The US February ISM Services Index reached a new high since mid-2022, with a rare surge in the backlog of orders index and rising manufacturing costsAluminum prices soar to a new high since 2022, Bahrain Aluminum suspends partial deliveries citing force majeureBroadcom Earnings Preview: AI Revenue May Nearly Double, But Strong Performance May Not Save Stock PriceThe myth of U.S. Treasury bonds as a safe haven is quietly shaking under the weight of war and massive deficitsOil prices have first shown a decline after the outbreak of the US-Iran war: Bessent promises to escort the Persian Gulf, suggesting that more measures are to comeApple releases MacBook NeoLess than 4600 yuan! Apple launches the most affordable laptop MacBook Neo, entering the low-end PC market for the first time with iPhone chipsCathie Wood buys the dip in Chinese tech stocks: significantly increasing holdings in Alibaba, reducing positions in TSMC and BaiduTesla's Berlin factory faces union influence, which may affect operations in the European marketGlobal news you need to know before the U.S. stock market opens on WednesdayNatural gas prices soar by 75%, the EU may reconsider the ban on Russian gas importsMeta quietly establishes a new artificial intelligence engine, advancing towards the goal of "superintelligence."The escalation of tensions in the Middle East forces tech companies to scale back their operations in Dubai, with Amazon, NVIDIA, and Google adjusting their operationsFederal Reserve Governor Michelle Bowman: The policy remains restrictive, leaning towards a 25 basis point rate cut each time until neutralThe NVIDIA craze meets diversification suggestionsU.S. February ADP Employment Quick ReviewIn February, the ADP employment number in the United States increased by 63,000, with an expected increase of 50,000, and a previous increase of 22,000Bessent confirms: Tariffs may be raised to 15% this week!After the release of the February ADP employment figures in the United States, the US dollar index showed little short-term volatilityAfter a month, it surged again. Report: Samsung Electronics Q1 DRAM price increase adjusted from 70% to 100%LNG supply shocks the fertilizer industry, forcing India's urea giants to cut productionImpact Path of the Iran Situation: Rising Inflation → Liquidity Crisis → Supply Chain Restructuring?Beisenet confirms the schedule for tariff increases, as early as this weekU.S. Stock Market Outlook | Futures for the three major indices rise together as safe-haven demand cools and the dollar slightly retreats; Broadcom announces earnings after hoursBenchmarking Apple and Samsung! Xiaomi officially announces its self-developed SoC "annual upgrade" plan, intending to collaborate with Google Gemini to create an international version of the AI assistantATAT: Hotel fandom, retail cash-out — how long can the 'boutique-chic' darling keep winning?---HKEX: HGI G2 TECH 50 ETF will be listed and traded on March 6The Asia-Pacific stock market remains in a downturn, with the South Korean Composite Index plummeting 6%, the Nikkei 225 Index falling over 2%, SK Hynix experiencing a V-shaped rebound, and Samsung Electronics narrowing its declinePresident Hammack of the Federal Reserve Bank of Cleveland: I think we may need to pause for a whileFederal Reserve Cleveland President: The impact of the Iran war is still difficult to assess, supporting interest rates to remain unchanged for a long timeAmazon is exploring AI chatbot advertising technology for other applications"Tesla Iron Fans" shareholders massively purchased 1 million shares of NVIDIA, supporting that AI is not a bubble!Why did the Asian stock market crash? The Middle East conflict punctured high leverage, but the fundamentals of AI chips remain unchangedIs Silicon Valley haunted by the Middle East? NVIDIA withdraws, Amazon is attacked, and Microsoft's and Google's $10 billion investments are overshadowedThe biggest keyword in this round of earnings season for U.S. stocks - AI anxietyWhen will the oil price shock trigger a real crisis? History reveals three major triggering signalsU-PRESID CHINA released its annual performance, with shareholders' profit attributable to shareholders reaching 2.05 billion yuan, an increase of 10.88% year-on-yearBABA Qwen chief steps down; NVDA sets GTC 2026 dates | Daily News Recap---Oil prices continue to rise! The shipping industry questions Trump's escort promise: Are there enough warships? Is the insurance reliable?Crazy investment in AI chips and HBM! Asian semiconductor giants are expected to spend $136 billion this year, a year-on-year increase of 25%The Governor of the Bank of Japan warns that the war in Iran may severely impact the economy, downplaying the prospects of a rate hike in MarchEuropean Natural Resources Fund: Escalation of Middle East Conflict Affects Logistics, Helping Gold Prices Break Free from 5000 ResistanceThe Middle East conflict has caused flight cancellations in Dubai, and 20% of global gold logistics may be interrupted, with silver also affected!Chairman of the Financial Services Commission of Korea: If necessary, Korea will actively launch a market plan of 1 trillion wonConcerns over oil price shocks lead to overseas funds withdrawing from the Asian AI boom, causing a sharp decline in South Korean stocksFebruary PMI: "Temperature Difference" SignalHuatai Securities: Under the interest rate cut cycle, tobacco stocks show impressive yields with both offensive and defensive attributesIt is reported that Meta has reached an AI content licensing agreement with News Group, with an annual licensing fee of 50 million USD