What AI Slowdown?! Nvidia's Biggest Competitor Just Grew Its AI Revenue by 106%Google DeepMind extends an olive branch to Qianwen employeesThe United States issues its first nuclear power construction permit in ten years, Bill Gates' advanced nuclear reactor approvedIndonesia issues a "stern warning" to Meta over the spread of false informationInterest rate market chooses optimism, betting on the Iran war to last only a few weeks, not monthsSchroders PLC: It is expected that Walsh both intends and has the ability to promote further interest rate cuts, and any bond sell-off is likely to be limitedQuantum frenzy creates huge waves! Pasqal, founded by a Nobel Prize winner, aims to land on the US stock market through SPAC, with funds focusing on the "next generation computing revolution."Bank of Japan: Closely monitoring the duration of the Iran conflict, April rate hike window still on the agendaReport: The Bank of Japan may keep the March interest rate unchanged, with the option of a rate hike in April still under considerationNVIDIA capacity major adjustment: H200 makes way for the next generation chip Vera RubinGovernment Work Report: What new ideas are there in the first year?Morgan Stanley: Assigns Alibaba-W a "Buy" rating with a target price of HKD 210; Qwen talent loss triggers short-term risk premiumUnderstanding the Market | Optical Communication Concept Stocks Rebound Collectively, NVIDIA Splashes $4 Billion on Strategic Investments in Two Leading Optical Communication CompaniesUnderstanding the Market | BABA-W falls over 3% again, internal letter approves Lin Junyang's resignation, Morgan Stanley points out that personnel changes bring short-term risk premiumThe draft outline of the "14th Five-Year Plan" is here!A senior executive from Central Huijin has been appointed as the vice president of Bank of China, marking a new source of high-level executives for state-owned banksBroadcom conference call: AI chip revenue will exceed $100 billion by 2027, AI will not disrupt infrastructure softwareCitadel traders "flip from short to long": Ten reasons the market is set for a "tactical rebound"AVGO Trans: AI revenue to top 100bn by 2027; XPU collaboration is sustainable---Apple is becoming more and more like Zijin MiningOil prices need to be at $80 to avoid losses! Trump's Venezuela oil plan faces "cost challenges"OpenAI scales back its ChatGPT shopping ambitions, testing the monetization path for AI e-commerce againGoogle establishes three future engines: quantum computing, robotics, and AI pharmaceuticalsUnderstanding the Market | XPENG-W rose nearly 6% and recently announced that the second generation VLA will officially start pushing to users this monthU.S. Federal Trade Judge Orders Trump Administration: Stop Calculating IEEPA Tariffs on ImportersHong Kong Stock Market Update | The Hang Seng Index rose 1.72%, the Hang Seng Tech Index increased, with over 70% of popular tech stocks leading the way, highlighting sector differentiation and capital flowUndeterred by the Middle East conflict, Double Line Capital strongly supports emerging markets: attractive valuations and stable policies are expected to usher in a "virtuous cycle."Hengke evaporated $600 billion, what is the market afraid of?DRAM and NAND soar together! Storage chips become the hardest currency in the AI era, Micron and Sandisk welcome the "AI super dividend"Asia-Pacific Select ETF Southern (159687) rose over 4% in early trading as the Japanese and South Korean stock markets strongly recovered, with constituent stocks continuously benefiting from the storage super cycleAVGO: AI firing on all cylinders; a fiercer rival to NVDA?---The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 1.6%Amazon's layoffs in robotics positions signal a strategic move: a $200 billion comprehensive bet on AI computing power, with self-developed AI chips becoming the core of cost reductionCITIC reviewed eight Middle Eastern conflicts since 1970 and identified four important patterns高盛 “逆市看涨” 的逻辑：霍尔木兹海峡将在 5 天后恢复流通，两周内恢复 70%，四周后恢复 100%The cryptocurrency market has finally witnessed a sharp decline in the Korean stock marketAs memory prices soar, Apple launches a "price war"From Inference to Training: Meta Announces Upgrade of Self-Developed Chip Strategy, CFO Says Custom Chips are the "Core Pillar"Breakfast | Three major indices rose, with the Nasdaq up over 1%, and cryptocurrencies surgedFederal Reserve News Agency: After Powell, can the Federal Reserve still have independence?Japanese and South Korean stock markets rebound significantlyZhitong Hong Kong Stocks Early Knowledge | Trump officially nominates Waller to serve as Chairman of the Federal Reserve, FTSE China 50 Index adjustment announcementMeta plans to extend its self-developed chips to AI model trainingCITIC Construction Investment's Asset Allocation Outlook for March: Short-term speculation on oil and gold, recommending US tech stocksTop 20 U.S. Stock Trading Volumes on March 5: Tesla favored by Bank of America, called the "leader in the field of autonomous driving"Broadcom's revenue last quarter and guidance for this quarter both exceeded expectations | Earnings Report InsightsTesla gains new confidence from Wall Street, stock price rises accordingly