Core Viewpoint - The "New Year Consumption Season" in Erqi District aims to stimulate local consumption and enhance community engagement through various cultural and commercial activities [3][4]. Group 1: Event Overview - The "New Year Consumption Season" was launched on January 30, 2026, featuring a variety of activities including traditional culture showcases and modern consumer experiences [2][3]. - The theme "Welcoming the New Year with Joy in Erqi" connects local businesses and shopping districts to create a festive atmosphere for all age groups [3]. Group 2: Activities and Promotions - Key activities include "Good Luck with the New Year" in collaboration with major shopping centers, highlighting traditional cultural elements [3]. - Special events such as the "Treasure Market" and "Immersive New Drama" are designed to attract visitors and enhance the shopping experience [3]. - Over 50 events, including a New Year goods festival and food festival, are planned to maintain consumer enthusiasm throughout the season [3]. Group 3: Community Engagement - The initiative encourages community participation, inviting citizens to enjoy the festive offerings and celebrate the New Year together [4]. - Local businesses, including major retailers like JD.com and Suning, are providing discounts and promotions to enhance consumer spending [3].

Core Viewpoint - The upcoming Spring Festival is driving a surge in consumer activity in the annual goods market across various regions, highlighting a vibrant festive atmosphere [1] Group 1 - The year-end shopping season is characterized by increased purchases of traditional New Year items such as decorations, dried fruits, and seafood [1] - The bustling market scene in Qingdao, Shandong Province, exemplifies the lively consumer engagement as residents actively select their festive goods [1]

Group 1 - Saks Global, a bankrupt retailer, is terminating its partnership with Amazon.com for the "Saks on Amazon" initiative [1]

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession; the company's performance has been stagnant, leading to a decision to exit its position in November [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a shift in narrative positioning it as a strong contender among tech stocks [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, potentially supporting lower bond yields and benefiting stocks [6]

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession, and the CNBC Investing Club has exited its Disney position due to stagnant performance [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a positive narrative shift around the company due to its advancements in AI and other technologies [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals, as selling pressure has hindered its recent performance [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, which could support lower bond yields and positively impact stock prices [6]

Employment records of at least two Minneapolis-area businesses are being audited by the Department of Homeland Security, in what state and local officials describe as retaliation over the fallout from the Trump administration’s immigration crackdown in Minnesota. Hennepin Healthcare, which operates the state’s largest safety-net hospital, and Mischief Toy Store, a small retailer in St. Paul, both got notices from DHS demanding records to verify their employees are authorized to work in the US. Most Read ...

Market Overview - The S&P 500 fell 0.43% to 6,939.03, the Nasdaq Composite dropped 0.94% to 23,461.82, and the Dow Jones Industrial Average slipped 0.36% to 48,892.47, indicating a broad sell-off in risk assets [1] - Precious metals and financial stocks were the leading decliners, with significant declines in gold and silver prices [2] Precious Metals Performance - Silver experienced a historic decline, losing more than 35% in intraday trading, marking its biggest daily fall on record, while gold futures fell by 11% before slightly recovering [4] - Despite the pullback, both gold and silver finished the month in positive territory after a year of record highs [4] Dollar and Federal Reserve Impact - The dollar strengthened as gold and silver prices dramatically declined, influenced by the nomination of Kevin Warsh to lead the Federal Reserve, with expectations of a less dovish stance on interest rates [3] Sector Performance - Megacap tech stocks showed some resilience, with Microsoft down just 0.74% and Apple slightly up by 0.46% following solid after-hours earnings [2] - AI skepticism continues to impact the Nasdaq, while health stocks are under pressure from government proposals to cap Medicare Advantage rates [5]

Group 1 - The 29th China (Sichuan) Spring Festival Shopping Festival opened in Chengdu, featuring participation from over 1,000 domestic and international enterprises across 36 countries and regions, and nearly 30 provinces in China [1][2] - The event showcases 100,000 high-quality New Year goods, including traditional crafts and modern technology products, through themed exhibition halls such as liquor and candy, specialty agricultural products, and lifestyle goods [1] - A new promotional strategy combining exhibitions with over 2,000 offline Red Flag chain supermarkets in the province was implemented, enhancing consumer engagement and sales opportunities [1] Group 2 - The festival serves as a platform for exchanging unique products from across the country and globally, with activities like "Xinjiang Goodies Go to Sichuan and Chongqing" featuring local teas and other specialties [2] - An import goods pavilion will open on February 4, showcasing international products such as French wine, German beer, and Belgian chocolate, along with kitchenware and cultural crafts [2] - The festival will run from January 30 to February 11, including a series of events like the Sichuan liquor market and the third Ruoergai Food Festival [2]

Core Viewpoint - UBS maintains a "Buy" rating for Walmart and raises the price target from $122 to $135, reflecting confidence in Walmart's financial performance and future prospects [1][5] Financial Performance - Walmart achieved $681 billion in revenue during fiscal 2025, averaging about $1.87 billion per day [2][5] - The company reported a 4.3% operating margin in fiscal 2025, resulting in an operating income of $29.3 billion, indicating profitability after covering costs [2][5] Competitive Positioning - Walmart's 4.3% operating margin positions it between Target's 4.6% and Costco's 3.7%, showing its competitive standing in the discount retail sector [3] - The operating margin has improved from 3.3% in fiscal 2023, marking a full percentage point increase over two years, highlighting Walmart's ability to enhance profitability alongside revenue growth [3] Stock Performance - Walmart's current stock price is $117.57, reflecting a slight increase of 0.13%, with a trading range between $116.61 and $117.63 [4] - Over the past year, Walmart's stock has reached a high of $121.62 and a low of $79.81, with a market capitalization of approximately $937.33 billion [4][5]

Core Viewpoint - GameStop is planning to acquire a significantly larger publicly traded consumer company, which CEO Ryan Cohen believes could be transformational for the company and the capital markets [1][2]. Group 1: Acquisition Plans - The acquisition is described as "really big" and has the potential to make GameStop worth "several hundreds of billions of dollars" if successful [2]. - Cohen is targeting an undervalued, high-quality consumer company with growth prospects and a "sleepy management team" [2]. - The ambition to increase GameStop's market cap to over $100 billion is seen as a challenging task given its current market cap of $10.5 billion [2][5]. Group 2: Financial Performance - Since Cohen's takeover in September 2023, GameStop has improved its profitability, with net income rising to $77.1 million from a loss of $3.1 million [5]. - The company's gross margin has increased by 7 percentage points during this period, and it has posted consecutive annual net incomes for fiscal 2024 and 2025 after five years of losses [5]. Group 3: Investor Sentiment - Investor Michael Burry has shown interest in GameStop, indicating confidence in Cohen's ability to leverage the company's current situation for future growth [6][7]. - Burry commented on Cohen's strategy of maximizing the current business while waiting for an opportunity to acquire a more profitable company [7]. Group 4: Strategic Direction - Cohen has not ruled out liquidating GameStop's bitcoin holdings to fund the acquisition but believes the new strategy is more compelling than bitcoin [8]. - The approach is likened to Berkshire Hathaway's strategy, aiming to create significant value in a shorter timeframe by applying operational efficiency [9].