities, the online signing volume for new houses in Guangzhou increased by 47% compared to last year’s Spring Festival, while Beijing saw a slight increase of 5% compared to last year; Among the second tier cities, Chengdu has a relatively high market activity, and due to its low base, the online signing transaction volume has increased significantly compared to last year’s holiday. Cities such as Nanjing, Nanchang, and Wuhan have also seen significant growth. The Zhongzhi Research Institute believes that overall, the market remained relatively stable during this year’s Spring Festival, but the holiday market is still in the off-season. Yang Kan, Chief Analyst of the Real Estate Industry at Ping An Securities, also believes that considering the lag in Spring Festival filing and the relatively small absolute value, it is recommended to pay attention to the post holiday sales trend. With the end of the Spring Festival holiday, the sales performance in March is an important observation window. If there is a slight rebound in the real estate market in key cities, it may boost market confidence. If the real estate market weakens after the holiday, it may usher in a new period of policy support. (Securities Times)

On February 6th, as of February 5th this year, over 400 listed companies have implemented buybacks, with a total repurchase amount of 13.298 billion yuan. According to the reporter’s analysis, during this period, 55 listed companies disclosed 56 repurchase plans, with a total planned repurchase amount of 9.116 billion yuan, of which nearly half of the repurchase plans were supported by special loans for stock repurchases from financial institutions. Market participants believe that with policy support and encouragement, the repurchase scale of listed companies is expected to steadily increase this year. (Securities Daily)

On February 6th, domestic refined oil prices will be adjusted at 24:00 on February 6th. According to calculations by Zhuochuang Information, on February 4th, the reference crude oil change rate for the 9th working day in China was 1.02%, and it is expected that gasoline and diesel prices will increase by 45 yuan/ton. Due to the forecast adjustment not exceeding the “red line” of 50 yuan/ton, the retail price limit of refined oil products may face “suspension” at 24:00 on February 6th.

① Pending the opening of a new round of price adjustment window for domestic refined oil products; ② 14: 45 Swiss January seasonally adjusted unemployment rate; ③ 15: The Ministry of Commerce held a routine press conference; ④ 18: December retail sales monthly rate in the 00 euro area; ⑤ 20: 00 Bank of England announces interest rate decision; ⑥ 20: The number of layoffs by challenger companies in January in the United States is 30 21:30 Number of initial jobless claims in the United States for the week ending February 1st; ⑧ 23:00 Global Supply Chain Stress Index for January in the United States; ⑨ 23:30 US EIA natural gas inventory for the week ending January 31; ⑩ At 03:30 the next day, Federal Reserve Governor Waller delivered a speech.

On February 6th, the first day of market opening in the Year of the Snake (February 5th), DeepSeek、 Concept stocks such as humanoid robots have shown strong performance. On the news front, during the A-share Spring Festival holiday, DeepSeek’s big model continued to be popular, and Yushu Robot also delivered a stunning performance in the Spring Festival Gala of the Year of the Snake. Several public and private equity fund insiders have stated that DeepSeek and humanoid robots, as important breakthroughs in artificial intelligence (AI) in terms of software and hardware, will greatly improve human productivity and change society and lifestyle. Technological progress will generate new demand, which is less affected by macroeconomic fluctuations, and the demand growth rate is relatively high. In 2025, the A-share market will be more inclined towards technological growth. (China Securities Journal)

On February 6th, a “good start” is the annual “highlight” for banks. Faced with the most intensive, active, and busy business season with the most capital flow, bank practitioners are rushing to carry out peak season marketing at the beginning of the year, in order to lay a good foundation for annual performance growth. Driven by the fast-paced start, industry insiders unanimously believe that the scale of credit additions in January may exceed 4 trillion yuan. (Shanghai Stock News)

On February 6th, UN Secretary General Guterres delivered a speech at the opening ceremony of the 2025 session of the United Nations Committee on the Exercise of the inalienable rights of the Palestinian people, emphasizing the importance of the Palestinian people’s enjoyment of basic human rights and expressing serious concern over the dire situation in Palestine and the occupied territories in the Gaza Strip. Guterres reiterated that implementing the “two-state solution” is the only feasible path to achieving lasting peace in the Middle East. He stated that a strong and unified Palestinian government is crucial. For this reason, the international community must support the Palestinian Authority. He also expressed concern about the escalating violence in the West Bank of the Jordan River and called on relevant parties to respect the ruling of the International Court of Justice and end the occupation of Palestinian territories.

On February 6th, after the Spring Festival holiday, the public market will welcome over 2 trillion yuan of reverse repurchase due. For the funding situation in February, industry insiders believe that although seasonal factors may bring the possibility of marginal loosening, considering the regulatory attitude of stability, the funding situation is likely to maintain a tight balance, and the extent of price reduction is limited. (Shanghai Stock News)

On February 6th, MicroStrategy, a major Bitcoin holder, reported a fourth quarter revenue of $120.7 million, with analysts expecting $124.4 million; In the fourth quarter, the Bitcoin holdings were 447470, with analysts expecting 425149; In the fourth quarter, digital assets amounted to $23.91 billion, with analysts expecting $22.54 billion.