News

According to Golden Ten Data on January 2, leading domestic private equity firms specializing in discretionary stock selection strategies—such as Freshwater Spring Investment, Starstone Investment, Xuanyuan Investment, Qinghequan Capital, and Xiangju Capital—stated in their latest 2026 investment strategy outlook that the A-share bull market is still ongoing. However, the driving logic may gradually shift from liquidity to fundamentals, and the pace will differ from the past. The market is expected to transition from valuation-driven to performance-driven, making stock selection more challenging, but the value of allocation remains highly attractive. Investment opportunities in 2026 will revolve around themes such as overseas expansion, artificial intelligence, anti-involution, and domestic demand. (Securities Times)

Golden Ten Data reported on January 2 that, according to Japan's Kyodo News, several Japanese government sources revealed that the Japanese and U.S. governments are in final coordination for a possible phone call between Japanese Prime Minister Sanae Takaichi and U.S. President Trump as early as the evening of the 2nd. It is expected that discussions may include the timing of Takaichi's visit to the United States.

According to Golden Ten Data on January 2, local time, the foreign ministers of Jordan, the United Arab Emirates, Indonesia, Pakistan, Turkey, Saudi Arabia, Qatar, and Egypt issued a joint statement regarding the humanitarian situation in the Gaza Strip, expressing concern over the continued deterioration of local humanitarian conditions. The statement pointed out that the recent severe and unstable weather has further exacerbated the humanitarian crisis in the Gaza Strip. With restricted access to humanitarian aid, severe shortages of critical life-saving supplies, slow entry of infrastructure repair and temporary shelter materials, the living conditions of local residents continue to worsen.