Why haven't oil prices risen to $100 despite the "actual closure" of the Strait of Hormuz and attacks on Middle Eastern energy facilities?The war in Iran has devastated the economy and "confidence"! Federal Reserve's Kashkari urgently calls: The outlook for monetary policy has become completely unclearThe U.S. considers "purchase limits" on Chinese companies buying H200 chips; experts say the U.S. strategy to curb China in AI chips has failedBreaking! Alibaba Qwen experiences a late-night earthquake, Lin Junyang officially announces "stepping down and leaving"Will Trump TACO for the stock market? Wall Street is not very optimistic this timeThe stock price of PE giants continues to plummet, with "storm center" Blue Owl's stock price halving in a year, having fallen below its "initial public offering price."Breakfast | The three major U.S. stock indices all fell, and the fear index VIX surged to its highest level since April 2025The Japanese and South Korean stock markets continue to declineIntel appoints Barratt as the next chairman, succeeding Frank YearyZhitong Hong Kong Stock Early Knowledge | The situation in the Strait of Hormuz drives up tanker freight rates, CNOOC directly benefits from the rise in oil pricesSummary of Key Points from Bloomberg Investment Summit (Day 1)Reports say that Tesla's Berlin factory had a capacity utilization rate of only 40% last year, which the factory manager deniesReminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve officials: The shadow of war looms over the economic outlook, the Federal Reserve can hold steadyApple raises MacBook prices across the board, with the M5 chip and new display marking an AI-first strategyThe Middle East situation impacts "this year's strongest stock market": South Korean stocks hit the largest single-day drop in 18 months, with Samsung and SK Hynix shares falling about 10%Before taking office, Waller faces numerous challenges, as Federal Reserve colleagues question the surge in oil prices, which may make it difficult for him to fulfill Trump's dream of interest rate cutsSE (Trans): Shopee profit flat in 2026?
---Google launches Gemini 3.1 Flash-LITE modelGoogle launches the fastest and most cost-effective Gemini 3 model, with a response time improved by 2.5 times and output speed increased by 45%Disruptions in the Strait of Hormuz and saturated storage tanks may lead to a daily production cut of up to 3 million barrels in IraqAyar Labs, supported by NVIDIA, raised $500 million, with a valuation of $3.75 billionSE: Burning cash for growth — is SE Asia's 'mini Tencent' heading into another money pit?
---New York Fed's Williams: Further rate cuts depend on inflation progress, tariff impacts are a "one-time shock"Apple launches the new generation MacBook laptop with a starting price of $1,099Apple upgrades its laptop product line, raising the starting prices of several modelsDiagnosing startup Droplet Biosciences collaborates with NVIDIA to accelerate cancer detection resultsAmazon launches Amazon Now service in Brazil, promising grocery delivery within 15 minutesS&P downgrades SoftBank's rating to negative, stating that the $30 billion investment in OpenAI may harm credit qualityMeta enters the field of AI shoppingBefore arrival, the road is already difficult! The path to interest rate cuts by the Federal Reserve under Jerome Powell faces multiple headwinds - colleagues' doubts, data divergence, and obstacles in balance sheet reductionApple releases MacBook Air equipped with M5 chip, starting storage doubled, AI capabilities upgradedAmazon purchases the Virginia campus of George Washington UniversityWhy does gold react with such volatility in the face of a crisis?Global news you need to know before the U.S. stock market opens on TuesdayPushing the second generation VLA, XPeng bets on both mass-produced cars and Robotaxi for L4 simultaneouslySpring Festival AI Battle Review: Doubao "Wins" Traffic, Qianwen "Occupies" RetentionAfter a year and a half, Trump plans to strengthen his offensive, and Brent crude oil rises above $85 in responseWall Street investment banks ignore the gunfire and inflation, firmly optimistic about the rise of U.S. stocks this yearReport: SK Hynix is exploring new packaging technology for HBM4, aiming for NVIDIA's top performance targetsThe US-Iran conflict reignites "inflation concerns": A surge in oil prices could raise the US inflation rate by 0.7%. Can the Federal Reserve still cut interest rates?U.S. Stock Market Outlook | Three Major Index Futures All Decline, Brent Crude Continues to Rise Approaching $85, Gold and Silver Plummet Amid Inflation ConcernsLME aluminum jumps! Qatar Energy expands production cuts: urea, methanol, and aluminum completely haltedEurozone February CPI rose 1.9% year-on-year, exceeding expectations! Iranian risks drive up oil and gas prices, and market interest rate hike expectations rise