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On January 28th, according to Qichacha APP, Yitu (Shenzhen) Technology Co., Ltd. recently underwent industrial and commercial registration changes, with Beijing Quantum Leap Technology Co., Ltd., a subsidiary of ByteDance, becoming a new shareholder. Public information shows that Yitu Technology is an automotive intelligent software service provider.On January 28th, Goldman Sachs reported that despite rising geopolitical risks, investor risk appetite remains high, indicating that the market has largely priced in macroeconomic risks. According to the banks latest positioning and sentiment indicators, investor optimism is currently at approximately the 67th percentile, and its proprietary risk appetite index has risen to its highest level since April 2021, highlighting the continued preference for risk assets. Funds are currently flowing across high-risk assets, with equity allocations remaining active. Investors continue to overweight and expand their global portfolios, without shifting towards defensive strategies. Continued participation from US retail investors supports market breadth, while international funds are accelerating their inflows into Europe, Japan, and emerging markets. This suggests that investors are increasingly confident in the global growth outlook and are shifting from concentrated US allocations to diversified portfolios, showing a greater willingness to increase allocations to regions that may benefit from cyclical recovery, valuation advantages, or policy improvements.On January 28th, Capital Economics economist Abhijit Surya stated that persistent underlying inflationary pressures in Australia will prompt the Reserve Bank of Australia (RBA) to reverse its rate-cutting trend next month. He expects the RBA to raise rates by 25 basis points at its policy meeting next week, followed by another rate hike in May. Surya added that this move would be sufficient to curb excessive demand in the economy, but the market remains wary of the possibility of further policy tightening.The Hang Seng Tech Index rose to 2%, with Alibaba Health (00241.HK) and SenseTime (00020.HK) rising over 4%, and Kuaishou (01024.HK) and Bilibili (09626.HK) rising nearly 4%.On January 28th, local time, Israeli Prime Minister Benjamin Netanyahu stated on January 27th that if Iran attacks Israel, Israel will retaliate with "force Iran has never seen before." Regarding claims about proceeding with reconstruction before the demilitarization of the Gaza Strip, Netanyahu explicitly stated that this "will not happen." He also denied rumors that Israel had allowed Turkey and Qatar to participate in the Gaza International Stabilization Force, saying, "That will also not happen." Netanyahu further asserted that the establishment of a Palestinian state in the Gaza Strip "has not happened in the past, and will never happen again."

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