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When the market has become accustomed to the unilateral weakness of the yen, and carry trades have become overly crowded, is the countdown to the first major market shock in 2026 already underway? This article will help you understand how this “gray rhino” could open a gap in the market.

Golden Ten Data reported on January 2 that the US stock market was closed for the holiday, while today marks the first trading day of 2026 for the Hong Kong stock market. Driven by tech internet stocks, the market continued to rise, with gains expanding to over 500 points. The Hang Seng Index opened 86 points higher at 25,717 points, and with strong capital inflows, the market broke through the 26,000-point mark, rising as much as 586 points intraday to reach 26,217 points, standing above the 100-day moving average. By the close, the Hang Seng Index was up 2.18% in the morning session, the Tech Index rose 3.38%, and the total turnover of the Hang Seng market reached HKD 76.87 billions. On the board, tech internet stocks led the gains, semiconductor stocks rose for a seventh consecutive week, and retail, power equipment, and gaming software stocks strengthened again; meanwhile, biopharmaceutical and cosmetics stocks remained weak, and film, heavy machinery, and food stocks experienced volatile pullbacks. In terms of individual stocks, Biren Technology (06082.HK) surged over 72% on its first day of listing, Hua Hong Semiconductor (01347.HK) rose nearly 10%, Baidu (09888.HK) gained 7.5%, Kingdee International (00268.HK) was up over 6%, while CK Infrastructure Holdings (01038.HK) fell 1.1%.

1. New breakthrough in independent chip research and development in China. 2. Swancor Advanced Materials: The embodied intelligent robot business is not expected to have a positive impact on the 2025 annual performance. 3. Zhihuijun released the first personal robot Qiyuan Q1, and Swancor Advanced Materials officially entered the new track of personal robots. 4. Two departments: Promote the empowerment of power grid development with artificial intelligence technology and digital technology. 5. Midea Group: The humanoid robot "Meila" series products for commercial and household scenarios have entered the final testing stage. 6. Unitree Robotics' first global store opens in JD MALL, JD.com accelerates full-channel robot deployment. 7. Hunan: Accelerate the application of artificial intelligence, robotics, intelligent detection, brain-computer interface and other technologies in the elderly care sector. 8. As of December 31, Beijing has added 4 new generative artificial intelligence services that have completed filing. 9. As of December 31, Guangdong Province has added 17 new generative artificial intelligence services that have completed filing. 10. Suzhou: Promote artificial intelligence application scenarios, with a maximum reward of 10 million yuan. 11. Chiplink Integration: Robot LiDAR VCSEL has been mass-produced. 12. Bethel plans to invest 35 million yuan in MoJia Robotics, with Zhiyuan Innovation and Fuchun Dyeing & Weaving participating simultaneously.