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Alphabet (GOOG.O) executives: Google Cloud’s backlog of orders grew 55% quarter-over-quarter and more than doubled year-over-year, reaching $240 billion by the end of the fourth quarter.

2026-02-05

Alphabet (GOOG.O) executives: Google Cloud’s backlog of orders grew 55% quarter-over-quarter and more than doubled year-over-year, reaching $240 billion by the end of the fourth quarter.

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2026-02-05

International 1. Reuters survey: Geopolitical risks and central bank buying support gold prices potentially reaching new highs in 2026. 2. FOREX: Strengthening dollar rebound momentum is suppressing gold and silver prices; downward pressure may con

International 1. Reuters survey: Geopolitical risks and central bank buying support gold prices potentially reaching new highs in 2026. 2. FOREX: Strengthening dollar rebound momentum is suppressing gold and silver prices; downward pressure may continue. 3. UBS: Global stock markets are expected to rise by about 10% by the end of the year; diversification into China, Japan, and Europe is recommended. 4. Mitsubishi UFJ: Election expectations caused the yen to fall to a near two-week low; selling may continue. 5. Nikko Securities: Intervention expectations are unlikely to stem the weakening trend; the yen still faces downward pressure. 6. Goldman Sachs: With the Japanese election approaching, fiscal risks remain significantly skewed to the upside. 7. Societe Generale: The euro may weaken against the dollar in the second half of the year. 8. Westpac: The Reserve Bank of Australia may be forced to raise interest rates for the second consecutive time in March. Domestic 1. CITIC Securities: The current US financial market environment does not support balance sheet reduction. 2. CICC: Large-scale models will achieve more breakthroughs in reinforcement learning, model memory, and context engineering in 2026. 3. Zhongtai Securities: Strategically bullish on the API (Active Pharmaceutical Ingredient) sector. 4. CITIC Securities: Recommends focusing on OEMs with strong cost pass-through capabilities, superior product structures, and leading global footprints. 5. Galaxy Securities: The benefits of AI are mainly reflected in two paths that are easier to validate with data. 6. CICC: With the Japanese House of Representatives election approaching, political uncertainty is high.
2026-02-05

Maersk CEO: There is a serious overcapacity after the opening of the Red Sea route.

Maersk CEO: There is a serious overcapacity after the opening of the Red Sea route.
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