1 Unstoppable Stock to Buy Now Before It Joins Nvidia, Apple, Alphabet, and Microsoft in the $3 Trillion ClubNVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap
---The "supply shortage" crisis is escalating, is Europe's 2022 nightmare reappearing?The escalation of the Middle East situation: Is the strategy of "selling America, buying Asia" about to reverse?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 stocks