Domestic News:
1. Southern Theater Command: Organized naval and air forces to conduct combat readiness patrols in the South China Sea.
2. Sources: The Dark Side of the Moon seeks a $10 billion valuation in a new round of financing.
3. Guangzhou Railway Bureau of China Railway reported 60.29 million passenger trips before the 2026 Spring Festival travel rush, a record high.
4. Box office revenue for the 2026 Spring Festival film season exceeded 1.1 billion yuan, with over 569,000 screenings on the first day of the Lunar New Year, breaking box office records.
5. Doubao surpassed Qianwen and Ant Afu in App Store rankings, taking first place.
6. Hesai Laser: Both of Unitree's humanoid robots are equipped with Hesai JT128 LiDAR.
International News:
1. Tiger Global reduced its holdings in tech giants such as TSMC, Microsoft, and Nvidia in Q4.
2. Berkshire Hathaway reduced its Apple holdings for the third consecutive quarter.
3. Data shows that the Central Bank of Malaysia increased its gold reserves by 3 tons in January. 4. The White House rejected the latest Democratic proposal to end the Department of Homeland Security shutdown.
5. The first day of talks between Russia, the US, and Ukraine in Geneva concluded, with media reports indicating a tense atmosphere; negotiations will continue on Wednesday.
6. Japan's Ministry of Finance predicts that bond issuance in fiscal year 2029 may increase by 28% compared to fiscal year 2026.
7. India and France announced the establishment of a special global strategic partnership; the two sides will sign a roadmap for key raw materials.
8. Nvidia and Meta established a multi-year strategic partnership; Meta will deploy millions of Nvidia chips.
9. ADP Weekly Employment Report: In the four weeks ending January 31, 2026, private sector employers added an average of 10,250 jobs per week.
10. Fed's Goolsby: If inflation is low, there will be multiple rate cuts. Daly: We have about 75 basis points of room before reaching the neutral rate. Barr: The outlook suggests the Fed will keep rates unchanged for some time.
11. US-Iran Talks: ① Iranian Foreign Minister: Iran and the US have reached an agreement on guiding principles for negotiations; the date for the third round of talks has not yet been set. ② Iran's nuclear negotiation proposal reportedly includes suspending uranium enrichment activities, transferring some of its uranium stockpile to the near sea, and reaching a commercial agreement with the US. ③ Khamenei: Nuclear energy is our inalienable right; the US cannot destroy Iran. ④ US officials expect Iran to present a detailed proposal within the next two weeks. ⑤ US Vice President Vance stated that the negotiations are "progressing well in some aspects."
