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2026-02-05

Tencent Holdings (00700.HK) has been declining for several days and is currently down more than 3%.

Tencent Holdings (00700.HK) has been declining for several days and is currently down more than 3%.
2026-02-05

FTSE China A50 Index futures fell by more than 1%.

FTSE China A50 Index futures fell by more than 1%.
2026-02-05

A-share gold concept stocks continued to plummet, with Baiyin Nonferrous Metals, Hunan Gold, Hunan Silver, and Sichuan Gold hitting the daily limit down. Xiaocheng Technology fell by more than 10%, and Shengda Resources and Luoyang Molybdenum followe

A-share gold concept stocks continued to plummet, with Baiyin Nonferrous Metals, Hunan Gold, Hunan Silver, and Sichuan Gold hitting the daily limit down. Xiaocheng Technology fell by more than 10%, and Shengda Resources and Luoyang Molybdenum followed suit.
2026-02-05

The Thai baht fell to 31.90 against the US dollar, its lowest level since December 9.

The Thai baht fell to 31.90 against the US dollar, its lowest level since December 9.
2026-02-05

Spot gold fell below $4,810 per ounce, plunging more than $150 on the day, a drop of 3.12%.

Spot gold fell below $4,810 per ounce, plunging more than $150 on the day, a drop of 3.12%.
2026-02-05

1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions. 2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are

1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions. 2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are needed to optimize the application ecosystem. 3. Yangtze Memory Technologies' Phase III project is scheduled to be completed and put into production this year. 4. Institutions: DRAM spot prices are far higher than contract prices; new contracts are needed to determine future trends. 5. The memory chip shortage is impacting the mobile phone supply chain; Qualcomm and Arm's earnings guidance is causing market unease. 6. The memory supercycle is intensifying; Samsung's market capitalization surpasses 1000 trillion won for the first time. 7. S&P: Samsung Electronics' EBITDA margin may rise to around 35%. 8. Counterpoint: Broadcom and TSMC may become the big winners in custom chips. 9. SanDisk is considered a core stock in the NAND recovery; Bernstein raises its target price to $1,000. 10. Qualcomm's quarterly results met expectations, but its guidance for the next quarter fell short. The mobile phone business may face a double decline due to storage shortages. 11. NanoXplore and STMicroelectronics jointly launched a European aerospace-grade FPGA chip.
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