JP Morgan trading desk: Tactically bearish on US stocks until a clear path is established for the Iran issueTSMC's sales in February were NT$317.66 billion, with a year-on-year growth of 22.2% in February's revenueHong Kong Stock Midday Review | Hang Seng Index rose 1.56% in the morning session, Tencent up 5.72%Understanding the Market | WEIMOB INC rose nearly 9% in the morning, TENCENT WorkBuddy and WEIMOB INC's corporate WeChat assistant are expected to achieve synergistic developmentOil prices exceed $100, how do professional investors hedge?A good start! China's foreign trade growth rate has returned to double digits at 18.3%Astonishing historical similarities! After the surge in oil prices, will the "1970s stagflation nightmare" reoccur?Is Ning Wang's new cycle still increasing in "gold content"?Understanding the Market | Tencent rose over 3% in early trading, Tencent's version of crayfish WorkBuddy officially launched, Citigroup stated that a significant shift in the domestic AI paradigm has occurredCiti: Maintains Alibaba-W "Buy" rating with a target price of HKD 195Crazy 24 Hours! Oil Prices Stage a "Historic Reversal"AI prediction authority: I still underestimated the speed of AI, achieving "AI research and development automation" by the end of this year is really possibleImportant raw material for chip cooling! The Strait of Hormuz "locks" helium, with 64.7% of South Korea's total imports coming from QatarBreakfast | Three major U.S. stock indices reversed two consecutive declines, with the Nasdaq closing up over 1%Is it another "subprime mortgage crisis" script? Goldman Sachs promotes "shorting corporate loan strategies" to hedge fundsGerman business groups reject Apple's revised app tracking rules and urge antitrust fines against itGoogle invests "one trillion" to build data centers, Musk: Only 10 trillion counts as investmentDelayed again! The new version of Siri is "difficult to deliver," dragging down hardware, and the release of Apple's smart home display has been forced to be postponed until SeptemberCICC: The risk of "quasi-stagflation" in the United States is further intensifyingRobotaxi enters the "ten-minute" mass production era英伟达计划推出开源 AI 智能体平台Under the impact of soaring oil prices, the UK's inflation rate may return to the 5% high, shattering the central bank's hopes for interest rate cuts this yearTrump claims that military actions against Iran may soon end, causing a huge shock in the financial markets and a significant drop in oil pricesReminder: Please pay close attention to the following (all times are in Beijing time)Overnight U.S. Stocks | Trump claims the war is basically over, three major indices close higher, oil prices fluctuate over 40% during the dayTop 20 US Stock Trading Volumes on March 10: HIMS and Novo Nordisk reached a partnership, stock price surged over 40%Apple delays the release of smart home display devices to wait for the AI assistant to be readyCreating an industry futures "big shark"? Guotai Haitong's futures "hidden agenda"Apple delays the release of its smart home display as the company is waiting for new AI features. Now, Apple plans to launch the smart display later this year. (Bloomberg)AI progress slows product rhythm, Apple delays the release of smart home display, waiting for the new version of SiriCATL (4Q25 Trans): Optimistic on stable unit net profit in 2026---CATL: Capacity Maxed, Back in Force for the AI Infra EraDuring the trading session, it surged over 6%! Optical communication company Applied Optoelectronics announced that it has received its first 1.6T transceiver order from a hyperscale customerHandshake and reconciliation! Novo Nordisk withdraws lawsuit, Wegovy officially launches on the Hims & Hers platformNew York Fed Survey: U.S. Inflation Expectations Remain Stable, Willingness to Voluntarily Resign Drops to Record Lowa16z's latest interview: It's too early to say SaaS is dead; the biggest bottleneck for AI implementation is no longer model intelligenceThe "three-digit crisis" in oil prices is quietly approaching. Is the market underestimating the energy shock?Amazon's Zoox expands autonomous taxi testing to Phoenix and DallasTesla opens its first public Tesla Semi supercharging station in Los Angeles"All Win or All Lose" Style of Trading U.S. Stocks: Predicting the Market is Turning Complex Transactions into a Game for EveryoneNvidia spends lavishly on "light": securing scarce indium phosphide device capacity from Lumentum and CoherentThe competitive landscape of AI platforms is quietly changing: Claude's monthly traffic surged by 63%, but Google's moat remains unfathomably deepThe Middle East conflict triggers an energy shock, causing economic confidence in the Eurozone to plummet to negative levelsFrom home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circleU.S. Stock Market Outlook | The declines in the three major stock index futures have narrowed, oil prices surge intensifying inflation concerns, and tonight's G7 emergency meeting will discuss the release of strategic oil reserves