Domestic News:
1. Total box office revenue (including pre-sales) for films released during the 2026 Spring Festival exceeds 5 billion yuan.
2. Yu Yuan Tan Tian: Following the US Supreme Court ruling, IEEPA tariffs on China should be automatically cancelled.
3. Key enterprises in Optics Valley continued production during the Spring Festival; Huagong Tech's AI high-speed optical module orders are booked until the fourth quarter.
4. UBS is bullish on "Chinese lithium," significantly raising its price forecasts for spodumene and lithium carbonate, and also clarifying that the market has entered the third lithium price supercycle.
International News:
1. The 2026 Milan-Cortina Winter Olympics conclude.
2. NASA: Propulsion system anomaly; US manned lunar mission likely to be postponed.
3. US Trade Representative: Following the Supreme Court's tariff ruling, US bilateral trade agreements remain valid.
4. US new tariffs rise to 15%; several governments say they are studying countermeasures.
5. Hungarian Foreign Minister: Hungary will block all EU decisions important to Ukraine until Ukraine resumes oil shipments.
6. Libya has restarted production at the Sinawan oil field after a shutdown of more than three years. The field now produces 20,000 barrels per day.
7. Approximately 7,500 flights within and outside the United States will be canceled due to winter storms.
8. The MSCI Emerging Markets Latin America Index hit an 11-year high, up over 20% so far in 2026, its strongest start since 1991.
9. Iran Issue—① US media: US and Iranian negotiators will meet in Geneva on Thursday. ② US media: If negotiations fail, Trump is inclined to launch an initial strike against Iran in the coming days, and a larger-scale attack may be launched in the coming months. ③ Iranian officials: The negotiations involve nuclear commitments, US commitments to lift sanctions, and economic cooperation; the removal of Iran's high-purity uranium stockpile was not discussed.
