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The UK and Germany will host a meeting of the Ukraine Defense Liaison Group on February 12.

On January 30th, Ourpalm announced that it expects a net loss of 90 million to 180 million yuan in 2025. The company anticipates a net loss primarily due to the decline in business of its major investee company, Webzen Inc., and signs of impairment. It anticipates making an impairment provision of 150 million to 250 million yuan for this long-term equity investment (the final impairment amount is subject to assessment and audit by intermediary institutions). In addition, the company's operating revenue also declined year-on-year during the reporting period due to factors such as the decline in revenue from mature game projects as product lifecycles change and the fact that newly developed SLG games have not yet been officially launched and promoted on a large scale.

Raymond J. Financial: Upgraded SanDisk (SNDK.O) from Market Perform to Outperform.

January 30th - Ukraine is facing serious new nuclear security risks. A Russian attack aimed at disrupting its power grid has left the country's three operating nuclear power plants without a stable power supply. Diplomats held an emergency meeting of the International Atomic Energy Agency (IAEA) in Vienna to discuss the impact of the Kremlin's attacks on critical infrastructure needed to maintain the operation of Ukrainian reactors. Months of attacks have not only left millions facing a dark and cold winter but have also increased the likelihood of a nuclear accident. This is because nuclear power generation, unlike fossil fuel or renewable energy plants, requires a continuous current to maintain its safety systems. If power is cut off, the fuel inside the reactor core could overheat, leading to a dangerous release of radioactive material. European countries have requested the IAEA to provide a detailed assessment of Ukraine's vulnerability by next month. Currently, monitoring personnel stationed in Ukraine are inspecting key substations necessary for power transmission.

January 30th - Since the beginning of the year, Shenzhen's secondhand housing market has seen a continuous rise in transaction volume, while the new housing market is also showing signs of recovery. Related data shows that the number of secondhand homes sold in Shenzhen has maintained an upward trend for three consecutive weeks, with 1,051 new homes sold, a 14.5% increase compared to the previous week. Among these, commercial and office properties saw a significant increase in transactions, rising by 69.4% month-on-month, becoming a major driver of new home sales. Behind this market recovery, favorable policies have been a key driving force. Starting January 1, 2026, Shenzhen will implement new standards for secondhand housing transaction taxes and fees: properties held for two years or more will be exempt from value-added tax, and for properties held for less than two years, the value-added tax rate will be reduced from 5% to 3%, directly lowering the cost of homeownership. Furthermore, the People's Bank of China recently announced a reduction in the minimum down payment ratio for commercial property loans to 30%, significantly lowering the barrier to entry for commercial property purchases.

January 30th - After 30 years of lobbying, Emirates Airlines is finally poised to launch a route to Berlin this year, landing in the capital of Europe's largest economy. The Dubai-based flagship carrier plans to officially launch service in December, operating Boeing 777s. According to a memo, the route was originally scheduled to open in May, but was postponed due to aircraft delivery delays. Despite years of persistent efforts, securing this coveted landing spot in Berlin had been a long-standing challenge for Emirates. The long-serving leader had specifically ordered additional Airbus A380s at the 2010 Berlin Air Show to garner favor from the German government.

On January 30th, Guild Resident Economist Guy Berger stated: "I don't agree with concluding that Warsh will be a hawk (at least under this administration) based on his experience as a Fed governor. I think his biggest challenge initially will be gaining the support of the board. Since Bernanke, new chairs have generally had a more secure position than Warsh."

Rosenblatt Securities raised its price target for Apple (AAPL.O) from $250 to $267.

French President Macron: France will support the implementation of the ceasefire agreement in Syria.

January 30th - RSM Chief Economist Joseph Brusuelas: My assessment of Kevin Warsh is based on his public statements, speeches, and performance during his tenure at the Federal Reserve, with reference to Fed meeting minutes. My conclusion is that his first reaction (to monetary policy issues) is hawkish; he has almost never encountered a possibility of an interest rate hike that he dislikes. However, he made mistakes in his policy response after the financial crisis; he genuinely failed to understand the nature, scale, and impact of this Great Depression-like shock. Warsh continued to cite inflation as the primary risk between 2007 and 2008, when a massive deflationary shock had already been triggered: the US banking system nearly collapsed, and credit markets froze.

American Express (AXP.N) fell nearly 1% in pre-market trading after reporting mixed fourth-quarter results.

January 30th - This week, the long-standing debate about whether Tesla is a car manufacturer or a tech giant has almost come to an end. With the company announcing drastic changes to its production lines, Wall Street analysts, both bullish and bearish, have reached a rare consensus: Tesla is far more than just an ordinary car stock. During the earnings call, Musk announced the end of an era: Tesla will officially cease production of its high-end Model S and Model X. The Fremont factory lines, originally used to produce these flagship models, will be dismantled and replaced with a production line for the Optimus humanoid robot, with a target annual output of 1 million units. This transformation comes with massive financial investment. Tesla plans to invest $20 billion in autonomous driving, robotics, and energy storage projects by 2026, doubling its previous guidance. Barclays analyst Dan Levy commented, "Tesla is no longer a car company; that's now crystal clear. The end of the Model S/X symbolizes the baton being officially passed from car manufacturing to 'physical artificial intelligence.'"

January 30th - According to China Energy Engineering Corporation (CEEC), Ni Zhen, Party Secretary and Chairman of CEEC, held talks with Zhang Chuanwei, Party Secretary and Chairman of Mingyang Group, on January 30th. The two sides conducted in-depth exchanges on deepening cooperation in areas such as technological innovation, offshore wind power, green hydrogen ammonia and methanol, and international business.

On January 30, Elias Haddad, global head of market strategy at Brown Brothers Harriman, pointed out that if Warsh's vision for Federal Reserve policy is implemented, the US yield curve may steepen further due to lower short-term interest rates, while long-term interest rates may remain stable or even rise due to insufficient credibility of US fiscal policy.

On January 30th, Yuyuan Holdings announced that it expects to incur a net loss attributable to owners of the parent company of approximately 4.8 billion yuan for the year 2025. In the same period last year, the company's net profit attributable to owners of the parent company was 125 million yuan.

Iranian Foreign Minister Araqchi: Iran will maintain and expand its defense capabilities.

On January 30th, Mark Dowding, Chief Investment Officer of BlueBay Asset Management, stated that the market widely expects Kevin Warsh to provide justification for a dovish stance, arguing that productivity gains from artificial intelligence will ensure inflation remains under control. Therefore, the futures market continues to anticipate two Fed rate cuts this year, consistent with expectations over the past few months. Compared to other potential candidates, Warsh is likely to be considered one of the less dovish ones. Previous interactions with other Fed members have shown that Warsh is highly respected, and his appointment as Fed Chairman is unlikely to pose a threat to the institution's independence.

Jefferies: Raises its price target for Apple (AAPL.O) from $276.47 to $286.54.