Real-time News

Samsung Electronics: The Taylor plant in the United States is scheduled to start production this year.

Samsung Electronics: First-quarter revenue from its foundry business will be lower than in the fourth quarter.

As of 09:30 Beijing time, WTI crude oil futures rose 0.71% and U.S. natural gas futures rose 0.40%.

Samsung Electronics: Smartphone demand will weaken in 2026.

Samsung Electronics: Shipments of mid-to-low-end products in its system LSI business are expected to slow in the first quarter.

Samsung Electronics' stock price continued to fall, dropping by 3%.

Samsung Electronics: DRAM bit capacity growth in the first quarter will be in the mid-odds range of the fourth quarter.

The main Shanghai silver futures contract rose by 5% intraday, currently trading at 29,930 yuan/kg.

Samsung Electronics: Demand significantly exceeded industry supply in the fourth quarter.

The yield on 5-year Japanese government bonds rose 1.5 basis points to 1.680%.

The main contract for the container shipping index (European route) has extended its intraday gains to 3.00%, currently trading at 1267.6 points.

The Bank of Japan will purchase 40 billion yen of inflation-linked Japanese government bonds, following a previous purchase of 50 billion yen.

Samsung Electronics: Total dividends for the fourth quarter are 3.75 trillion won; total dividends for 2025 are 11.1 trillion won.

Samsung Electronics: Decides to pay a special dividend of 1.3 trillion won for the fourth quarter.

On January 29, the office of U.S. Trade Representative Greer stated on Wednesday that Greer and Mexican Economy Minister Marcelo Ebrard agreed to begin formal consultations on potential reforms to the United States-Mexico-Canada Agreement (USMCA). In a statement, the USTR indicated that potential reforms to the USMCA under joint review include: strengthening rules of origin for industrial goods, enhancing cooperation in key mineral sectors, increasing protections for workers and producers, and joint efforts by the U.S. and Mexico to combat “the ongoing dumping of manufactured goods in the region.” The USTR did not disclose a specific timeline for the negotiations, nor did the statement mention whether Canada would participate.

On January 29th, according to its latest holdings list, Norway's $2.2 trillion sovereign wealth fund reduced its holdings in major US tech stocks in the second half of 2025, including its largest holding, Nvidia (NVDA.O). By the end of the year, Norwegian Bank Investment Management, which manages the fund, had reduced its holdings in its top four tech stocks, including Apple (AAPL.O), Microsoft (MSFT.O), and Alphabet (GOOG.O). Between the end of June and the end of the year, the fund reduced its Nvidia stake from 1.32% to 1.26% in its portfolio, while also reducing its Microsoft holdings from 1.35% to 1.26%. These two companies remain among the fund's top five most valuable investments, followed by Alphabet and Amazon. Apple ranked second.

January 29th - Looking ahead to February's liquidity situation, Wang Qing, chief macro analyst at Orient Securities, believes that the peak in cash withdrawals by residents before the Spring Festival, coupled with continued high levels of government bond issuance to ensure funding for key projects in priority areas, will increase liquidity disruptions. To address the potential tightening of liquidity, the People's Bank of China is expected to utilize 14-day reverse repos a week before the Spring Festival, while also flexibly conducting outright reverse repos and MLF operations to inject a certain amount of medium-term liquidity into the market. Although a reserve requirement ratio cut is unlikely in the short term, liquidity will remain relatively stable and ample. Not only will the volatility of DR007 be effectively controlled, but the volatility of DR001 will also be lower than the average level of previous years.