Geopolitical shock triggers broad selloff; AAPL's budget 17e launch props up sentiment｜Daily News Recap
---Following Blue Owl, Blackstone is also facing a redemption crisis, with a net outflow of $1.7 billion from its flagship credit fund in Q1Qatar's production halt + Hormuz blockade, is this natural gas crisis repeating 2022?Are ETFs taking over the US stock market? $350 billion flowed in over two months, with trading volume approaching 40%Understanding the Market | Non-ferrous Stocks Decline Widen, MMG Falls Over 11%, ZIJIN GOLD INTL Falls Over 9%Apple deepens its reliance on Google, handing Siri over to Google CloudEconomists: Global inflation is expected to rise due to the impact of the Iran warUnderstanding the Market | Gold stocks' afternoon decline widens, precious metals retreat after two days of gains, rising oil prices may drag down gold pricesThree data centers of Amazon in the Middle East were attacked by drones, and some services will not be restored in the short termHong Kong Stock Midday Review | Hang Seng Index down 0.29%, volume contraction and consolidation, oil service sector surges against the trend, SHANDONG MOLONG skyrockets 58.82%Power supply constraints and "aluminum replacing copper" stimulate demand, Morgan Stanley is optimistic about the aluminum rally, targeting $3,700!Oppenheimer March US Stock Strategy: Momentum Strategy is Timely, Recommending Stocks like Apple, Alcoa, and Baker HughesThe world's first performance report on large models! MiniMax predicts three major super PMFs for 2026, and AI platform companies are on their wayChallenging ChatGPT and Gemini! Meta tests new AI shopping features to accelerate the "personal super intelligence" strategyAI revolution, restructuring of geopolitical order, weakening of dollar credit -- why the "three major narratives" are gaining prominenceSay goodbye to blind money burning! MiniMax's first financial report "stunned" Wall Street: achieving 131% high growth with low R&D costs, profitability exceeding expectationsIs Nvidia paving the way for the release of the new CPO plan? Heavily investing in optical interconnects, aiming to build "supply protection" for CPOUnderstanding the Market | XPeng-W fell over 4% during the session, the second-generation VLA officially released, February delivery volume declined both year-on-year and month-on-monthShanghai Securities Journal: "The 14th Five-Year Plan" Starts with Development, Looking Ahead to Five Highlights of the National Two SessionsJapanese and South Korean stock markets collectively plummet, U.S. stock futures widen losses, and Japanese government bond yields rise across the boardApple and Google deepen AI collaboration, Siri's computing power demand spurs new managed server modelIn the first quarter, net outflows reached as high as $1.7 billion! Blackstone's flagship private credit fund becomes a "PE barometer"Understanding the Market | Optical Communication Concept Stocks Open Higher Collectively, Nvidia Invests $4 Billion to Enhance Research and Manufacturing of Advanced Optical TechnologiesElon Musk praises Qianwen's new model intelligent densityThe first AI Spring Festival battle, who won?The US stock market is "exceptionally calm." In the face of risks from Iran, is the market waiting or complacent?"Light Interconnection Giant" Credo's Q3 revenue surged by 200%, but declining profit margins raised concerns, dropping over 12% in after-hours trading before turning positive | Earnings Report InsightsAmazon closes Abu Dhabi distribution center and suspends delivery servicesBeginning Tuesday, measures will be implemented "in phases," with the U.S. stating that there are plans to "mitigate rising oil prices."The outbreak of risks in Iran: Will the emerging market trades, including "Taiwan Semiconductor, Samsung, and SK Hynix," face changes after this year's big profits?Inflation risks resurface ahead of the U.S. midterm elections, industry insiders: The Iran conflict may erode Republican support ratesTesla's sales in some European markets rebounded significantly in FebruaryZhitong Hong Kong Stocks Early Insights | Oil Prices Surge, Reviving Inflation Concerns, Global Central Bank Rate Cut Expectations Cool Across the BoardAmazon acquires George Washington University's Virginia Tech campus for $427 million to build a data centerFormer Federal Reserve Chair and former U.S. Treasury Secretary Janet Yellen: The situation in Iran makes the Federal Reserve less willing to cut interest ratesAfter taking over from Buffett, Abel's first shareholder letter failed to boost market confidence, and Berkshire (BRK., BRK. stock price is under pressureReminder: Please pay close attention to the following (all times are in Beijing time)March 3rd, Top 20 US Stock Trading Volume: NVIDIA Invests $4 Billion in Optical Communication IndustryElon Musk's X and xAI plan to fully repay $17.5 billion in debt, accelerating the SpaceX IPO processThe U.S. manufacturing PMI for February has expanded for two consecutive months, with the price index soaring to a nearly four-year high, and the Iran conflict may add further inflationary pressureApple releases iPhone 17e and new iPad Air, maintaining pricing and targeting the mid-range marketAggressive AI spending plans backfire on stock prices, Amazon plunges 12% in February, marking the worst monthly performance since the end of 2022Amazon commits to invest nearly $40 billion to expand AI data center infrastructure in SpainApple launches iPhone 17e, priced at $599, with the basic storage capacity increased to 256GLLM losses widened 360%, MiniMax still a 'darling'?Apple discusses hosting the new version of Siri by Google: Growing demand for cloud services