Stonex：将微软(MSFT.O)目标价从600美元上调至630美元。

三星电子：2026年第四季度，关于存储业务，预计全行业对人工智能领导地位的竞争将推动人工智能基础设施投资持续增长。

Since October, foreign banks operating in China including HSBC, Standard Chartered, DBS and Yongfeng Bank have been rolling out RMB large-denomination time deposits. Yongfeng is offering a 3-year annualized yield of 1.92%, roughly 40bps above state-owned big banks' 3-year products; Bank of East Asia has issued multiple 3-year offers at 1.90% this year. Standard Chartered and HSBC are concentrating on short-dated tenors of one year or less. Rong360 analyst Ai Yawen says the push is primarily to stock RMB for cross-border business and shore up retail funding gaps, but higher rates to attract deposits will squeeze margins and are unlikely to be sustained long term.