Is the market "too happy too soon"? The UAE and Iraq oil fields were attacked for the first time after the war, and the key alternative port Fujairah was attacked againNVIDIA GTC Highlights: Hyperion 10 binds with BYD and three other automakers, physical AI drives Uber's autonomous driving "accelerated run"Understanding the Market | WOER rises over 7% as NVIDIA conference calms the "copper exit, light entry" controversyThe "three beliefs" supporting the US stock market: the war will not last too long, private credit will not trigger a crisis, and Trump will always save the marketCICC: Maintains Alibaba "Outperform Industry" Rating, Strengthens Internal Collaboration and Commercial ExplorationOil prices plummet, what happened?As oil prices soar and reshape the path for interest rate cuts, Morgan Stanley steadfastly adheres to the Federal Reserve's script for a rate cut in JuneMorgan Stanley expects the default rate of private credit in the U.S. to reach 8%, and industry giants admit: all valuations are wrong!A one-month surge of 1/3! U.S. diesel approaches $5 per gallon, driving up transportation and agricultural costsJensen Huang launched the NVIDIA version of "Lobster"! Predicts that the SaaS industry will usher in full-scale intelligence integrationNVIDIA releases "Space Computing Module," the "space version" of Vera Rubin will be launched subsequentlyGoldman Sachs Quick Commentary on Jensen Huang's GTC Speech: Met Two Key Expectations of InvestorsInsisting on the "June interest rate cut" prediction, Morgan Stanley stands out in Wall Street's "delayed interest rate cut wave."Jensen Huang: Every company needs to formulate a "Lobster Strategy"Hyundai Motor and NVIDIA expand cooperation in the field of autonomous driving technologyApple acquires video editing software startup MotionVFXSK Hynix will participate in NVIDIA's annual technology conference to showcase its leading position in AI chipsApple acquires MotionVFX! A key piece falls into place in the service ecosystem as the narrative of "high-margin subscriptions" heats upJensen Huang's full speech at GTC: The era of inference has arrived, with revenue expected to reach at least one trillion dollars by 2027, and lobster is the new operating systemSamsung showcased its next-generation AI chip HBM4E for the first time at NVIDIA's GTC conferenceIEA: More oil reserves can still be tapped if necessaryNvidia Investors Just Got Incredible News from CEO Jensen Huang: 2 Highlights from GTCOvernight news on March 17: U.S. stocks closed higher, NVIDIA launched space computing services, the London Metal Exchange experienced a malfunction, and the Iranian Foreign Minister denied contact with the U.SReminder: Please pay close attention to the following (all times are in Beijing time)Apple releases AirPods Max 2, price remains at $549, noise cancellation improved by 1.5 timesNVIDIA releases Rubin chip, computing power increased fivefold, market worth one trillion dollarsNVIDIA significantly raises AI chip revenue forecast, with cumulative sales expected to reach one trillion dollars by the end of 2027Will the appointment of Waller be delayed? The Trump administration requests the judge to reconsider the decision to revoke the subpoena against PowellOn the eve of a key market moment, trading on the London Metal Exchange was suspended for two hours, affecting metals such as aluminum and zincMarch 17th External Headlines: NVIDIA releases new neural rendering technology DLSS5 and launches space computing services. Jensen Huang states that chip orders will exceed $1 trillion next yearRoche partners with NVIDIA to significantly expand AI computing power, building the largest AI factory in the industryUber and NVIDIA plan to launch robot taxis in 28 cities starting next yearOn March 17th, the top 20 trading volumes in the US stock market: Meta spent $27 billion to acquire Nebius computing powerThe U.S. SEC is preparing to propose new regulations to eliminate the requirement for publicly listed companies to disclose their performance quarterly, changing it to twice a yearNVIDIA launches space computing services, sending artificial intelligence into orbitNVIDIA officially supports minimalist shrimp farmingXeon 6 will serve as the main CPU for NVIDIA DGX Rubin, and Intel's stock price rose by 3.3%Jensen Huang boldly claims: By 2027, Blackwell and Rubin chips will generate at least $1 trillion in revenueNVIDIA releases DLSS 5, Jensen Huang exclaims the GPT moment in graphics has arrivedEuropean car manufacturers begin to "embrace China": Under pressure from technology and costs, Stellantis and Mercedes-Benz are seeking cooperation with Chinese car companiesElon Musk's xAI is recruiting bankers on a large scale, planning to train Grok as a "top investment banking analyst."Tesla's "Cybercab" name faces obstacles: the opponent is actually a French beverage companyBEKE (Trans): Neutral on 2026 property mkt; pivoting from scale to efficiencyBank of America stated that the market may underestimate the impact of the Middle East war, and global economic risks may intensifyBEKE: Slide Looks Bottomless. Can Policy Put a Floor?---NVIDIA's stock price rises ahead of major AI conference