Optical Communication Conference (2026 OFC): The telecommunications conference has transformed into an AI conference, focusing on "how to fit higher density optical fibers into smaller spaces."U.S. stocks in the storage sector rose across the board, with Western Digital, Seagate, and Sandisk soaring to new highs, and Micron Tech entering the "500 billion dollar club."Rare bearish gold report: $5,000 gold price is too high, comparable to the peaks of 1980 and 2011Rising oil prices drive the dollar to regain its "safe haven" status, but how far can this rally go?Amazon is reportedly planning to significantly reduce the volume of packages sent through the U.S. Postal ServiceMiddle Eastern energy facilities have been consecutively attacked, causing oil prices to surge back above $100. Asian tech stocks are rising on the positive news from NVIDIA, and spot gold has increased by 0.4%Reminder: Please pay close attention to the following (all in Beijing time)Meta further shrinks its metaverse strategy, Quest headsets will not be able to access Horizon WorldsOn March 18th, the top 20 trading volumes in the US stock market: Amazon predicts that AWS sales will reach $600 billion in the next 10 yearsReport: Amazon expects artificial intelligence to drive AWS sales to reach $600 billion by 2036Volkswagen quietly shifts in China, abandoning NVIDIA chipsApple acquires MotionVFX, with service revenue accounting for over 26%NVIDIA doubles down on copper cable strategy, optical communication stocks attract attentionUber collaborates with NVIDIA to expand the scale of autonomous taxi services globallyIntel's stock price has fallen; what does the GTC conference mean for this CPU giant?Intensifying competition in Robotaxi, Uber expands cooperation with NVIDIAThe Middle East conflict triggers a "safe-haven rush" in the foreign exchange market, with euro to dollar hedging demand reaching an 11-month highNVIDIA's bold bet on the AI "trillion-dollar era": Jensen Huang claims chip revenue expectations have "strong visibility," and the target will continue to expandMicrosoft integrates the Copilot development team to accelerate AI product deploymentChilean copper giant Codelco's January production plummeted 47% month-on-month, raising suspicions that the year-end production increase data was "inflated."Oil prices surge to become a "booster"? Amidst the flames of war, commodity currency arbitrage trading welcomes its strongest start in three yearsOpenAI signs agreement with AWS to sell artificial intelligence to U.S. government personnelMonthly active users decreased, profits increased: Tencent Music finds gold in the "stock game"NVIDIA further expands into the field of physical AI, deepening cooperation with STMicroelectronicsATAT (Trans): 2026 retail revenue expected to grow 25%-30% YoY---TME (Trans): Agile amid intense competition, prioritizing shareholder returns
---The Iran war drives up oil prices, but the market "ignores inflation"? Analysts warn: TIPS liquidity premium masks real risksATAT: Retail Boom — Is the 'Haidilao' of Hotels Smiling Again?The battle among U.S. e-commerce intensifies! Amazon launches "1-Hour Delivery," directly competing with WalmartGoldman Sachs hedge fund chief: The market environment is "almost unprecedented," and the stock market underestimates downside tail risksOpenAI will sell artificial intelligence technology to U.S. institutions through Amazon's cloud divisionHe Xiaopeng burns 300 million every month. Can it really make ordinary people dare to use intelligent driving?NVIDIA GTC conference remains the focus"Wooden Sister" speaks out: AI has begun to reshape productivity, and will generate $12 trillion in revenue over the next decadeFUYAO GLASS's net profit in 2025 is expected to increase by 24%, reaching a record high, as the wave of automotive intelligence brings growth opportunities | Financial Report InsightsAmazon launches one-hour delivery service in some areas of the United StatesAfter the NVIDIA GTC conference, well-known analysts have become more optimistic about the companyU.S. Stock Market Outlook | Three major index futures mixed, oil prices rise over 3%, Morgan Stanley steadfastly adheres to the Federal Reserve's June rate cut scriptWall Street Commentary GTC: In NVIDIA's definition, computing power equals revenue, and Token is the new commodityThe inside story of Weimob's first annual profit in 4 years: What "key role" did AI play?Jensen Huang GTC Interview: Low-latency inference will become the next explosive engine of the AI economy, and the supply-demand balance of power chips will continue for a long timeTME: Qishui's Blitz, Are the Good Days Over?---Amazon launches one-hour delivery service in hundreds of cities across the United StatesBank of America Fund Manager Survey: Stock Market Frenzy Fades, the Market's Biggest Fear Has Changed!Cathie Wood issues a major warning: Five major innovation platforms are quietly resonating, and a wealth reconstruction comparable to the railway era has already begunHUYA Q4 revenue increased by 16.2% year-on-year, turning from profit to a loss of 8.4 million yuan