Goldman Sachs latest forecast: The Federal Reserve will still cut interest rates twice this year, with the first extension to SeptemberBenchmarking "Private Doctor"! Microsoft releases Copilot Health: supports uploading medical records and wearable data, focusing on encryption and privacy protectionThe job market is becoming increasingly polarized! The number of initial jobless claims in the United States has dropped to 213,000, and the Federal Reserve's interest rate meeting is caught in a dilemmaFar exceeding expectations! The U.S. trade deficit in January plummeted to $54.5 billion, with strong exports being the main reasonHas the market misjudged Tencent's AI situation? JP Morgan: Integrating into existing workflows is the real battleground for AI in ChinaCathay Pacific under the Middle East changes: Cost pressure, demand surgeLI: Auto biz 'hurting' — counting on robots as the 'lifeline'?
---Microsoft announces next-generation Xbox timeline, AMD-powered game console prototype coming soonTesla approved to supply electricity across the UK, energy department authorized to sell electricity to households and businessesNVIDIA splashes out $26 billion to enter the AI model arena, directly challenging OpenAIAI computing power is too thirsty! Microsoft and Meta increase data center leasing, with cloud computing giants' total commitments exceeding $700 billionNVIDIA intensifies promotion of open-source modelsTesla Robotaxi adds accessibility featuresTesla intensifies road testing of CybercabU.S. Energy Secretary: The Navy is "not ready" to escort in the Strait of Hormuz, and oil prices are unlikely to rise to $200The big companies' Claw have brought "Lobster Equality," but half of the shrimp are forecasting the weatherDialogue with Li Bin: Having gone through 2019, the current difficulties are just minor issuesMiddle East situation escalates: Multiple drone attacks occur in Dubai, oil prices surpass the $100 markHormuz "strangulation," IEA warns of "the largest supply crisis in history," oil demand growth forecast for this year revised down by 25%Blue chips close lower in Singapore; STI slides 0.2%On March 12th, XIAOMI-W spent HKD 76.9093 million to repurchase 2.3076 million sharesLi Auto-W's net profit for the year 2025 is 1.1 billion yuan, a year-on-year decrease of 85.8%NVIDIA will invest $2 billion in Nebius to expand its artificial intelligence cloud infrastructureLi Auto's Q4 revenue fell 35% year-on-year, net profit dropped 99%, and Q1 revenue guidance is below expectations | Earnings Report InsightsCiti: Tencent Holdings' WorkBuddy cloud solution becomes a security advantage, target price HKD 783PayPay's US stock IPO raises $880 million: Valuation and strategic considerations behind the price adjustmentAnthropic's annual revenue soars to $19 billion, plans to partner with Blackstone to establish an AI consulting companyLi Auto's revenue for the fourth quarter was RMB 28.78 billion, a year-on-year decrease of 35%, estimated at RMB 28.84 billion. Adjusted earnings per ADS were RMB 0.25, compared to RMB 3.79 in the same period last yearFrom "devouring" to "benefiting," Chinese software is expected to enjoy "lobster meat"!Why does the market firmly believe that the Federal Reserve will cut interest rates by 2027? Deutsche Bank: They are betting on AI causing a recessionNVDA to invest $26bn in in-house AI foundation models; AAPL enters the budget laptop fray | Daily News Recap
---As the "lobster craze" sweeps the globe, Jensen Huang brings open-source models to the forefront! NVIDIA's full-stack ambition supports the "AI bull market narrative."Jensen Huang is right! AI infrastructure urgently needs electricians: After Microsoft and Google, BlackRock invests $100 million to train techniciansTesla's energy business has been approved in the UK to supply electricity locallyThe IEA's release plan failed to suppress oil prices, and the Asia-Pacific stock market fell broadly, with Dow futures down 0.9% and oil prices rising over 6%Middle East crisis impact! Goldman Sachs lowers U.S. economic outlook, postpones interest rate cut expectations to September, warns that stock market sell-off may exceed average levelsNvidia Is Making a Massive $26 Billion Bet on the Future of Artificial Intelligence (AI)Morgan Stanley: Expects the Federal Reserve to delay interest rate cuts, but the cuts may be larger to balance its dual mandateOpen Source Securities: The wave of rental price increases sweeps across the entire market, paying attention to investment opportunities in Tencent Cloud's price increaseThe blockade of the Strait of Hormuz "will become long-term," how high will oil prices rise?Avoid the Middle East! At least 5 iron ore bulk carriers have changed course en route, heading towards AsiaMorgan Stanley: Alibaba replaces Tencent as the top pickByteDance Seeds Recruit Qianwen GeneralElon Musk's latest interview: "Optimus Prime 3" is coming, AI "self-improvement" has already happened, and after the AI singularity, "money will no longer matter"Morgan Stanley: Optimistic about Tencent Holdings Limited's ecosystem monetization capability, target price HKD 750Two oil tankers were attacked in Iraqi waters, with both the U.S. and Iran sending signals that "the war will not end soon."The demand for optical interconnects in AI data centers is accelerating, with the CPO penetration rate expected to reach 35% by 2030Tencent's version of "Little Lobster" WorkBuddy officially announces updates that can automatically generate daily and weekly reports