"Storm is not over yet"! Goldman Sachs: CTA fully turns bearish, systematic selling pressure may reach the highest this year in the coming week三星、SK 海力士将注销超 140 亿美元库存股以推动公司治理改革The AI bubble theory has not dissipated, and Oracle's stock price has already halved: no financial report tonight can save it?On March 10th, XIAOMI-W spent approximately HKD 99.997 million to repurchase 2.9772 million sharesSK Hynix's crucial battle! Report: Final samples of HBM4 are about to be delivered, and if they pass NVIDIA's certification, mass production could begin this monthForeign Trade at the Beginning of the Year: A Shining Extraordinary SignalNio's revenue guidance for the first quarter of 2026 is between 24.48 billion yuan and 25.18 billion yuan, representing a year-on-year growth of 103.4% to 109.2%NVIDIA expands its AI territory, Groq's Samsung AI chip orders may increase by 70% to 15,000 unitsDongfeng Capital's restructuring has been implementedMiddle East "Production Cut Wave" Expands: Four Countries Reduce Oil Production by 6.7 Million Barrels per Day! Iraq's Daily Production Plummets by 2.9 Million BarrelsAs the ceasefire signal is released, Israel and Palestine mutually attack energy facilities, and the decline in oil prices narrowsNVIDIA will launch an OpenClaw-like AI intelligent body platformThe US-Iran war has triggered the largest "oil supply disruption" in history, analysts warn that oil prices have "the sky as the limit."How much oil would the G7 need to release from its reserves to stabilize oil prices?Trump TACO'd, can the market rest assured? UBS: The key is the navigation of the Hormuz StraitTSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap
---Without the State Grid of China, "domestic lobsters" cannot be producedNing Wang's performance is stunning, Wall Street is collectively optimistic: the impact of rising lithium prices is limited, and production expansion is expected to accelerate this yearFor oil prices, apart from the Strait's reopening, "nothing else matters."Forget about tomorrow's CPI! The transmission of rising oil prices to U.S. inflation only began to show in MarchEvery 1 in 4 iPhones is made in India! The entire iPhone 17 series is assembled in IndiaBefore the Middle East war, AI demand remained strong, and Taiwan Semiconductor's revenue in February increased by 22% year-on-yearThis year's return is 44%. Ping An Fund's Lin Qingyuan: The trend of AI remains unchanged, focusing on the layout of AI powerUnderstanding the Market | Alibaba-W rebounds over 4% as reports indicate Qwen management adjustments released; Morgan Stanley previously stated it does not affect investment logicAI startup founded by former Meta Chief AI Scientist Yang Likun raises over $1 billionThe expectation of the end of the Iran conflict boosts the Asia-Pacific market, with South Korean stocks soaring 6%, Japanese stocks rebounding 3%, and oil prices significantly retreatingCitigroup: Tencent WorkBuddy significantly lowers the usage threshold and may become a turning point for AI agents in China!受全球 AI 硬件持续需求推动，台积电销售额增长 30%Alexander Wang leaves Meta? Meta refutes the rumorJP 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 intensifying