Energy inflation stifles interest rate cut expectations, Iran's war impacts the European bond marketGoldman Sachs comments on Broadcom's earnings report: Concerns over gross margin lifted, explosive guidance implies significant upward revision of performance!JD.com CEO Xu Ran: This year's investment in delivery is lower than last yearHong Hao: The market in 2026 will be very unusual, and the commodity market will continuePower consumption plummets by 95%, breaking the dilemma of light and copper trade-offs... Will Micro LED CPO be the ultimate solution?U.S. Stock Market Outlook | Three Major Index Futures Decline, Broadcom Rises After EarningsThe oil hoarding wave rises, prices soar, and fuel supply in Asia is under pressureLei Jun talks again about the surge in memory prices: The mobile phone business is under great pressureBYD's Wang Chuanfu: The second-generation blade battery charges fully in 9 minutesMiddle East conflict threatens, South Korea warns: Chip supply chain faces "disruption" risk!MEITUAN-W cancels 3.0187 million repurchased sharesJD.com's Q4 net revenue increased by 1.5% year-on-year to 352.3 billion yuan, with new business investments resulting in a quarterly net loss of 2.7 billion yuan | Financial Report InsightsHong Kong Stock Review: Heavy Sell-offJD INDUSTRIALS released its annual performance, with a net profit of 2.314 billion yuan, an increase of 203.8% year-on-yearFirst time achieving annual profitability! Bilibili's Q4 revenue increased by 8% year-on-year, and adjusted net profit grew by 94% | Financial report insightsJD.com expects revenue of 1,309.1 billion yuan in 2025, a year-on-year increase of 13%, accelerating growth compared to 2024JD INDUSTRIALS' revenue in 2025 increased by 17.4% year-on-year, driven by technological innovation promoting the digital intelligence upgrade of the supply chainLawsuit allegation: Google Gemini induces users to commit suicideCathay Securities and Haitong Securities: The wealth effect may drive the recovery of high-end consumption, optimistic about travel and transportation, etcHon Hai's sales in February reached NT$ 595.8 billion, a year-on-year increase of 8.06%The Middle East conflict has caused large-scale fertilizer production stoppages, and experts warn that the global food crisis may exceed that of 2022Google: Starting June 30, the app store commission will be reduced from 30% to 20% or lower1 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 pharmaceuticals