Federal Reserve's Bostic: If interest rates are cut, inflation is highly unlikely to fall to 2%.

Key News: 1. According to foreign media reports, Trump will launch a $12 billion mineral reserves program. 2. US energy company stocks fell sharply in pre-market trading due to declining crude oil prices. Individual Stock News: 1. Nvidia (NVDA.O) CEO Jensen Huang stated that Nvidia will definitely participate in this round of investment in OpenAI. 2. United Steelworkers: The union will continue negotiations with Marathon Oil (MRO.N) regarding expiring contracts. 3. Oracle (ORCL.N): Plans to raise $45 billion to $50 billion in 2026 through a combination of debt and equity issuance to expand additional capacity for its cloud infrastructure. 4. BHP Billiton (BHP.N): Has provided a total of $5 million in seed funding to 10 exploration and technology companies working to find new mineral resources globally. 5. Tesla (TSLA.O): The third-generation Tesla humanoid robot is about to be unveiled. Redesigned based on first principles, it can learn new skills by observing human behavior, with an expected annual production of one million units. 6. Disney (DIS.N): Q1 revenue for fiscal year 2026 reached $25.98 billion, a year-on-year increase of 5%. 7. XPeng Motors (XPEV.N) shares fell pre-market, with its H-shares dropping as much as 10% today, due to a significant decline in January deliveries. 8. TSMC (TSM.N)'s 2nm capacity has been fully booked by global tech giants. 9. Tech journalist Mark Gurman points out that Apple (AAPL.O) is exploring the possibility of launching a clamshell foldable iPhone. 10. Citing sources familiar with the matter, Elon Musk's space exploration company SpaceX reported EBITDA of approximately $8 billion and revenue of $15-16 billion last year, and expects SpaceX to go public this year.

Key News 1. China's new domestically produced unmanned aerial vehicle (UAV), the Rainbow YH-1000S, successfully completed its maiden flight. 2. Shanghai's pilot program for acquiring secondhand homes to support rental housing has been substantially launched. 3. The Ministry of Finance issued an announcement regarding matters related to the deduction of input VAT. 4. Ten departments jointly released the "Guidelines for the Construction of a Low-Altitude Economic Standard System (2025 Edition)". 5. The CPC Central Committee and the State Council: High-standard and high-quality construction of the Xiong'an New Area in Hebei Province; building the Beijing Municipal Administrative Center into a new growth pole for the capital's development. Individual Stock News 1. The first annual report of the Shanghai Stock Exchange was released; Xindao Technology's net profit in 2025 decreased by 4.91% year-on-year. 2. Gree Electric Appliances: Emphasizing research on aluminum-for-copper technology, but currently has no plans to replace copper with aluminum. 3. Yangtze Optical Fibre and Cable: The global optical fiber and cable industry market environment is normal; new products related to data centers account for a small proportion of total demand. 4. Aorui Technology: Its holding subsidiary plans to invest approximately RMB 145 million to purchase computing equipment, mainly for purchasing servers, etc. 5. Litong Electronics (2 consecutive daily limit-up): Liquid cooling product development is still in the early stages of exploration; it has no nebula computing power scheduling platform or Port Dickson AI data center project in Malaysia. 6. Rundu Pharmaceutical: Currently has a Class 1 innovative drug (chemical drug) – norcodine hydrochloride injection; the drug's approval for market launch is uncertain. 7. Haozhi Electromechanical: The company's core products, such as harmonic reducers and planetary reducers, have been sampled to some humanoid robot manufacturers and have generated small-batch orders. 8. Shenghe Resources: ETM unilaterally announced that its strategic partnership established with the company in 2016 has been substantially terminated; the company will actively take legal measures to fully protect its legitimate rights and interests.