AMD's CEO is reportedly visiting Samsung Electronics to discuss AI chip foundry cooperation"AI Bull Market Narrative" Creates Huge Waves Again! Jensen Huang Unveils Trillion-Dollar AI Blueprint as NVIDIA Sets Sail Towards a $6 Trillion Market ValueHong Kong Stock Market Review: Warming RoundUnderstanding the Market | NVIDIA GTC Leads "Token First Stock" XUNCE Up Over 5% Before Noon as the Company Deeply Positions Itself in the AI Data Value GapOil prices soar, central bank interest rate hikes? Market pricing may have gone too farNot just GPUs! NVIDIA GTC 2026 launches new LPU and CPU products, comprehensively laying out every aspect of AI data centersJD.com launches upgraded e-commerce services in Europe aimed at competing with AmazonThe Reserve Bank of Australia raises interest rates for the second consecutive time to 4.1%, Middle East conflict raises inflation risksWhen will the 'storage frenzy' peak? This is the most effective 'leading indicator'Understanding the Market | Alibaba-W rises over 3% and launches the world's first enterprise-level Agent platform "Wukong"51WORLD becomes NVIDIA's global L4 autonomous driving simulation partner to accelerate the development of inference-based autonomous driving!Understanding the Market | Game stocks rise broadly, Apple's reduction of App Store commission rates may create a demonstration effect, helping domestic developers increase profit marginsAnt Group's acquisition has been approved, and BRIGHT SMART once surged by 80%Wall Street interprets Meta's latest developments: Model delays highlight Google's advantages, layoffs and cost-cutting struggle to offset high AI infrastructure costsThe United States confirms that Tesla has reached a $4.3 billion battery factory deal with LG Energy SolutionIs 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 power