SpaceX Challengers: Can Bezos and China Inc. Catch Up?
---Japan plans to release 80 million barrels of oil next week, selling at prices before the outbreak of the Middle East conflictOn March 13th, XIAOMI-W spent HKD 67.4977 million to repurchase 2.029 million sharesThe "fear index" for U.S. Treasuries soared to a nine-month high, and the Federal Reserve's interest rate cut expectations have "cooled off."People's Bank of China: Broad money supply increased by 9% at the end of FebruaryGoogle's acquisition of Wiz is complete, which may pave the way for more tech mergers and acquisitionsU.S. Private Credit: A Tempest in a Teapot or the Canary in the Financial System?Meituan's Wang Puzhong: Building a physical world AI foundation to help every merchant use their own AI assistant"Experts" and "the market" have a huge divergence! The European Central Bank stands at the crossroads of interest rates: will it hold steady in 2026 or rapidly raise rates before June?Citigroup: LI AUTO-W's first quarter guidance meets expectations, target price HKD 72.7Goldman Sachs raises short-term oil price targets again: Brent crude at $100 in March and $85 in AprilChina joins the Triple Nuclear Energy DeclarationTianfeng's Guo Mingqi: NVIDIA's next-generation Rubin platform has started new material testing, and the PCB upgrade cycle is approachingDah Sing Bank: US technology and industrial stocks may be under pressure, upgraded the outlook on energy stocks to neutralThe Trump administration's policy tools to curb oil prices are "nearly bottoming out."The yen is once again approaching 160: Safe-haven funds are pouring into the dollar, and Japan's intervention space is disappearing?Li Auto is involved in a pressure race, heavily investing in AI to break throughThe Middle East conflict triggers global "deficit panic": 30-year U.S. Treasury yield approaches 4.9%, and this year's bond market gains have all been wiped out!Concerns over regional conflicts overshadow the market, and the panic indicator for U.S. Treasuries rises to a nine-month highThe end of the US-Iran war: "Buy the dip" - American retail investors stop "bottom fishing" for the first time in over a year!Volkswagen and XPeng's first collaborative model enters mass production, targeting a counterattack in the Chinese marketDaiwa: After adjusting the strategy for Li Auto-W, efficiency has improved, giving it a "Buy" ratingMicrosoft doubles down on the AI healthcare sector: launches Copilot Health, aiming for "superintelligence in healthcare"Tencent responds to Apple's reduction of commission rates in the Chinese App Store: It invigorates the industryUnderstanding the Market | Gaming stocks collectively rise as Apple and Google both lower app store commission rates, with gaming product profits expected to gradually increaseTop funds that outperformed 97% of their peers are optimistic about Chinese concept technology stocks: increasing positions in Alibaba and Tencent, betting on the dividends of China's AI applicationsUBS: Remains optimistic about large Chinese internet stocks in Hong Kong, new additions to the simulated portfolio include JD Group-SW and Baidu Group-SWThe blockade of the Strait of Hormuz affects not only oil and gas but also fertilizersShenwan Hongyuan: Maintains "Buy" rating on JD INDUSTRIALS, driven by KA customer growth and improvement in gross marginGoldman Sachs: In this round of OpenClaw deployment competition, Tencent is more likely to win consumer trafficThe energy shockwave quietly sweeps across Asia, and Asian central banks may be forced to shift to a hawkish stanceUnderstanding the Market | Li Auto-W fell over 3%, last year's net profit decreased by 85.8%, and the first quarter revenue guidance is below expectationsJPMorgan Chase Dialogue with KNOWLEDGE ATLAS AutoClaw: Why did the intelligent agents explode, is model quality still important, and how to achieve commercial monetization?Even having a mine at home can't withstand it! The Samsung mobile division may experience "historical first loss" due to significant cuts in various expensesOil prices soar, triggering a sell-off in the bond market: US Treasury yields have nearly returned to zero for the year, with the two-year yield soaring to 3.75%Hong Kong Stock Concept Tracking | The Iran Conflict Stalls Fertilizer Supply, U.S. Fertilizer Companies' Stock Prices Surge (Including Concept Stocks)The Strait of Hormuz remains closed, yet oil prices are still far below historical highs, and the US stock market has not panicked. Why is the market so stable?The Margin Call has sounded! The "dominoes of American private credit are falling one after another."Market speculates that the U.S. Treasury has taken action! CME Group President: If the U.S. intervenes in crude oil futures, it will lead to "catastrophic consequences."Korean media: Supply chain fluctuations begin to emerge, South Korean chip giants urgently check helium gas inventoryIncluding investment in brands like Maserati! Automotive giant Stellantis is reportedly seeking investment from Xiaomi and XPengDue to performance concerns, Meta delays the launch of new AI modelsBreakfastAdobe's last quarter revenue exceeded expectations and set a record, but the guidance is mediocre, and the longest-serving CEO will step down, dropping over 7% in after-hours trading | Earnings Report InsightsSamsung and NVIDIA collaborate to accelerate the development of the next generation of NAND flash memoryReminder: Please pay close attention to the following (all in Beijing time)Google Maps introduces a series of AI-driven new features