UBS: Raises its target price for Nvidia (NVDA.O) from $235 to $245.

Domestic News: 1. Li Qiang: We must rationally develop rare earth resources and actively promote breakthroughs in key core technologies. 2. According to the EU-China Chamber of Commerce, the European Commission has accepted Volkswagen's price commitment for its China-made pure electric vehicles. 3. The National Development and Reform Commission (NDRC) issued implementation opinions on accelerating the promotion and application of artificial intelligence in the bidding and tendering field. 4. Five departments, including the Ministry of Industry and Information Technology (MIIT), jointly issued the "Guidelines for the Construction of a Standard System for the Science and Technology Service Industry (2025 Edition)". 5. The People's Bank of China (PBOC) released its Q4 2025 China Monetary Policy Implementation Report: It will continue to implement a moderately loose monetary policy. International News: 1. CME Group: Plans to launch individual stock futures this summer. 2. Trump: Our interest rates should be 2 percentage points lower than they are now. 3. The Japanese government will convene a special session of the Diet on February 18 to hold a prime ministerial election. 4. US retail sales in December rose 0% month-on-month, below the median forecast of 0.4% and the previous month's 0.60%. 5. US Trade Representative Greer: A final trade agreement with Indonesia is expected to be finalized in the coming weeks. 6. ADP report: US private sector employment grew by an average of 6,500 per week in the four weeks ending January 24. 7. White House trade advisor Navarro: We need to revise our expectations for monthly employment data. We do not expect weak employment data. 8. US Commerce Secretary Lutnick: The dollar has been artificially inflated for years. We do not want to take any measures to hinder the development of AI chips. 9. Iranian officials say that if US-Iran nuclear negotiations succeed, dialogue may expand to other areas. Trump said that if negotiations fail, he may send another carrier strike group to the Middle East. 10. Federal Reserve – ① Hamak: The economic outlook is positive, but inflation remains high, and there is no urgent need for interest rate cuts this year. ② Logan: He is "cautiously optimistic" about the effectiveness of current interest rate policy, but is more concerned about inflation.

EIA data shows that U.S. gasoline inventories rose to their highest level since April 2020 in the latest week.