Broadcom Inc. (AVGO) 加自选

日本12月工厂产量小幅下降，但与预期一样糟糕。更多来自日本的数据（见下文）。我会有更多的内容单独讨论。

Japan's factory output edged down in December, nat as bad as expected.More data from Japan (below). I'll have more to come on this separately.

特朗普最近发脾气，威胁对加拿大征收50%的飞机关税。特朗普威胁要取消加拿大飞机的认证，并征收50%的关税，指责加拿大不公平地阻止湾流公务机的认证。

Latest Trump tantrum, threatens 50% aircraft tariff on Canada over jet certification fight.Trump threatened to decertify Canadian aircraft and impose a 50% tariff, accusing Canada of unfairly blocking certification of Gulfstream business jets.

日本通货膨胀-1月东京CPI标题同比1.5%（之前为2%）。2026年1月东京地区CPI数据。我会有更多的内容单独讨论。

Japan inflation - January Tokyo CPI Headline 1.5% y/y (prior 2%).Tokyo area CPI data for January 2026. I'll have more to come on this separately.

韩国服务业产出从之前的0.7%攀升至12月的1.1%。韩国服务业产出从之前的0.7%攀升至12月的1.1%

South Korea Service Sector Output climbed from previous 0.7% to 1.1% in December.South Korea Service Sector Output climbed from previous 0.7% to 1.1% in December