Beats cross-industry collaboration breaks the circle with Nike! Apple aims to ignite a new wave of wearable consumer trends, while Nike bets on the narrative of "sports technology."UBS supports gold: Dollar suppression is temporary, still the "king of safe havens," expected to reach new highs this year!Guangfa Securities: GTC NVIDIA upgrades Agent computing power products, a new opportunity for the domestic AI industryIf the blockade of the Strait of Hormuz continues, a "more ferocious than in 2022" bull market for agricultural products is coming?Samsung Electronics plans to start mass production of chips for Tesla in the second half of 2027LULU (Trans): Pricing expected to return to positive growth in H2 2026Secured a big order and "surged," announced bond issuance and "plummeted," shareholders of "AI cloud newcomer" Nebius are "very conflicted."LULU: Dropping slow craft — will a ZARA-style fast push save its 'little black pants'?Tencent Holdings Q4 2025 performance outlook: Revenue and profit may see double-digit growth; market focuses on the latest AI strategy, AI budget, and capital expendituresUnderstanding the Market | Storage Concepts Strengthened in Early Trading, Overnight U.S. Stock Storage Stocks Hit New Highs, Supply Crisis Continues to EvolveUnderstanding the Market | FIT HON TENG rises nearly 15% as NVIDIA's new architecture or "light copper dual-use" drives strong AI demand and high performance growthOn its first day of trading, it surged 700%! This "drone AI" company's IPO was heavily speculatedH200 Countdown for Increased Volume in the Chinese Market! CUDA Supports Strong Demand as NVIDIA's AI Empire Welcomes "Incremental Benefits"Powell faces the impact of rising oil prices! The market bets on the Federal Reserve to "hold steady," with the real suspense lying in the dot plot and economic forecastsGoogle is vigorously promoting personal intelligent ecosystems in the United States, with applications such as Search and Chrome browser fully integrating AIUnderstanding the Market | MINIMAX-W opened over 4% higher as the company collaborates with Tencent Cloud to smoothly operate a million-level Agent RL sandboxJoin the optimistic camp of Goldman Sachs and Morgan Stanley! Barclays exclaims: U.S. stocks are showing the best buying opportunity in nearly a yearIs the era of "autonomous driving technology" coming? NVIDIA is pushing hard, and both Uber and LYFT surgeStrategic major withdrawal! Meta urgently shrinks its VR front, with resources fully tilted towards AI and smart glassesIn-depth recommendation: HALO has been trading for less than a month, and Goldman Sachs suggests shorting some of the "HALO concept stocks" that have risen too muchOaktree Capital's Marks: Investors Underestimate the Impact of AIOptical 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
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