【Financial Breakfast | February 6, 2026】

1. AI panic spreads, employment data is weak, the three major U.S. stock indexes fell over 1%, silver plummeted 19%, Bitcoin crashed, U.S. bonds rose, and Chinese concept stocks rose against the trend.

2. U.S. December JOLTS job openings hit a five-year low, far below expectations. U.S. Challenger Companies cut 108,000 jobs in January, the highest for the same period since 2009, a month-on-month surge of 205%.

3. The European Central Bank has held steady for the fifth consecutive time.

4. The Bank of England has held steady, maintaining the interest rate at 3.75%, with a 5 to 4 vote signaling a strong indication of rate cuts.

5. Bitcoin faces a bloodbath! It plummeted 12% to $63,000, over 400,000 people were liquidated, and the market fell into a "crisis of confidence."

6. Under election uncertainty, Japan's 30-year government bond auction "stabilizes the market."

7. Will Chinese leaders visit the U.S. by the end of this year? The Chinese Ministry of Foreign Affairs responds.

8. Spending on AI surpasses Google, Amazon's expenditure guidance of 200 billion this year unexpectedly skyrockets, dropping over 10% after hours.

9. Due to a shortage of storage chips, Nvidia will delay the release of new gaming chips.

10. Anthropic releases a financial research AI model, Reuters drops over 8.5%, FactSet once fell 10%. OpenAI launches GPT-5.3-Codex, calling it the strongest programming agent to date. OpenAI launches Frontier, targeting enterprise-level agent automation.

11. Multiple Chinese payment institutions have accessed a unified cross-border QR code gateway, supporting more overseas wallets for domestic use.

12. Strong demand for AI, Foxconn's January sales reached 7300.4 billion TWD, a year-on-year increase of 35.5%.

13. Meituan: plans to acquire Dingdong Maicai for $717 million.