Group 1: Food and Beverage Industry - The recent strong rally in the liquor sector is driven by a combination of macro policies, valuation adjustments, and fundamental factors, rather than a single catalyst [4][8][9] - Optimized real estate policies and supportive domestic demand measures have effectively boosted market expectations for consumption recovery [8][9] - The valuation of the liquor sector has returned to historical lows, with public fund holdings in the sector dropping to 2.9% in Q4 2025, indicating a clearer and more reasonable chip structure [8][9] - The strong performance of leading companies like Kweichow Moutai in terms of pricing and sales has confirmed the resilience of terminal demand in the liquor market [8][9] Group 2: Retail and Cosmetics Industry - The medical beauty and cosmetics sectors have shown significant growth, with notable stock performances in January, such as Four Seasons Medicine (+28.5%) and 壹网壹创 (+50.8%) [6][26][27] - Medical beauty company Giant Bio received approval for a new product, showcasing its R&D strength and market potential [27] - 美丽田园 has announced positive earnings forecasts, reflecting strong operational resilience and growth potential through strategic acquisitions and store expansions [27][30] Group 3: Semiconductor Materials Industry - The sputtering target market is expected to grow significantly, with projections indicating a global market size of 25.1 billion yuan by 2027 for semiconductor sputtering targets [15] - The supply side is dominated by overseas giants, but domestic manufacturers are transitioning from being mere substitutes to becoming global competitors [17][18] - Price increases in sputtering materials are anticipated due to rising metal costs, with major clients likely to accept these price hikes [16][18] Group 4: Cloud Computing and AI Industry - Google Cloud's revenue for Q4 2025 reached $17.7 billion, a 48% year-on-year increase, exceeding analyst expectations [20][21] - Capital expenditures for Google reached $27.9 billion in Q4 2025, a 95% increase year-on-year, with projections for 2026 capital expenditures between $175 billion and $185 billion [20][21] - Meta and Microsoft also reported strong revenue growth, driven by AI efficiencies, with Meta's Q4 revenue at $59.893 billion, a 24% increase [21][22]

RT NotebookLM (@NotebookLM)NotebookLM 🤝 @GeminiAppYou can now upload Notebooks directly into the GeminiApp. This is great for:— Combining multiple Notebooks— Generating images or apps inspired from your Notebooks— Building on top of existing Notebooks with online research— And more!Try it today! https://t.co/8CUhNTa08Z ...

RT Josh Woodward (@joshwoodward)In @GeminiApp this is what you're working with now:Fast = 3 FlashThinking = 3 Flash (with thinking)Pro = 3 Pro (with thinking)Our best line-up yet! https://t.co/DgDlgNdbCI ...

RT Josh Woodward (@joshwoodward)You're a power user on @GeminiApp. What else do you want to see?Top known requests: MacOS app, Projects, and Branching Chats. ...

Product Updates - Gemini Live will have improved conversational manners, addressing the issue of cutting users off mid-sentence [1] - The update will first roll out on Android, followed by iOS in the new year [1] - Users will be able to mute their microphone while Gemini is speaking to prevent accidental interruptions [1] User Experience Enhancement - The goal is to create smoother and more natural conversations on the Gemini App [1]

Try it out now in the @GeminiApp & @GoogleAIStudio. More details here: https://t.co/GzXtMfRTyi ...

Product Launch - Gemini 3 is rolling out across multiple platforms [1] - Available in the Gemini App for general users [1] - Accessible for developers via Google AI Studio, Antigravity, and Gemini CLI [1] - Integrated into Google AI Pro & Ultra subscriptions for AI Mode in Search [1] - Offered to businesses through Google Cloud on Vertex AI and Gemini Enterprise [1]

RT Josh Woodward (@joshwoodward)We just shipped our biggest update to Gemini Live ever. It's smarter. It's more expressive. It has accents. And my favorite: it can talk faster! Here are 3 ways people are already using it in @GeminiApp. 🧵 https://t.co/BGw7unbkqI ...

RT Sundar Pichai (@sundarpichai)Great to see this partnership that will expand access to @GeminiApp (and 6 months of Google AI Plus) in Africa without needing to use any mobile data. ...

Partnerships & Technology - Partnership between Josh Woodward and Cassava Technologies announced at AfricaCom [1] - Partnership aims to enable data-free access to the Gemini App [1] - Offering a 6-month extended trial of Google AI Plus, including Gemini 2.5 Pro, 200GB storage, NotebookLM and FlowbyGoogle [1]